Education Library

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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When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...

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...

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?...

Lisa Knowles Presents Dentistry’s Broadway Show – Episode 52

Lisa Knowles opened her dental practice in 2005… two years before the recession… in Michigan. With economic conditions stacked against her,...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...

Pat Rosenzweig on the People Who Make Your Practice – Episode 46

Perhaps nothing in dentistry is more important than surrounding yourself with the right people. It’s also one of the most...

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...

Dentist Money: Chris Tayler on Improving Profits with Better Fee Schedules – Episode 44

While working with his endodontist father, Chris Tayler became all too familiar with the inequities imposed by insurance companies on...

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...