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.

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...

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...

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...

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...

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...

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...

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

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

Video 3: Do You Have the Right Mix of Assets?

Learn how the Elements can be used to make sure you have a balanced distribution of assets.

Video 2: How Much Wealth Do You Need to Make Work Optional?

See how to calculate your progress toward financial independence using an Element called Total Term

Video 1: Four Questions Every Dentist Needs to Answer

Learn how the Elements® periodic table of twelve financial indicators empowers dentists to fulfill their wealth-building potential

Why Our Advisors Are Different

See how Dentist Advisors’ fee structure and technology leads to better results for dentists