Education Library

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 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...

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...

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...

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,...

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...

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...

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...

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...

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

Maximizing Returns: The Role of Time in Investing – Episode #515

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But...

Why Less Is More: Insights from ‘The Paradox of Choice’ – Episode #513

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The...

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...

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A Warren Buffett Investment Secret You Can Mimic – Episode 267

Financial Education Library for Dentists

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