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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A Simple Marketing Secret You Need to Know – Episode 213

What are the things that really make your practice stand out to prospective patients?  On this episode of the Dentist...
Topics: Practice Transitions

Monthly Financial Elements® – Taxes (Tr)

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

Why There’s More to ROI Than You Think – Episode 212

How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...
Topics: Investing

How Charitable Giving Improves Your Financial Health – Episode 211

Charitable giving helps those who receive, but what does it do for those who give? Is there a correlation between...
Topics: Work Life Balance

Clearing Up Confusion About Mutual Funds, Index Funds, and ETFs – Episode 210

Mutual Funds, Index Funds, and ETFs, oh my?! In this episode of the Dentist Money™ Show, Reese and Ryan discuss...
Topics: Investing

Does Process Beat Persistence? – Episode 209

Why do good processes always beat persistence and good intentions? In this episode of the Dentist Money™ Show, Reese and...
Topics: Getting Organized

Monthly Financial Elements® – Insurance (Ir)

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

Every Dentist Faces These 3 Risks – Episode 208

Worried about making a decision you’ll regret? These tips will help you think more rationally. Understanding how your personality affects...
Topics: Behavioral Finance

How to Turn Your Employees into Teammates – Episode 207

How do you eliminate negative influences that can be part of almost any team?  Trying to create an exceptional team—one...
Topics: Practice Management

The Missing Piece to Your Financial Health

By Reese Harper, CFP® , CEO of Dentist Advisors

Business owners often struggle with what psychologists refer to as “CEO Disease”—a gradual loss of self-awareness. It’s when your growing...
Topics: Getting Organized

5 “Musts” Before Buying a Practice – Episode 206

Practice transactions can be tricky. Here’s why you want an expert on your side throughout the process. On this episode...
Topics: Practice Transitions

Monthly Financial Elements® – Financial Independence (Tt)

Join Ryan Isaac, for a discussion about Financial Independence (Tt), one of the key Elements® of an optimized financial plan.
Topics: Saving, Tracking Progress