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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How Successful Dentists Track Financial Progress – Episode 64

Do you know your net worth? Not just an estimate, but the actual amount? And do you know what it...
Topics: Tracking Progress

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...
Topics: Practice Management

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...
Topics: Tracking Progress

How Much Money Do Dentists Need to Retire?

It’s an important question for any dentist—and the answer is different for every dentist. Here’s how to set a target...
Topics: Getting Organized, Spending, Tracking Progress

Predict Your Retirement With 2 Minutes of Math

How do you know when you’ll be ready to retire? Watch this short video to learn how some simple math...
Topics: Tracking Progress

How to Build a Dental Practice That Runs Without You

On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her...
Topics: Practice Management

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...
Topics: Finance 101, Investing

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

It’s tax week! I get more complaints about taxes than any other finance topic—more than market corrections, inflation, budgeting, debt,...
Topics: Taxes

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...
Topics: Taxes

How Are You Using Your Income?

By Jake Elm, CFP® , Financial Advisor

When you make money, it can only go to four places. You can pay taxes. You can pay down debt....
Topics: Income

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...
Topics: Debt & Financing

The Dentist’s Guide to Good Debt vs. Bad Debt

By Taylor Sutterfield, MAcc, CFP® , Sr. Financial Advisor

As a dental professional, you know debt comes with the territory. But how do you know if yours is actually...
Topics: Debt & Financing