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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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

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

Find Out How Your Finances Compare to Other Dentists – Episode 316

Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives...
Topics: Tracking Progress

Why the Need for Career Associates Is Booming – Episode 315

The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What...
Topics: Practice Management

How to Optimize Your Existing PPO Contracts – Episode 314

You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more...
Topics: Practice Management

Dentistry’s Great, But Are You Running in Circles? – Episode 313

Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time...
Topics: Getting Organized

Should You Max Out Your 401(k)

I’ve been getting quite a few questions about 401(k)s lately; mainly people asking if they should contribute to their 401(k)...

What Type of Car Can You Afford?

It was brought to my attention that lately a lot of my posts have been more philosophical in nature and...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...
Topics: Work Life Balance

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...
Topics: Taxes

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...
Topics: Real Estate

Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...
Topics: Practice Management