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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.

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The New Rules for 529s

Matt Mulcock, CFP®, Victoria Hughes, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Topics: 529s

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Topics: Investing

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
Topics: Investing

5 Tips for Overcoming the Fear of Investing – Episode #420

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...
Topics: Investing

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...
Topics: Investing

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...
Topics: Investing

What Dentists Want to Know — Listener Q&R #2 – Episode #406

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the...
Topics: Investing, Insurance

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...
Topics: Investing

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...
Topics: Investing

Is “How much do I need to retire? the right question?

“How much do I need to retire?” When planning, it is one of the biggest questions people ask. But planning...
Topics: Investing

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

Why aren’t private equity investments for everyone?

With larger capital requirements, more complexity, and a greater degree of risk, should smaller, individual investors still look into alternative...
Topics: Investing