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.

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...

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...

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...

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...

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...

What You Should Know About Public Markets – Episode 24

Unless you happened to live in 18th century Western Europe, you might not understand how the modern economy was born...

The Truth About Gold – Episode 23

According to a recent article in Bloomberg magazine, gold prices have rallied and investors are piling back into gold in...

How to Bullet Proof Yourself Against Litigation – Episode 18

It comes with the territory. When you’re a successful professional, you become a prime target for litigation. But are you...

5 Reasons the Stock Market is Your Friend – Episode 15

Most investors measure success in the stock market by gains and losses. And, of course, it’s always nice to see...

Dentist Money™ What Should You Look For in a Financial Advisor? (Part 1) – Episode 11

Choosing a financial advisor is one of the most important decisions you will ever make. The person you hire to...

Dentist Money: Did John Elway Pass on the Deal of a Lifetime? – Episode 9

In 1999, after his second Super Bowl win, John Elway passed on an offer to acquire 20% of the Denver...

Dentist Money: Why Debt Isn’t Always a Bad Four-Letter Word – Episode 7

Do you feel pressure to pay off your student loans, practice loans, building, or mortgage? A lot of dentists are...