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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Monthly Financial Elements® – Insurance (Ir)

Join Ryan Isaac, for a discussion about Insurance (Ir), one of the key Elements® of an optimized financial plan.
Topics: Insurance, Tracking Progress

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

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

What Insurance Plans Should You Accept?

Does your income rely too heavily on insurance providers? What can you do about it? In this Dentist Money™ Show...
Topics: Practice Management

Are You Tired of Insurance Companies Running the Show? – Episode 103

What’s the right mix of fee-for-service and PPOs? While the answer may vary by practice, most dentists would like to...
Topics: Practice Management

How Much Insurance Does a Dentist Need? – Episode 100

Are you taking the right amount of risk with your money? Do you know how much life insurance you need?...
Topics: Insurance

Is Your Permanent Life Insurance Policy Killing Your Retirement? – Episode 57

There are two types of people in the world: those who have heard a sales pitch about permanent life insurance,...
Topics: Insurance

What You Need to Know About Whole Life Insurance – Episode 25

Dentists are often approached by life insurance brokers to purchase life insurance as a retirement savings plan. Whole life, variable...
Topics: Insurance

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized

The Next Big AI Company?

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...
Topics: Market

Understanding Debt in Dentistry

Learn how dentists can navigate student loans and practice financing. Understand refinancing, repayment options, and debt trends in dentistry.
Topics: CE, Debt & Financing

Is Life More Expensive Today?

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...
Topics: Finance 101