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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Two Steps Every Dentist Can Take to Avoid Fraud – Episode #377

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists...
Topics: Practice Management

Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...
Topics: Economy, Practice Management

What Do Your Core Values Have to Do With Money? – Episode #375

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align...
Topics: Behavioral Finance

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...
Topics: Investing

How Much Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...
Topics: Retirement Plans, Saving

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...
Topics: Real Estate, Retirement Plans

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....
Topics: Investing

Creating a Powerful Brand for Your Practice – Episode #369

When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s...
Topics: Practice Management

How to Create an “Investment Grade” Practice – Episode #368

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be...
Topics: Practice Management

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...
Topics: Tracking Progress

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...
Topics: Estate Planning

Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...