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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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

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....