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.

2018 Q3 Market Review

In the third quarter of 2018, global financial markets generally rose and U.S. stocks climbed, despite the continued trade dispute...

The Word Steve Jobs and Warren Buffett Use to Measure Success – Episode 159

  This single word can help you build your wealth. Do you know what it is? On this episode of...

How Much Cash Do I Need to Keep Around?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Each of us has an optimal path for wealth creation given our backgrounds, strengths, and interests. Because most...

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™....

Award Winning CEO of Cotopaxi Shares the Rule of 3’s- Episode 157

On this episode of Dentist Money™, Reese interviews Davis Smith, CEO and Founder of Cotopaxi, one of the world’s fastest...

3 Critical Ingredients for Your Decision Making Recipe – Episode 156

Learn how to take your decision making beyond pros and cons. You hear it at the beginning of every show: “We...

What Dentists Want to Know — Listener Q&A #8 – Episode 155

Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show...

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™...

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

What are the Hidden Costs of Timing the Market? – Episode 153

The actual cost of market timing could be higher than you’re willing to pay. On this episode of Dentist Money™,...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

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...