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.

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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...
Topics: Liquidity, Taxes

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...
Topics: Liquidity

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...
Topics: Liquidity

What is liquidity?

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

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...
Topics: Liquidity

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...
Topics: Cash Management

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.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

The Truth About Selling Your Dental Practice

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...
Topics: Practice Management, Practice Transitions

5 Ways Dentists Can Improve Their Tax Strategy

On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes...
Topics: Taxes

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...
Topics: Debt & Financing

The Dentist’s Guide to Good Debt vs. Bad Debt

By Taylor Sutterfield, MAcc, CFP® , Sr. Financial Advisor

As a dental professional, you know debt comes with the territory. But how do you know if yours is actually...
Topics: Debt & Financing

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...
Topics: Finance 101, Getting Organized