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.

Why is financial planning opportunity planning?

How does following sound financial principles prepare a dentist for unseen expansion opportunities—and what traps might await if they are...

4 Unsexy Truths of Comprehensive Financial Planning – Episode 279

When you need to make tough money decisions, it’s critical that you have your financial house in order. 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...

Does Spending Drive Financial Planning for a Dentist?

In this video clip, Ryan Isaac and Matt Mulcock talk how working with hundreds of dentists gives them a unique...

Why Are Process and Benchmarking Important to Financial Planning?

In this podcast, Reese Harper and Ryan Isaac look at how benchmarks can strengthen a financial plan. How do you...

What Losing 30 lbs Reminded Me About Financial Planning

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Instead of solving a whole problem, most of us tend to fix little bits and pieces. In the...

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

Financial Planning: Do it Yourself or Hire an Advisor?

There’s a lot of info on investing out there. Should you go it alone, or is using an advisor to...

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...

Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...

Should You Pursue Financial Independence or Financial Freedom? – Episode #607

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial...