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.

Do you know when to say “no”?

It’s hard to say “no.” And according to Reese Harper and Ryan Isaac, there will never be a point where...

Is easy credit cheating your future?

You want something. And your golden credit rating says you can get it right now if you want. In this...

Why is today’s spending crucial to tomorrow’s retirement?

In this video clip, Reese Harper and Ryan Isaac illustrate why knowing your spending habits today is necessary for setting...

What is the dental office build-out dilemma?

In this video clip, Reese Harper and Ryan Isaac explain why you need to carefully consider the wide-range of cost...

Why is it so hard to downgrade?

Do you spend too much money? In this video clip, Reese Harper and Ryan Isaac point out why it’s easy...

Will your housing costs really go down at retirement?

As people plan for their retirement, a great majority believe they’ll spend less when that time comes, including less for...

Are down markets something to worry about?

In this video clip, Reese Harper and Ryan Isaac point out that while stock market declines don’t feel good, they...

Can I expect a specific return from my portfolio?

Since 1926, the top 500 companies in the U.S. (S&P 500) had an average return of around 10%. In this...

How are low collections and down markets similar?

In this video clip, Reese Harper and Ryan Isaac point out how dentists—while looking forward to the long-term benefits of...

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...

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...

How does your savings rate drive your returns?

In this video clip, Reese Harper and Ryan Isaac explain why maintaining a high, steady savings rate is the best...