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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Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market

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...
Topics: Student Loans

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

Emergency Episode: Critical Student Loan News for Dentists

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...
Topics: Student Loans

Why Do Dentists Feel Like They Don’t Make Enough Money? – Episode #664

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning...
Topics: Cash Management, Finance 101, Income

How Much Life Insurance Do Dentists Need? – Episode #661

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...
Topics: Insurance

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

My father grew up on a potato farm in Idaho. He was the 2nd oldest in his family, and his...
Topics: Behavioral Finance

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...
Topics: Behavioral Finance

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

More than half (54%) of all families in the United States have no retirement savings at all. The median retirement...
Topics: Retirement Plans

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...
Topics: Cash Management, CE

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...
Topics: Practice Management, Practice Transitions, Practice Value

Should You Get Whole Life Insurance?

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...
Topics: Finance 101, Getting Organized, Insurance