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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5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...
Topics: Taxes

One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...
Topics: Practice Transitions

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Investing, Saving

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

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

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

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

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...
Topics: Behavioral Finance

Are 401(k)s a Scam?

By Jake Elm CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Retirement Plans, Saving

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
Topics: Investing