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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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

Dentist Money™, Industry Expert Series: Interview with Bill Owens, CPA and Partner at Owens and Bondell PLLC

Reese Harper, CFP®, interviews Bill Owens, CPA and partner at Owens and Bondell PLLC. Bill has worked closely with a...
Topics: Income, Practice Management

Is it Time to Hire Another Dentist? – Episode 13

As your practice grows you might consider hiring another dentist to help you manage your workload. Partners and associates can...
Topics: Practice Management, Practice Value

Dentist Money: The Profitability Killer – Episode 8

Are your collections going up while your bottom line stays the same? It’s frustrating to look at your impressive growth...
Topics: Practice Management

Dentist Money™, Industry Expert Series: Interview with Carmella Beroth and Amber Orlando, from Debt Management, Inc.

On location at Yankee Dental Congress in Boston, Reese Harper, CFP® interviews Carmella Beroth and Amber Orlando, from Debt Management, Inc....
Topics: Income, Practice Management

Dentist Money: Why Your Practice is Like a Pencil – Episode 5

Does the idea of paying someone else to handle things like accounting, marketing, collections, and practice management put a bad...
Topics: Practice Management