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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Doug Carlsen Shares His Blueprint for Early Retirement – Episode 28

Dentist Money™ welcomes financial expert, Doug Carlsen, who retired comfortably from dentistry at age 53. Dr. Carlsen is a nationally...
Topics: Spending

Dentist Money™ Industry Expert Series: Interview with Howard Farran, DDS, MBA – Episode 27

In this special episode of Dentist Money™, Reese interviews industry thought-leader, Howard Farran — arguably the most influential personality in...
Topics: Practice Management

9 People Dentists Need to Know – Episode 26

Breaking news: if you’re a dentist, you’re smart. When the rest of us sit in your chair, it’s nice to...
Topics: Advisors, Practice Management

What You Need to Know About Whole Life Insurance – Episode 25

Dentists are often approached by life insurance brokers to purchase life insurance as a retirement savings plan. Whole life, variable...
Topics: Insurance

What You Should Know About Public Markets – Episode 24

Unless you happened to live in 18th century Western Europe, you might not understand how the modern economy was born...
Topics: Investing

The Truth About Gold – Episode 23

According to a recent article in Bloomberg magazine, gold prices have rallied and investors are piling back into gold in...
Topics: Investing

Dentist Money™, Industry Expert Series: Interview with Steve Anderson, President of Denco Dental Construction, Inc

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Steve Anderson, President of Denco Dental Construction, Inc....

Is Your Retirement Plan Built Like a Steinway Piano? – Episode 22

What do finance and pianos have in common? Pretty much everything. As the composer of your financial future, you need...
Topics: Advisors, Behavioral Finance, Getting Organized

Dentist Money™, Industry Expert Series: Interview with Jason Lowry, Owner of Catalyst Dental Solutions

Reese Harper, CFP® interviews Jason Lowry, practicing dentist and owner of Catalyst Dental Solutions. On location at the Western Regional...
Topics: Practice Management

3 Routines that Make Dentists Millions – Episode 21

Famous economist, Josiah Stamp said, “It is easy to dodge our responsibilities, but we cannot dodge the consequences of dodging...
Topics: Behavioral Finance, Practice Value, Spending, Tracking Progress

Dentist Money™, Industry Expert Series: Interview with Tanner Milne and Rich Andrus, Real Estate experts at Menlo Group

Reese Harper, CFP® interviews Tanner Milne and Rich Andrus, commercial real estate experts at Menlo Commercial Real Estate. Having facilitated...
Topics: Real Estate

5 Habits of Wealthy Dentists – Episode 20

Making smart decisions with your money requires a certain level of sophistication. It can be difficult to understand the ins...
Topics: Behavioral Finance, Getting Organized, Investing, Tracking Progress