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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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...

“When Should I Hire an Associate?” Gets Answered – Episode #319

As the tectonic shift in practice ownership alters the dental industry, a major question that continues to arise is, “Where...
Topics: Practice Management

Pyrrhic Victories

The most popular movie villain in recent years has been Thanos, the big bad purple dude at the center of...

Amanda Bateman on the Health and Wealth podcast with Carter and Tim

Amanda recently was the guest on the Health and Wealth podcast with Carter Wilcoxson and Tim James. With a goal...

Read “5 Reasons Dentists Retire 7 Years Later than the Average American (and How to Fix That)” by Amanda Bateman on Dental Economics.

Retirement planning isn’t what most people would call a fun time, but there have to be reasons why the average...

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes

Money: The Basics and a Little History

What is money? It’s a simple question—one that former Planet Money host, Ira Glass called, “the most stoner question” he’d...

What Dentists Want to Know — Listener Q&A #23 – Episode 318

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll,...
Topics: Retirement Plans

Let’s Talk About Crypto

I’ve realized that while I’ve mentioned cryptocurrency and Bitcoin in a few articles in the past, I’ve never really dedicated...

Is Ownership a Good or Bad Move for You? – Episode 317

Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate...
Topics: Practice Management

The 3 Types of Investment Accounts

These first few weeks of the year are when those who’ve made New Year’s resolutions are trying to establish new...

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...
Topics: Taxes