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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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

Dental Economics Editor Explains “How to Make Greater Profits” – Episode 215

From “self-publishing” to “profitability,” a Dental Economics Editor offers his advice. On this episode of the Dentist Money™ Show, Ryan...
Topics: Getting Organized, Practice Management

Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214

We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...
Topics: Advisors

Clearing Up Confusion About Mutual Funds, Index Funds, and ETFs – Episode 210

Mutual Funds, Index Funds, and ETFs, oh my?! In this episode of the Dentist Money™ Show, Reese and Ryan discuss...
Topics: Investing

Does Process Beat Persistence? – Episode 209

Why do good processes always beat persistence and good intentions? In this episode of the Dentist Money™ Show, Reese and...
Topics: Getting Organized

Every Dentist Faces These 3 Risks – Episode 208

Worried about making a decision you’ll regret? These tips will help you think more rationally. Understanding how your personality affects...
Topics: Behavioral Finance

How to Turn Your Employees into Teammates – Episode 207

How do you eliminate negative influences that can be part of almost any team?  Trying to create an exceptional team—one...
Topics: Practice Management

5 “Musts” Before Buying a Practice – Episode 206

Practice transactions can be tricky. Here’s why you want an expert on your side throughout the process. On this episode...
Topics: Practice Transitions

Scary Tales of a Dentist’s Financial Troubles – Episode 204

Things that may frighten you about finances … and the things that should really scare you. On a Halloween edition...
Topics: Behavioral Finance

Why in the World Would I Hire a Financial Advisor? – Episode 201

What should a financial advisor be doing to justify their fees? On this episode of the Dentist Money™ Show, Reese...
Topics: Advisors

A Quick Look Back and a Long Look Forward – Episode 200

A quick celebration (episode 200!) and then a lengthy look into the future of dentistry. On the 200th episode of...
Topics: Practice Management

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