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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Consultants: Yea or Nay?

By Reese Harper, CFP® , Founder of Dentist Advisors

As a dentist, you do it all (or attempt to)—your own books, financial analysis, marketing strategies, investment management, HR, and...
Topics: Advisors

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

A Quick Look Back and a Long Look Forward – Episode 200

A quick celebration (episode 200!) and then a lengthy look into the future of dentistry. On the 200th episode of...
Topics: Practice Management

What Real Estate Will Cost You in Real Dollars – Episode 199

Do you know the art of the real estate deal? Avoid common mistakes dentists make when buying or leasing office...
Topics: Real Estate

A 40,000 Foot View of Your Practice – Episode 198

Do you believe “the grass is always greener on the other side?” Not so fast my friend.  On this episode...
Topics: Practice Value

What You Can Learn About Finance from Downton Abbey

By Reese Harper

If you didn’t watch the series—joining in with its phenomenal (and for some head-scratching) popularity a few years ago—Downton Abbey...
Topics: Estate Planning

Dental Finance 101: Compound Interest, the 8th Wonder of the World

By Dentist Advisors

Here in Utah, we love our mountains. During the summer, we love biking along the Wasatch Crest and boating in...
Topics: Finance 101

A Social Media Master Shares His Secrets – Episode 197

Why every dentist (including you) can become a social media influencer. In an episode that could be described as “everything...
Topics: Practice Management

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...
Topics: Insurance, Taxes

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

Money Tips from the Founder of Dental Investment Group – Episode 194

How much does the founder of the Dental Investment Group think you should pay for financial advice? What happens when...
Topics: Advisors, Investing