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.

How Much Life Insurance Do Dentists Need? – Episode #661

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...

How Do You Know When Enough Is Enough? – Episode #632

On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the...

Understanding Invisible DSOs – Episode #627

On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

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

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...