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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3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...
Topics: Practice Transitions

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...
Topics: Practice Management

Lifestyle Creep: The High Blood Pressure of Money

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...
Topics: Behavioral Finance, Saving, Spending

5 Money Mistakes That Plague Dentists – Episode #410

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can...
Topics: Behavioral Finance, Getting Organized

Lifestyle Inflation: The High Blood Pressure of Money

By Victoria Ferguson, CFP® , Financial Advisor

Did you know that about one-third of consumers who earn $250,000 live paycheck to paycheck? It’s true. How does this...
Topics: Finance 101, Spending

How Much Do Americans Save?

Every year Vanguard releases its How America Saves report which details what percentage of income people are saving into their...

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...
Topics: Investing

3 Steps to Building a Solid Financial Foundation – Episode #404

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
Topics: Getting Organized

Things Are Getting Better

I don’t have a lot of time to write this week due to a family vacation (I know, life’s hard),...

The Problem With Market Timing

I’ve been writing about an impending recession for quite a while now. Last May, I wrote a post titled “Preparing...

3 Steps to Building a Solid Financial Foundation

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

Earlier this year, two homes in Utah collapsed and fell down the hillside they were built on. Neighbors caught the...
Topics: Finance 101

Does Your CPA Think Like a CFO? – Episode #400

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work...
Topics: Cash Management