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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Lifestyle Inflation: The High Blood Pressure of Money

By Victoria Ferguson, CFP® , Financial Advisor

Did you know that about one-third of consumers who earn $250,000 live paycheck to paycheck? It’s true. How does this...
Topics: Finance 101, Spending

3 Steps to Building a Solid Financial Foundation

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Earlier this year, two homes in Utah collapsed and fell down the hillside they were built on. Neighbors caught the...
Topics: Finance 101

Dental Finance 101: Why Financial Products Aren’t Financial Plans

By Dentist Advisors

The busier your practice gets, and the more complicated your personal life becomes, the harder it is to properly plan...
Topics: Finance 101

Dental Finance 101: Every Investor Needs to Take Some Risk

By Dentist Advisors

There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...
Topics: Finance 101, Investing

Dental Finance 101: You’re a Dentist First, Do What You Do Best

By Dentist Advisors

You’re a busy dentist who has put a decade and several hundred thousand dollars or more into schooling. And many...
Topics: Finance 101, Getting Organized

Dental Finance 101: Where Does All the Money Go? (Or, How Does Your Income Pie Get Divided?)

By Dentist Advisors

I still remember where I was when I found out my wife and I were expecting our first child. Let...
Topics: Finance 101

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...
Topics: Investing

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

The Missing Piece to Your Financial Health

By Reese Harper, CFP® , CEO of Dentist Advisors

Business owners often struggle with what psychologists refer to as “CEO Disease”—a gradual loss of self-awareness. It’s when your growing...
Topics: Getting Organized

Consultants: Yea or Nay?

By Reese Harper, CFP® , Founder of Dentist Advisors

As a dentist, you do it all (or attempt to)—your own books, financial analysis, marketing strategies, investment management, HR, and...
Topics: Advisors

What You Can Learn About Finance from Downton Abbey

By Reese Harper

If you didn’t watch the series—joining in with its phenomenal (and for some head-scratching) popularity a few years ago—Downton Abbey...
Topics: Estate Planning