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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.

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04-03-2020 | My Loan Application Update

As the Dentist Advisors PPP application moves slowly forward, Reese shares some of his frustrations about the bumps he is...
Topics: COVID-19, Advisors, Behavioral Finance

04-03-2020 | Reese PPP Applied and Approved

In this Facebook Live, Reese and Ryan celebrate receiving notification of PPP funding for Dentist Advisors. To illustrate what’s involved...
Topics: COVID-19, Advisors, Behavioral Finance

04-01-2020 | Dead Cat Bounce, or Dead On Arrival

Reese and Ryan take a deep dive into the PPP loan application process during this Facebook Live discussion. You’ll see...
Topics: COVID-19, Advisors, Behavioral Finance

How should I deal with my advisors?

In this video clip, Reese Harper and Ryan Isaac talk about finding the right advisor for each specialty at your...
Topics: Advisors

Mindset Shift During Crisis with Kiera Dent from The Dental A-Team

Facebook Live Recording: Join Ryan Isaac, CFP®, and co-host of the Dentist Money™ Show podcast and Kiera Dent from The...
Topics: COVID-19, Advisors, Behavioral Finance

When should I start buying stocks during a volatile market downturn?

Facebook Live Recording: On their “Hot Tip of the Day” Reese Harper and Ryan Isaac discuss earthquakes, market volatility, pauses...
Topics: COVID-19, Advisors, Behavioral Finance

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

Consultants: Yea or Nay?

By Reese Harper, CFP® , CEO 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

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

Money Tips from the Founder of Dental Investment Group – Episode 194

How much does the founder of the Dental Investment Group think you should pay for financial advice? What happens when...
Topics: Investing, Advisors

10 Questions a Dentist Needs to Ask Before Hiring a Financial Advisor

The right financial advisor should be a source of: Organization Analysis Unbiased Advice Leverage (getting stuff done for you) Education...
Topics: Finance 101, Advisors

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...
Topics: Taxes, Advisors