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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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What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...
Topics: Investing, Advisors

A Litmus Test to Avoid Self-Serving Advisors – Episode #354

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
Topics: Advisors

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...
Topics: Practice Management

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
Topics: Debt & Financing

How do most divorces end up being handled?

Divorce is usually much different for dentists … and you should know the reasons why. Listen to the full podcast!
Topics: Behavioral Finance

It’s Time to Talk Divorce – Episode #352

Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it....
Topics: Practice Transitions

How can you avoid making costly mistakes?

Ryan Isaac and Matt Mulcock look at why making hasty decisions can end up being detrimental to your financial health....
Topics: Behavioral Finance

Snap Decisions that Create Money Troubles – Episode #351

Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions....
Topics: Behavioral Finance

Live Partner Huddle

We have some exciting news to share and we’ll explain how you can showcase your services to our clients and...

What are the tradeoffs between time and money?

Feeling guilty about overspending? Learn how the yin/yang of time and money becomes more balanced as your career progresses. Listen...
Topics: Spending

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...
Topics: Saving, Spending

DSOs from an Insider’s Perspective – Episode #349

More and more practices are being purchased by them—and one in five dentists under the age of 35 is now...
Topics: Practice Transitions