Watch Intro Series

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.


This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...

Don’t Forget About These End-of-Year Tax Benefits – Episode 312

It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important...

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...

Is there an IRS ruling on COVID funding you should know about?

The government has said special COVID funding is not income. The IRS, on the other hand, has come up with...

The Dentist’s Year-End Financial Checklist – Episode 262

What financial tax jobs need to get done before the year ends? On this episode of the Dentist Money™ Show,...

New Year. New Money Mindset?

Join Ryan Isaac & Matt Mulcock for a discussion about how to implement simple processes for better decision making.

How Will the Economics of 2020 Affect Your Taxes? – Episode 258

What you need to know about PPP, HHS, and EIDL federal support when it comes to your taxes.  On this...

The Dentist’s Year-End Financial Planning Checklist

Join Ryan Isaac & Matt Mulcock for a discussion about the unique financial challenges and opportunities for dentists in the...

Monthly Financial Elements® – Taxes (Tr)

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

Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...