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.

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...

How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...

The Psychology Trick That Helps Dentists Stress Less and Focus More – Episode #652

This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes...

6 Dental Production Fixes for Summer Slumps

Each season brings reasons for declining production—holidays, vacations, school breaks. If summer feels like a slow season in your dental...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....

Insurance Demystified: How to Decode EOBs & Optimize Pay

Do you know what an insurance list is? Do you know how 'term mapping' really helps your bottom line? Knowing...