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 #1 Thing Dentists Wish They’d Known Before a Transition – Episode 117

What are your options when it comes to buying or selling a practice? Will it be a gradual buyout or...
Topics: Practice Transitions

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Randon Jensen’s Guide to Successful Transitions – Episode 32

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying...
Topics: Practice Transitions

Attorney Jason Wood’s Counsel for Dentists – Episode 31

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked...
Topics: Practice Transitions

Dentist Money™, Industry Expert Series: Interview with Matt Porter, transition specialist and dental practice consultant at Menlo Dental Transitions

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Matt Porter, transition specialist and dental practice...
Topics: Practice Transitions