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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Monthly Financial Elements® – Personal Spending (Br)

Join Ryan Isaac, for a discussion about Personal Spending one of the key Elements® of an optimized financial plan.
Topics: Spending

A Quick Look Back and a Long Look Forward – Episode 200

A quick celebration (episode 200!) and then a lengthy look into the future of dentistry. On the 200th episode of...
Topics: Practice Management

This is Why Dentists Feel Too Busy – Episode 108

Has your schedule gotten away from you? Have you thought about hiring another dentist to help you shoulder the load?...
Topics: Practice Management

7 Signs You’re About to Get Hosed – Episode 89

Have you ever jumped on an investment bandwagon that went south? As a successful dentist you’re a prime target for...
Topics: Behavioral Finance

Should You Pay Down Debt or Invest? – Episode 73

Let’s say you have an extra $30,000 in cash. You can pay down a loan with a 6% interest rate...
Topics: Debt & Financing

Dentist Money™ What Should You Look For in a Financial Advisor? (Part 1) – Episode 11

Choosing a financial advisor is one of the most important decisions you will ever make. The person you hire to...
Topics: Advisors

Do You Know Where Your Money Goes?

Do you know how much of your income goes toward practice debts? Investments? Summer vacations? And have you ever wondered...
Topics: Spending

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...
Topics: Retirement Plans

Are Dentists Keeping Their Finances Too Simple?

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...
Topics: Finance 101, Getting Organized

How Dentists Can Build Smart Financial Systems

By Lauren Kearl, CFP® , Financial Advisor

Key Takeaways: How do I organize my finances as a practice owner? Start by separating personal and business accounts, automating...
Topics: Getting Organized

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...
Topics: Finance 101, Investing

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized