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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.

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

How Will Young Dentists’ Careers Be Shaped by COVID-19?

Join Reese Harper, CEO of Dentist Advisors as he digs into the ADA's latest research on how the COVID-19 economic...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

4-20-2020 | Reese & Ryan Updates Oil Community Banks PPP

On this Facebook live discussion, Reese and Ryan open with a look at the pressures that have pushed oil prices...