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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The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...
Topics: Estate Planning

The Diderot Effect

With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...

How to Hire and Retain Top Dental Talent – Episode #434

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the...
Topics: Practice Management

What Are Mutual Funds?

“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...

How to Maximize Your Outcome from a DSO Affiliation

Join McLerran & Associates' CEO and Principal Brannon Moncrief to gain important insights on the DSO landscape.
Topics: Practice Transitions

Dentist Money Summit Invitation

Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...

DA Today – Lt

Watch Will Gochnour, CFP® walk you through the Liquid Term elements in the Elements® app. He will explain what it...

What are the tax advantages of a 401(k)?

Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
Topics: Retirement Plans, Year-End Planning

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Ferguson, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...
Topics: Retirement Plans, Taxes, Year-End Planning

When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

By Will Gochnour, CFP® , Financial Advisor

One of the biggest storylines headed into the 2023/2024 NFL season was the new home for future Hall of Fame...
Topics: Finance 101, Saving

Making Sense of a 401(k) Plan at Your Practice – Episode #432

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...
Topics: Retirement Plans, Year-End Planning

How Much Is $1 Million?

For as long as I can remember, becoming a millionaire has been the cultural gold standard for building wealth. Most...