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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Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Insurance, Tracking Progress

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Topics: Taxes, Year-End Planning

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Topics: Retirement Plans, Year-End Planning

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Answer the Call: Why Rapid Call Response Is Crucial – Episode #444

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the...
Topics: Practice Management

Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Topics: Taxes, Year-End Planning

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...

Tax Planning Checklist for Dentists

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...
Topics: Taxes, Year-End Planning

Personal Finance Horrors: 13 Frightening Facts – Episode #441

Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can...
Topics: Finance 101

Practice Insights from a Dentist, a Consultant, and an Advisor – Episode #439

A dentist works in the here and now. A consultant has to look to the near future. And an advisor...
Topics: Practice Management

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...
Topics: Getting Organized, Year-End Planning