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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How Does the Stock Market Perform After Declines?

By Jake Elm, CFP® , Financial Advisor

The stock market has taken a bit of a tumble recently. Interestingly enough, almost exactly a year ago, the stock...
Topics: Investing, Market

How Are You Using Your Income?

By Jake Elm, CFP® , Financial Advisor

When you make money, it can only go to four places. You can pay taxes. You can pay down debt....
Topics: Income

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...
Topics: Investing

The Luckier You Are, The Nicer You Should Be

By Jake Elm, CFP® , Financial Advisor

I’ve been thinking about the role that luck plays in our lives recently, and wanted to revisit a story I...
Topics: Behavioral Finance

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...
Topics: Finance 101, Getting Organized

Stop Complaining About Gas Prices

By Jake Elm, CFP® , Financial Advisor

With President Trump’s strikes on Iran and the widening war across the Middle East, a lot of people are understandably...
Topics: Finance 101, Market

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized

The Next Big AI Company?

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...
Topics: Market

How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...
Topics: Income, Practice Management

Is Life More Expensive Today?

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...
Topics: Finance 101

What Game Are You Playing?

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...
Topics: Behavioral Finance

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...
Topics: Work Life Balance