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.

4 Common Ways Dentists Lose Money – Episode 69

Did you know the average American wastes 55 minutes a day, or about 12 days a year, looking for things...

How to Avoid Expensive Leadership Mistakes – Episode 68

Reese welcomes Denise Leleux, a leading expert on end-to-end client experience whose 26-year resume includes a position as VP of...

3 Keys to Building Wealth While Working Less – Episode 67

How much is an hour of your time worth? In terms of earning potential, it could be anywhere from a...

5 Ways Dentists Can Improve Profit Margins – Episode 66

Dentistry is what you do, but money is what you make. And unless you keep an eye on overhead, just...

How Successful Dentists Track Financial Progress – Episode 64

Do you know your net worth? Not just an estimate, but the actual amount? And do you know what it...

3 Misconceptions About Estate Planning – Episode 63

When is it time to get an estate plan? Or, if you already have one, how often should it be...

The People Who Ruin a Dentist’s Retirement – Episode 62

Did you hear about the dentist who lost his shorts in a scam? No? That’s because nobody likes to tell...

The Hidden Costs that Delay a Dentist’s Retirement – Episode 61

A few hundred here, a few thousand there. Overspending on insurance, loans, supplies, staff, benefits, and personal life may seem...

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...

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...

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...

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,...