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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What Dentists Want to Know — Listener Q&A – Episode 220

What do DSOs, Dave Ramsey, and financial stress have in common?  The last Q&A episode of the Dentist Money™ Show...
Topics: Work Life Balance

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...
Topics: Cash Management, Practice Management

Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214

We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...
Topics: Advisors

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

Does Process Beat Persistence? – Episode 209

Why do good processes always beat persistence and good intentions? In this episode of the Dentist Money™ Show, Reese and...
Topics: Getting Organized

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

5 “Musts” Before Buying a Practice – Episode 206

Practice transactions can be tricky. Here’s why you want an expert on your side throughout the process. On this episode...
Topics: Practice Transitions

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

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...
Topics: Investing

Scary Tales of a Dentist’s Financial Troubles – Episode 204

Things that may frighten you about finances … and the things that should really scare you. On a Halloween edition...
Topics: Behavioral Finance

Here’s How to Control Your Spending Without Budgeting – Episode 203

What do Hurricane Iniki, wild chicken, and your spending have in common?  A recent trip has Ryan pondering hurricanes, wild...
Topics: Spending

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