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

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to … Continued




3 Keys to Successful Transitions

How often should you get your practice appraised? Are you prepared for your next transition — even if it might...

When Will the Stock Market Bubble Burst? – Episode 104

When can we expect the next major market correction? Plenty of experts have weighed in recently as financial markets continue...

Are You Tired of Insurance Companies Running the Show? – Episode 103

What’s the right mix of fee-for-service and PPOs? While the answer may vary by practice, most dentists would like to...

How Fast Should You Pay Off Your Loans? – Episode 102

Should you pay down debt or invest? The sum of student loans, practice loans, equipment loans, and real estate loans...

Are You Thinking About Investing in Bitcoin? – Episode 101

What’s with all the Bitcoin hype? Is it here to stay? More importantly, is it a viable investment option? In...

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...