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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.

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...

7 Key Questions Dentists Should Ask Before Hiring a Financial Advisor

By Reese Harper, CFP , Founder and CEO of Dentist Advisors

Featured In: Dentistry IQ

Ask these 7 questions to be sure your advisor is prepared to help you with the challenges of being a...

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...

Character Studies

Research indicates there are 9 different “financial archetypes.” Since personality affects how you invest, find out where you fit. Your...

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...

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 Much Money Do Dentists Need to Retire?

It’s an important question for any dentist—and the answer is different for every dentist. Here’s how to set a target...

Are You Worth as Much as You Think?

A good income doesn’t guarantee your net worth is growing. Learn how to make smarter financial decisions to preserve your...

5 Reasons You Should Buy Stocks You Won’t Hear on TV

The market works much differently than what you hear on TV. Discover overlooked reasons you should invest in the stock...

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...

What Dental School Didn’t Teach You

You’ve invested a huge amount of money to become a dentist. Now learn what to do with the huge amount...

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....