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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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...
Topics: Advisors

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...
Topics: Getting Organized, Spending, Tracking Progress

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...
Topics: Practice Management

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 —...
Topics: Behavioral Finance, Spending

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...
Topics: Behavioral Finance, Debt & Financing, Income, Investing, Spending

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...
Topics: Investing

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...
Topics: Practice Management

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...
Topics: Advisors, Investing

How Dental Marketing is Changing

Are you sending the right signals to your market? Do you have a clear strategy for client retention? In this...
Topics: Practice Management

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...
Topics: Cash Management, Investing

3 Keys to Improving Case Acceptance

What does it mean to reinvent your practice? Are you thinking ahead or settling for the status quo? In this...
Topics: Practice Management

A Fifth Grader’s Guide to Becoming a Wealthy Dentist – Episode 76

Should you pay someone else to do a job you can handle yourself? As a practice owner, you might struggle...
Topics: Practice Value