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

3 Critical Ingredients for Your Decision-Making Recipe – Episode 156

Learn how to take your decision making beyond the pros and cons. You hear it at the beginning of every show:...
Topics: Behavioral Finance

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...
Topics: Taxes

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

The Top 10% of Dentists Have This in Common – Episode 152

Dr. Justin Short, founder and creator of “The Lifestyle Practice,” and co-author of the new book “The Titans of Dentistry:...
Topics: Practice Management

How Fast Should Your Net Worth Grow? – Episode 151

On this episode of Dentist Money™, Reese and Ryan discuss Occam’s Razor, Reese’s true feelings toward peacocks – and why...
Topics: Investing

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...
Topics: Advisors, Getting Organized

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...
Topics: Income

Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146

Are you ignoring the most effective shot in your financial planning arsenal? In this episode of Dentist Money™ Reese and...
Topics: Spending

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...
Topics: Insurance, Tracking Progress

The Naked Truth About Being Afraid – Episode 142

What do sharks, snakes, surfing, and mosquitoes have in common? In this episode of Dentist Money™ you’ll find out as...
Topics: Behavioral Finance