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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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

How Much House Can You Afford?

By Jake Elm, CFP® , Financial Advisor

As I wrote about a couple of months ago, if there’s a group of people who have a reason to...
Topics: Real Estate, Saving

3 Fitness Principles That Will Improve Your Finances – Episode #523

There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the...
Topics: Behavioral Finance

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

With our first-ever Dentist Money Summit coming up this month, using money as a tool to live a rich life...
Topics: Behavioral Finance

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...
Topics: Behavioral Finance

Financial Advisors vs AI: The Power of Human Insight – Episode #520

Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it...
Topics: Advisors

It Doesn’t Work Until It Does

By Jake Elm, CFP® , Financial Advisor

  My favorite Bradley Cooper movie is either A Star is Born or Silver Linings Playbook. Although, I do think...
Topics: Behavioral Finance

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

The DSO Landscape: What Dentists Should Know

Navigating the DSO marketplace can be overwhelming for dentists. Join us for an informative webinar with Mike Baird from Accelerate...
Topics: Practice Management

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...
Topics: Behavioral Finance, Insurance