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

Some Good News

We’re inundated with bad or scary news all the time. It’s everywhere we look. And to be honest, it’s simply...

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

Are The Biggest Stocks The Best Stocks?

The U.S. stock market is up around 14% since January. Not bad for a six-month stretch and a welcome sight...

How should you approach private real estate investments?

People often trust their ‘gut’ instincts, but when it comes to investing, should they? Here are a few cautions you...
Topics: Behavioral Finance

What Dentists Want to Know — Listener Q&R #2 – Episode #406

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the...
Topics: Insurance, Investing

Are you too focused on planning for retirement?

Learn how to unburden yourself from your financial worries even as you build a secure financial foundation that supports your...
Topics: Getting Organized