Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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Is Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...
Topics: Advisors, Behavioral Finance, Getting Organized

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...
Topics: Behavioral Finance, Practice Value, Spending, Tracking Progress

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...
Topics: Behavioral Finance, Getting Organized, Investing, Tracking Progress

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...
Topics: Behavioral Finance, Cash Management, Practice Management, Spending

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...
Topics: Behavioral Finance

The Mind Games You Play With Your Money – Episode 16

While you’d like to think your financial decisions are always grounded in logic, the truth is that your head can...
Topics: Behavioral Finance

Dentist Money: Running for Miss Universe and Other Once-In-A-Lifetime Opportunities – Episode 3

Are you thinking about jumping on a “once-in-a-lifetime” opportunity? Did that corner location you’ve been drooling over just go on...
Topics: Behavioral Finance

Dentist Money: Are You Falling for Investment Myths? – Episode 2

Are you smart enough to beat the market? How do your odds in the stock market stack up against your...
Topics: Behavioral Finance

Dentist Money: Are You Spending Like a Competitive Eater? – Episode 1

Do you know exactly how much you spend? How much does it vary over the course of a year? Why...
Topics: Behavioral Finance, Spending, Tracking Progress

Retirement Planning | Are the Top 1 Percent Safe?

Most successful dentists are in the top 1 percent of income earners nationally. These tips will help you secure your...
Topics: Behavioral Finance, Cash Management, Investing

This One Easy Routine Can Make You a Millionaire

Have you implemented this basic, wealth-building fundamental? Watch this video to learn about a simple adjustment that will take the...
Topics: Behavioral Finance, Getting Organized

3 Investment Principles Dentists Can’t Afford to Ignore

The science of dentistry and of investing follow similar processes. To manage your assets better, follow these 3 fundamental rules....
Topics: Behavioral Finance, Cash Management, Investing