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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Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.
Topics: Practice Management, Tracking Progress

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...
Topics: Tracking Progress

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Behavioral Finance, Tracking Progress

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Saving, Tracking Progress

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.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

Monthly Financial Elements® – Taxes (Tr)

Join Ryan Isaac, for a discussion about Taxes (Tr), one of the key Elements® of an optimized financial plan.
Topics: Taxes, Tracking Progress

Monthly Financial Elements® – Insurance (Ir)

Join Ryan Isaac, for a discussion about Insurance (Ir), one of the key Elements® of an optimized financial plan.
Topics: Insurance, Tracking Progress

Monthly Financial Elements® – Financial Independence (Tt)

Join Ryan Isaac, for a discussion about Financial Independence (Tt), one of the key Elements® of an optimized financial plan.
Topics: Saving, Tracking Progress

Rise of the Machines: The Power and Limits of Financial Apps – Episode 187

Can you trust decisions about your financial future to an app? Good financial planning requires careful thought around hundreds of...
Topics: Tracking Progress

What Losing 30 lbs Reminded Me About Financial Planning

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Instead of solving a whole problem, most of us tend to fix little bits and pieces. In the...
Topics: Advisors, Behavioral Finance, Getting Organized, Tracking Progress

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...
Topics: Insurance, Tracking Progress

Are You Paying for Generic Advice You Could Get for Free? – Episode 134

It’s time for Reese to take the hot seat as we switch things up a bit for this episode of...
Topics: Tracking Progress