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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.


How to Increase Staff IQ through Cross-Training – Episode #330

It’s being called “The Great Resignation” and it caused many offices to revamp on-the-fly as employees were forced to multi-task...

Looking for a Quick Buck or Real Wealth? – Episode #329

Do you daydream about finding a quick road to riches? Or, like Warren Buffet, do you know, “There is nothing...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...

A Warren Buffett Investment Secret You Can Mimic – Episode 267

If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered...

Bad Decisions? Bad Luck? Or Both? – Episode 260

Are financial mistakes the result of just being unlucky?  Recorded on Friday the 13th, Ryan and Matt bring you a...

What History Says About Elections and Markets – Episode 256

The stock market usually does this after an election—no matter who wins.  An election, COVID, protests, uncertainty—on this episode of...

Do Your Favorite Song Lyrics Lead to Mo’ Money or Mo’ Problems? – Episode 254

Does the music you listen to influence your attitude towards money for good … or bad?  What do Kurt Rambus,...

4-20-2020 | Reese & Ryan Updates Oil Community Banks PPP

On this Facebook live discussion, Reese and Ryan open with a look at the pressures that have pushed oil prices...

04-16-2020 | Reese shares when the 8 week PPP loan period officially begins

On this Facebook Live, Reese examines the 8-week PPP loan period and offers a few thoughts on how you might...