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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How to Maximize Your Outcome from a DSO Affiliation

Join McLerran & Associates' CEO and Principal Brannon Moncrief to gain important insights on the DSO landscape.
Topics: Practice Transitions

Dentist Money Summit Invitation

Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...

DA Today – Lt

Watch Will Gochnour, CFP® walk you through the Liquid Term elements in the Elements® app. He will explain what it...

What are the tax advantages of a 401(k)?

Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
Topics: Retirement Plans, Year-End Planning

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Ferguson, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...
Topics: Retirement Plans, Taxes, Year-End Planning

When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

By Will Gochnour, CFP® , Financial Advisor

TL;DR – Listen to the article post: One of the biggest storylines headed into the 2023/2024 NFL season was the...
Topics: Finance 101, Saving

Making Sense of a 401(k) Plan at Your Practice – Episode #432

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...
Topics: Retirement Plans, Year-End Planning

How Much Is $1 Million?

For as long as I can remember, becoming a millionaire has been the cultural gold standard for building wealth. Most...

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Topics: 529s, Investing, Year-End Planning

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Cash Management, Liquidity

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Topics: Practice Transitions

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Topics: Cash Management, Economy, Getting Organized, Spending