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’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

Why There’s More to ROI Than You Think – Episode 212

How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...
Topics: Investing

How Charitable Giving Improves Your Financial Health – Episode 211

Charitable giving helps those who receive, but what does it do for those who give? Is there a correlation between...
Topics: Work Life Balance

Clearing Up Confusion About Mutual Funds, Index Funds, and ETFs – Episode 210

Mutual Funds, Index Funds, and ETFs, oh my?! In this episode of the Dentist Money™ Show, Reese and Ryan discuss...
Topics: Investing

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

Every Dentist Faces These 3 Risks – Episode 208

Worried about making a decision you’ll regret? These tips will help you think more rationally. Understanding how your personality affects...
Topics: Behavioral Finance

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

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

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