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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.

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

4-20-2020 | Reese & Ryan Updates Oil Community Banks PPP

On this Facebook live discussion, Reese and Ryan open with a look at the pressures that have pushed oil prices...

04-16-2020 | Reese shares when the 8 week PPP loan period officially begins

On this Facebook Live, Reese examines the 8-week PPP loan period and offers a few thoughts on how you might...

How Dentistry Will Likely Change in the Aftermath of COVID-19 – Episode 227

A market-trend expert offers thoughts on how dentistry might be different after COVID-19. On this episode of the Dentist Money™...

Why do you need to build your business first?

In this video clip, Reese Harper and Ryan Isaac explain why paying debt down first doesn’t necessarily help your practice...

Is debt really the source of your financial stress?

What really creates financial stress? For most people it’s a feeling, they can’t actually identify its source. In this video...