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.

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...

Annual Financial Benchmark Results for Dentists

How Does Your Financial Health Compare to Other Dentists? The results are in! We’ve analyzed financial data and insights from...

Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...

Love & Money: Building Financial Compatibility Together – Episode #602

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the...

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...

Flow Like Water: Key Lessons Learned from “Be Water, My Friend” – Episode #563

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings...

A 6-Step Plan to Optimize PPO Profitability

Navigating the world of Preferred Provider Organizations (PPOs) can be challenging, with constant network changes, reduced profits, and the complexities...

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...