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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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...
Topics: Behavioral Finance, Debt & Financing, Income, Investing, Spending

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...
Topics: Investing

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...
Topics: Advisors, Investing

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...
Topics: Cash Management, Investing

What Beanie Babies Can Teach Dentists About Money – Episode 74

Have you ever made a financial decision on the grounds that “everyone else is doing it?” When all the facts...
Topics: Behavioral Finance, Investing

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...
Topics: Investing, Retirement Plans

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...
Topics: Investing, Real Estate

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...
Topics: Investing

What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...
Topics: Investing

Six Keys to Powerful Investment Portfolios – Episode 55

Have you ever looked at your investment statements and wondered if your returns are as good as they could be?...
Topics: Investing

What Brexit Means for Your Investment Portfolio – Episode 29

Great Britain’s referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some...
Topics: Investing

What You Should Know About Public Markets – Episode 24

Unless you happened to live in 18th century Western Europe, you might not understand how the modern economy was born...
Topics: Investing