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 Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...
Topics: Taxes

Discounts vs Membership: What Do Patients Really Want? – Episode #390

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and...
Topics: Practice Management

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...
Topics: Work Life Balance

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

How Much Do People Have Saved for Retirement?

A few weeks ago I shared some data on average income levels across different age groups in America. As it...

Two Steps Every Dentist Can Take to Avoid Fraud – Episode #377

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists...
Topics: Practice Management

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...
Topics: Practice Transitions

Fan Favorite – 2022 Financial Benchmarks Are In! – Episode #371

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart...
Topics: Investing

How to Create an “Investment Grade” Practice – Episode #368

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be...
Topics: Practice Management

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...
Topics: Tracking Progress

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
Topics: Advisors