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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Jordon Comstock’s Recurring Revenue Solution – Episode 40

Jordon Comstock is founder of BoomCloud Apps, provider of in-house membership software for dental practices all over the country. Inspired...
Topics: Income

Dr. James Anderson’s Entrepreneurial Journey – Episode 39

Dr. James Anderson wasn’t wired to follow the traditional path of dentistry. Within a year of starting a practice, he...
Topics: Income, Practice Value

Nancy Kagan on Keeping Staff Accountable – Episode 38

If you enjoy the charming sound of a Boston accent and getting advice from one of the dental industry’s most...
Topics: Practice Management

Seth Dahle on Driving New Patients with Digital Media – Episode 37

Social media marketing is an essential part of driving growth for a practice, but a lot of dentists struggle to...
Topics: Practice Management

Don & Dave Mantyla on Reducing Tax Liability – Episode 36

CPAs (and father-son tandem), Don & Dave Mantyla, talk all things taxes and explain the most common mistakes that put...
Topics: Taxes

Heather Colicchio’s Tips for Empowering Office Managers – Episode 35

Heather Colicchio is Founder & President of the American Association of Dental Office Managers — the largest association for dental...
Topics: Practice Management

Dr. Richard Engar on Protecting Your Wealth from Malpractice – Episode 34

Reese interviews Dr. Richard Engar, former clinical dentist of ten years, and current CEO of Professional Insurance Exchange. Dr. Engar...
Topics: Insurance

Weston Lunsford on Numbers that Drive Practice Value – Episode 33

Weston Lunsford, CEO of Dental Intel and self-diagnosed “data geek,” breaks down the numbers behind successful practices and offers a...
Topics: Practice Management

Randon Jensen’s Guide to Successful Transitions – Episode 32

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying...
Topics: Practice Transitions

Attorney Jason Wood’s Counsel for Dentists – Episode 31

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked...
Topics: Practice Transitions

Mike Alder on Managing Third Party Payors – Episode 30

Mike Alder, CEO of Unitas Dental, joins Reese for this episode of Dentist Money™ recorded on location at WRDC in...
Topics: Practice Management

What Brexit Means for Your Investment Portfolio – Episode 29

Great Britain’s referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some...
Topics: Investing