Ryan Isaac, CFP®

Co-founder / Sr. Advisor

Co-Founder of Dentist Advisors and host of the Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system™.


My Content

How Much Life Insurance Do Dentists Need? – Episode #661

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...

The Psychology Trick That Helps Dentists Stress Less and Focus More – Episode #652

This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...

April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....

April 7, 2025 Tariffs and Market Update: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube  to discuss tariffs and the latest market...

Overcome Burnout and Find Balance in Dentistry – Episode #629

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...

Why Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...

How to Create Core Values and a Collaborative Culture for Your Team – Episode #619

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617

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