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.

Book free Consultation

How can you finance a practice?

Service businesses, like dental practices, have different economics than companies that sell products. That also means a dental practice needs...
Topics: Debt & Financing

How does debt protect practice returns?

In this video clip, Reese Harper and Ryan Isaac analyze how occasional improvements to your practice can be made either...
Topics: Debt & Financing

How does debt create practice equity?

As a small business, a dental practice can build equity extremely quickly—especially during its early growth years. In this video...
Topics: Debt & Financing

How can you plan growth through debt?

In this video clip, Reese Harper and Ryan Isaac analyze how occasional improvements to your practice can be made either...
Topics: Debt & Financing

Are you controlling your down-payment timelines?

Saving for multiple projects—things like adding a second location, upgrading your practice, buying a new home, hiring an associate—can result...
Topics: Liquidity

Does having liquidity make growth easier?

Having adequate cash reserves helps you relax when it comes to making choices about what’s right for your practice. In...
Topics: Liquidity

How does having cash relieve stress?

When you have cash reserves, or liquid funds, you tend to view debt differently. According to Reese Harper and Ryan...
Topics: Liquidity

What is liquidity?

It’s important to know that liquid funds are not just cash. In this video clip, Reese Harper and Ryan Isaac...
Topics: Liquidity

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...
Topics: Liquidity

04-07-2020 | Reese re-applies for PPP Loans (again)

Are you finding the PPP loan process disheartening? Reese walks Ryan through his PPP application experience as they compare notes...
Topics: Advisors, Behavioral Finance

What does profitability tell you about risk?

As a practice owner, you’ve taken on a lot of risk. Because of that risk, Reese Harper and Ryan Isaac...
Topics: Practice Management

Is your profitability shrinking?

In this video clip, Reese Harper and Ryan Isaac explain why profitability is a good criteria for measuring if your...
Topics: Practice Management