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.

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...

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...

A Fifth Grader’s Guide to Becoming a Wealthy Dentist – Episode 76

Should you pay someone else to do a job you can handle yourself? As a practice owner, you might struggle...

Do You Turn Your Back on These Front Office Mistakes? – Episode 75

Do you know what’s happening in your front office? Has your staff been properly trained to offer appointments, ask for...

Should You Pay Down Debt or Invest? – Episode 73

Let’s say you have an extra $30,000 in cash. You can pay down a loan with a 6% interest rate...

One Way You’re Probably Losing Money on Your Investments – Episode 71

Remember the last time your retirement account took a hit? A lot of people do. You might have questioned the...

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...

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 to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...

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...