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.


Upcoming live professional development CE webinar


July 16, 2025

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 at the cost of both the dentist and their team. Some overhead costs are fixed (rent, insurance, and staffing) but there are areas within your practice operations that you can control. In this eye-opening webinar, you'll discover how outdated and opaque dental supply ordering is silently draining your profits—and explore ways to maximize the procurement process.

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2025 Marketing Trends That Matter for Your Dental Practice

When was the last time you looked at your marketing strategy? Marketing trends are shaping the dental industry in 2025.

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...

Financial Freedom As A Business Strategy

If you're scratching your head wondering about how to turn your practice into a steady, long-term financial asset, this webinar...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

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...

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...

A 6-Step Plan to Optimize PPO Profitability

Navigating the world of Preferred Provider Organizations (PPOs) can be challenging, with constant network changes, reduced profits, and the complexities...

3 Election Year Myths that Can Hurt Investors

Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...

Implementing Story-Based Marketing in Your Practice

Discover how this marketing strategy can help grow your dental practice in a competitive market.

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...

Four Ways E-Procurement Helps Your Dental Practice

Engaging in cosmetic discussions and suggesting high-value treatment options can often be challenging for dental professionals. There's a delicate balance...

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...