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 Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...
Topics: Investing, Real Estate

Is Now the Time to Refinance Your Loans? – Episode 59

Student loans, practice loans, real estate loans. Dentists and debt go together like presidential elections and economic uncertainty. With speculation...
Topics: Debt & Financing

When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...
Topics: Advisors

Is Your Permanent Life Insurance Policy Killing Your Retirement? – Episode 57

There are two types of people in the world: those who have heard a sales pitch about permanent life insurance,...
Topics: Insurance

What You Need to Know About Bonds. Your Bonds. – Episode 56

Do you know the difference between a stock and a bond? Maybe you do. But even if you grasp the...
Topics: Investing

Six Keys to Powerful Investment Portfolios – Episode 55

Have you ever looked at your investment statements and wondered if your returns are as good as they could be?...
Topics: Investing

Everything You Need to Know About Retirement Plans – Episode 53

IRA? 401(k)? Profit sharing plan? Pension? Mosts dentists know that choosing the right plan will put them on a faster...
Topics: Retirement Plans

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...
Topics: Advisors, Taxes

How Dr. Mark Costes Balances Business & Personal Success – Episode 48

Dr. Mark Costes is founder of the Dental Success Institute, Horizon Schools of Dental Assisting, and author of Pillars of...
Topics: Practice Value, Work Life Balance

Website 101 with Mike Pedersen – Episode 47

Is your website doing its job? Does it really drive new patients, or does it just sort of exist? Mike...
Topics: Practice Management

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Dentist Money: Chris Tayler on Improving Profits with Better Fee Schedules – Episode 44

While working with his endodontist father, Chris Tayler became all too familiar with the inequities imposed by insurance companies on...
Topics: Insurance