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.


THIS WEEK’S PODCAST

Why Exit Planning Should Start Long Before You Sell – Episode #684

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the “crawl, walk, run” approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every … Continued




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....

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

DAP2 #5: A Different Vision for Dentistry with Dr. Ashley Joves – Episode #395

On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother...

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...

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...

Discounts vs Membership: What Do Patients Really Want? – Episode #390

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and...

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...

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...

DAP2 #4: How to Design a Life of Significance with Dr. Jared Hill – Episode #387

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Jared Hill. Jared...

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...

Real Talk With Rabih: BRICS, the Dollar, and Your Investments – Episode #385

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying...

DAP2 #3: A “Why Not” Philosophy for Business with Brian Harris – Episode #384

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris, founder...