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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The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...
Topics: Behavioral Finance

What is an HSA?

Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...
Topics: Finance 101, Saving

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...
Topics: 529s, Saving

4 Rules To Live Your Rich Life – Episode #545

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven...
Topics: Behavioral Finance

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...
Topics: 529s, Getting Organized, Saving

This Is Why You Should Invest

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the blog post:  The year is 1994. The median household income in the U.S. is...
Topics: Investing, Market

Gold Medal Tips for Successful Investing – Episode #543

The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the...
Topics: Behavioral Finance

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...
Topics: Finance 101, Investing, Market

What you Need to Know about Student Loans

Have you been staying up to date on what plans are available for you to repay your student loans? Jake...
Topics: Student Loans

10 Questions a Dentist Should Ask Before Hiring a Financial Advisor

Choosing the right financial advisor is arguably one of the most important decisions you’ll ever make for your money. So...
Topics: Advisors, Finance 101

The Summit Experience: Women’s Money Circle Takeaways – Episode #540

Why does money evoke such deep emotions? Discover what participants in the Women’s Money Circle, held at the recent Dentist...
Topics: Behavioral Finance

Four Ways E-Procurement Helps Your Dental Practice

Engaging in cosmetic discussions and suggesting high-value treatment options can often be challenging for dental professionals. There's a delicate balance...
Topics: Practice Management