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 #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...
Topics: Liquidity, Taxes

The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...
Topics: Liquidity

Does having liquidity make growth easier?

Having adequate cash reserves helps you relax when it comes to making choices about what’s right for your practice. In...
Topics: Liquidity

What is liquidity?

It’s important to know that liquid funds are not just cash. In this video clip, Reese Harper and Ryan Isaac...
Topics: Liquidity

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...
Topics: Liquidity

Do markets provide liquidity to investors?

One favorable characteristic of public markets is how easy it is to liquidate the stocks and bonds you own. In...
Topics: Cash Management

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Topics: Cash Management, Investing, Liquidity, Tracking Progress

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Topics: Taxes

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...
Topics: Investing

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...
Topics: Practice Management, Work Life Balance

A Decade of The Dentist Money Show: 10 Principles That Still Matter

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the...
Topics: Finance 101