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.

Roth vs. Traditional

This past week marks one year since I started writing this newsletter. I can’t believe it’s already been an entire...

Estate Planning in Plain English – Podcast Episode 287

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show,...

3 Good Reasons (and 1 Bad Reason) to Hold Cash

As a financial advisor, I’m often asked, “Is now a good time to invest?”. This question comes during up and...

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

Lessons From My Robinhood Account: Part 2

It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...

Should You Listen to an Advisor Who Earns Less Than You? – Episode 275

You make a high income, should you only get financial advice from someone who makes as much—or more? Many people...

What Dentists Want to Know — Listener Q&A #17 – Episode 255

How are portfolios diversified and why should they be rebalanced periodically?  On this listener Q&A episode of the Dentist Money™...

4 Financial Signals that Can Distract You from Accumulating Wealth – Episode 251

Are you confident you’re following the right financial indicators on your road to retirement?  On this episode of the Dentist...

Want to Get Stronger Financially? Use These Benchmarks. – Episode 242

Benchmarks are a positive way to get you financially motivated and keep you going. On this episode of the Dentist...

What Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...