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.


THIS WEEK’S PODCAST

In Pursuit of a Balanced Life: Wealth vs. Health – Episode #504

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of … Continued




How Much Insurance Does a Dentist Need? – Episode 100

Are you taking the right amount of risk with your money? Do you know how much life insurance you need?...

Ask These Questions Before Investing in a Startup – Episode 99

Have you ever thought about investing in a startup? If you haven’t already, someday you’ll be approached to fund the...

Don’t Get Caught Asking this Question About Financial Markets – Episode 98

There’s no such thing as a stupid question. In some cases it might just be the wrong question. And it’s...

3 Big Decisions Dentists Should Never Rush Into – Episode 97

Have you ever made a big change to your business or financial plan out of frustration? When cash was tight,...

What You Need to Know About Financial Advisor Fees – Episode 96

What’s the best way to pay your financial advisor? How does fee structure affect performance? In this episode of Dentist...

This is Why Dentists Spend Too Much Money – Episode 95

Do you wonder how your current lifestyle choices will affect your ability to retire comfortably? In this episode of Dentist...

The Reason You Should Treat Your Investment Portfolio Like a Dental Practice – Episode 94

What if you looked at your investment portfolio the same way you looked at your practice? Would it change the...

The Problem With Having Plenty of Cash – Episode 93

What does it mean to have financial health? Is it a thriving practice, plenty of income, or an abundant lifestyle?...

How to Stop Your Practice from Bossing You Around – Episode 92

Think back to the moment you decided to become a practice owner. What were your hopes and dreams? Did you...

How a $2 Billion Private-Equity Fund Went Bust – Episode 91

How does brainpower impact your investment outcomes? Do smart people have the edge when it comes to recognizing the most...

2 Big Bets Dentists Make that Delay Retirement – Episode 90

A bet is a bet whether you realize you’re making it or not. Are you letting your future ride on...

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...