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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.


Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...

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...

Build Your Wealth Like a Steinway Piano

By Reese Harper, CFP® , CEO of Dentist Advisors

When a letter from Steinway & Sons arrived for Harold Krueger telling him he was officially the owner of the...

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...

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 4: Are You Using Your Income Wisely?

Learn how the money you put toward saving, spending, debt, and taxes can be tracked to optimize your growth

What Dentists Want to Know — Audience Q&A #1 – Episode 110

The listeners asked, and we responded. But it was mostly by email, and the people who asked the questions were...

How to Compare Your Tax Rate to Other Dentists – Episode 107

Are you sick of surprise tax bills? How do you know if you’re paying a fair amount for your level...

Avoiding Surprise Visits from Uncle Sam

Have you ever been blindsided by a hefty tax bill at the end of the year? All the moving parts...

Fixing Your 401(k) the Matt Bradley Way – Episode 54

If your office has a qualified retirement plan like a 401(k), chances are you’re paying fees you didn’t know existed...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...