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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Practice with Purpose: A 4-Stage Path for Smarter Growth and Leadership

What separates thriving dental practices from those that plateau? In this informative webinar, you'll be introduced to the Four Stages...
Topics: CE, Practice Management, Work Life Balance

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...
Topics: Cash Management, CE, Getting Organized, Practice Management

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...
Topics: CE, Finance 101, Getting Organized

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...
Topics: Student Loans

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...
Topics: Cash Management, CE

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...
Topics: Behavioral Finance, CE

6 Dental Production Fixes for Summer Slumps

Each season brings reasons for declining production—holidays, vacations, school breaks. If summer feels like a slow season in your dental...
Topics: CE, Practice Management

Insurance Demystified: How to Decode EOBs & Optimize Pay

Do you know what an insurance list is? Do you know how 'term mapping' really helps your bottom line? Knowing...
Topics: Insurance, Practice Management

A Dentist’s Guide to Personal & Business Insurance Coverage

Choosing the right insurance coverage is essential to protecting your future. Join Will and Cody for a webinar where they...
Topics: CE, Insurance

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...
Topics: Cash Management, CE, Finance 101, Getting Organized

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...
Topics: CE, Practice Transitions, Retirement Plans

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...
Topics: Practice Transitions, Retirement Plans