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.

4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

The Numbers Dentists Need to Know to Retire Better – Episode 82

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

The Biggest Reason Dentists Get Bad Financial Advice – Episode 81

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

Why Dentists Retire 6 Years Later Than the Average American – Episode 80

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

A Fifth Grader’s Guide to Becoming a Wealthy Dentist – Episode 76

Should you pay someone else to do a job you can handle yourself? As a practice owner, you might struggle...

Do You Turn Your Back on These Front Office Mistakes? – Episode 75

Do you know what’s happening in your front office? Has your staff been properly trained to offer appointments, ask for...

One Way You’re Probably Losing Money on Your Investments – Episode 71

Remember the last time your retirement account took a hit? A lot of people do. You might have questioned the...

5 Mistakes Dentists Make to Fall Behind the Competition – Episode 70

Do you ever wonder if you’re overlooking simple business fundamentals? Do you struggle to articulate your priorities as a practice...

5 Ways Dentists Can Improve Profit Margins – Episode 66

Dentistry is what you do, but money is what you make. And unless you keep an eye on overhead, just...

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...

How Successful Dentists Track Financial Progress – Episode 64

Do you know your net worth? Not just an estimate, but the actual amount? And do you know what it...

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...