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.

The Big Money Decisions that Don’t Go Away in Retirement – Episode 249

Big decisions don’t go away in retirement—and they don’t get less emotional.  On this episode of the Dentist Money™ Show,...

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...

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...

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...

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...

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...

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...