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 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...
Topics: Investing

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.
Topics: Investing, Retirement Plans, Tracking Progress

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...
Topics: Investing

How would you define risk?

Do you know the difference between the volatility of an investment portfolio and the risk of complete loss? In this...
Topics: Investing

How does diversification cushion risk?

You would never worry about the value of your house dropping to zero. So why would you look at stocks...
Topics: Investing

Why own stock instead of other assets?

All assets you invest in can grow in value. But equities, or investments in companies whose stock is traded in...
Topics: Investing

How are public markets and diversification related?

Putting too much concentration in one investment actually raises your risk significantly. In this video clip, Reese Harper and Ryan...
Topics: Investing

How do public markets work?

What can Seattle’s Pike Place Market teach you about investing? In this video clip, Reese Harper and Ryan Isaac talk...
Topics: Investing

How do bonds work within a public market?

School districts, cities, states, and even corporations all raise money through bonds. In this video clip, Reese Harper and Ryan...
Topics: Investing

What are the real financial benefits of public markets?

There are many reasons savvy investors love public markets. Time savings, low barriers of entry, and diversification are just a...
Topics: Investing

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