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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Build Your Wealth Like a Steinway Piano

By Reese Harper, CFP® , CEO of Dentist Advisors

When a letter from Steinway & Sons arrived for Harold Krueger telling him he was officially the owner of the...
Topics: Advisors, Taxes

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

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

Here’s Where Your Profits are Hiding – Episode 171

From the beaches of Hawaii to CE Cruises in the Caribbean, a dental entrepreneur’s story Reese’s guest on this episode...
Topics: Practice Management

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

Don’t Buy Stocks; Buy Cows. It’s Easier.

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: Investors who focus on accumulating shares are almost always better off than those who focus on current account...
Topics: Investing

What Losing 30 lbs Reminded Me About Financial Planning

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Instead of solving a whole problem, most of us tend to fix little bits and pieces. In the...
Topics: Advisors, Behavioral Finance, Getting Organized, Tracking Progress

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

The 3 P’s of Reducing Common Financial Regrets – Episode 164

Will You Regret Not Saving Enough Money for a Good Retirement? On this episode of Dentist Money™ Reese and Ryan...
Topics: Retirement Plans

What Cows Can Teach You About Tough Markets – Episode 163

What do cows have to do with staying calm in volatile markets? You’re about to find out. On this episode...
Topics: Behavioral Finance

What Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...
Topics: Advisors, Investing

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