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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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4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Topics: Economy, Spending, Cash Management, Getting Organized

Why Saving Enough Money is Harder for Dentists

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Bestselling author, James Clear, says, “90% of success comes from focusing on the simple and obvious things for an uncommon...
Topics: Saving, Spending, Behavioral Finance

Lifestyle Creep: The High Blood Pressure of Money

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...
Topics: Saving, Spending, Behavioral Finance

Lifestyle Inflation: The High Blood Pressure of Money

By Victoria Hughes, CFP® , Financial Advisor

Did you know that about one-third of consumers who earn $250,000 live paycheck to paycheck? It’s true. How does this...
Topics: Finance 101, Spending

What are the tradeoffs between time and money?

Feeling guilty about overspending? Learn how the yin/yang of time and money becomes more balanced as your career progresses. Listen...
Topics: Spending

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...
Topics: Saving, Spending

5 Secrets to Becoming a Financial Power Couple – Episode 303

To make it work, you and your spouse or partner need to commit to the goals in a financial plan....
Topics: Saving, Spending

This We Believe: 10 Financial Principles for Dentists – Episode 291

On this episode of the Dentist Money™ Show, Ryan and Matt discuss core financial truths they feel can lead to...
Topics: CE, Investing, Spending

How Concerned Should You Be About Inflation? – Podcast Episode 290

On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at inflation. They define it;...
Topics: Spending

Do investment behaviors affect wealth accumulation?

In this video clip, Ryan Isaac and Matt Mulcock discuss how controlling your own investment behavior has a greater effect...
Topics: Investing, Spending

Does Spending Drive Financial Planning for a Dentist?

In this video clip, Ryan Isaac and Matt Mulcock talk how working with hundreds of dentists gives them a unique...
Topics: Spending

Can You Out-Earn Your Bad Spending Habits?

Is it time to put an end to your bad spending habits? In this podcast, Reese Harper and Ryan Isaac...
Topics: Spending