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.

When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...

Is Your Permanent Life Insurance Policy Killing Your Retirement? – Episode 57

There are two types of people in the world: those who have heard a sales pitch about permanent life insurance,...

What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...

Mike Abernathy on Building Wealth as Big as Texas – Episode 51

Dr. Mike Abernathy, founder of Summit Practice Solutions, joins the Dentist Money™ Show from his ranch outside of Dallas where...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...

Pat Rosenzweig on the People Who Make Your Practice – Episode 46

Perhaps nothing in dentistry is more important than surrounding yourself with the right people. It’s also one of the most...

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...

Dr. James Anderson’s Entrepreneurial Journey – Episode 39

Dr. James Anderson wasn’t wired to follow the traditional path of dentistry. Within a year of starting a practice, he...

Don & Dave Mantyla on Reducing Tax Liability – Episode 36

CPAs (and father-son tandem), Don & Dave Mantyla, talk all things taxes and explain the most common mistakes that put...

Heather Colicchio’s Tips for Empowering Office Managers – Episode 35

Heather Colicchio is Founder & President of the American Association of Dental Office Managers — the largest association for dental...

Dr. Richard Engar on Protecting Your Wealth from Malpractice – Episode 34

Reese interviews Dr. Richard Engar, former clinical dentist of ten years, and current CEO of Professional Insurance Exchange. Dr. Engar...