The Financial Dentist Blog

After my last post, a few dentists asked me how much insurance they need. Unfortunately, I had to say it depends… It is similar when we create a treatment plan for our patients; we do not give every patient the same solution. We assess risk in terms of decay, periodontal disease, large restorations, and aesthetic concerns, along with their values and long-term goals. Insurance should be approached in the same way. Here are three different dentist stories. Anthony was early i

Let's say a patient walks into the surgery with a broken tooth. You complete your consultation with xrays and discover deep periodontal pockets. As dentists, we know that healthy periodontal support is the foundation for every tooth. Without it, even the best crown will eventually fail. The same principle applies to financial planning. No matter how carefully you build your investments, retirement savings, or practice, they remain vulnerable without the right insurance in pla

Aligning My Finances with My Values: A Dentist’s Perspective on Financial Life Planning When I first started my career as a dentist, I...

Values and Money Money is a means to the end, not the end goal. It is the use of your money for your values. Carl Richard illustrates...

Foundation of Share Investing After creating a plan (IPS), one Tactic/Strategy to reach your goals is investing in Shares or a Managed...