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.

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...

How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

Grow Your Dental Practice with the Right Associate Team

Hiring quality associates is hard—keeping them can be even harder. No matter the size of your practice, associate turnover can...

Understanding the DNA of High-Performance Practices

What makes high-performing dental practices thrive in today's competitive environment? Join Adrian Valente, Director of Training & Enablement, from Sunbit...

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....

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...

Making Sense of a 401(k) Plan at Your Practice – Episode #432

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...