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.

Here’s What’s Changed About Practice Management – Episode 113

What’s the right balance of delegation and direct involvement? As the CEO of your practice, do you have enough information...

Why You Need to Know Your Liquid Term – Episode 112

How much cash should you keep on hand? Beyond an emergency fund, what are the advantages of maintaining adequate liquidity?...

Are You Investing in Your Practice’s Most Valuable Asset? – Episode 109

How would you rank the building blocks of a valuable practice? Are there certain assets within your business that carry...

This is Why Dentists Feel Too Busy – Episode 108

Has your schedule gotten away from you? Have you thought about hiring another dentist to help you shoulder the load?...

How to Compare Your Tax Rate to Other Dentists – Episode 107

Are you sick of surprise tax bills? How do you know if you’re paying a fair amount for your level...

The Truth About Annuities – Episode 106

Have you considered buying an annuity? Maybe you already have one. Either way, you should understand how they work and...

Morning Routines that Will Make You a Better Practice Owner – Episode 105

Is it possible that your desire to achieve is keeping your practice from reaching the next level? Or more broadly,...

3 Big Decisions Dentists Should Never Rush Into – Episode 97

Have you ever made a big change to your business or financial plan out of frustration? When cash was tight,...

What You Need to Know About Financial Advisor Fees – Episode 96

What’s the best way to pay your financial advisor? How does fee structure affect performance? In this episode of Dentist...

The Reason You Should Treat Your Investment Portfolio Like a Dental Practice – Episode 94

What if you looked at your investment portfolio the same way you looked at your practice? Would it change the...

The Problem With Having Plenty of Cash – Episode 93

What does it mean to have financial health? Is it a thriving practice, plenty of income, or an abundant lifestyle?...

How to Stop Your Practice from Bossing You Around – Episode 92

Think back to the moment you decided to become a practice owner. What were your hopes and dreams? Did you...