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.

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Monthly Financial Elements® – Qualified Term (Qt)

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

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...

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...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

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...