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.

Live from the 2019 Voices of Dentistry Podcast Summit – Episode 165

It’s the Dentist Money Show, live from the Voice of Dentistry conference! Live from Phoenix, Arizona, it’s Satur … the...

A Dental Coach and a Financial Advisor Walk into a Podcast – Episode 162

A thought-provoking conversation between a financially inquisitive dentist and a wealth advisor. Reese’s guest on this episode of Dentist Money™...

Get Ready for a Fight Over Practice Ownership – Episode 160

Jason Wood is Reese’s special guest on this Dentist Money™ Show. Jason’s law firm, Wood & Delgado, specializes in helping...

The Word Steve Jobs and Warren Buffett Use to Measure Success – Episode 159

This single word can help you build your wealth. Do you know what it is? On this episode of Dentist...

How Much Cash Do I Need to Keep Around?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Each of us has an optimal path for wealth creation given our backgrounds, strengths, and interests. Because most...

Borrow Against Your Life Insurance Policy: Yes or No? – Episode 158

The “Controversial Opinion Alert” sign is up and flashing for Reese and Ryan’s discussion on this episode of Dentist Money™....

Award Winning CEO of Cotopaxi Shares the Rule of 3’s- Episode 157

On this episode of Dentist Money™, Reese interviews Davis Smith, CEO, and Founder of Cotopaxi, one of the world’s fastest-growing...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...

The Top 10% of Dentists Have This in Common – Episode 152

Dr. Justin Short, founder and creator of “The Lifestyle Practice,” and co-author of the new book “The Titans of Dentistry:...

How Fast Should Your Net Worth Grow? – Episode 151

On this episode of Dentist Money™, Reese and Ryan discuss Occam’s Razor, Reese’s true feelings toward peacocks – and why...

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...