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.

7 Signs You’re About to Get Hosed – Episode 89

Have you ever jumped on an investment bandwagon that went south? As a successful dentist you’re a prime target for...

3 Similarities Between Top-Tier Dentists and World Class Athletes – Episode 88

Is your financial plan ready to go the distance? Have you eliminated all the distractions so you can focus on...

Do Your Investments Suffer Because of Where You Live? – Episode 87

Pledge allegiance to the flag, support the troops, and cheer for your favorite Olympian. There’s nothing wrong with a little...

Why Most Dentists Miss Out on Bull Market Gains – Episode 86

Would you be happy if your investment portfolio earned average market returns? Is that enough to secure a comfortable retirement?...

One Trait Wealthy Dentists Adopt Early in their Careers – Episode 85

The world’s greatest inventors, most accomplished musicians, and best athletes often attribute their success to persistence. It’s the same trait...

What Smart Dentists and UPS Drivers Have in Common – Episode 84

In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be...

4 Questions Your Advisor Should Be Able to Answer – Episode 83

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

How the Rules of Patient Communication Have Changed

How’s your communication game? Are you keeping up with the times or sticking with the status quo? In this Yankee...

The Numbers Dentists Need to Know to Retire Better – Episode 82

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

How to Sterilize Your Office Against OSHA

Does the threat of OSHA fines weigh on your mind? One violation is all it takes to put your practice...

The Biggest Reason Dentists Get Bad Financial Advice – Episode 81

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

There’s Only One Number You Need to Predict Your Retirement

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...