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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Why Owning a Practice Might Not Be for You – Episode 179

The successful purchase of a private practice requires the right situation and excellent timing. Is the decision to buy a...
Topics: Practice Transitions, Practice Value

Game Over: Common Traps That Kill Financial Progress – Episode 178

Scorpions, snakes, and tar pits. Or how to avoid financial booby traps during your career. On this episode of the...
Topics: Behavioral Finance

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

Management Advice from a Successful College Dropout – Episode 177

Don’t let your insurance providers run the show. Reese’s guest on the Dentist Money™ Show is Jordon Comstock, founder of...
Topics: Practice Management

Your Best Investment Could Use Some Attention – Episode 176

Your path to greater wealth may seem mundane, but don’t ignore its huge potential. On this episode of the Dentist...
Topics: Investing, Practice Value

Where Vanguard Really Stands on Using an Advisor – Episode 174

Pay someone to manage your investments, or do it yourself? Vanguard founder, John Bogle, is known for giving individual investors...
Topics: Advisors

How to Get High-Cost Treatment Cases to Say “Yes” – Episode 173

Help your patients avoid “sticker-shock” for high-cost treatment cases. Today, Reese welcomes Dave Roehr to the Dentist Money™ podcast. Dave...
Topics: Practice Management

Crystal Ball Predictions from Dentistry Experts – Episode 170

Didn’t make the Voices of Dentistry Summit? Here’s what industry experts were talking about. On this Dentist Money™ Show, Reese...
Topics: Advisors, Getting Organized

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

Chicago’s Pediatric Dentist for The Pros – Episode 168

Meet Dr. Grace Yum, mom, pedodontist, and multiple practice owner. Learn about her unique path to success, and what it...
Topics: Work Life Balance

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

Scared Straight: Why Documenting Your Work is Critical – Episode 166

Good intentions mean nothing when it comes to documenting medical necessity. Reese welcomes special guest Roy Shelburne on this episode...
Topics: Practice Management