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.

Borrow Against Your Life Insurance Policy: Yes or No? – Episode 158

The “Controversial Opinion Alert” sign is up and flashing for Reese and Ryan’s discussion on this episode of Dentist Money™....

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...

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™...

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...

Feeling Isolated? Here’s How to Build a Network of Dental Amigos – Episode 137

Are you creating a network of experts to help you build a successful practice? According to the Dental Amigos, Robert...

Are You Paying for Generic Advice You Could Get for Free? – Episode 134

It’s time for Reese to take the hot seat as we switch things up a bit for this episode of...

Here’s What’s Wrong with Your Investment Risk Profile – Episode 133

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set...

What You Need to Know Before You Expand Your Practice – Episode 127

How did this dentist go from associate to a 28-operatory multi-speciality practice? In this episode of Dentist Money™, Reese interviews...

Why Higher Practice Value Can Lead to Better Investment Returns – Episode 124

How does practice equity fit into your overall asset mix? As you build your net worth, do you consider how...

What Dentists Want to Know — Listener Q&A #3 – Episode 120

What’s on the minds of one Pedo and two GPs? Debt repayment, retirement plan consolidation, and equipment budgeting. And in...

What Would Happen if You Lost Your Office Manager? – Episode 119

Is your office manager irreplaceable? Or do you have systems in place to stay afloat if you had to find...

A Rant to Make You Rethink Target Date Funds – Episode 118

Have you looked into target date funds as an investment option? A lot of dentists are drawn to this seemingly...