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.

Why Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...

Ways that Real Estate can Help Maximize Your Profitability

Looking to buy a building? Whether it's an office space or commercial real estate space, what is negotiable during the...

Real Estate Vs. The Stock Market

By Jake Elm, CFP® , Financial Advisor

Of all the places to put your money to grow over time, investing in real estate really seems to grab...

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...

How should you approach private real estate investments?

People often trust their ‘gut’ instincts, but when it comes to investing, should they? Here are a few cautions you...

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...

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...

4 Common Mistakes Made in Commercial Real Estate

Matt Mulcock, CFP®, and Adam Watts, discuss how to maximize the value of your practice's real estate and how to...

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...

Estate Planning in Plain English – Podcast Episode 287

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show,...

Why does real estate feel safer than the stock market?

In this podcast, Reese Harper and Ryan Isaac discuss the volatility of assets like real estate and the stock market....