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.

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

Why You Need to Know Your Liquid Term – Episode 112

How much cash should you keep on hand? Beyond an emergency fund, what are the advantages of maintaining adequate liquidity?...

How Much Should a Dentist Be Saving?

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...

Is There Balance in Your Balance Sheet? – Episode #326

What’s your wealth building reality? Are you on the asset-accumulation-fast-path, or a living-for-today-crawl? Here’s how to know how you’re really...

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...

The 4 Ingredient Recipe to Optimal Wealth Building – Episode 185

What’s the ideal recipe to accumulate assets as you build for the future? On this episode of the Dentist Money™...

Why a Cheap 401(k) Provider Will Eventually Cost You More – Episode 130

By ignoring your office retirement plan, are you making a seven-figure mistake? On this Dentist Money™ Show, Reese and Ryan...

How to Make Your Money Last Longer During Retirement – Episode 65

Saving is only one part of the retirement equation. Whether you’ve already reached the end of your career, or are...

One Roof, One Plan: Rethinking Tax Planning for Dentists

By Matt Mulcock, CFP®, Dentist Advisors & Tom Whalen, CPA, Edge Advisors

The difference between tax filing and tax planning, why your CPA and financial advisor should talk, and the latest tax...

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...

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...