Watch Intro Series

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.

Book free Consultation

How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...
Topics: Investing

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...
Topics: Investing

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...
Topics: Retirement Plans, Real Estate

How to Maximize Your Outcome in a DSO Deal – Episode #372

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion...
Topics: Practice Transitions

Why use automatic savings withdrawals?

See how your finances compare with other dentists as you progress along your own path to wealth and why savings...
Topics: Investing

Fan Favorite – 2022 Financial Benchmarks Are In! – Episode #371

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart...
Topics: Investing

Is 4% the right portfolio withdrawal rate for retirees?

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy the money too....
Topics: Investing

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....
Topics: Investing

Financial Benchmarks: How Do You Compare to Dentists Nationwide?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.
Topics: Tracking Progress

How do you develop a brand?

Learn why, to get the most out of your marketing, everything should feed into one clear message about your brand....
Topics: Practice Management

Creating a Powerful Brand for Your Practice – Episode #369

When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s...
Topics: Practice Management

What makes a dental practice durable?

If your practice is your #1 asset, what do you need to do to make sure it increases in durability...
Topics: Practice Management