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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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

Financial Freedom As A Business Strategy

If you're scratching your head wondering about how to turn your practice into a steady, long-term financial asset, this webinar...
Topics: Cash Management, CE, Practice Value

Understanding the DNA of High-Performance Practices

What makes high-performing dental practices thrive in today's competitive environment? Join Adrian Valente, Director of Training & Enablement, from Sunbit...
Topics: CE, Practice Value

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...
Topics: Cash Management, CE, Finance 101, Income, Investing

Dave Ramsey Isn’t Talking to You – Episode 301

Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible....
Topics: CE, Dave Ramsey, Debt & Financing
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