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.

Monthly Financial Elements® – Insurance (Ir)

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

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...

What Dentists Want to Know — Listener Q&A #9 – Episode 161

At what point should high-interest rates on your loans keep you from investing? What’s on the mind of Dentist Money™...

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™....

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...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...

What Dentists Want to Know — Listener Q&A #5 – Episode 132

Do wealthy people offer the best financial advice? What benefits should I offer my employees? Remodel my home or buy...

How Much Disability Coverage Do You Need? – Episode 122

What would happen if health issues prevented you from practicing dentistry? Would your current disability policy keep you afloat? In...

Video 5: Are You Taking the Right Amount of Risk?

See how the Elements® are used to measure the risk you take with your investments, practice, and insurance coverage

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?...

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,...

Dentist Money: Chris Tayler on Improving Profits with Better Fee Schedules – Episode 44

While working with his endodontist father, Chris Tayler became all too familiar with the inequities imposed by insurance companies on...