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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The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...
Topics: Estate Planning

4 Ways Dentists Get Duped

By Taylor Sutterfield MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: “No one does [play fair] if they think they can get away with...
Topics: Behavioral Finance

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...
Topics: Practice Management

DSO Dynamics: The Trends You Need to Understand – Episode #494

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are...
Topics: Practice Transitions

Succeeding at the Business of Dentistry with Dr. John Meis – Episode #491

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming...
Topics: Practice Management

Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral...
Topics: Behavioral Finance

3 Lessons From Women About Money

By Victoria Ferguson, CFP® , Financial Advisor

March is Women’s History Month, and we’re here to shine a spotlight on our female dentists! Considering that women weren’t...
Topics: Behavioral Finance, Investing

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...
Topics: Investing, Market

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...
Topics: Debt & Financing, Liquidity

Mastering the Growth Game with Dr. Richard Low – Episode #471

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you...
Topics: Early Career, Work Life Balance

Life and Money Lessons from Charlie Munger – Episode #469

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead...
Topics: Finance 101

10 Questions to Ask Before Hiring a Financial Advisor – Episode #467

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...
Topics: Advisors