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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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

Live from the 2019 Voices of Dentistry Podcast Summit – Episode 165

It’s the Dentist Money Show, live from the Voice of Dentistry conference! Live from Phoenix, Arizona, it’s Satur … the...
Topics: Getting Organized

A Dental Coach and a Financial Advisor Walk into a Podcast – Episode 162

A thought-provoking conversation between a financially inquisitive dentist and a wealth advisor. Reese’s guest on this episode of Dentist Money™...
Topics: Investing

What Dentists Want to Know — Listener Q&A #9 – Episode 161

At what point should high-interest rates on your loans keep you from investing? What’s on the mind of Dentist Money™...
Topics: Debt & Financing, Insurance

Get Ready for a Fight Over Practice Ownership – Episode 160

Jason Wood is Reese’s special guest on this Dentist Money™ Show. Jason’s law firm, Wood & Delgado, specializes in helping...
Topics: Practice Transitions

What Dentists Want to Know — Listener Q&A #8 – Episode 155

Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show...
Topics: Investing, Retirement Plans