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 Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...
Topics: Taxes

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...
Topics: Practice Management, Practice Transitions

Adapting to the Changing Hygienist Market – Episode #383

Is it time to reevaluate how your practice approaches its hygiene department? Labor shortages and demand for higher wages are...
Topics: Practice Management

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

A Reminder About Taxes

I like to watch football. Even more so when it’s NFL playoff football on a cold January weekend. However, during...

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....
Topics: Investing

How to Create an “Investment Grade” Practice – Episode #368

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be...
Topics: Practice Management

Random Acts of Finance

​​Today’s post is going to be a short one; more of a thought than a fully fleshed-out essay. Which, I’m...

How to Quickly Increase Your Purchasing Power – Episode #361

Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices...
Topics: Estate Planning

The Market Is a Casino—But You Are the House – Episode #359

Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors...
Topics: Investing

Join the Fight Against Oral Cancer – Episode #358

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral...
Topics: Practice Management