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.

The Numbers Dentists Need to Know to Retire Better – Episode 82

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

The Biggest Reason Dentists Get Bad Financial Advice – Episode 81

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

Why Dentists Retire 6 Years Later Than the Average American – Episode 80

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

5 Misunderstood Financial Quotes – Episode 79

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...

A Fifth Grader’s Guide to Becoming a Wealthy Dentist – Episode 76

Should you pay someone else to do a job you can handle yourself? As a practice owner, you might struggle...

Do You Turn Your Back on These Front Office Mistakes? – Episode 75

Do you know what’s happening in your front office? Has your staff been properly trained to offer appointments, ask for...

Should You Pay Down Debt or Invest? – Episode 73

Let’s say you have an extra $30,000 in cash. You can pay down a loan with a 6% interest rate...

Are Your Marketing Dollars Going to Waste? – Episode 72

Marketing pioneer John Wanamaker said, “Half the money I spend on advertising is wasted; the trouble is I don’t know...

One Way You’re Probably Losing Money on Your Investments – Episode 71

Remember the last time your retirement account took a hit? A lot of people do. You might have questioned the...

5 Mistakes Dentists Make to Fall Behind the Competition – Episode 70

Do you ever wonder if you’re overlooking simple business fundamentals? Do you struggle to articulate your priorities as a practice...