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.

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...

How to Keep OSHA Off Your Back

Think of it as preventative care for your practice. It may not seem urgent, and it’s definitely not convenient, but...

Why Dentists Retire 6 Years Later Than the Average American – Episode 80

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

7 Big Mistakes Dentists Make That Wreck Retirement

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...

5 Misunderstood Financial Quotes – Episode 79

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...

4 Common Threats to Your Patient Data

Is your patient data protected with the right technology? Are emails between you and your patients properly encrypted? In this...

Is Your Custodian Messing with Your Money? – Episode 78

Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your...