Education Library

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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10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Ferguson, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...

How Much Do Americans Save?

Every year Vanguard releases its How America Saves report which details what percentage of income people are saving into their...

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...

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...

What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...

Is There Balance in Your Balance Sheet? – Episode #326

What’s your wealth building reality? Are you on the asset-accumulation-fast-path, or a living-for-today-crawl? Here’s how to know how you’re really...