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.

Ask These Questions Before Investing in a Startup – Episode 99

Have you ever thought about investing in a startup? If you haven’t already, someday you’ll be approached to fund the...

Don’t Get Caught Asking this Question About Financial Markets – Episode 98

There’s no such thing as a stupid question. In some cases it might just be the wrong question. And it’s...

The Reason You Should Treat Your Investment Portfolio Like a Dental Practice – Episode 94

What if you looked at your investment portfolio the same way you looked at your practice? Would it change the...

How a $2 Billion Private-Equity Fund Went Bust – Episode 91

How does brainpower impact your investment outcomes? Do smart people have the edge when it comes to recognizing the most...

2 Big Bets Dentists Make that Delay Retirement – Episode 90

A bet is a bet whether you realize you’re making it or not. Are you letting your future ride on...

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...