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.

5 Retirement Costs You’re Probably Overlooking

This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...

What Dentists Want to Know — Listener Q&A #19 – Episode 264

“Backdoor” Roth IRAs or retirement funding for extra entities you own—how can you get more pop in your retirement funds?...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

Monthly Financial Elements® – Qualified Term (Qt)

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

Should you offer your team a retirement plan?

Should dentists set up matching retirement accounts for their employees? It’s a question dentists often ask. Reese Harper and Ryan...

How important are retirement plans?

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear...

Why Paying Off Debt Too Quickly Can Delay Retirement

By Reese Harper, CFP® , CEO of Dentist Advisors

I grew up on a dirt road. Our small house was in the middle of a huge farm with open...

The 3 P’s of Reducing Common Financial Regrets – Episode 164

Will You Regret Not Saving Enough Money for a Good Retirement? On this episode of Dentist Money™ Reese and Ryan...