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Financial Planning and Investments

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Budget Musts Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
Budget Musts
by Dr. Kha Nguyen
Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
September 2025
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Howard Speaks: The Not-So-Beautiful Bill How the BBB act uglies up dental dreams
Howard Speaks: The Not-So-Beautiful Bill
How the BBB act uglies up dental dreams
August 2025
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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 contributions for the practice owner and some key employees.
A Balanced Plan
by David Ranney
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 contributions for the practice owner and some key employees.
October 2024
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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 profession. Take a look at this month’s topic and results on finance.
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 profession. Take a look at this month’s topic and results on finance.
November 2023
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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.
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
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The Rise of the 6-Figure Dental Assistant How EFDAs are reshaping practice economics and productivity
The Rise of the 6-Figure Dental Assistant
How EFDAs are reshaping practice economics and productivity
July 2025
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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.
Turn Record Production Into Maximum Profit
by Angie Svitak
Certified public accountant Angie Svitak explains how dentists can implement a growth strategy that sidesteps inflation but doesn’t rely solely on increasing production.
October 2022
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Marketing for Startup After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
Marketing for Startup
After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
August 2022
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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 founder Jay Geier discusses the most common types of debt associated with a dental practice, and the steps dentists need to take to pay them off.
Take Control of Your Debt and Yourself
by Jay Geier
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 founder Jay Geier discusses the most common types of debt associated with a dental practice, and the steps dentists need to take to pay them off.
May 2022
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Earned Placement: A Better Bet These dentists didn’t gamble with their scrap—instead, they hit the jackpot
Earned Placement: A Better Bet
These dentists didn’t gamble with their scrap—instead, they hit the jackpot
April 2022
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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 profession. Take a look at this month’s topic and results on finance.
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 profession. Take a look at this month’s topic and results on finance.
November 2021
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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 business. In Part 1 of a two-part series, Scheduling Institute founder Jay Geier starts the conversation about how dentists in each category can best position themselves for when it’s time to sell their practice.
What Game Are You Playing?
by Jay Geier
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 business. In Part 1 of a two-part series, Scheduling Institute founder Jay Geier starts the conversation about how dentists in each category can best position themselves for when it’s time to sell their practice.
November 2021
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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 safely stashed away, where should near-term cash—the only money that should be affected by current volatility—be invested?
Storage Facilities
by Hunter Satterfield, CPA
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 safely stashed away, where should near-term cash—the only money that should be affected by current volatility—be invested?
July 2022
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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.
Howard Speaks: How Will Inflation Affect Dentistry?
by Dr. Howard Farran
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.
September 2022
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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.
Professional Courtesy: I’m a Dentist—Now What?
by Dr. Thomas Giacobbi
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.
New Grad Edition 2021
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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.
How’s Your (Financial) Health?
by Jay Geier
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.
June 2021
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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, the gap between benefits and the cost of care, and payment options.
Money Talks
by Bete Johnson
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, the gap between benefits and the cost of care, and payment options.
November 2019
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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 dates.
Protect Your Office Occupancy Rights
by George Vaill
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 dates.
December 2019
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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.
How to ‘Future-Proof’ Your Lease
by Jeff Howell
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.
April 2020
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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 practices to develop cash reserves and improve cash flow.
Financial Lessons Learned From COVID-19
by Timothy Lott and Mike Bark
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 practices to develop cash reserves and improve cash flow.
July 2020
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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.
The Future of PPP
by J. Robert Brooks
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.
October 2020
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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 that the investment vehicles are suitable for both employees and the owner’s financial goals. This course by Mitchell Tuchman—managing director and chief investment officer at investment management firm Rebalance—will help readers achieve lower costs and better returns and reduce personal legal risks.
Dental Continuing Education: The Dental 401(k) Plan
by Mitchell Tuchman
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 that the investment vehicles are suitable for both employees and the owner’s financial goals. This course by Mitchell Tuchman—managing director and chief investment officer at investment management firm Rebalance—will help readers achieve lower costs and better returns and reduce personal legal risks.
November 2020
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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 planning and investment but also remove the limitations that are restricting your growth.
5 To Grow On: Part 2
by Jay Geier
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 planning and investment but also remove the limitations that are restricting your growth.
January 2021
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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 some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
Play Your Cards Right
by Dr. Jason Annan
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 some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
September 2021
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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.
4 Common Financial Mistakes Made By Dentists
by Tim Greaves, CPA
CPA and investment advisor Tim Greaves explains four financial changes that dentists should consider making to maximize their practice, even after the pandemic.
July 2021
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September 2025
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