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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10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...
Topics: Cash Management, CE, Finance 101, Income, Investing

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Cash Management, Liquidity

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Topics: Cash Management, Economy, Getting Organized, Spending

How can dentists fight today’s high costs?

Rising costs are making the finances of dentistry more complicated. That’s why the accounting services you need should go beyond...
Topics: Cash Management

Does Your CPA Think Like a CFO? – Episode #400

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work...
Topics: Cash Management

What Modern Banking Means for Dentistry

Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...
Topics: Cash Management, Debt & Financing, Economy, Practice Management

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes

What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Taxable income and gross cash flow. What’s the difference and why is it important? On this episode of the Dentist...
Topics: Cash Management, CE

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

Why is being “cash ready” vital to your practice?

In this video clip, Reese Harper describes both the upside and downside of having too much of your net worth...
Topics: Cash Management