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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.


Why Dentists Retire Seven Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule

There’s Only One Number You Need to Predict Your Retirement

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...

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...

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 Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...

How Much Money Do Dentists Need to Retire?

It’s an important question for any dentist—and the answer is different for every dentist. Here’s how to set a target...

Are You Worth as Much as You Think?

A good income doesn’t guarantee your net worth is growing. Learn how to make smarter financial decisions to preserve your...

This One Easy Routine Can Make You a Millionaire

Have you implemented this basic, wealth-building fundamental? Watch this video to learn about a simple adjustment that will take the...

Financial Planning: Do it Yourself or Hire an Advisor?

There’s a lot of info on investing out there. Should you go it alone, or is using an advisor to...

Where’s All Your Money Going?

Tracking spending is an essential activity for good personal financial planning. Here’s why it is so important that it gets...

Why Good Financial Advisors Love Their Jobs

Good financial planning helps people focus on things they truly value. Is that what your advisor is helping you to...