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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4-20-2020 | Reese & Ryan Updates Oil Community Banks PPP

On this Facebook live discussion, Reese and Ryan open with a look at the pressures that have pushed oil prices...
Topics: Advisors, Behavioral Finance

04-16-2020 | Reese shares when the 8 week PPP loan period officially begins

On this Facebook Live, Reese examines the 8-week PPP loan period and offers a few thoughts on how you might...
Topics: Advisors, Behavioral Finance

04-07-2020 | Reese re-applies for PPP Loans (again)

Are you finding the PPP loan process disheartening? Reese walks Ryan through his PPP application experience as they compare notes...
Topics: Advisors, Behavioral Finance

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: 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: 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: 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: 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: 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® , 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

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