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.

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,...

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...

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...

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...

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...

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...

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...

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: 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...

Dentist Money: The Best Defense Against a Market Crash – Episode 6

Are stock market declines keeping you up at night? Are you scared to turn on CNBC? How can your retirement...