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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.

Does Your Study Club Feel Like a Waste of Time?

How would you rate your study club experiences? Do they add real value or do they seem unproductive? In this...
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What is Elements® Comprehensive Financial Planning?

Learn about the Elements® periodic table of financial indicators and see how twelve simple calculations can be used to help...

Video 5: Are You Taking the Right Amount of Risk?

See how the Elements® are used to measure the risk you take with your investments, practice, and insurance coverage

Video 4: Are You Using Your Income Wisely?

Learn how the money you put toward saving, spending, debt, and taxes can be tracked to optimize your growth

Video 3: Do You Have the Right Mix of Assets?

Learn how the Elements can be used to make sure you have a balanced distribution of assets.

Video 2: How Much Wealth Do You Need to Make Work Optional?

See how to calculate your progress toward financial independence using an Element called Total Term

Video 1: Four Questions Every Dentist Needs to Answer

Learn how the Elements® periodic table of twelve financial indicators empowers dentists to fulfill their wealth-building potential

What Dentists Want to Know – Listener Q&A #2 – Episode 114

Do you have burning questions about your personal or practice finances? In this episode of Dentist Money™, Reese & Ryan...

Here’s What’s Changed About Practice Management – Episode 113

What’s the right balance of delegation and direct involvement? As the CEO of your practice, do you have enough information...
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Introduction to Dentist Advisors Wealth Management

Watch this series of short videos to learn about our core philosophies, financial planning methodology, approach to investing, fee structure,...

What it’s Like to Work with Dentist Advisors

Get an overview of Dentist Advisors’ onboarding steps, comprehensive financial planning service, and investment operations

Are You a Good Fit for Our Services?

Learn about the range of services offered at Dentist Advisors to facilitate dentists at different career stages and levels of...