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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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...
Topics: Taxes, Year-End Planning

10 Mistakes that Can Cost Dentists $10,000 or More

Imagine losing over $10,000 because of a simple financial misstep. With your unique financial challenges as a dentist–high incomes, significant...
Topics: Advisors, Finance 101

10 Questions a Dentist Should Ask Before Hiring a Financial Advisor

Choosing the right financial advisor is arguably one of the most important decisions you’ll ever make for your money. So...
Topics: Advisors, Finance 101

Why Dentists Shouldn’t Always Follow Dave Ramsey’s Financial Advice

While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...
Topics: Finance 101, Getting Organized

5 Retirement Costs You’re Probably Overlooking

This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...
Topics: Retirement Plans

Why Saving 10% Won’t Be Enough for Dentists

This E-Guide Will Show You: Why 10% savings rate doesn’t work for dentists How dentists should scale their savings throughout...
Topics: Saving

What’s Your Financial Kryptonite? Here’s How to Beat It

We each have personality types that either positively or negatively affect our financial behavior. Recognizing the traits that may stunt...
Topics: Finance 101, Investing

5 Habits of Wealthy Dentists

As a dentist, clinical production, practice management, and team-building responsibilities probably occupy the majority of your time. Where do you...
Topics: Advisors, Finance 101

There’s Only One Number You Need to Predict Your Retirement

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...
Topics: Getting Organized, Spending, Tracking Progress

7 Big Mistakes Dentists Make That Wreck Retirement

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...
Topics: Behavioral Finance, Debt & Financing, Income, Investing, Spending