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 #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

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...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

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...

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...

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...

What Dentists Want to Know — Listener Q&A – Episode 220

What do DSOs, Dave Ramsey, and financial stress have in common?  The last Q&A episode of the Dentist Money™ Show...