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.

Video 3: Do You Have the Right Mix of Assets?

Learn how the Elements can be used to make sure you have a balanced distribution of assets.

Why You Need to Know Your Liquid Term – Episode 112

How much cash should you keep on hand? Beyond an emergency fund, what are the advantages of maintaining adequate liquidity?...

The Problem With Having Plenty of Cash – Episode 93

What does it mean to have financial health? Is it a thriving practice, plenty of income, or an abundant lifestyle?...

Should You Invest Your Extra Cash All at Once? -Episode 77

Are you hesitant to invest your extra cash? If that emergency fund has turned into an emergency fortune, it’s probably...

How Quickly Should You Pay Off Your Loans?

How much cash should you keep in your business? Should you invest your money or pay off your loans? When...

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...

Dentist Money: The Best Defense Against a Market Crash – Episode 6

Are stock market declines keeping you up at night? Are you scared to turn on CNBC? How can your retirement...

Retirement Planning | Are the Top 1 Percent Safe?

Most successful dentists are in the top 1 percent of income earners nationally. These tips will help you secure your...

How to Prepare for Next Stock Market Crash

To handle the emotions of stock market investments, here are a few things you should know before the next market...

Be an Investor, Not a Depositor – Here’s Why

Is there anything wrong with having a large bank account balance? How much should you keep in your practice account?...

3 Investment Principles Dentists Can’t Afford to Ignore

The science of dentistry and of investing follow similar processes. To manage your assets better, follow these 3 fundamental rules....