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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Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...
Topics: Advisors, Taxes

How Dr. Mark Costes Balances Business & Personal Success – Episode 48

Dr. Mark Costes is founder of the Dental Success Institute, Horizon Schools of Dental Assisting, and author of Pillars of...
Topics: Practice Value, Work Life Balance

Dentist Money: Attorney Joseph McGregor’s Asset Protection Advice – Episode 45

When Joseph McGregor was a young attorney in Cleveland, his friends in the Case Western Dental program started asking for...
Topics: Practice Management, Practice Transitions

Dentist Money: Gary Takacs Gives Six Keys to Practice Success – Episode 43

Consultant, coach, practice owner, professor, founder of the Thriving Dentist Show, internationally-acclaimed speaker. Dentists around the globe refer to Gary...
Topics: Practice Management

Dr. James Anderson’s Entrepreneurial Journey – Episode 39

Dr. James Anderson wasn’t wired to follow the traditional path of dentistry. Within a year of starting a practice, he...
Topics: Income, Practice Value

Don & Dave Mantyla on Reducing Tax Liability – Episode 36

CPAs (and father-son tandem), Don & Dave Mantyla, talk all things taxes and explain the most common mistakes that put...
Topics: Taxes

Dr. Richard Engar on Protecting Your Wealth from Malpractice – Episode 34

Reese interviews Dr. Richard Engar, former clinical dentist of ten years, and current CEO of Professional Insurance Exchange. Dr. Engar...
Topics: Insurance

Randon Jensen’s Guide to Successful Transitions – Episode 32

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying...
Topics: Practice Transitions

Attorney Jason Wood’s Counsel for Dentists – Episode 31

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked...
Topics: Practice Transitions

Mike Alder on Managing Third Party Payors – Episode 30

Mike Alder, CEO of Unitas Dental, joins Reese for this episode of Dentist Money™ recorded on location at WRDC in...
Topics: Practice Management

Doug Carlsen Shares His Blueprint for Early Retirement – Episode 28

Dentist Money™ welcomes financial expert, Doug Carlsen, who retired comfortably from dentistry at age 53. Dr. Carlsen is a nationally...
Topics: Spending

Dentist Money™ Industry Expert Series: Interview with Howard Farran, DDS, MBA – Episode 27

In this special episode of Dentist Money™, Reese interviews industry thought-leader, Howard Farran — arguably the most influential personality in...
Topics: Practice Management