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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.


The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...

Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

Do you know if your practice is profitable?

Do you know how to measure your profitability? What percentage for profitability represents a good return? Are you taking your...

Where does practice equity fit?

In this video clip, Reese Harper and Ryan Isaac describe how your net worth would build if you put all...

A 40,000 Foot View of Your Practice – Episode 198

Do you believe “the grass is always greener on the other side?” Not so fast my friend.  On this episode...

Major Dilemma: Buy a House or Grow a Practice?

By Reese Harper, CFP® , CEO of Dentist Advisors

Our house was once a brand new house. But the green carpet, plumbing nastiness, and nearly 50-year-old floors had become...

Why Owning a Practice Might Not Be for You – Episode 179

The successful purchase of a private practice requires the right situation and excellent timing. Is the decision to buy a...

Your Best Investment Could Use Some Attention – Episode 176

Your path to greater wealth may seem mundane, but don’t ignore its huge potential. On this episode of the Dentist...

Why Higher Practice Value Can Lead to Better Investment Returns – Episode 124

How does practice equity fit into your overall asset mix? As you build your net worth, do you consider how...

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.

How to Stop Your Practice from Bossing You Around – Episode 92

Think back to the moment you decided to become a practice owner. What were your hopes and dreams? Did you...