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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5 Misunderstood Financial Quotes – Episode 79

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...
Topics: Investing

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...
Topics: Advisors, Investing

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...
Topics: Cash Management, Investing

A Fifth Grader’s Guide to Becoming a Wealthy Dentist – Episode 76

Should you pay someone else to do a job you can handle yourself? As a practice owner, you might struggle...
Topics: Practice Value

What Beanie Babies Can Teach Dentists About Money – Episode 74

Have you ever made a financial decision on the grounds that “everyone else is doing it?” When all the facts...
Topics: Behavioral Finance, Investing

Should You Pay Down Debt or Invest? – Episode 73

Let’s say you have an extra $30,000 in cash. You can pay down a loan with a 6% interest rate...
Topics: Debt & Financing

4 Common Ways Dentists Lose Money – Episode 69

Did you know the average American wastes 55 minutes a day, or about 12 days a year, looking for things...
Topics: Getting Organized

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...
Topics: Investing, Retirement Plans

How Successful Dentists Track Financial Progress – Episode 64

Do you know your net worth? Not just an estimate, but the actual amount? And do you know what it...
Topics: Tracking Progress

The People Who Ruin a Dentist’s Retirement – Episode 62

Did you hear about the dentist who lost his shorts in a scam? No? That’s because nobody likes to tell...
Topics: Behavioral Finance

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

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...
Topics: Investing, Real Estate