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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5 “Musts” Before Buying a Practice – Episode 206

Practice transactions can be tricky. Here’s why you want an expert on your side throughout the process. On this episode...
Topics: Practice Transitions

Why Owning a Practice Might Not Be for You – Episode 179

The successful purchase of a private practice requires the right situation and excellent timing. Is the decision to buy a...
Topics: Practice Transitions, Practice Value

Dentistry is Changing. Where Do You Fit? – Episode 169

Dentistry has more career tracks than ever before. Do you know where your skills fit? On this episode of Dentist...
Topics: Practice Transitions, Work Life Balance

Get Ready for a Fight Over Practice Ownership – Episode 160

Jason Wood is Reese’s special guest on this Dentist Money™ Show. Jason’s law firm, Wood & Delgado, specializes in helping...
Topics: Practice Transitions

Pros and Cons of a Scratch Start vs Acquisition – Episode 131

What path should you take to practice ownership – start-up or acquisition? For the past decade Jayme Amos has coached...
Topics: Practice Transitions

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...
Topics: Advisors, Practice Transitions, Taxes

Will Transitioning to a DSO Make You More Money? – Episode 123

It could be the #1 question on dentist’s minds: “How will the growth of DSOs affect my practice?” In this...
Topics: Practice Transitions

The #1 Thing Dentists Wish They’d Known Before a Transition – Episode 117

What are your options when it comes to buying or selling a practice? Will it be a gradual buyout or...
Topics: Practice Transitions

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...
Topics: Practice Management, Practice Transitions

Randon Jensen’s Guide to Successful Transitions – Episode 32

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying...
Topics: Practice Transitions

Attorney Jason Wood’s Counsel for Dentists – Episode 31

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked...
Topics: Practice Transitions

Dentist Money™, Industry Expert Series: Interview with Matt Porter, transition specialist and dental practice consultant at Menlo Dental Transitions

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Matt Porter, transition specialist and dental practice...
Topics: Practice Transitions