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.

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...

What Dentists Want to Know — Listener Q&A #19 – Episode 264

“Backdoor” Roth IRAs or retirement funding for extra entities you own—how can you get more pop in your retirement funds?...

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...

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.

Should you offer your team a retirement plan?

Should dentists set up matching retirement accounts for their employees? It’s a question dentists often ask. Reese Harper and Ryan...

How important are retirement plans?

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear...

Why Paying Off Debt Too Quickly Can Delay Retirement

By Reese Harper, CFP® , CEO of Dentist Advisors

I grew up on a dirt road. Our small house was in the middle of a huge farm with open...

The 3 P’s of Reducing Common Financial Regrets – Episode 164

Will You Regret Not Saving Enough Money for a Good Retirement? On this episode of Dentist Money™ Reese and Ryan...

What Dentists Want to Know — Listener Q&A #8 – Episode 155

Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show...

Why a Cheap 401(k) Provider Will Eventually Cost You More – Episode 130

By ignoring your office retirement plan, are you making a seven-figure mistake? On this Dentist Money™ Show, Reese and Ryan...

What Dentists Want to Know — Listener Q&A #3 – Episode 120

What’s on the minds of one Pedo and two GPs? Debt repayment, retirement plan consolidation, and equipment budgeting. And in...

A Rant to Make You Rethink Target Date Funds – Episode 118

Have you looked into target date funds as an investment option? A lot of dentists are drawn to this seemingly...