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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.

Introduction to Dentist Advisors Wealth Management

Watch this series of short videos to learn about our core philosophies, financial planning methodology, approach to investing, fee structure,...

What it’s Like to Work with Dentist Advisors

Get an overview of Dentist Advisors’ onboarding steps, comprehensive financial planning service, and investment operations

Are You a Good Fit for Our Services?

Learn about the range of services offered at Dentist Advisors to facilitate dentists at different career stages and levels of...

Why Our Advisors Are Different

See how Dentist Advisors’ fee structure and technology leads to better results for dentists

The Keys to Better Investment Performance

Learn how Dentist Advisors’ academic and customized approach to investing can put dentists on a predictable path to more wealth

How Dentists Get Organized and Win Their Time Back

Learn about the tools and technology Dentist Advisors uses to help dentists take control of their time and make better...

How Dentist Advisors Delivers Comprehensive Planning

See how Dentist Advisors delivers comprehensive financial planning using a proprietary system to measure key indicators of financial health

Why Dentists Retire Six Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule

Why You Need to Know Your Liquid Term – Episode 112

How much cash should you keep on hand? Beyond an emergency fund, what are the advantages of maintaining adequate liquidity?...

How to Keep Your Practice from Hitting a Plateau – Episode 111

What does it take to build a business beyond yourself? Even if you’re the only producer, how can you maintain...

What Dentists Want to Know — Audience Q&A #1 – Episode 110

The listeners asked, and we responded. But it was mostly by email, and the people who asked the questions were...

The Tools to Stretch Your Practice Performance

What will it take to push your practice a little further? How can you improve your production by $50 an...