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 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...
Topics: Advisors

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...
Topics: Advisors, Work Life Balance

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...
Topics: Debt & Financing, Insurance

The Top 10% of Dentists Have This in Common – Episode 152

Dr. Justin Short, founder and creator of “The Lifestyle Practice,” and co-author of the new book “The Titans of Dentistry:...
Topics: Practice Management

How Fast Should Your Net Worth Grow? – Episode 151

On this episode of Dentist Money™, Reese and Ryan discuss Occam’s Razor, Reese’s true feelings toward peacocks – and why...
Topics: Investing

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...
Topics: Advisors, Getting Organized

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...
Topics: Income

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...
Topics: Spending

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...
Topics: Insurance, Tracking Progress

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...
Topics: Getting Organized

How the Editor of Dental Economics Manages His Practice – Episode 139

In this episode of Dentist Money™ Reese interviews Dr. Chris Salierno, chief editor of Dental Economics magazine and international lecturer....
Topics: Practice Management

Do Big Pension Fund Investors Know Something You Don’t? – Episode 138

Does it make sense for you to invest like big pension fund managers? The answer may surprise you. In this...
Topics: Investing