Financial Planning and Investments

Budget Musts
Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
by Dr. Kha Nguyen
September 2025
Building Wealth via Dental Warranties
In this course you’ll learn how your dental practice can build wealth in the most tax friendly of environments. By providing your patient a Limited Warranty, you are providing multiple benefits to...
Max Zanan and Adam Marburger
CE Credits: 1.5
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
Howard Speaks: The Not-So-Beautiful Bill
How the BBB act uglies up dental dreams
August 2025
A Balanced Plan
David Ranney explains the logistics behind cash balance plans, a lesser-known retirement investment vehicle that, when combined with a 401(k) and profit-sharing plan, allows for higher retirement...
by David Ranney
October 2024
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
Is It Worth Creating an In-House Plan When Dropping Insurance?
One doc sitting on the FFS fence has questions about membership plans. Townies chime in with examples of their plans and experiences.
June 2024
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
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 2023
Turn Record Production Into Maximum Profit
Certified public accountant Angie Svitak explains how dentists can implement a growth strategy that sidesteps inflation but doesn’t rely solely on increasing production.
by Angie Svitak
October 2022
Howard Speaks: How Will Inflation Affect Dentistry?
Dentaltown founder Dr. Howard Farran, who grew up during high inflation in the 1970s and early ’80s, discusses what he learned back then and how he has applied those principles to how he lives now.
by Dr. Howard Farran
September 2022
Marketing for Startup
After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
August 2022
Storage Facilities
CPA Hunter Satterfield says during periods of inflation or high interest rates, where dentists should keep their money depends on where their priorities lie. When short-term and long-term cash is...
by Hunter Satterfield, CPA
July 2022
Take Control of Your Debt and Yourself
Debt expenses hemorrhage from so many places on a profit-and-loss statement, which is why it can be difficult to recognize the aggregate impact of debt on your bottom line. Scheduling Institute...
by Jay Geier
May 2022
Earned Placement: A Better Bet
These dentists didn’t gamble with their scrap—instead, they hit the jackpot
April 2022
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
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
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
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