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.

Book free Consultation

Creating a Powerful Brand for Your Practice – Episode #369

When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s...
Topics: Practice Management

Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...
Topics: Practice Management, Work Life Balance

How Much Is Enough?

​​A few months ago, someone placed an online wager of $7.16 at FanDuel Sportsbook. The bet was a 25-leg parlay...

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
Topics: Advisors

The FTX Crypto Collapse and What We Learned – Episode #364

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater...
Topics: Investing

Real Talk with Rabih: Diversified Portfolios – Episode #363

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On...
Topics: Investing

Here’s What You Need to Know About Bonds – Episode #362

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...
Topics: Investing

How to Quickly Increase Your Purchasing Power – Episode #361

Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices...
Topics: Estate Planning

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...
Topics: Estate Planning

The Market Is a Casino—But You Are the House – Episode #359

Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors...
Topics: Investing

Why Facial Aesthetics Are Trending at Dental Practices – Episode #356

Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are...
Topics: Practice Management

What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...
Topics: Advisors, Investing