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.

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...

Does having liquidity make growth easier?

Having adequate cash reserves helps you relax when it comes to making choices about what’s right for your practice. In...

What is liquidity?

It’s important to know that liquid funds are not just cash. In this video clip, Reese Harper and Ryan Isaac...

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...

Do markets provide liquidity to investors?

One favorable characteristic of public markets is how easy it is to liquidate the stocks and bonds you own. In...

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.

Are You Properly Insured? A Dentist’s Guide to Risk

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how...

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...

What It’s Like to Work With Dentist Advisors: A Year in the Life of a Client

Ever wondered what it’s like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and...

What Should Be Inside a Dentist’s Investment Portfolio?

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building...