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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.


What Dentists Want to Know — Listener Q&A #24 – Episode #323

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take on staff bonuses, retirement contributions, and...

What Dentists Want to Know — Listener Q&A #23 – Episode 318

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll,...

5 Retirement Costs You’re Probably Overlooking

This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...

What Dentists Want to Know — Listener Q&A #19 – Episode 264

“Backdoor” Roth IRAs or retirement funding for extra entities you own—how can you get more pop in your retirement funds?...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

Monthly Financial Elements® – Qualified Term (Qt)

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

Should you offer your team a retirement plan?

Should dentists set up matching retirement accounts for their employees? It’s a question dentists often ask. Reese Harper and Ryan...

How important are retirement plans?

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear...