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.

What Smart Dentists and UPS Drivers Have in Common – Episode 84

In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be...

4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

The Numbers Dentists Need to Know to Retire Better – Episode 82

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

The Biggest Reason Dentists Get Bad Financial Advice – Episode 81

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

Why Dentists Retire 6 Years Later Than the Average American – Episode 80

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

5 Misunderstood Financial Quotes – Episode 79

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...

Do You Turn Your Back on These Front Office Mistakes? – Episode 75

Do you know what’s happening in your front office? Has your staff been properly trained to offer appointments, ask for...

What Beanie Babies Can Teach Dentists About Money – Episode 74

Have you ever made a financial decision on the grounds that “everyone else is doing it?” When all the facts...

One Way You’re Probably Losing Money on Your Investments – Episode 71

Remember the last time your retirement account took a hit? A lot of people do. You might have questioned the...

5 Mistakes Dentists Make to Fall Behind the Competition – Episode 70

Do you ever wonder if you’re overlooking simple business fundamentals? Do you struggle to articulate your priorities as a practice...

4 Common Ways Dentists Lose Money – Episode 69

Did you know the average American wastes 55 minutes a day, or about 12 days a year, looking for things...