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.

How Successful Dentists Track Financial Progress – Episode 64

Do you know your net worth? Not just an estimate, but the actual amount? And do you know what it...

The People Who Ruin a Dentist’s Retirement – Episode 62

Did you hear about the dentist who lost his shorts in a scam? No? That’s because nobody likes to tell...

The Hidden Costs that Delay a Dentist’s Retirement – Episode 61

A few hundred here, a few thousand there. Overspending on insurance, loans, supplies, staff, benefits, and personal life may seem...

Is Now the Time to Refinance Your Loans? – Episode 59

Student loans, practice loans, real estate loans. Dentists and debt go together like presidential elections and economic uncertainty. With speculation...

When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...

Is Your Permanent Life Insurance Policy Killing Your Retirement? – Episode 57

There are two types of people in the world: those who have heard a sales pitch about permanent life insurance,...

What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...

Dr. James Anderson’s Entrepreneurial Journey – Episode 39

Dr. James Anderson wasn’t wired to follow the traditional path of dentistry. Within a year of starting a practice, he...

Don & Dave Mantyla on Reducing Tax Liability – Episode 36

CPAs (and father-son tandem), Don & Dave Mantyla, talk all things taxes and explain the most common mistakes that put...