Over our 40 years of dental consulting, we’ve uncovered that only a small percentage of dentists can actually afford to retire on time. Discover the tips that you need to build your net worth and reach financial freedom – faster and with less stress! Learn how to reduce federal and state taxes while increasing savings for retirement; evaluate recommendations for practice growth and increased profitability; and avoid poor decisions that impact your ability to achieve financial independence.

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Date Available: 11/1/24

Date Reviewed: 3/1/25

Date Removed: 10/31/25

The average debt per graduating dentist is over $293,000! Many young dentists seek the allure of a guaranteed paycheck, signing bonuses, and high production-based payouts to quickly eliminate student loan debt. However, there is a much faster way to eliminate debt.  Learn strategies to efficiently eliminate your student loans while boosting your income through practice ownership, maximizing your wealth through tax deductions and building ownership, and combating the growing DSO competition, all while competing effectively in the current dental environment. 

Taxes are often times a dentist’s largest lifetime expense.  However, most dentists do not have a strategy to properly manage this expense. In this course, you’ll learn how to take advantage of legal strategies to save thousands each year as we examine tax-deductible educational funding and creating retirement income with HSAs and Roth IRAs. Learn how to reduce your income taxes by increasing retirement plan contributions and maximizing “doctor perks” by converting expenses to tax-deductible business expenses. 

The average dentist retires at age 68, in stark contrast to the average American who retires at age 62. Unfortunately, very few dentists have a written plan of action on how they are going to replace their paycheck in retirement. Join this action-packed course to learn how to accelerate your road to financial freedom. We will discuss how to replace your paycheck in retirement, save thousands through effective tax strategies and quit overpaying for insurance premiums.

Retiring can be a welcome relief for many dentists and certainly a great accomplishment. However, falling asleep at the wheel financially can cost tens of thousands each year. This high-octane course will teach you how to minimize taxes and maximize wealth. Learn various strategies, including: minimizing taxes on practice sale proceeds, replacing your paycheck with systematic withdrawals, unlocking substantial savings through maximizing Roth Conversions and Social Security benefits and gifting strategies to avoid death taxes.