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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.


How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...

Why use automatic savings withdrawals?

See how your finances compare with other dentists as you progress along your own path to wealth and why savings...

Is 4% the right portfolio withdrawal rate for retirees?

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy the money too....

How do you develop a brand?

Learn why, to get the most out of your marketing, everything should feed into one clear message about your brand....

What makes a dental practice durable?

If your practice is your #1 asset, what do you need to do to make sure it increases in durability...

Why does risk have so many facets?

Every investment comes with a degree of risk. Here’s why crypto’s FTX catastrophe helps us remember that some investments have...

How does diversity make your portfolio robust?

Discover how portfolio diversification mixes a wide variety of investments that helps you to reduce overall risk—and helps you build...

What role do bonds have in a portfolio?

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...

How do you master your emotions about investing?

Discover why mastering your temperament for risk is a key to gaining long-term positive returns on your investments. Listen to...

How do most divorces end up being handled?

Divorce is usually much different for dentists … and you should know the reasons why. Listen to the full podcast!

How can you avoid making costly mistakes?

Ryan Isaac and Matt Mulcock look at why making hasty decisions can end up being detrimental to your financial health....

What are the tradeoffs between time and money?

Feeling guilty about overspending? Learn how the yin/yang of time and money becomes more balanced as your career progresses. Listen...