Financial Planning and Investments

Dental 401(k) Plans: Keep Your Best People and Lower Costs, Risk
In recent years, modern 401(k)s have emerged which are a dramatic improvement over 401(k) plans of the past. This course will inform you of the questions to ask your current 401(k) provider to ensure...
Mitch Tuchman
CE Credits: 1.75
What Game Are You Playing?
Independent practice owners usually fall into one of a few different categories, and how they define their role informs which steps they should be taking to help improve the success of their...
by Jay Geier
November 2021
The Dental 401k Plan
This article details how dental practice owners can implement and manage a best-of-breed 401(k) plan. This includes methods to achieve lower costs and better returns, and how to reduce personal legal...
Mitchell Tuchman
CE Credits: 1.5
Townie Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the...
November 2021
Professional Courtesy: I’m a Dentist—Now What?
Dentaltown editorial director Dr. Thomas Giacobbi uses his nearly three decades of experience to shed light on some of the questions that new dentists might have upon graduating.
by Dr. Thomas Giacobbi
New Grad Edition 2021
Your Retirement Number in Two Hours. Filmed LIVE at Townie Meeting!
The main word used by those attending or viewing this course is “relief.” In this course the first thing done is solving one's retirement number. Via worksheets (which one should print first), one...
Dr. Doug Carlsen
CE Credits: 2
Personal Disability Insurance: What Every Dentist Needs to Know
If you ask most dentists what their most valuable asset is, they will usually talk about their home or their practice. Occasionally, there might be an investment or retirement account that is...
Ivan M. Kirshner, DDS
CE Credits: 1
Play Your Cards Right
Dr. Jason Annan has been leveraging dental office overhead costs to earn hundreds of thousands of credit card rewards points, then converting the points into truly valuable assets. This Townie shares...
by Dr. Jason Annan
September 2021
4 Common Financial Mistakes Made By Dentists
CPA and investment advisor Tim Greaves explains four financial changes that dentists should consider making to maximize their practice, even after the pandemic.
by Tim Greaves, CPA
July 2021
How’s Your (Financial) Health?
In this midyear financial health checkup, Scheduling Institute founder Jay Geier discusses the three most important areas of a dental practice that owners need invest in for positive returns.
by Jay Geier
June 2021
5 To Grow On: Part 2
The final installment of this series with the Scheduling Institute’s Jay Geier discusses strategies involving space and equipment, clinical duplication and financial discipline, which require...
by Jay Geier
January 2021
Dental Continuing Education: The Dental 401(k) Plan
Dental practice owners who offer 401(k) plans to employees should be asking their provider some questions to ensure that they’re mitigating fiduciary risk and paying a fair amount for services, and...
by Mitchell Tuchman
November 2020
The Future of PPP
J. Robert Brooks, a certified exit planning adviser and business intermediary, explains what dentists who accepted PPP loans must keep in mind before selling their practices.
by J. Robert Brooks
October 2020
Financial Lessons Learned From COVID-19
Certified public accountants and valuation analysts Timothy Lott and Mike Bark discuss the income tax-related aspects of recent COVID-19 relief bills, and how dentists can best prepare their...
by Timothy Lott and Mike Bark
July 2020
How to ‘Future-Proof’ Your Lease
Jeff Howell, founder and CEO of an online commercial lease review service, discusses three key considerations dentists should account for when negotiating their practice spaces.
by Jeff Howell
April 2020
Protect Your Office Occupancy Rights
Lease negotiator and expert George Vaill shares why it’s important for dentists to know exactly what’s in their lease and what risks arise when they don’t understand contractual terms and critical...
by George Vaill
December 2019
Money Talks
Conversations about financing don't have to be uncomfortable. These suggestions will help you and your team have easy, effective discussions with patients about treatment costs, insurance benefits,...
by Bete Johnson
November 2019
Howard Speaks: Real Success in Real Estate
Dentaltown founder Dr. Howard Farran has met a lot of dentists who want to get into the real estate business but aren’t sure how or where to begin. He suggests taking a look at not just the franchise...
by Dr. Howard Farran
October 2019
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Sally Gross, Member Services Specialist
Phone: +1-480-445-9710
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