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.

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

Knowing vs Doing

I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...

Some Random Charts and Stats

Here are some charts and statistics that don’t necessarily have anything to do with each other, but have recently caught...

Real Talk With Rabih: BRICS, the Dollar, and Your Investments – Episode #385

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying...

Two Steps Every Dentist Can Take to Avoid Fraud – Episode #377

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists...

Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...

Investment Advice from Super Bowl Ads

Almost 115 million people tuned in to watch the Super Bowl last week. Viewership peaked at almost 120 million viewers...

Progress > Perfection

I’ve been known to enjoy watching a movie from time to time, and as such, I recently started a Letterboxd...

A Reminder About Taxes

I like to watch football. Even more so when it’s NFL playoff football on a cold January weekend. However, during...

Lessons from the Biggest Ponzi Scheme in History

I recently watched Madoff: The Monster of Wall Street on Netflix. This 4-episode series chronicles the rise and fall of...

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....