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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How Much Is $1 Million?

For as long as I can remember, becoming a millionaire has been the cultural gold standard for building wealth. Most...

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Topics: Practice Transitions

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...
Topics: Practice Transitions

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...
Topics: Behavioral Finance

How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....

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...
Topics: Getting Organized, Liquidity

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...
Topics: Finance 101, Insurance

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....
Topics: Student Loans

Student loans are officially coming back this fall.

By Victoria Ferguson, CFP® , Financial Advisor

Like your cousin’s bad mullet, student loans repayments are officially back. And no, we aren’t excited about it either.  Starting...
Topics: Student Loans

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