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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.


“When Should I Hire an Associate?” Gets Answered – Episode #319

As the tectonic shift in practice ownership alters the dental industry, a major question that continues to arise is, “Where...

Is Ownership a Good or Bad Move for You? – Episode 317

Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate...

Why the Need for Career Associates Is Booming – Episode 315

The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What...

How to Optimize Your Existing PPO Contracts – Episode 314

You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more...

Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...

Here’s When It’s Time to Hire a Practice Coach – Episode 304

Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so...

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...

Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...

What Should You Do if a DSO Offer Comes Your Way? – Episode 297

Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number...

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...