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.

The Profitability Formula

You have more patients, your collections are up, and you’re busier than ever. So where’s all the extra money? Watch...

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...

What It’s Like to Work With Dentist Advisors: A Year in the Life of a Client

Ever wondered what it’s like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and...

Marketing Mistakes Holding Your Practice Back

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...

How Sustainability Can Improve Your Dental Practice

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how...

Are You Financially Healthy or Just High-Earning? Here’s How to Tell

By Matt Mulcock, CFP® , Managing Partner

Your collections number doesn’t tell you much about your financial health. A Financial Hygiene Chart does. Key Takeaways: How do...

The Truth About Selling Your Dental Practice

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...

How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...