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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Lisa Knowles Presents Dentistry’s Broadway Show – Episode 52

Lisa Knowles opened her dental practice in 2005… two years before the recession… in Michigan. With economic conditions stacked against her,...
Topics: Practice Management, Work Life Balance

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...
Topics: Advisors, Taxes

Pat Rosenzweig on the People Who Make Your Practice – Episode 46

Perhaps nothing in dentistry is more important than surrounding yourself with the right people. It’s also one of the most...
Topics: Practice Management

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Dentist Money: Chris Tayler on Improving Profits with Better Fee Schedules – Episode 44

While working with his endodontist father, Chris Tayler became all too familiar with the inequities imposed by insurance companies on...
Topics: Insurance

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...
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

Is Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...
Topics: Advisors, Behavioral Finance, Getting Organized

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...
Topics: Tracking Progress

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: Running for Miss Universe and Other Once-In-A-Lifetime Opportunities – Episode 3

Are you thinking about jumping on a “once-in-a-lifetime” opportunity? Did that corner location you’ve been drooling over just go on...
Topics: Behavioral Finance