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.

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

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...

Knowing Your Stats = Growing Your Revenue

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...

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...

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...

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...

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...

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...

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...

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...

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...