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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Seth Dahle on Driving New Patients with Digital Media – Episode 37

Social media marketing is an essential part of driving growth for a practice, but a lot of dentists struggle to...
Topics: Practice Management

Weston Lunsford on Numbers that Drive Practice Value – Episode 33

Weston Lunsford, CEO of Dental Intel and self-diagnosed “data geek,” breaks down the numbers behind successful practices and offers a...
Topics: Practice Management

Randon Jensen’s Guide to Successful Transitions – Episode 32

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying...
Topics: Practice Transitions

What Brexit Means for Your Investment Portfolio – Episode 29

Great Britain’s referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some...
Topics: Investing

Doug Carlsen Shares His Blueprint for Early Retirement – Episode 28

Dentist Money™ welcomes financial expert, Doug Carlsen, who retired comfortably from dentistry at age 53. Dr. Carlsen is a nationally...
Topics: Spending

What You Need to Know About Whole Life Insurance – Episode 25

Dentists are often approached by life insurance brokers to purchase life insurance as a retirement savings plan. Whole life, variable...
Topics: Insurance

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...
Topics: Behavioral Finance, Practice Value, Spending, Tracking Progress

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...
Topics: Behavioral Finance, Getting Organized, Investing, Tracking Progress

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...
Topics: Behavioral Finance, Cash Management, Practice Management, Spending

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...
Topics: Behavioral Finance

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...
Topics: Cash Management

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...
Topics: Tracking Progress