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.


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...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

How to Keep Your Practice from Hitting a Plateau – Episode 111

What does it take to build a business beyond yourself? Even if you’re the only producer, how can you maintain...

How to Make Your Practice “POP” – Jonathan Bregman

What is your “why” in dentistry? Where is your career headed and how will you overcome the seven year ruts...

Morning Routines that Will Make You a Better Practice Owner – Episode 105

Is it possible that your desire to achieve is keeping your practice from reaching the next level? Or more broadly,...

Lisa Knowles Presents Dentistry’s Broadway Show – Episode 52

Lisa Knowles opened her dental practice in 2005… two years before the recession… in Michigan. With economic conditions stacked against her,...

How Dr. Mark Costes Balances Business & Personal Success – Episode 48

Dr. Mark Costes is founder of the Dental Success Institute, Horizon Schools of Dental Assisting, and author of Pillars of...

Dentist Money: Getting More Out of Working Less – Episode 4

Have you mastered the art of balancing work and personal life? Or are you like most professionals who are leaning...

What Dental School Didn’t Teach You

You’ve invested a huge amount of money to become a dentist. Now learn what to do with the huge amount...