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

What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...
Topics: Advisors, Investing

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...
Topics: Practice Management

It’s Time to Talk Divorce – Episode #352

Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it....
Topics: Practice Transitions

Snap Decisions that Create Money Troubles – Episode #351

Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions....
Topics: Behavioral Finance

How to Save for Kids’ College

Since the turn of the century, the cost of college in the U.S. has risen at nearly 2.5x the rate...
Topics: Saving

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...
Topics: Saving, Spending

DSOs from an Insider’s Perspective – Episode #349

More and more practices are being purchased by them—and one in five dentists under the age of 35 is now...
Topics: Practice Transitions

Dentist Money Reads the News – Episode #348

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...
Topics: Behavioral Finance

4 Reasons Dentists Should Invest in Stocks – Episode #345

Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested...
Topics: Investing

What Is the Future for DPOs? – Episode #344

You like being your own boss, but is there a way to still feel independent and leverage the economies of...
Topics: Practice Transitions

Avoiding Bad Decisions During a Bear Market – Episode #343

When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start...
Topics: Investing

What Should You Do with Your Building? – Episode #338

As DSOs buy more practices and rising interest rates continue to increase the focus on real estate returns, how and...
Topics: Real Estate