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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04-07-2020 | Reese re-applies for PPP Loans (again)

Are you finding the PPP loan process disheartening? Reese walks Ryan through his PPP application experience as they compare notes...
Topics: Advisors, Behavioral Finance

What does profitability tell you about risk?

As a practice owner, you’ve taken on a lot of risk. Because of that risk, Reese Harper and Ryan Isaac...
Topics: Practice Management

Is your profitability shrinking?

In this video clip, Reese Harper and Ryan Isaac explain why profitability is a good criteria for measuring if your...
Topics: Practice Management

Why should you reinvest your profits?

Are you hesitant to lower your profitability by reinvesting profits? In this video clip, Reese Harper and Ryan Isaac explain...
Topics: Practice Management

What are the differences between wages and profitability?

In this podcast, Reese Harper and Ryan Isaac explain why it’s important, when trying to judge how well your practice...
Topics: Practice Management

How would you define risk?

Do you know the difference between the volatility of an investment portfolio and the risk of complete loss? In this...
Topics: Investing

How does diversification cushion risk?

You would never worry about the value of your house dropping to zero. So why would you look at stocks...
Topics: Investing

Why check life insurance coverage yearly?

In this video clip, Reese Harper and Ryan Isaac explain why they encourage people to look at their life insurance...
Topics: Insurance

How much life insurance should you have?

You want to make sure your family is taken care of if something unexpected happens to you. But how much...
Topics: Insurance

Why own stock instead of other assets?

All assets you invest in can grow in value. But equities, or investments in companies whose stock is traded in...
Topics: Investing

How are public markets and diversification related?

Putting too much concentration in one investment actually raises your risk significantly. In this video clip, Reese Harper and Ryan...
Topics: Investing

How do public markets work?

What can Seattle’s Pike Place Market teach you about investing? In this video clip, Reese Harper and Ryan Isaac talk...
Topics: Investing