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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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...
Topics: Investing

3 Steps to Building a Solid Financial Foundation – Episode #404

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
Topics: Getting Organized

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...
Topics: Cash Management

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...
Topics: Taxes

Should You Buy Whole Life Insurance?

I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...
Topics: Investing

Knowing vs Doing

I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

Some Random Charts and Stats

Here are some charts and statistics that don’t necessarily have anything to do with each other, but have recently caught...

Real Talk With Rabih: BRICS, the Dollar, and Your Investments – Episode #385

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying...
Topics: Investing

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...