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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Dentist Money™, Industry Expert Series: Interview with Matt Porter, transition specialist and dental practice consultant at Menlo Dental Transitions

On location at the Western Regional Dental Convention in Phoenix, Reese Harper, CFP® interviews Matt Porter, transition specialist and dental practice...
Topics: Practice Transitions

5 Reasons Dentists Have a Love-Hate Relationship with Money

By Reese Harper, CFP® , CEO of Dentist Advisors

“New car, caviar, four-star daydream, think I’ll buy me a football team. I’m in the high-fidelity, first-class traveling set and...
Topics: Behavioral Finance, Cash Management, Practice Management, Spending

Will Your Personality Cost You a Better Retirement? – Episode 19

According to financial expert Dave Ramsey, “Personal finance is about 80 percent behavior and only about 20 percent head knowledge.”...
Topics: Behavioral Finance

Dentist Money™, Industry Expert Series: Interview with Bill Owens, CPA and Partner at Owens and Bondell PLLC

Reese Harper, CFP®, interviews Bill Owens, CPA and partner at Owens and Bondell PLLC. Bill has worked closely with a...
Topics: Income, Practice Management

How to Bullet Proof Yourself Against Litigation – Episode 18

It comes with the territory. When you’re a successful professional, you become a prime target for litigation. But are you...
Topics: Insurance

How Much Money Should You Keep in Your Bank Account? – Episode 17

Cash is piling up. Your bank balances are getting pretty solid. Do you have more than you need? How much...
Topics: Cash Management

The Mind Games You Play With Your Money – Episode 16

While you’d like to think your financial decisions are always grounded in logic, the truth is that your head can...
Topics: Behavioral Finance

5 Reasons the Stock Market is Your Friend – Episode 15

Most investors measure success in the stock market by gains and losses. And, of course, it’s always nice to see...
Topics: Investing

How Do Your Finances Compare to Other Dentists? – Episode 14

As a dentist, you might have a general sense of your financial situation based on your collections, income, and retirement...
Topics: Tracking Progress

Is it Time to Hire Another Dentist? – Episode 13

As your practice grows you might consider hiring another dentist to help you manage your workload. Partners and associates can...
Topics: Practice Management, Practice Value

What Should You Look For in a Financial Advisor? (Part 2) – Episode 12

Finding the right financial advisor to manage your wealth is so important that the Dentist Money Show™ has dedicated two...
Topics: Advisors

Dentist Money™ What Should You Look For in a Financial Advisor? (Part 1) – Episode 11

Choosing a financial advisor is one of the most important decisions you will ever make. The person you hire to...
Topics: Advisors