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.

Book free Consultation

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

Is Now the Time to Refinance Your Loans? – Episode 59

Student loans, practice loans, real estate loans. Dentists and debt go together like presidential elections and economic uncertainty. With speculation...
Topics: Debt & Financing

When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...
Topics: Advisors

Is Your Permanent Life Insurance Policy Killing Your Retirement? – Episode 57

There are two types of people in the world: those who have heard a sales pitch about permanent life insurance,...
Topics: Insurance

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

Everything You Need to Know About Retirement Plans – Episode 53

IRA? 401(k)? Profit sharing plan? Pension? Mosts dentists know that choosing the right plan will put them on a faster...
Topics: Retirement Plans

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

Dr. Richard Engar on Protecting Your Wealth from Malpractice – Episode 34

Reese interviews Dr. Richard Engar, former clinical dentist of ten years, and current CEO of Professional Insurance Exchange. Dr. Engar...
Topics: Insurance

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

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