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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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

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...
Topics: Practice Management

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...
Topics: Advisors, Work Life Balance

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...
Topics: Debt & Financing, Insurance

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:...
Topics: Practice Management

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...
Topics: Investing

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...
Topics: Income

Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146

Are you ignoring the most effective shot in your financial planning arsenal? In this episode of Dentist Money™ Reese and...
Topics: Spending

6 Secrets to Hearing “Yes” from Your Patients More Often – Episode 145

More referrals, fewer no-shows and higher case acceptance? It’s not too good to be true. Dr. Chris Phelps, a best-selling...
Topics: Practice Management

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...
Topics: Insurance, Tracking Progress