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.

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...

Heather Colicchio’s Tips for Empowering Office Managers – Episode 35

Heather Colicchio is Founder & President of the American Association of Dental Office Managers — the largest association for dental...

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...

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...

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...

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...

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...

9 People Dentists Need to Know – Episode 26

Breaking news: if you’re a dentist, you’re smart. When the rest of us sit in your chair, it’s nice to...

What You Need to Know About Whole Life Insurance – Episode 25

Dentists are often approached by life insurance brokers to purchase life insurance as a retirement savings plan. Whole life, variable...

What You Should Know About Public Markets – Episode 24

Unless you happened to live in 18th century Western Europe, you might not understand how the modern economy was born...

Is Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...

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...