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.


THIS WEEK’S PODCAST

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing … Continued




4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

How the Rules of Patient Communication Have Changed

How’s your communication game? Are you keeping up with the times or sticking with the status quo? In this Yankee...

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...

How to Sterilize Your Office Against OSHA

Does the threat of OSHA fines weigh on your mind? One violation is all it takes to put your practice...

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...

How to Keep OSHA Off Your Back

Think of it as preventative care for your practice. It may not seem urgent, and it’s definitely not convenient, but...

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...

4 Common Threats to Your Patient Data

Is your patient data protected with the right technology? Are emails between you and your patients properly encrypted? In this...

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...

How Dental Marketing is Changing

Are you sending the right signals to your market? Do you have a clear strategy for client retention? In this...

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...