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.

I Bought Permanent Life Insurance, Now What? – Episode 293

Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look...

How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288

On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve...

How Much Insurance Does a Dentist Need?

Join Ryan Isaac & Matt Mulcock for a discussion about the unique insurance needs of dentists and how they can...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Why check life insurance coverage yearly?

In this video clip, Reese Harper and Ryan Isaac explain why they encourage people to look at their life insurance...

How much life insurance should you have?

You want to make sure your family is taken care of if something unexpected happens to you. But how much...

Monthly Financial Elements® – Insurance (Ir)

Join Ryan Isaac, for a discussion about Insurance (Ir), one of the key Elements® of an optimized financial plan.

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...

What Dentists Want to Know — Listener Q&A #9 – Episode 161

At what point should high-interest rates on your loans keep you from investing? What’s on the mind of Dentist Money™...

Borrow Against Your Life Insurance Policy: Yes or No? – Episode 158

The “Controversial Opinion Alert” sign is up and flashing for Reese and Ryan’s discussion on this episode of Dentist Money™....

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...