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.

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...

Four Strategies for Dentists to Avoid Financial Burnout

By Lauren Kearl, CFP®, Financial Advisor

TL;DR – Listen to the article post: On average, people make nearly 35,000 decisions a day (Psychology Today). Between being...

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...

Why Exit Planning Should Start Long Before You Sell – Episode #684

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for...

4 Money Mistakes Every New Dentist Should Avoid – Episode #681

On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid...

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA  joins Matt to...

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...

The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel – Episode #674

Do you need a vacation from your vacation? On this episode of The Dentist Money Show, Matt and Taylor unpack...

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...

How to Grow Your Net Worth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Because open discussions about money are considered taboo, and comparing your own personal...