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.

Is there an IRS ruling on COVID funding you should know about?

The government has said special COVID funding is not income. The IRS, on the other hand, has come up with...

The Dentist’s Year-End Financial Checklist – Episode 262

What financial tax jobs need to get done before the year ends? On this episode of the Dentist Money™ Show,...

New Year. New Money Mindset?

Join Ryan Isaac & Matt Mulcock for a discussion about how to implement simple processes for better decision making.

How Will the Economics of 2020 Affect Your Taxes? – Episode 258

What you need to know about PPP, HHS, and EIDL federal support when it comes to your taxes.  On this...

The Dentist’s Year-End Financial Planning Checklist

Join Ryan Isaac & Matt Mulcock for a discussion about the unique financial challenges and opportunities for dentists in the...

Monthly Financial Elements® – Taxes (Tr)

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

Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...

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...

Build Your Wealth Like a Steinway Piano

By Reese Harper, CFP® , CEO of Dentist Advisors

When a letter from Steinway & Sons arrived for Harold Krueger telling him he was officially the owner of the...

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...

What is Elements® Comprehensive Financial Planning?

Learn about the Elements® periodic table of financial indicators and see how twelve simple calculations can be used to help...