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.

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...

Help your Patients Say “Yes” to Treatment

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Money is by far the top cause of stress in America. More than...

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

10 Questions to Ask Before Hiring a Financial Advisor – Episode #467

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...

Knowing Your Stats = Growing Your Revenue

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...

5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...

One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...

Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449

I want to sell my practice to an associate. What issues should I be considering if I want to finance...