Advisors
Why Dentists Retire 7 Years Later Than Average
Dentists often earn more but retire later than the average American. Learn the financial challenges unique to dentistry and how...
What It’s Like to Work With Dentist Advisors
Financial planning shouldn’t feel like a series of random money decisions. Learn how Dentist Advisors helps dentists get organized, understand...
Why Dentist Advisors Is Different
Learn how Dentist Advisors uses fee-only pricing, dentist-specific advice, and integrated tax and financial planning to serve the best interests...
Our Investment Philosophy for Dentists
Investing doesn’t have to be complicated to be effective. Learn how Dentist Advisors approaches investing through evidence-based strategies, low-cost portfolios,...
Emergency Episode: Critical Student Loan News for Dentists
On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...
April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE
Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
April 7, 2025 Tariffs and Market Update: LIVE
Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tariffs and the latest market...
Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...
What you Need to Know about Student Loans
Have you been staying up to date on what plans are available for you to repay your student loans? Jake...
Dentist Money Minute: Tax Deduction vs. Tax Credit
Have you ever been confused about the differences between a tax deductions and a tax credit? Matt Mulcock, CFP® from...
Join the Dentist Advisors team in June for the Dentist Money Summit in Park City, UT. You’ll learn from dentistry’s...
Dentist Money Summit Invitation
Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...