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.

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4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....
Topics: Market

How Investment Returns Are Actually Calculated – Episode #533

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that...
Topics: Market

Where to Save for a Big Purchase

By Jake Elm, CFP® , Financial Advisor

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...
Topics: Saving

Why Credit Card Rewards Matter and How to Use Them

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: I am a credit card point junkie. I typically open up 3-5 new...
Topics: Cash Management, Debt & Financing

Should You Buy Nvidia Stock?

By Jake Elm, CFP® , Financial Advisor

The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...
Topics: Investing

Improving Case Acceptance with Digital Smile Makeovers

Engaging in cosmetic discussions and suggesting high-value treatment options can often be challenging for dental professionals. There's a delicate balance...
Topics: Practice Management

What Dentists Spend Money On: Key Insights From the Summit – Episode #530

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers...
Topics: Spending

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I believe it’s time for another post about some of my favorite things I’ve watched, listened to, or read recently....

Living a Rich Life: Aligning Your Money With Your Values – Episode #528

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include...
Topics: Work Life Balance

What Would You Give Up For $1 Million?

By Jake Elm, CFP® , Financial Advisor

As can sometimes happen when you’re hanging out with friends, you start asking each other hypothetical questions to spur on...
Topics: Finance 101, Saving, Spending

10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...
Topics: Behavioral Finance