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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The Missing Piece to Your Financial Health

By Reese Harper, CFP® , CEO of Dentist Advisors

Business owners often struggle with what psychologists refer to as “CEO Disease”—a gradual loss of self-awareness. It’s when your growing...
Topics: Getting Organized

Consultants: Yea or Nay?

By Reese Harper, CFP® , Founder of Dentist Advisors

As a dentist, you do it all (or attempt to)—your own books, financial analysis, marketing strategies, investment management, HR, and...
Topics: Advisors

What You Can Learn About Finance from Downton Abbey

By Reese Harper

If you didn’t watch the series—joining in with its phenomenal (and for some head-scratching) popularity a few years ago—Downton Abbey...
Topics: Estate Planning

Dental Finance 101: Compound Interest, the 8th Wonder of the World

By Dentist Advisors

Here in Utah, we love our mountains. During the summer, we love biking along the Wasatch Crest and boating in...
Topics: Finance 101

Major Dilemma: Buy a House or Grow a Practice?

By Reese Harper, CFP® , CEO of Dentist Advisors

Our house was once a brand new house. But the green carpet, plumbing nastiness, and nearly 50-year-old floors had become...
Topics: Practice Value, Real Estate

A Fifth Grader’s Guide to Becoming a Wealthy Dentist

By Reese Harper, CFP® , CEO of Dentist Advisors

Several years ago there was a popular game show called “Are You Smarter Than a 5th Grader?” You probably remember...
Topics: Cash Management, Debt & Financing

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...
Topics: Retirement Plans

Build Your Wealth Like a Steinway Piano

By Reese Harper, CFP® , CEO of Dentist Advisors

When a letter from Steinway & Sons arrived for Harold Krueger telling him he was officially the owner of the...
Topics: Advisors, Taxes

A Big Dose of Good News for a Change

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: People tend to be drawn to “bad” more than “good”. Social scientists believe that our self-preservation instincts cause...
Topics: Behavioral Finance, Getting Organized, Work Life Balance

Don’t Buy Stocks; Buy Cows. It’s Easier.

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: Investors who focus on accumulating shares are almost always better off than those who focus on current account...
Topics: Investing

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 Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...
Topics: Advisors, Investing