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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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

How do I grow my net worth?

Growing your wealth over a career is a product of many things. In this video clip, Reese Harper and Ryan...
Topics: Getting Organized

Why is being “cash ready” vital to your practice?

In this video clip, Reese Harper describes both the upside and downside of having too much of your net worth...
Topics: Cash Management

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...
Topics: Cash Management

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...
Topics: Tracking Progress

How should I deal with my advisors?

In this video clip, Reese Harper and Ryan Isaac talk about finding the right advisor for each specialty at your...
Topics: Advisors

How important are retirement plans?

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear...
Topics: Retirement Plans

Mindset Shift During Crisis with Kiera Dent from The Dental A-Team

Facebook Live Recording: Join Ryan Isaac, CFP®, and co-host of the Dentist Money™ Show podcast and Kiera Dent from The...
Topics: Advisors, Behavioral Finance

When should I start buying stocks during a volatile market downturn?

Facebook Live Recording: On their “Hot Tip of the Day” Reese Harper and Ryan Isaac discuss earthquakes, market volatility, pauses...
Topics: Advisors, Behavioral Finance

Video 5: Are You Taking the Right Amount of Risk?

See how the Elements® are used to measure the risk you take with your investments, practice, and insurance coverage
Topics: Insurance, Investing

Video 4: Are You Using Your Income Wisely?

Learn how the money you put toward saving, spending, debt, and taxes can be tracked to optimize your growth
Topics: Income, Spending, Taxes