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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A Big Dose of Good News for a Change

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: People tend to be drawn to “bad” more than “good”. Social scientists believe that our self-preservation instincts cause...
Topics: Behavioral Finance, Getting Organized, Work Life Balance

Don’t Buy Stocks; Buy Cows. It’s Easier.

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: Investors who focus on accumulating shares are almost always better off than those who focus on current account...
Topics: Investing

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

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

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