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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Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...
Topics: Practice Transitions

Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...
Topics: Economy, Practice Management

Investment Advice from Super Bowl Ads

Almost 115 million people tuned in to watch the Super Bowl last week. Viewership peaked at almost 120 million viewers...

What Do Your Core Values Have to Do With Money? – Episode #375

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align...
Topics: Behavioral Finance

Progress > Perfection

I’ve been known to enjoy watching a movie from time to time, and as such, I recently started a Letterboxd...

What is the objective of the Elements scorecard?

The Elements app measures financial health and helps you get organized. Learn more about which financial categories make up the...
Topics: Investing

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...
Topics: Investing

A Reminder About Taxes

I like to watch football. Even more so when it’s NFL playoff football on a cold January weekend. However, during...

How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...
Topics: Investing

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...
Topics: Investing

Some Thoughts on Income

How much money do you need to make to be in the top 10%, top 5%, and top 1% of...

How Much Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...
Topics: Retirement Plans, Saving