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.

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What’s a Diversified Portfolio?

When talking about investing and investment strategies, the term “diversified portfolio” comes up often. A friend recently brought to my...

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...
Topics: Practice Value

Learn How One Dentist Found Her Lucrative Niche – Episode 274

From start-up to cosmetics to a niche that was knocking on the door of a DSO sale, it’s one practice...
Topics: Practice Management

The Fear of Missing Out

It feels like everyone is getting into investing these days. Since the pandemic, trading activity has increased and has yet...

The Thing About Ferraris

Morgan Housel is one of my favorite writers and I reference his work all the time. He recently wrote a...

The One Thing Dr. “Nifty Thrifty” Doesn’t Want You to Discount – Episode 273

Learn why networking brings so much value to dentists who get connected with each other. On this episode of the...
Topics: Practice Management

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...
Topics: Behavioral Finance

Dental Finance 101: Every Investor Needs to Take Some Risk

By Dentist Advisors

There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...
Topics: Finance 101, Investing

How to Become a Millionaire

This past week I came across a couple of studies conducted a few years ago on how millionaires made their...

4 Profitability Tips from a Dental Intel Executive – Episode 271

When it comes to increasing profits, what’s the lowest hanging fruit in your practice? On this episode of the Dentist...
Topics: Practice Management

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...
Topics: Practice Value

Nobody Knows Nothing

Two Sundays ago the Buccaneers won the Super Bowl. Unless you were a Bucs or Tom Brady fan, the game...