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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Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...
Topics: Investing

3 Steps to Building a Solid Financial Foundation – Episode #404

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
Topics: Getting Organized

Why You Need to Know the Nuances of DSO Deals – Episode #402

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a...
Topics: Practice Transitions

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...
Topics: Taxes

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...
Topics: Practice Management, Practice Transitions

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

5 Things You Should Know About Alternative Investments – Episode #386

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of...
Topics: Investing

Real Talk With Rabih: BRICS, the Dollar, and Your Investments – Episode #385

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying...
Topics: Investing

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

Do You Have What It Takes to Build a Group Practice? – Episode #380

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and...
Topics: Practice Transitions

Investing Lessons From March Madness

Beginning this Thursday, there will be 48 men’s college basketball games played over the course of four days as part...