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.

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Money is by far the top cause of stress in America. More than...

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...

A Better Way to Think About Goals

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Goals are overrated. There, I said it. And I’m not picking on goals. I don’t believe in willpower as a...

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...

We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...

Lifestyle Creep: The High Blood Pressure of Money

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...

5 Money Mistakes That Plague Dentists – Episode #410

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can...

How should you approach private real estate investments?

People often trust their ‘gut’ instincts, but when it comes to investing, should they? Here are a few cautions you...

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....