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.

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...

2025 Marketing Trends That Matter for Your Dental Practice

When was the last time you looked at your marketing strategy? Marketing trends are shaping the dental industry in 2025.

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...

Preparing for the Worst

By Jake Elm, CFP® , Financial Advisor

In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...

Love & Money: Building Financial Compatibility Together – Episode #602

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the...

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...

The Business of DSOs: A Conversation with Accelerate Dental – Episode #595

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore...

What I’m Into – Best of 2024

By Jake Elm, CFP® , Financial Advisor

Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...