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.

Book free Consultation

Pat Rosenzweig on the People Who Make Your Practice – Episode 46

Perhaps nothing in dentistry is more important than surrounding yourself with the right people. It’s also one of the most...
Topics: Practice Management

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...
Topics: Practice Management

Nancy Kagan on Keeping Staff Accountable – Episode 38

If you enjoy the charming sound of a Boston accent and getting advice from one of the dental industry’s most...
Topics: Practice Management

Seth Dahle on Driving New Patients with Digital Media – Episode 37

Social media marketing is an essential part of driving growth for a practice, but a lot of dentists struggle to...
Topics: Practice Management

Heather Colicchio’s Tips for Empowering Office Managers – Episode 35

Heather Colicchio is Founder & President of the American Association of Dental Office Managers — the largest association for dental...
Topics: Practice Management

Weston Lunsford on Numbers that Drive Practice Value – Episode 33

Weston Lunsford, CEO of Dental Intel and self-diagnosed “data geek,” breaks down the numbers behind successful practices and offers a...
Topics: Practice Management

Mike Alder on Managing Third Party Payors – Episode 30

Mike Alder, CEO of Unitas Dental, joins Reese for this episode of Dentist Money™ recorded on location at WRDC in...
Topics: Practice Management

Dentist Money™ Industry Expert Series: Interview with Howard Farran, DDS, MBA – Episode 27

In this special episode of Dentist Money™, Reese interviews industry thought-leader, Howard Farran — arguably the most influential personality in...
Topics: Practice Management

9 People Dentists Need to Know – Episode 26

Breaking news: if you’re a dentist, you’re smart. When the rest of us sit in your chair, it’s nice to...
Topics: Advisors, Practice Management

Dentist Money™, Industry Expert Series: Interview with Jason Lowry, Owner of Catalyst Dental Solutions

Reese Harper, CFP® interviews Jason Lowry, practicing dentist and owner of Catalyst Dental Solutions. On location at the Western Regional...
Topics: Practice Management

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...
Topics: Behavioral Finance, Cash Management, Practice Management, Spending