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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Is Ownership a Good or Bad Move for You? – Episode 317

Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate...
Topics: Practice Management

The 3 Types of Investment Accounts

These first few weeks of the year are when those who’ve made New Year’s resolutions are trying to establish new...

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...
Topics: Taxes

Find Out How Your Finances Compare to Other Dentists – Episode 316

Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives...
Topics: Tracking Progress

Boring Is Good

I recently came across an investing story that made my stomach churn. The story is from Vice and written by...

Why the Need for Career Associates Is Booming – Episode 315

The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What...
Topics: Practice Management

Stock Market Check-In

As the year comes to a close in the next handful of days, I felt it would be appropriate to...

How to Optimize Your Existing PPO Contracts – Episode 314

You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more...
Topics: Practice Management

Good Financial Advice

Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...

Dentistry’s Great, But Are You Running in Circles? – Episode 313

Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time...
Topics: Getting Organized

Should You Max Out Your 401(k)

I’ve been getting quite a few questions about 401(k)s lately; mainly people asking if they should contribute to their 401(k)...

Don’t Forget About These End-of-Year Tax Benefits – Episode 312

It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important...
Topics: Taxes