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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One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...
Topics: Practice Transitions

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Investing, Saving

EBIDTA 101: Understanding the Key Calculation in a Practice Sale – Episode #452

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA....
Topics: Practice Transitions

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Topics: Taxes, Year-End Planning

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Topics: Retirement Plans, Year-End Planning

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...

Personal Finance Horrors: 13 Frightening Facts – Episode #441

Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can...
Topics: Finance 101

Practice Insights from a Dentist, a Consultant, and an Advisor – Episode #439

A dentist works in the here and now. A consultant has to look to the near future. And an advisor...
Topics: Practice Management

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...
Topics: Getting Organized, Year-End Planning

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...
Topics: Estate Planning

The Diderot Effect

With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...

When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

By Will Gochnour, CFP® , Financial Advisor

TL;DR – Listen to the article post: One of the biggest storylines headed into the 2023/2024 NFL season was the...
Topics: Finance 101, Saving