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 Stress Test: How Enduring Volatile Markets Leads to Success – Episode 237

Find out what it takes to keep your poise during turbulent times. Investors are tense, the public seems restless. Where...

What Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

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...

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...

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.

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...

How would you define risk?

Do you know the difference between the volatility of an investment portfolio and the risk of complete loss? In this...

How does diversification cushion risk?

You would never worry about the value of your house dropping to zero. So why would you look at stocks...

Why own stock instead of other assets?

All assets you invest in can grow in value. But equities, or investments in companies whose stock is traded in...

How are public markets and diversification related?

Putting too much concentration in one investment actually raises your risk significantly. In this video clip, Reese Harper and Ryan...

How do public markets work?

What can Seattle’s Pike Place Market teach you about investing? In this video clip, Reese Harper and Ryan Isaac talk...

How do bonds work within a public market?

School districts, cities, states, and even corporations all raise money through bonds. In this video clip, Reese Harper and Ryan...