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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Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...
Topics: Economy, Investing

What Do You Want To Do?

Morgan Housel has written that, for him, the highest form of wealth is the ability to wake up every morning...

Things Overlooked

Every martial arts movie is the same. From Kung Fu Panda to The Karate Kid, it’s a story of a...

Why Seasoned Investors Don’t Worry About Down Markets – Episode #322

With its ups and downs, the market is often compared to a rollercoaster. And just like the real thing, your...
Topics: Investing

Should I Invest or Pay Off Debt?

I get this question a lot. Like most questions about life and money, the real answer is: It depends on...

Financial Fiery Pits of Hell – Episode #321

Give a small financial flame enough fuel—being careless with multiple accounts, misunderstanding the principle of risk—and soon you have a...
Topics: Getting Organized

Does Your Membership Plan Suck?

In this webinar Will Gochnour, CFP®, and Paul Lowry, discuss the common traps in membership plans, and how you can...
Topics: Taxes

Market Corrections

The stock market has been a little bit crazy the past couple of weeks. There has been a lot of...

Playing the Wrong Game

In 1626, the king of Sweden, Gustavus Adolphus, decided he wanted a new ship. And not just any ship. He...

Try This if Goal Setting Isn’t Working – Episode #320

After working on New Year’s resolutions for a couple of weeks, how are you doing? Do you feel setting goals...
Topics: Getting Organized

Some Thoughts on Inflation

In the last couple of weeks, the U.S. inflation rate hit its highest level in 40 years at more than...

The Greatest Risk of All

Risk is a tricky topic—a “squishy” term that means different things to different people and situations. The dictionary defines risk...