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.

Why Most Dentists Miss Out on Bull Market Gains – Episode 86

Would you be happy if your investment portfolio earned average market returns? Is that enough to secure a comfortable retirement?...

What Smart Dentists and UPS Drivers Have in Common – Episode 84

In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be...

4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

The Numbers Dentists Need to Know to Retire Better – Episode 82

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

Why Dentists Retire 6 Years Later Than the Average American – Episode 80

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

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...

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...

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...

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...

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...

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...

3 Misconceptions About Estate Planning – Episode 63

When is it time to get an estate plan? Or, if you already have one, how often should it be...