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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Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...
Topics: Practice Management, Work Life Balance

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
Topics: Advisors

Real Talk with Rabih: Diversified Portfolios – Episode #363

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On...
Topics: Investing

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...
Topics: Estate Planning

The Market Is a Casino—But You Are the House – Episode #359

Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors...
Topics: Investing

The Journey of a Dental Industry Entrepreneur – Episode #357

Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes...
Topics: Practice Management

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...
Topics: Practice Management

Slow and Steady

There tends to be a big difference between professional and amateur athletes when it comes to training. The natural intuition...

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...
Topics: Saving, Spending

Why Financial Advice Should Be Like Dentistry – Episode #347

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...
Topics: Advisors

Avoiding Bad Decisions During a Bear Market – Episode #343

When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start...
Topics: Investing

Are Commodities a Good Hedge Against Inflation? – Episode #340

When inflation begins straining investor nerves, questions about commodities—especially gold—as a hedge against rising prices are sure to follow. Where...
Topics: Finance 101