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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Is AI Being Overhyped?

Artificial intelligence (AI) seems to be everywhere--from headlines to social media feeds. Can AI create meaningful, everyday changes for dentistry?...
Topics: CE, Practice Management

How Rich Are Americans?

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...
Topics: Behavioral Finance, Getting Organized

Break the Burnout Cycle: Wellness Tools for Dentistry

Dentistry can be a deeply fulfilling profession, but it can also be demanding in ways that often go unnoticed. Long...
Topics: CE, Getting Organized, Work Life Balance

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...
Topics: Behavioral Finance, Work Life Balance

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...
Topics: Debt & Financing, Practice Value

Golden Age Thinking

By Jake Elm, CFP® , Financial Advisor

If you haven’t seen the movie Midnight in Paris, it’s definitely worth a watch. It’s a sweet, fun, and thought-provoking...
Topics: Behavioral Finance

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...
Topics: Investing, Market

Is Your Car Payment Wrecking Your Budget? – Episode #686

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising...
Topics: Finance 101

Every Update you Need to Know About your Student Loans

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: As many of you are aware, the student loan landscape has changed a...
Topics: Student Loans

How Much Is Enough?

By Jake Elm, CFP® , Financial Advisor

With football on my brain, I wanted to recount a sports-betting story from a while back. A few years ago,...
Topics: Behavioral Finance, Tracking Progress

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...
Topics: CE, Getting Organized, Practice Management

A Few Things to Think About

By Jake Elm, CFP® , Financial Advisor

I hope you all enjoyed your long Labor Day weekend. If you spent it like me, you reveled in the...
Topics: Behavioral Finance