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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How to Prepare for Next Stock Market Crash

To handle the emotions of stock market investments, here are a few things you should know before the next market...
Topics: Cash Management, Investing, Tracking Progress

Are You Worth as Much as You Thought?

Are you measuring your wealth the right way? You could be looking at the wrong number. Watch this short video...
Topics: Tracking Progress

What Dental School Didn’t Teach You

You’ve invested a huge amount of money to become a dentist. Now learn what to do with the huge amount...
Topics: Advisors, Work Life Balance

The Profitability Formula

You have more patients, your collections are up, and you’re busier than ever. So where’s all the extra money? Watch...
Topics: Income

This One Easy Routine Can Make You a Millionaire

Have you implemented this basic, wealth-building fundamental? Watch this video to learn about a simple adjustment that will take the...
Topics: Behavioral Finance, Getting Organized

Be an Investor, Not a Depositor – Here’s Why

Is there anything wrong with having a large bank account balance? How much should you keep in your practice account?...
Topics: Cash Management, Investing

3 Investment Principles Dentists Can’t Afford to Ignore

The science of dentistry and of investing follow similar processes. To manage your assets better, follow these 3 fundamental rules....
Topics: Behavioral Finance, Cash Management, Investing

You Need a Tax Strategy – Here’s Why

How much should you be paying in taxes? Should it always be the same or vary from year to year?...
Topics: Income, Taxes

Rethink Your Reaction to Market Crashes

How can you crash-proof your retirement fund? What should you do with your money next time the stock market tanks?...
Topics: Behavioral Finance, Cash Management, Investing

5 Tips Dentists Should Consider Before Buying a Building

Real estate has its pros and cons. These 5 tips will help you know if real estate as an investment...
Topics: Debt & Financing, Real Estate

Financial Planning: Do it Yourself or Hire an Advisor?

There’s a lot of info on investing out there. Should you go it alone, or is using an advisor to...
Topics: Advisors, Getting Organized, Tracking Progress

Don’t Get Financial Advice From a Salesman

Who will you trust with your financial future? Choosing the right financial advisor is a big decision. These 10 questions...
Topics: Advisors