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.

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Is 4% the right portfolio withdrawal rate for retirees?

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy the money too....
Topics: Investing

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....
Topics: Investing

Financial Benchmarks: How Do You Compare to Dentists Nationwide?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.
Topics: Tracking Progress

How Do The Wealthy Invest?

A few months ago Bank of America released its 2022 Private Bank Study of Wealthy Americans. The study asked 1,052...

How do you develop a brand?

Learn why, to get the most out of your marketing, everything should feed into one clear message about your brand....
Topics: Practice Management

Creating a Powerful Brand for Your Practice – Episode #369

When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s...
Topics: Practice Management

What makes a dental practice durable?

If your practice is your #1 asset, what do you need to do to make sure it increases in durability...
Topics: Practice Management

How to Create an “Investment Grade” Practice – Episode #368

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be...
Topics: Practice Management

What Comes Next?

​​Last year was difficult for investors. Here are just a few of the economic challenges that led to a tough...

What Separates Multi-Million Dollar Practices From the Rest?

The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn...
Topics: Practice Management

Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...
Topics: Practice Management, Work Life Balance

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...
Topics: Tracking Progress