Education Library

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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Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...

Why Facial Aesthetics Are Trending at Dental Practices – Episode #356

Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are...

Patient Behavior 101: The Psychology of Payment Plans and Dental Coverage

Join Will Gochnour, CFP®, and Dave Monahan, CEO and founder of Kleer, to learn the mechanics of dental coverage and...

Navigating a Bear Market

Earlier this year I wrote quite a bit about the stock market as it was beginning to decline and enter...

What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...

A Litmus Test to Avoid Self-Serving Advisors – Episode #354

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...

What I’m Into

While I’m taking some time off, I figured it’s a good time to do another post about some of my...

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...