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 Wrong with Your Investment Risk Profile – Episode 133

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set...

What Dentists Want to Know — Listener Q&A #5 – Episode 132

Do wealthy people offer the best financial advice? What benefits should I offer my employees? Remodel my home or buy...

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...

Why Higher Practice Value Can Lead to Better Investment Returns – Episode 124

How does practice equity fit into your overall asset mix? As you build your net worth, do you consider how...

How Much Disability Coverage Do You Need? – Episode 122

What would happen if health issues prevented you from practicing dentistry? Would your current disability policy keep you afloat? In...

4 Ways to Grow Your Practice with Social Media – Episode 121

How does social media influence the type of patients you attract? Beyond new patients, how can social media be used...

What Dentists Want to Know — Listener Q&A #3 – Episode 120

What’s on the minds of one Pedo and two GPs? Debt repayment, retirement plan consolidation, and equipment budgeting. And in...

What Would Happen if You Lost Your Office Manager? – Episode 119

Is your office manager irreplaceable? Or do you have systems in place to stay afloat if you had to find...

A Rant to Make You Rethink Target Date Funds – Episode 118

Have you looked into target date funds as an investment option? A lot of dentists are drawn to this seemingly...

The #1 Thing Dentists Wish They’d Known Before a Transition – Episode 117

What are your options when it comes to buying or selling a practice? Will it be a gradual buyout or...

How Much Money Does a Dentist Need to Save? – Episode 116

How does your savings rate compare to other dentists? More importantly, how much money should YOU be putting away each...

Does Your Study Club Feel Like a Waste of Time? – Episode 115

How would you rate your study club experiences? Do they add real value or do they seem unproductive? In this...