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.


THIS WEEK’S PODCAST

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to … Continued




Why the Need for Career Associates Is Booming – Episode 315

The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What...

How to Optimize Your Existing PPO Contracts – Episode 314

You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more...

Dentistry’s Great, But Are You Running in Circles? – Episode 313

Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time...

Don’t Forget About These End-of-Year Tax Benefits – Episode 312

It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...

Protect Your Investments from Too Much Risk – Episode 310

  You generate income from your practice and your wealth then comes from investing that income. But what are you...

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...

Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...

What Is Rebalancing and Why Is It Important? – Episode 306

As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could...

Are Alternative Investments for You? – Episode 305

So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know...

Here’s When It’s Time to Hire a Practice Coach – Episode 304

Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so...