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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Why should each dollar you invest have a purpose?

Every dollar you invest should have its own objective—whether it’s for your emergency fund, qualified retirement plan, or for expanding...
Topics: Investing

Why is the time frame vital to expected returns?

“Expected returns” is a common term in finance (you probably have in mind an “expected return” on the investment you’re...
Topics: Investing

Are you too distracted by debt interest rates?

Interest rates affect your financial growth, but not as much as things like practice profitability, your savings rate, or how...
Topics: Investing

What makes a portfolio grow?

Many people tend to over-complicate their portfolios by adding complexity through too many funds. In this video clip, Reese Harper...
Topics: Investing

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...
Topics: Investing

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...
Topics: Investing

Volatile Market & COVID-19 Discussion

Join Reese Harper and a panel of dental industry experts for a discussion about how dentists should respond to the...
Topics: Behavioral Finance, Investing, Practice Management

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...
Topics: Investing

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...
Topics: Investing

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

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...
Topics: Investing

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...
Topics: Investing