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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What is the right time to invest in real estate?

In this video clip, Reese Harper explains why the order in which you accumulate assets also affects the order you...
Topics: Real Estate

What Real Estate Will Cost You in Real Dollars – Episode 199

Do you know the art of the real estate deal? Avoid common mistakes dentists make when buying or leasing office...
Topics: Real Estate

5 Common Real Estate Mistakes Dentists Make

Real estate is a dentist’s second highest expense and easily one of the biggest danger zones for squandering a fortune....
Topics: Real Estate

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...
Topics: Investing, Real Estate

Dentist Money™, Industry Expert Series: Interview with Tanner Milne and Rich Andrus, Real Estate experts at Menlo Group

Reese Harper, CFP® interviews Tanner Milne and Rich Andrus, commercial real estate experts at Menlo Commercial Real Estate. Having facilitated...
Topics: Real Estate

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

I was in Disneyland this past week with my family, so I didn’t have time to write something new. However,...
Topics: Real Estate

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...
Topics: Real Estate

Why Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...
Topics: Estate Planning

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...
Topics: Estate Planning

The Essential Components of a Good Estate Plan – Episode #436

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of...
Topics: Estate Planning

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...
Topics: Investing