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.

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...

Your Estate Planning Wake-Up Call – Episode 191

Are you one of the 7 out of 10 Americans who don’t have a will or estate plan? On this...

Where Vanguard Really Stands on Using an Advisor – Episode 174

Pay someone to manage your investments, or do it yourself? Vanguard founder, John Bogle, is known for giving individual investors...

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...

Realizing and Protecting Your Personal Worth

Your income is important, but what you earn is not what you’re worth. Find out how to put more focus...

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...

Are You Properly Insured? A Dentist’s Guide to Risk

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how...

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...

Why Dentists Get Financially Stuck

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why...