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.

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...

How to Quickly Increase Your Purchasing Power – Episode #361

Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices...

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...

What Dentists Want to Know — Listener Q&A #25 – Episode #331

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer advice on estate plans, Buy-Sell Agreements,...

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...

Estate Planning in Plain English – Podcast Episode 287

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show,...

What You Can Learn About Finance from Downton Abbey

By Reese Harper

If you didn’t watch the series—joining in with its phenomenal (and for some head-scratching) popularity a few years ago—Downton Abbey...

Your Estate Planning Wake-Up Call – Episode 191

Are you one of the 7 out of 10 Americans who don’t have a will or estate plan? On this...

3 Misconceptions About Estate Planning – Episode 63

When is it time to get an estate plan? Or, if you already have one, how often should it be...