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.


THIS WEEK’S PODCAST

5 Ways Dentists Can Improve Their Tax Strategy

On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes dentists make and how to avoid them. From treating tax planning as a once-a-year task to relying on disconnected advice, they highlight the common pitfalls that can quietly cost dentists over time. Whether you’re an … Continued




Dentist Money: Why Your Practice is Like a Pencil – Episode 5

Does the idea of paying someone else to handle things like accounting, marketing, collections, and practice management put a bad...

Dentist Money: Getting More Out of Working Less – Episode 4

Have you mastered the art of balancing work and personal life? Or are you like most professionals who are leaning...

Dentist Money: Running for Miss Universe and Other Once-In-A-Lifetime Opportunities – Episode 3

Are you thinking about jumping on a “once-in-a-lifetime” opportunity? Did that corner location you’ve been drooling over just go on...

Dentist Money™, Industry Expert Series: Interview with Pamela Dembski Hart, Founder of Healthcare Accreditation Resources LLC

On location at Yankee Dental Congress in Boston, Reese Harper, CFP® interviews Pamela Dembski Hart, Founder of Healthcare Accreditation Resources LLC who...

Dentist Money: Are You Falling for Investment Myths? – Episode 2

Are you smart enough to beat the market? How do your odds in the stock market stack up against your...

Dentist Money: Are You Spending Like a Competitive Eater? – Episode 1

Do you know exactly how much you spend? How much does it vary over the course of a year? Why...