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 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

Money Tips from the Founder of Dental Investment Group – Episode 194

How much does the founder of the Dental Investment Group think you should pay for financial advice? What happens when...
Topics: Advisors, Investing

10 Questions a Dentist Needs to Ask Before Hiring a Financial Advisor

The right financial advisor should be a source of: Organization Analysis Unbiased Advice Leverage (getting stuff done for you) Education...
Topics: Advisors, Finance 101

Build Your Wealth Like a Steinway Piano

By Reese Harper, CFP® , CEO of Dentist Advisors

When a letter from Steinway & Sons arrived for Harold Krueger telling him he was officially the owner of the...
Topics: Advisors, Taxes

Where Vanguard Really Stands on Using an Advisor – Episode 174

Pay someone to manage your investments, or do it yourself? Vanguard founder, John Bogle, is known for giving individual investors...
Topics: Advisors

Crystal Ball Predictions from Dentistry Experts – Episode 170

Didn’t make the Voices of Dentistry Summit? Here’s what industry experts were talking about. On this Dentist Money™ Show, Reese...
Topics: Advisors, Getting Organized

What Losing 30 lbs Reminded Me About Financial Planning

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Instead of solving a whole problem, most of us tend to fix little bits and pieces. In the...
Topics: Advisors, Behavioral Finance, Getting Organized, Tracking Progress

Are You Solving the Whole Thing?

As humans, we have a tendency to try and solve only pieces of a problem instead of the whole problem....
Topics: Advisors, Cash Management

What Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...
Topics: Advisors, Investing

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

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