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.

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

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 Our Advisors Are Different

See how Dentist Advisors’ fee structure and technology leads to better results for dentists

The Keys to Better Investment Performance

Learn how Dentist Advisors’ academic and customized approach to investing can put dentists on a predictable path to more wealth

Why Dentists Retire Seven Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule

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...

4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

The Biggest Reason Dentists Get Bad Financial Advice – Episode 81

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...

When is it Time to Hire a Financial Advisor? – Episode 58

How do you know when it’s time to hire a financial advisor? For a lot of dentists there’s a trigger...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...