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.

Do Your Investments Suffer Because of Where You Live? – Episode 87

Pledge allegiance to the flag, support the troops, and cheer for your favorite Olympian. There’s nothing wrong with a little...

Why Most Dentists Miss Out on Bull Market Gains – Episode 86

Would you be happy if your investment portfolio earned average market returns? Is that enough to secure a comfortable retirement?...

What Smart Dentists and UPS Drivers Have in Common – Episode 84

In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be...

7 Big Mistakes Dentists Make That Wreck Retirement

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...

5 Misunderstood Financial Quotes – Episode 79

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...

What Beanie Babies Can Teach Dentists About Money – Episode 74

Have you ever made a financial decision on the grounds that “everyone else is doing it?” When all the facts...

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...

What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...