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.

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Why is the time frame vital to expected returns?

“Expected returns” is a common term in finance (you probably have in mind an “expected return” on the investment you’re...
Topics: Investing

How does your savings rate drive your returns?

In this video clip, Reese Harper and Ryan Isaac explain why maintaining a high, steady savings rate is the best...
Topics: Saving

What are good profitability percentages?

Want to know if you’re running a healthy practice? In this video clip, Reese Harper explains what he considers to...
Topics: Practice Management

Are you too distracted by debt interest rates?

Interest rates affect your financial growth, but not as much as things like practice profitability, your savings rate, or how...
Topics: Investing

04-01-2020 | Dead Cat Bounce, or Dead On Arrival

Reese and Ryan take a deep dive into the PPP loan application process during this Facebook Live discussion. You’ll see...
Topics: Advisors, Behavioral Finance

What makes a portfolio grow?

Many people tend to over-complicate their portfolios by adding complexity through too many funds. In this video clip, Reese Harper...
Topics: Investing

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...
Topics: Practice Value

What is real estate’s role when growing wealth?

In this video clip, Reese Harper and Ryan Isaac discuss the emotional appeal owning property has for many people while...
Topics: Real Estate

What are the risks of owning real estate?

In this video clip, Reese Harper and Ryan Isaac explain the kind of risks that come with real estate investments....
Topics: Real Estate

What is the right time to invest in real estate?

In this video clip, Reese Harper explains why the order in which you accumulate assets also affects the order you...
Topics: Real Estate

Should you offer your team a retirement plan?

Should dentists set up matching retirement accounts for their employees? It’s a question dentists often ask. Reese Harper and Ryan...
Topics: Retirement Plans

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...
Topics: Practice Value