Education Library

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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Starting From Scratch with Dr. Mike and Stephanie Walton – Episode #424

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and...

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...

5 Tips for Overcoming the Fear of Investing – Episode #420

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...

4 Places Money Should Go During Uncertain Times – Episode #418

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so...

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...

The ABCs of Choosing a Loan Repayment Plan

By Lauren Kearl , Financial Planning Associate

With federal student loan repayments set to resume this fall, many dentists will unknowingly end up in the wrong plan....

The New Math for Old Student Loan Debt – Episode #416

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need...

Can “Dental Moneyball” Up Your Growth Game? – Episode #412

Starting with changes in baseball that were highlighted by “Moneyball”, data-driven analytics have transformed sports. Can dentists learn from this...