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 Now the Time to Refinance Your Loans? – Episode 59

Student loans, practice loans, real estate loans. Dentists and debt go together like presidential elections and economic uncertainty. With speculation...
Topics: Debt & Financing

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,...
Topics: Insurance

Everything You Need to Know About Retirement Plans – Episode 53

IRA? 401(k)? Profit sharing plan? Pension? Mosts dentists know that choosing the right plan will put them on a faster...
Topics: Retirement Plans

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...
Topics: Advisors, Taxes

How Dr. Mark Costes Balances Business & Personal Success – Episode 48

Dr. Mark Costes is founder of the Dental Success Institute, Horizon Schools of Dental Assisting, and author of Pillars of...
Topics: Practice Value, Work Life Balance

Doug Carlsen Shares His Blueprint for Early Retirement – Episode 28

Dentist Money™ welcomes financial expert, Doug Carlsen, who retired comfortably from dentistry at age 53. Dr. Carlsen is a nationally...
Topics: Spending

Is Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...
Topics: Advisors, Behavioral Finance, Getting Organized

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...
Topics: Behavioral Finance, Practice Value, Spending, Tracking Progress

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...
Topics: Behavioral Finance, Getting Organized, Investing, Tracking Progress

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...
Topics: Behavioral Finance

How to Bullet Proof Yourself Against Litigation – Episode 18

It comes with the territory. When you’re a successful professional, you become a prime target for litigation. But are you...
Topics: Insurance

The Mind Games You Play With Your Money – Episode 16

While you’d like to think your financial decisions are always grounded in logic, the truth is that your head can...
Topics: Behavioral Finance