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.

3 Misconceptions About Estate Planning – Episode 63

When is it time to get an estate plan? Or, if you already have one, how often should it be...

The People Who Ruin a Dentist’s Retirement – Episode 62

Did you hear about the dentist who lost his shorts in a scam? No? That’s because nobody likes to tell...

The Hidden Costs that Delay a Dentist’s Retirement – Episode 61

A few hundred here, a few thousand there. Overspending on insurance, loans, supplies, staff, benefits, and personal life may seem...

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...

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...

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...

Fixing Your 401(k) the Matt Bradley Way – Episode 54

If your office has a qualified retirement plan like a 401(k), chances are you’re paying fees you didn’t know existed...

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...

Lisa Knowles Presents Dentistry’s Broadway Show – Episode 52

Lisa Knowles opened her dental practice in 2005… two years before the recession… in Michigan. With economic conditions stacked against her,...

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...