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.

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

How to Avoid Becoming a “Drive-By” Dental Practice – Episode 150

On this episode of Dentist Money™, Reese and Ryan discuss how dentists can successfully position practices to “know what they...

Are Uninsured Patients the Key to Boosting Profitability? – Episode 149

On this episode of Dentist Money™, Reese interviews Dave Monahan, CEO of Kleer. Dave offers his expert take on why...

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...

Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146

Are you ignoring the most effective shot in your financial planning arsenal? In this episode of Dentist Money™ Reese and...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...

Are You Addicted to “The New Patient Fix?” – Episode 143

Learn how to maximize profit for each patient who comes through your door. In this episode of Dentist Money™ Reese...

The Naked Truth About Being Afraid – Episode 142

What do sharks, snakes, surfing, and mosquitoes have in common? In this episode of Dentist Money™ you’ll find out as...

The Top Financial Concerns from a Poll of Top Dentists – Episode 140

Are you struggling with the same financial challenges as other dentists? Reese recently posted a survey in a popular online...