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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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DA Today – DMS Invite

Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...

DA Today – Lt

Watch Will Gochnour, CFP® walk you through the Liquid Term elements in the Elements® app. He will explain what it...

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...
Topics: Year-End Planning, Retirement Plans

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Hughes, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Topics: 529s, Year-End Planning

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Liquidity, Cash Management

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...
Topics: Behavioral Finance

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Topics: Investing

Student Loans: Consider applying for the new SAVE plan

Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...
Topics: Student Loans

How should you approach private real estate investments?

People often trust their ‘gut’ instincts, but when it comes to investing, should they? Here are a few cautions you...
Topics: Behavioral Finance

Are you too focused on planning for retirement?

Learn how to unburden yourself from your financial worries even as you build a secure financial foundation that supports your...
Topics: Getting Organized

What are the changes DSOs have gone through?

Many dentists want to understand the mechanics of DSO offers. Ryan Isaac talks with Bannon Moncrief of McLerran & Associates,...
Topics: Practice Transitions

How can dentists fight today’s high costs?

Rising costs are making the finances of dentistry more complicated. That’s why the accounting services you need should go beyond...
Topics: Cash Management