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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Are down markets something to worry about?

In this video clip, Reese Harper and Ryan Isaac point out that while stock market declines don’t feel good, they...
Topics: Investing

How are low collections and down markets similar?

In this video clip, Reese Harper and Ryan Isaac point out how dentists—while looking forward to the long-term benefits of...
Topics: Investing

Can I expect a specific return from my portfolio?

Since 1926, the top 500 companies in the U.S. (S&P 500) had an average return of around 10%. In this...
Topics: Investing

Why should each dollar you invest have a purpose?

Every dollar you invest should have its own objective—whether it’s for your emergency fund, qualified retirement plan, or for expanding...
Topics: Investing

Why is the time frame vital to expected returns?

“Expected returns” is a common term in finance (you probably have in mind an “expected return” on the investment you’re...
Topics: Investing

How does your savings rate drive your returns?

In this video clip, Reese Harper and Ryan Isaac explain why maintaining a high, steady savings rate is the best...
Topics: Saving

What are good profitability percentages?

Want to know if you’re running a healthy practice? In this video clip, Reese Harper explains what he considers to...
Topics: Practice Management

Are you too distracted by debt interest rates?

Interest rates affect your financial growth, but not as much as things like practice profitability, your savings rate, or how...
Topics: Investing

04-01-2020 | Dead Cat Bounce, or Dead On Arrival

Reese and Ryan take a deep dive into the PPP loan application process during this Facebook Live discussion. You’ll see...
Topics: Advisors, Behavioral Finance

What makes a portfolio grow?

Many people tend to over-complicate their portfolios by adding complexity through too many funds. In this video clip, Reese Harper...
Topics: Investing

Do you know if your practice is profitable?

Do you know how to measure your profitability? What percentage for profitability represents a good return? Are you taking your...
Topics: Practice Value

What is real estate’s role when growing wealth?

In this video clip, Reese Harper and Ryan Isaac discuss the emotional appeal owning property has for many people while...
Topics: Real Estate