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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Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Topics: Practice Transitions

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
Topics: Investing

A Few Things To Think About

I wanted to share a few things I’ve recently come across that have caught my attention and caused me to...

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...
Topics: Behavioral Finance

How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....

4 Places Money Should Go During Uncertain Times – Episode #418

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so...
Topics: Getting Organized, Liquidity

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...
Topics: Finance 101, Insurance

3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...
Topics: Practice Transitions

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...
Topics: Investing

3 Steps to Building a Solid Financial Foundation – Episode #404

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
Topics: Getting Organized

Why You Need to Know the Nuances of DSO Deals – Episode #402

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a...
Topics: Practice Transitions

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance