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.

Book free Consultation


Download MP3

THIS WEEK’S PODCAST

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth. Related Readings Living Your Rich Life Podcast Transcript Intro: … Continued

Dentist Money™, Industry Expert Series: Interview with Jason Lowry, Owner of Catalyst Dental Solutions

Reese Harper, CFP® interviews Jason Lowry, practicing dentist and owner of Catalyst Dental Solutions. On location at the Western Regional...
Topics: Practice Management

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...
Topics: Behavioral Finance, Practice Value, Spending, Tracking Progress

Dentist Money™, Industry Expert Series: Interview with Tanner Milne and Rich Andrus, Real Estate experts at Menlo Group

Reese Harper, CFP® interviews Tanner Milne and Rich Andrus, commercial real estate experts at Menlo Commercial Real Estate. Having facilitated...
Topics: Real Estate

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...
Topics: Behavioral Finance, Getting Organized, Investing, Tracking Progress

Dentist Money™, Industry Expert Series: Interview with Matt Porter, transition specialist and dental practice consultant at Menlo Dental Transitions

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Matt Porter, transition specialist and dental practice...
Topics: Practice Transitions

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...
Topics: Behavioral Finance

Dentist Money™, Industry Expert Series: Interview with Bill Owens, CPA and Partner at Owens and Bondell PLLC

Reese Harper, CFP®, interviews Bill Owens, CPA and partner at Owens and Bondell PLLC. Bill has worked closely with a...
Topics: Income, Practice Management

How to Bullet Proof Yourself Against Litigation – Episode 18

It comes with the territory. When you’re a successful professional, you become a prime target for litigation. But are you...
Topics: Insurance

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...
Topics: Cash Management

The Mind Games You Play With Your Money – Episode 16

While you’d like to think your financial decisions are always grounded in logic, the truth is that your head can...
Topics: Behavioral Finance

5 Reasons the Stock Market is Your Friend – Episode 15

Most investors measure success in the stock market by gains and losses. And, of course, it’s always nice to see...
Topics: Investing

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...
Topics: Tracking Progress