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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Discount Plans Versus Membership Plans – What’s the difference?

Join Dental Menu's CEO and Co-Founder Paul Lowry to gain important insights on creating a membership plan that can increase...
Topics: Income, Practice Management

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...
Topics: Behavioral Finance

How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....

5 Tips for Overcoming the Fear of Investing – Episode #420

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...
Topics: Investing

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...
Topics: Investing

Long-Term Returns Are All That Matter

I was playing golf the other day and had an awesome five-hole stretch to finish my round. I scored three...

4 Places Money Should Go During Uncertain Times – Episode #418

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so...
Topics: Getting Organized, Liquidity

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...
Topics: Finance 101, Insurance

The ABCs of Choosing a Loan Repayment Plan

By Lauren Kearl , Financial Planning Associate

With federal student loan repayments set to resume this fall, many dentists will unknowingly end up in the wrong plan....
Topics: Student Loans

Why Dentists Should be Fans of the New SAVE Plan

By Victoria Ferguson, CFP® , Financial Advisor

Hey dentists! Did you know that you might be able to save thousands of dollars on your student loans? The...
Topics: Student Loans

Financial Advice From A Stranger

Last week my two one-year-old boys came down with a cold. This is their first experience with being sick and...

The New Math for Old Student Loan Debt – Episode #416

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need...
Topics: Student Loans