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.

Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214

We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...

A Simple Marketing Secret You Need to Know – Episode 213

What are the things that really make your practice stand out to prospective patients?  On this episode of the Dentist...

Monthly Financial Elements® – Taxes (Tr)

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

Why There’s More to ROI Than You Think – Episode 212

How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...

How Charitable Giving Improves Your Financial Health – Episode 211

Charitable giving helps those who receive, but what does it do for those who give? Is there a correlation between...

5 Attributes of Wealthy Dentists

By Reese Harper, CFP® , CEO of Dentist Advisors

I spend most of my time helping dentists grow their wealth as they plan for their futures. But when I...

Clearing Up Confusion About Mutual Funds, Index Funds, and ETFs – Episode 210

Mutual Funds, Index Funds, and ETFs, oh my?! In this episode of the Dentist Money™ Show, Reese and Ryan discuss...

Does Process Beat Persistence? – Episode 209

Why do good processes always beat persistence and good intentions? In this episode of the Dentist Money™ Show, Reese and...

Monthly Financial Elements® – Insurance (Ir)

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

Every Dentist Faces These 3 Risks – Episode 208

Worried about making a decision you’ll regret? These tips will help you think more rationally. Understanding how your personality affects...

How to Turn Your Employees into Teammates – Episode 207

How do you eliminate negative influences that can be part of almost any team?  Trying to create an exceptional team—one...

The Missing Piece to Your Financial Health

By Reese Harper, CFP® , CEO of Dentist Advisors

Business owners often struggle with what psychologists refer to as “CEO Disease”—a gradual loss of self-awareness. It’s when your growing...