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.

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...

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...

Tax Planning Checklist for Dentists

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...

5 Tax Write-offs Every Dentist Should Know About

By Victoria Ferguson, CFP® , Financial Advisor

We conducted a survey where we asked dentists what they were most interested in learning more about. Tax reduction and...

What are the tax advantages of a 401(k)?

Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Ferguson, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...

Making Sense of a 401(k) Plan at Your Practice – Episode #432

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...