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.

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...

Why Dentists Should be Fans of the New SAVE Plan

By Victoria Ferguson, CFP® , Financial Advisor

Hey dentists! Did you know that you might be able to save thousands of dollars on your student loans? The...

The New Math for Old Student Loan Debt – Episode #416

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need...

Student Loan Info Session: 5 Tips to Ace Your Repayment

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...

Student loans are officially coming back this fall.

By Victoria Ferguson, CFP® , Financial Advisor

Like your cousin’s bad mullet, student loans repayments are officially back. And no, we aren’t excited about it either.  Starting...

3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...

Can “Dental Moneyball” Up Your Growth Game? – Episode #412

Starting with changes in baseball that were highlighted by “Moneyball”, data-driven analytics have transformed sports. Can dentists learn from this...

Lifestyle Creep: The High Blood Pressure of Money

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...

5 Money Mistakes That Plague Dentists – Episode #410

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can...

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...

The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...

Does Your CPA Think Like a CFO? – Episode #400

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work...