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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.


The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...

What Dentists Want to Know — Listener Q&A #18 – Episode 259

This year has underscored the need for emergency cash. But how much is enough? How much is too much? On...

Practice Equity: Why is it so hard for dentists to calculate their income?

All financial tracking starts with income as you can’t set firm goals or make action plans unless you know how...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Are you controlling your down-payment timelines?

Saving for multiple projects—things like adding a second location, upgrading your practice, buying a new home, hiring an associate—can result...

Does having liquidity make growth easier?

Having adequate cash reserves helps you relax when it comes to making choices about what’s right for your practice. In...

How does having cash relieve stress?

When you have cash reserves, or liquid funds, you tend to view debt differently. According to Reese Harper and Ryan...

What is liquidity?

It’s important to know that liquid funds are not just cash. In this video clip, Reese Harper and Ryan Isaac...

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...

Monthly Financial Elements® – Liquidity (Lt)

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

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our collection of CE-approved episodes of the Dentist Money Show podcast (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More