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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Good Financial Advice

Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...

Dentistry’s Great, But Are You Running in Circles? – Episode 313

Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time...
Topics: Getting Organized

Should You Max Out Your 401(k)

I’ve been getting quite a few questions about 401(k)s lately; mainly people asking if they should contribute to their 401(k)...

Don’t Forget About These End-of-Year Tax Benefits – Episode 312

It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important...
Topics: Taxes

What Type of Car Can You Afford?

It was brought to my attention that lately a lot of my posts have been more philosophical in nature and...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...
Topics: Work Life Balance

What Really Makes Us Happy?

With Thanksgiving this week, we’re officially entering the holiday season! It’s the time of year where we spend more money...

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...
Topics: Taxes

Protect Your Investments from Too Much Risk – Episode 310

  You generate income from your practice and your wealth then comes from investing that income. But what are you...
Topics: Investing

Good Financial Advice

Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...
Topics: Real Estate

How Much Money Is Considered Rich?

The other day I was asked, “how much money do you need to have to be considered rich?” This is...