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.

Year-End Tax Planning Checklist for Dentists

Worried about missing a tax deduction? Get organized with our year-end checklist and meet with a financial professional to review...

One Roof, One Plan: Rethinking Tax Planning for Dentists

By Matt Mulcock, CFP®, Dentist Advisors & Tom Whalen, CPA, Edge Advisors

The difference between tax filing and tax planning, why your CPA and financial advisor should talk, and the latest tax...

Goal Setting for Dentists: How to Build Habits That Stick

On this episode of The Dentist Money Show, Matt, Jake, and Christine break down how dentists can set goals that...

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...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...