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.

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What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...
Topics: Investing

Six Keys to Powerful Investment Portfolios – Episode 55

Have you ever looked at your investment statements and wondered if your returns are as good as they could be?...
Topics: Investing

How Dr. Mark Costes Balances Business & Personal Success – Episode 48

Dr. Mark Costes is founder of the Dental Success Institute, Horizon Schools of Dental Assisting, and author of Pillars of...
Topics: Practice Value, Work Life Balance

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...
Topics: Practice Management

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

Attorney Jason Wood’s Counsel for Dentists – Episode 31

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked...
Topics: Practice Transitions

What Brexit Means for Your Investment Portfolio – Episode 29

Great Britain’s referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some...
Topics: Investing

Dentist Money™ Industry Expert Series: Interview with Howard Farran, DDS, MBA – Episode 27

In this special episode of Dentist Money™, Reese interviews industry thought-leader, Howard Farran — arguably the most influential personality in...
Topics: Practice Management

9 People Dentists Need to Know – Episode 26

Breaking news: if you’re a dentist, you’re smart. When the rest of us sit in your chair, it’s nice to...
Topics: Advisors, Practice Management

What You Need to Know About Whole Life Insurance – Episode 25

Dentists are often approached by life insurance brokers to purchase life insurance as a retirement savings plan. Whole life, variable...
Topics: Insurance

What You Should Know About Public Markets – Episode 24

Unless you happened to live in 18th century Western Europe, you might not understand how the modern economy was born...
Topics: Investing