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.

Why Financial Advice Should Be Like Dentistry – Episode #347

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...

Live a Rich Life

In his book, The Simple Path to Wealth, JL Collins shares a parable: “Two close boyhood friends grow up and...

Finding Balance

This past week I was able to slip away for a weekend in the mountains with my family. Here are...

Real Talk with Rabih: How Does the President Impact the Market? – Episode #346

  The President has what has been called the toughest job in the world. But how much do his decisions...

A 401K Is Not an Investment

I’ve seen more videos online than I’d care to count disparaging 401(k)s and IRAs as “bad investments”. I have one...

Where to Save for a Big Purchase

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...

4 Reasons Dentists Should Invest in Stocks – Episode #345

Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested...

What Is the Future for DPOs? – Episode #344

You like being your own boss, but is there a way to still feel independent and leverage the economies of...

Change It Up

In the early 1970s, the United States had a problem. A big problem. Of the troops that deployed to Vietnam,...

Stress and Uncertainty

A few weeks ago we finally got around to putting in a yard for our house. I say finally because...

Avoiding Bad Decisions During a Bear Market – Episode #343

When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start...

What I’m Into

I have a busy week coming up and you know what that means. It’s time to do another post about...