Learn how our Personal CFO planning service and fee-only pricing model will help you make smarter financial decisions.
See how our advisors use Elements® to monitor the most important indicators of your financial health on a recurring schedule.
Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Publications, blog posts, & guest articles
Video series for expanded learning
Downloadable financial guidebooks
Entertaining & educational podcast
Educational videos for dentists
Visual explanation of financial principles
Live & recorded in-depth discussions
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 / Dentist Money™
The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233
What Dentists Want to Know — Listener Q&A #14 – Episode 232
What COVID Has Revealed About Investor Biases – Episode 231
Before You Defer Your Mortgage Payments, Listen to This – Episode 230
Insurance: What You Need and What You Don’t – Episode 229
Can You Keep Your Cool When Things Ain’t Cool? – Episode 228
How Dentistry Will Likely Change in the Aftermath of COVID-19 – Episode 227
4 Tips to Stay Ultra Productive During Quarantine – Episode 226
April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225
Don’t Let Social Distance Keep You from Building Your Practice – Episode 224
Answered: Current Questions About COVID-19 and Markets – Episode 223
The Difference Between Holistic Planning and Asset Management – Episode 222