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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A Rant to Make You Rethink Target Date Funds – Episode 118

Have you looked into target date funds as an investment option? A lot of dentists are drawn to this seemingly...
Topics: Investing, Retirement Plans

Your Practice is Doing Well. So Where’s All the Money?

Where is all my money going? It’s a question that you’ve probably asked yourself many times. In this episode of...

The #1 Thing Dentists Wish They’d Known Before a Transition – Episode 117

What are your options when it comes to buying or selling a practice? Will it be a gradual buyout or...
Topics: Practice Transitions

The Marketing Activities Most Dentists Forget About

You have a website, social media pages, an appointment reminder app, and a direct mailer. But what else goes into...

How Much Money Does a Dentist Need to Save? – Episode 116

How does your savings rate compare to other dentists? More importantly, how much money should YOU be putting away each...
Topics: Income

How You and Your Practice Can Become “Known.”

Does your digital marketing campaign tell the right story? What will it take to stand out among the competition? In...

Does Your Study Club Feel Like a Waste of Time? – Episode 115

How would you rate your study club experiences? Do they add real value or do they seem unproductive? In this...
Topics: Practice Management

Here’s What Your Marketing Plan is Missing

What are you doing to differentiate your practice? When potential patients see your logo or website, what is their first...

Video 5: Are You Taking the Right Amount of Risk?

See how the Elements® are used to measure the risk you take with your investments, practice, and insurance coverage
Topics: Insurance, Investing

Video 4: Are You Using Your Income Wisely?

Learn how the money you put toward saving, spending, debt, and taxes can be tracked to optimize your growth
Topics: Income, Spending, Taxes

Video 3: Do You Have the Right Mix of Assets?

Learn how the Elements can be used to make sure you have a balanced distribution of assets.
Topics: Cash Management, Practice Value, Real Estate, Retirement Plans

Video 2: How Much Wealth Do You Need to Make Work Optional?

See how to calculate your progress toward financial independence using an Element called Total Term
Topics: Tracking Progress