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.

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....

What’s The Best Investment?

Every year Gallup conducts a survey that asks a group of 500 Americans what they think is the best long-term...

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...

5 Things You Should Know About Alternative Investments – Episode #386

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of...

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

Do You Have What It Takes to Build a Group Practice? – Episode #380

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and...

5 Common Blind Spots to Financial Progress – Episode #379

When someone is unable to fully grasp the importance of something, it’s called a blind spot. While we all have...

Two Steps Every Dentist Can Take to Avoid Fraud – Episode #377

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists...

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...