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.

What Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...

What Dentists Want to Know — Listener Q&A – Episode 220

What do DSOs, Dave Ramsey, and financial stress have in common?  The last Q&A episode of the Dentist Money™ Show...

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...

How to Connect Your Profits to a Higher Purpose – Episode 216

Do you have a passion for what you’re building that extends beyond just profits? On this episode of the Dentist...