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

How do bonds work within a public market?

School districts, cities, states, and even corporations all raise money through bonds. In this video clip, Reese Harper and Ryan...
Topics: Investing

What are the real financial benefits of public markets?

There are many reasons savvy investors love public markets. Time savings, low barriers of entry, and diversification are just a...
Topics: Investing

Do markets provide liquidity to investors?

One favorable characteristic of public markets is how easy it is to liquidate the stocks and bonds you own. In...
Topics: Cash Management

04-03-2020 | My Loan Application Update

As the Dentist Advisors PPP application moves slowly forward, Reese shares some of his frustrations about the bumps he is...
Topics: Advisors, Behavioral Finance

04-03-2020 | Reese PPP Applied and Approved

In this Facebook Live, Reese and Ryan celebrate receiving notification of PPP funding for Dentist Advisors. To illustrate what’s involved...
Topics: Advisors, Behavioral Finance

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.
Topics: Practice Management, Tracking Progress

Do you know when to say “no”?

It’s hard to say “no.” And according to Reese Harper and Ryan Isaac, there will never be a point where...
Topics: Spending

Is easy credit cheating your future?

You want something. And your golden credit rating says you can get it right now if you want. In this...
Topics: Spending

Why is today’s spending crucial to tomorrow’s retirement?

In this video clip, Reese Harper and Ryan Isaac illustrate why knowing your spending habits today is necessary for setting...
Topics: Spending

Why is it so hard to downgrade?

Do you spend too much money? In this video clip, Reese Harper and Ryan Isaac point out why it’s easy...
Topics: Spending

What is the dental office build out dilemma?

In this video clip, Reese Harper and Ryan Isaac explain why you need to carefully consider the wide-range of cost...
Topics: Spending

Will your housing costs really go down at retirement?

As people plan for their retirement, a great majority believe they’ll spend less when that time comes, including less for...
Topics: Spending