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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Why is being “cash ready” vital to your practice?

In this video clip, Reese Harper describes both the upside and downside of having too much of your net worth...
Topics: Cash Management

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...
Topics: Cash Management

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...
Topics: Tracking Progress

How should I deal with my advisors?

In this video clip, Reese Harper and Ryan Isaac talk about finding the right advisor for each specialty at your...
Topics: Advisors

How important are retirement plans?

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear...
Topics: Retirement Plans

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...
Topics: Investing

Don’t Let Social Distance Keep You from Building Your Practice – Episode 224

Learn how to create opportunities for your practice during turbulent times On this episode of the Dentist Money™ Show, Ryan...
Topics: Practice Management

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Behavioral Finance, Tracking Progress

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Saving, Tracking Progress

Mindset Shift During Crisis with Kiera Dent from The Dental A-Team

Facebook Live Recording: Join Ryan Isaac, CFP®, and co-host of the Dentist Money™ Show podcast and Kiera Dent from The...
Topics: Advisors, Behavioral Finance

When should I start buying stocks during a volatile market downturn?

Facebook Live Recording: On their “Hot Tip of the Day” Reese Harper and Ryan Isaac discuss earthquakes, market volatility, pauses...
Topics: Advisors, Behavioral Finance

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...
Topics: Investing