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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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

Are You Smart? Or Did You Just Get Lucky? – Episode 205

“Pure luck.” “The luck of the Irish.” “Some people have all the luck.” Does the idea of “luck” really play...
Topics: Investing

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

Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...
Topics: Taxes

Monthly Financial Elements® – Personal Spending (Br)

Join Ryan Isaac, for a discussion about Personal Spending one of the key Elements® of an optimized financial plan.
Topics: Spending

Why in the World Would I Hire a Financial Advisor? – Episode 201

What should a financial advisor be doing to justify their fees? On this episode of the Dentist Money™ Show, Reese...
Topics: Advisors

A Quick Look Back and a Long Look Forward – Episode 200

A quick celebration (episode 200!) and then a lengthy look into the future of dentistry. On the 200th episode of...
Topics: Practice Management

What Real Estate Will Cost You in Real Dollars – Episode 199

Do you know the art of the real estate deal? Avoid common mistakes dentists make when buying or leasing office...
Topics: Real Estate

What You Can Learn About Finance from Downton Abbey

By Reese Harper

If you didn’t watch the series—joining in with its phenomenal (and for some head-scratching) popularity a few years ago—Downton Abbey...
Topics: Estate Planning

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...
Topics: Insurance, Taxes