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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What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Answer the Call: Why Rapid Call Response Is Crucial – Episode #444

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the...
Topics: Practice Management

Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Topics: Taxes, Year-End Planning

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...

Personal Finance Horrors: 13 Frightening Facts – Episode #441

Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can...
Topics: Finance 101

Practice Insights from a Dentist, a Consultant, and an Advisor – Episode #439

A dentist works in the here and now. A consultant has to look to the near future. And an advisor...
Topics: Practice Management

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...
Topics: Getting Organized, Year-End Planning

5 Tax Write-offs Every Dentist Should Know About

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article post: We conducted a survey where we asked dentists what they were most interested...
Topics: Taxes, Year-End Planning

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...
Topics: Estate Planning

The Diderot Effect

With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...

How to Hire and Retain Top Dental Talent – Episode #434

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the...
Topics: Practice Management

What Are Mutual Funds?

“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...