Watch Intro Series

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.

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...

Dentist Money™, Industry Expert Series: Interview with Tanner Milne and Rich Andrus, Real Estate experts at Menlo Group

Reese Harper, CFP® interviews Tanner Milne and Rich Andrus, commercial real estate experts at Menlo Commercial Real Estate. Having facilitated...

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...

Dentist Money™, Industry Expert Series: Interview with Matt Porter, transition specialist and dental practice consultant at Menlo Dental Transitions

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Matt Porter, transition specialist and dental practice...

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...

Dentist Money™, Industry Expert Series: Interview with Bill Owens, CPA and Partner at Owens and Bondell PLLC

Reese Harper, CFP®, interviews Bill Owens, CPA and partner at Owens and Bondell PLLC. Bill has worked closely with a...

2016 Q1 Market Review

If you’re in the dark about what’s happening in the financial world, you might get caught off guard during bad...

How to Bullet Proof Yourself Against Litigation – Episode 18

It comes with the territory. When you’re a successful professional, you become a prime target for litigation. But are you...

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...

The Mind Games You Play With Your Money – Episode 16

While you’d like to think your financial decisions are always grounded in logic, the truth is that your head can...

5 Reasons the Stock Market is Your Friend – Episode 15

Most investors measure success in the stock market by gains and losses. And, of course, it’s always nice to see...