See how our technology, our team of dental-focused advisors, and our transparent fees can help you plan, invest, and retire better.
Learn how our advisors use Elements® to monitor the most important indicators of your financial health.
Our dashboard puts you in control of your finances by tracking your investments, bank accounts, loans, and assets all in one place.
Publications, blog posts, & guest articles
Video series for expanded learning
Downloadable financial guidebooks
Entertaining & Educational Podcast
Educational videos for dentists
Market performance summaries
Visual explanation of financial principles
What do cows have to do with staying calm in volatile markets? You’re about to find out. On this episode of Dentist Money™ Reese and Ryan provide coaching to help...
Dentist Advisors / Education Library /
Here’s Where Your Profits are Hiding – Episode 171
Crystal Ball Predictions from Dentistry Experts- Episode 170
Dentistry is Changing. Where Do You Fit? – Episode 169
Chicago’s Pediatric Dentist for The Pros – Episode 168
What Dentists Want to Know — Listener Q&A #10 – Episode 167
Scared Straight: Why Documenting Your Work is Critical – Episode 166
Live from the 2019 Voices of Dentistry Podcast Summit – Episode 165
The 3 P’s of Reducing Common Financial Regrets – Episode 164
What Cows Can Teach You About Tough Markets – Episode 163
A Dental Coach and a Financial Advisor Walk into a Podcast – Episode 162
What Dentists Want to Know — Listener Q&A #9 – Episode 161
Get Ready for a Fight Over Practice Ownership – Episode 160