INNOVATION·IN·DENTISTRY

Financially Free Dentists

Beyond the 401(k): Brokerage Accounts for Dentists

26 August 2026 · 34:34 · Episode 21

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What it is about

Most dentists know the playbook for their 401(k) and Roth IRA. But what should you do after you’ve checked those boxes, have extra cash building up, and want to use your money flexibly before retirement? This week, I break down why taxable brokerage accounts fill that gap, how they work, and the mistakes I see most often when dentists open one. You’ll learn where the line falls between investing and gambling…

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More from this show

22 episodes, all of them listed on the show's page here.

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