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 #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

4 Tips to Stay Ultra Productive During Quarantine – Episode 226

Have you ever thought, “If I only had some extra time, here’s how I’d improve my practice!” Well, you’ve got...

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

Are PPOs Worth the Hassle? – Episode 221

Is there any way to take the frustration out of dealing with PPOs? On this episode of the Dentist Money™...

What Dentists Want to Know — Listener Q&A – Episode 220

What do DSOs, Dave Ramsey, and financial stress have in common?  The last Q&A episode of the Dentist Money™ Show...

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...