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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Your Best Investment Could Use Some Attention – Episode 176

Your path to greater wealth may seem mundane, but don’t ignore its huge potential. On this episode of the Dentist...
Topics: Investing, Practice Value

Where Vanguard Really Stands on Using an Advisor – Episode 174

Pay someone to manage your investments, or do it yourself? Vanguard founder, John Bogle, is known for giving individual investors...
Topics: Advisors

How to Get High-Cost Treatment Cases to Say “Yes” – Episode 173

Help your patients avoid “sticker-shock” for high-cost treatment cases. Today, Reese welcomes Dave Roehr to the Dentist Money™ podcast. Dave...
Topics: Practice Management

Crystal Ball Predictions from Dentistry Experts – Episode 170

Didn’t make the Voices of Dentistry Summit? Here’s what industry experts were talking about. On this Dentist Money™ Show, Reese...
Topics: Advisors, Getting Organized

Dentistry is Changing. Where Do You Fit? – Episode 169

Dentistry has more career tracks than ever before. Do you know where your skills fit? On this episode of Dentist...
Topics: Practice Transitions, Work Life Balance

What Dentists Want to Know — Listener Q&A #10 – Episode 167

Better career opportunity or better location? What’s on the mind of Dentist Money™ Show listeners? Well, with so many choices...
Topics: Practice Management

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...
Topics: Getting Organized

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™...
Topics: Investing

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...
Topics: Practice Transitions

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...
Topics: Behavioral Finance, Cash Management

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...
Topics: Behavioral Finance, Cash Management, Work Life Balance

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™....
Topics: Insurance