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.

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...

What Dentists Want to Know — Listener Q&A #26 – Episode #339

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt talk about “I” bonds, life policies for...

What Should You Do with Your Building? – Episode #338

As DSOs buy more practices and rising interest rates continue to increase the focus on real estate returns, how and...

“Do’s & Don’ts” of Owning Your Practice Location – Episode #336

Owning your practice—and the building that houses it—seems like a dental tradition. But does the risk/reward of commercial real estate...

4 Common Mistakes Made in Commercial Real Estate

Matt Mulcock, CFP®, and Adam Watts, discuss how to maximize the value of your practice's real estate and how to...

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...

When it Makes Sense to Buy Your Practice Location – Episode 278

Owning your practice location is a good investment only if it helps maximize your business. On this episode of the...

Why does real estate feel safer than the stock market?

In this podcast, Reese Harper and Ryan Isaac discuss the volatility of assets like real estate and the stock market....

Are you calculating real estate returns correctly?

In this podcast, Reese Harper and Ryan Isaac explain why so many real estate investors fail to consider all the...

Dolphins Who Get High on Puffer Fish Venom, a Real Estate Podcast – Episode 239

For you, real estate might seem like a mind-altering high. Or is it more like deadly venom?  Because it’s quite...

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...