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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Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...
Topics: Benchmarks, Getting Organized, Tracking Progress

An Interview with Chad Hymas: Embracing Life’s Challenges – Episode #609

On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident...
Topics: Behavioral Finance, Work Life Balance

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...
Topics: Cash Management, Finance 101, Income

Ways that Real Estate can Help Maximize Your Profitability

Looking to buy a building? Whether it's an office space or commercial real estate space, what is negotiable during the...
Topics: Practice Management

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...
Topics: Cash Management, Finance 101, Income

2025 Marketing Trends That Matter for Your Dental Practice

When was the last time you looked at your marketing strategy? Marketing trends are shaping the dental industry in 2025.
Topics: Practice Management

Preparing for the Worst

By Jake Elm, CFP® , Financial Advisor

In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...
Topics: Behavioral Finance, Finance 101, Tracking Progress

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...
Topics: Investing, Market

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...
Topics: Benchmarks, Getting Organized, Tracking Progress

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...
Topics: Behavioral Finance, Finance 101, Year-End Planning

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...
Topics: Getting Organized, Practice Management, Work Life Balance

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...
Topics: Investing, Practice Value