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.

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...

How to Hire and Retain Top Dental Talent – Episode #434

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the...

When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

By Will Gochnour, CFP® , Financial Advisor

TL;DR – Listen to the article post: One of the biggest storylines headed into the 2023/2024 NFL season was the...

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...

How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...

4 Places Money Should Go During Uncertain Times – Episode #418

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so...

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...