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.

Book free Consultation

Predict Your Retirement With 2 Minutes of Math

How do you know when you’ll be ready to retire? Watch this short video to learn how some simple math...
Topics: Tracking Progress

5 Reasons You Should Buy Stocks You Won’t Hear on TV

The market works much differently than what you hear on TV. Discover overlooked reasons you should invest in the stock...
Topics: Investing

Do You Know Where Your Money Goes?

Do you know how much of your income goes toward practice debts? Investments? Summer vacations? And have you ever wondered...
Topics: Spending

It’s Time to Buy a Practice Space. Or is it?

How do you know whether to buy or lease your practice space? It’s one of the most important decisions you’ll...
Topics: Real Estate

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