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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This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes

What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Taxable income and gross cash flow. What’s the difference and why is it important? On this episode of the Dentist...
Topics: Cash Management, CE

Do markets provide liquidity to investors?

One favorable characteristic of public markets is how easy it is to liquidate the stocks and bonds you own. In...
Topics: Cash Management

Why is being “cash ready” vital to your practice?

In this video clip, Reese Harper describes both the upside and downside of having too much of your net worth...
Topics: Cash Management

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...
Topics: Cash Management

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...
Topics: Cash Management, Practice Management

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...
Topics: Cash Management, Finance 101

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

The 4 Ingredient Recipe to Optimal Wealth Building – Episode 185

What’s the ideal recipe to accumulate assets as you build for the future? On this episode of the Dentist Money™...
Topics: Cash Management, Investing

A Fifth Grader’s Guide to Becoming a Wealthy Dentist

By Reese Harper, CFP® , CEO of Dentist Advisors

Several years ago there was a popular game show called “Are You Smarter Than a 5th Grader?” You probably remember...
Topics: Cash Management, Debt & Financing

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...
Topics: Behavioral Finance, Cash Management

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...
Topics: Behavioral Finance, Cash Management, Work Life Balance