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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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How Much Cash Should I Keep Around?

Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast to explore why "cash is king" of...
Topics: Finance 101, Saving, Liquidity

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...
Topics: Liquidity

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...
Topics: Liquidity

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...
Topics: Liquidity

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...
Topics: Liquidity

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...
Topics: COVID-19, Liquidity, Debt & Financing

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...
Topics: Liquidity

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...
Topics: Liquidity

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...
Topics: Liquidity

What is liquidity?

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

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...
Topics: Liquidity

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.
Topics: Liquidity, Investing, Cash Management, Tracking Progress