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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04-03-2020 | 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

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