Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....

Scary Money Myths Every Dentist Should Avoid: Part 1 – Episode #699

On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that...

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...

Is AI Being Overhyped?

Artificial intelligence (AI) seems to be everywhere--from headlines to social media feeds. Can AI create meaningful, everyday changes for dentistry?...

How Rich Are Americans?

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...

Break the Burnout Cycle: Wellness Tools for Dentistry

Dentistry can be a deeply fulfilling profession, but it can also be demanding in ways that often go unnoticed. Long...

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...

Golden Age Thinking

By Jake Elm, CFP® , Financial Advisor

If you haven’t seen the movie Midnight in Paris, it’s definitely worth a watch. It’s a sweet, fun, and thought-provoking...

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...