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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.

What makes a portfolio grow?

Many people tend to over-complicate their portfolios by adding complexity through too many funds. In this video clip, Reese Harper...

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...

Volatile Market & COVID-19 Discussion

Join Reese Harper and a panel of dental industry experts for a discussion about how dentists should respond to the...

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...

2019 Q4 Market Review

Trade uncertainty, which loomed over the markets for much of 2019, faded in the fourth quarter which allowed global equities...

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.

Why There’s More to ROI Than You Think – Episode 212

How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...

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...

Are You Smart? Or Did You Just Get Lucky? – Episode 205

“Pure luck.” “The luck of the Irish.” “Some people have all the luck.” Does the idea of “luck” really play...

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...