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.

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Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Insurance, Tracking Progress

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...
Topics: Finance 101, Insurance

What Dentists Want to Know — Listener Q&R #2 – Episode #406

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the...
Topics: Insurance, Investing

What starts a run on a bank?

Banks need to be considered safe and stable places to keep people’s money. Learn about the problems that can occur...
Topics: Insurance

What Dentists Want to Know — Listener Q&A #26 – Episode #339

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt talk about “I” bonds, life policies for...
Topics: Insurance, Real Estate

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...
Topics: Insurance

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...
Topics: Insurance, Investing

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...
Topics: Insurance

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™...
Topics: Insurance

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...
Topics: 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...
Topics: Insurance

Monthly Financial Elements® – Insurance (Ir)

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