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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What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...
Topics: Cash Management, Practice Management

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214

We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...
Topics: Advisors

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

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

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

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

Monthly Financial Elements® – Personal Spending (Br)

Join Ryan Isaac, for a discussion about Personal Spending one of the key Elements® of an optimized financial plan.
Topics: Spending

Why in the World Would I Hire a Financial Advisor? – Episode 201

What should a financial advisor be doing to justify their fees? On this episode of the Dentist Money™ Show, Reese...
Topics: Advisors

Your Monthly Regimen for Good Financial Health – Episode 195

What do beer, toothpaste, and 6-month checkups have in common? How often do you examine some of the important things...
Topics: Getting Organized

Your Estate Planning Wake-Up Call – Episode 191

Are you one of the 7 out of 10 Americans who don’t have a will or estate plan? On this...
Topics: Estate Planning

Rise of the Machines: The Power and Limits of Financial Apps – Episode 187

Can you trust decisions about your financial future to an app? Good financial planning requires careful thought around hundreds of...
Topics: Tracking Progress