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.

Book free Consultation

Stock Market Check-In

As the year comes to a close in the next handful of days, I felt it would be appropriate to...

How to Optimize Your Existing PPO Contracts – Episode 314

You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more...
Topics: Practice Management

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...