Watch Intro Series

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.


Reduce Stress by Increasing Liquidity

There is a high correlation between stress and lack of liquidity. The less liquid you are, the more stress you’ll...

Learning How to Say “No” Can Lead to Increased Wealth

What is the ratio of yes to no that you follow? Are you saying yes more often than you should?...

What is The Optimal Path for Your Practice and Life?

I drew this picture because too many of us compare our lives to others. Rather than being concerned about what...

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...

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...

What is Elements® Comprehensive Financial Planning?

Learn about the Elements® periodic table of financial indicators and see how twelve simple calculations can be used to help...

Video 3: Do You Have the Right Mix of Assets?

Learn how the Elements can be used to make sure you have a balanced distribution of assets.

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?...

The Problem With Having Plenty of Cash – Episode 93

What does it mean to have financial health? Is it a thriving practice, plenty of income, or an abundant lifestyle?...

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...

How Quickly Should You Pay Off Your Loans?

How much cash should you keep in your business? Should you invest your money or pay off your loans? When...

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...