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.

Weston Lunsford on Numbers that Drive Practice Value – Episode 33

Weston Lunsford, CEO of Dental Intel and self-diagnosed “data geek,” breaks down the numbers behind successful practices and offers a...

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...

The 4 Ingredient Recipe to Optimal Wealth Building – Episode 185

What’s the ideal recipe to accumulate assets as you build for the future? On this episode of the Dentist Money™...

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...

What Most Dentists Get Wrong About Real Estate

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down...

Why Dentists Retire Later Than The Average American

In this video you’ll learn: – Why a higher income doesn’t automatically lead to earlier retirement – The four biggest...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...

Our Investment Philosophy for Dentists

Investing doesn’t have to be complicated to be effective. Learn how Dentist Advisors approaches investing through evidence-based strategies, low-cost portfolios,...

How Dentists Should Prepare For The End Of The SAVE Plan

On this episode of The Dentist Money Show, Jake and Taylor break down what’s changing with federal student loans, what...

Why Does Everyone Think The Economy Is So Bad?

On this episode of The Dentist Money Show, Matt and Jake explore the surprising disconnect between how people feel about...

How Much Should a Dentist Be Saving?

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...