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

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...
Topics: Income

How Much Money Does a Dentist Need to Save? – Episode 116

How does your savings rate compare to other dentists? More importantly, how much money should YOU be putting away each...
Topics: Income

Video 4: Are You Using Your Income Wisely?

Learn how the money you put toward saving, spending, debt, and taxes can be tracked to optimize your growth
Topics: Income, Spending, Taxes

7 Big Mistakes Dentists Make That Wreck Retirement

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...
Topics: Behavioral Finance, Debt & Financing, Income, Investing, Spending

3 Keys to Building Wealth While Working Less – Episode 67

How much is an hour of your time worth? In terms of earning potential, it could be anywhere from a...
Topics: Income, Practice Management

5 Ways Dentists Can Improve Profit Margins – Episode 66

Dentistry is what you do, but money is what you make. And unless you keep an eye on overhead, just...
Topics: Income, Practice Management

The Hidden Costs that Delay a Dentist’s Retirement – Episode 61

A few hundred here, a few thousand there. Overspending on insurance, loans, supplies, staff, benefits, and personal life may seem...
Topics: Getting Organized, Income

Ben Tuinei Explains the Art of PPO Negotiation – Episode 41

Ben Tuinei, President of Veritas Dental Resources, has worked with over 6,000 dentists across the country to negotiate fair and...
Topics: Income

Jordon Comstock’s Recurring Revenue Solution – Episode 40

Jordon Comstock is founder of BoomCloud Apps, provider of in-house membership software for dental practices all over the country. Inspired...
Topics: Income

Dr. James Anderson’s Entrepreneurial Journey – Episode 39

Dr. James Anderson wasn’t wired to follow the traditional path of dentistry. Within a year of starting a practice, he...
Topics: Income, Practice Value

Dentist Money™, Industry Expert Series: Interview with Bill Owens, CPA and Partner at Owens and Bondell PLLC

Reese Harper, CFP®, interviews Bill Owens, CPA and partner at Owens and Bondell PLLC. Bill has worked closely with a...
Topics: Income, Practice Management

Dentist Money™, Industry Expert Series: Interview with Vaden Landers, Chairman and Managing Partner of Singular Payments

On location at Yankee Dental Congress in Boston, Reese Harper, CFP® interviews Vaden Landers, Chairman and Managing Partner of Singular Payments...
Topics: Income