Watch Intro Series

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...

7 Key Questions Dentists Should Ask Before Hiring a Financial Advisor

By Reese Harper, CFP , Founder and CEO of Dentist Advisors

Featured In: Dentistry IQ

Ask these 7 questions to be sure your advisor is prepared to help you with the challenges of being a...

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...

Character Studies

Research indicates there are 9 different “financial archetypes.” Since personality affects how you invest, find out where you fit. Your...

What Do James Bond and Dentists Have in Common?

When it’s time to defeat behavioral tendencies that can delay retirement, look to your silver screen heroes for what you...

Financial Vitals: 5 Reasons Dentists Have a Love-Hate Relationship with Money

Excitement to anxiety—people’s emotions run the gamut when it comes to money. These 5 reasons that will help you understand...

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...

How Much Money Do Dentists Need to Retire?

It’s an important question for any dentist—and the answer is different for every dentist. Here’s how to set a target...

Are You Worth as Much as You Think?

A good income doesn’t guarantee your net worth is growing. Learn how to make smarter financial decisions to preserve your...

5 Reasons You Should Buy Stocks You Won’t Hear on TV

The market works much differently than what you hear on TV. Discover overlooked reasons you should invest in the stock...