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.


THIS WEEK’S PODCAST

Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are impacting dentists today, including how direct indexing works, who it’s best suited for, and why managing cash reserves has become more nuanced in today’s market. They also discuss whether the traditional 4% retirement rule still … Continued




Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are...

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...

Goal Setting for Dentists: How to Build Habits That Stick

On this episode of The Dentist Money Show, Matt, Jake, and Christine break down how dentists can set goals that...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

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

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...

A Decade of The Dentist Money Show: 10 Principles That Still Matter

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the...

Taxes 101 for Dentists: Build a Year-Round Plan That Works

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

Red Flags Every Dentist Should Know Before Investing – Episode #714

On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs...