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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How Much Cash Do I Need to Keep Around?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Each of us has an optimal path for wealth creation given our backgrounds, strengths, and interests. Because most...
Topics: Behavioral Finance, Cash Management, Work Life Balance

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

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...
Topics: Investing

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...
Topics: Behavioral Finance, Cash Management, Practice Management, Spending

Retirement Planning | Are the Top 1 Percent Safe?

Most successful dentists are in the top 1 percent of income earners nationally. These tips will help you secure your...
Topics: Behavioral Finance, Cash Management, Investing

How Much Money Do Dentists Need to Retire?

It’s an important question for any dentist—and the answer is different for every dentist. Here’s how to set a target...
Topics: Getting Organized, Spending, Tracking Progress

Are You Worth as Much as You Think?

A good income doesn’t guarantee your net worth is growing. Learn how to make smarter financial decisions to preserve your...
Topics: Getting Organized, Tracking Progress

5 Reasons You Should Buy Stocks You Won’t Hear on TV

The market works much differently than what you hear on TV. Discover overlooked reasons you should invest in the stock...
Topics: Investing

How to Prepare for Next Stock Market Crash

To handle the emotions of stock market investments, here are a few things you should know before the next market...
Topics: Cash Management, Investing, Tracking Progress

What Dental School Didn’t Teach You

You’ve invested a huge amount of money to become a dentist. Now learn what to do with the huge amount...
Topics: Advisors, Work Life Balance