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

Are you too distracted by debt interest rates?

Interest rates affect your financial growth, but not as much as things like practice profitability, your savings rate, or how...
Topics: Investing

Tax Law Changes & Year-End Strategies Every Dentist Should Know

Wondering how the latest tax law changes might affect you and your practice? In this webinar, Tom Whelan, CPA and...
Topics: CE, Taxes, Year-End Planning

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...
Topics: CE, Debt & Financing, Practice Value

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

The Business of DSOs: A Conversation with Accelerate Dental – Episode #595

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore...
Topics: Practice Management, Practice Transitions, Practice Value

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...
Topics: Finance 101, Getting Organized

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...
Topics: Economy, Investing, Market

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...
Topics: Practice Management

Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Topics: Taxes, Year-End Planning

The New Math for Old Student Loan Debt – Episode #416

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need...
Topics: Student Loans