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.

Book free Consultation

Lifestyle Inflation: The High Blood Pressure of Money

By Victoria Ferguson, CFP® , Financial Advisor

Did you know that about one-third of consumers who earn $250,000 live paycheck to paycheck? It’s true. How does this...
Topics: Finance 101, Spending

How Much Do Americans Save?

Every year Vanguard releases its How America Saves report which details what percentage of income people are saving into their...

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

Are The Biggest Stocks The Best Stocks?

The U.S. stock market is up around 14% since January. Not bad for a six-month stretch and a welcome sight...

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

What Dentists Want to Know — Listener Q&R #2 – Episode #406

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the...
Topics: Insurance, Investing

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

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

Things Are Getting Better

I don’t have a lot of time to write this week due to a family vacation (I know, life’s hard),...

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

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

The Problem With Market Timing

I’ve been writing about an impending recession for quite a while now. Last May, I wrote a post titled “Preparing...