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
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 / Podcasts / Dentist Money™
Why in the World Would I Hire a Financial Advisor? – Episode 201
A Quick Look Back and a Long Look Forward – Episode 200
What Real Estate Will Cost You in Real Dollars – Episode 199
A 40,000 Foot View of Your Practice – Episode 198
A Social Media Master Shares His Secrets – Episode 197
Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196
Your Monthly Regimen for Good Financial Health – Episode 195
Money Tips from the Founder of Dental Investment Group – Episode 194
The Meat & Potatoes of Stock Market Investing – Episode 193
What Dentists Want to Know — Listener Q&A #12 – Episode 192
Your Estate Planning Wake-Up Call – Episode 191
What’s Your Happiness Index? – Episode 190