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.

The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...

10 Mistakes That Could Cost You $10K or More – Part 2 – Episode #538

“Some of us learn from other people’s mistakes and the rest of us have to be other people.” So said...

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...

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...

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...

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...

Understanding the Basics of Invisible DSO Partnerships – Episode #508

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes...

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

DSO Dynamics: The Trends You Need to Understand – Episode #494

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are...