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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.


Upcoming live professional development CE webinar


Learn the Basics of Bonds for Smarter Investing

December 15, 2022

Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive and Q&A all about investment bonds.

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Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive...

The Stock Market Is a Casino and You’re the House

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to how you can...

Important Stuff to Do Before the End of 2022

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to discuss important deadlines...

Patient Behavior 101: The Psychology of Payment Plans and Dental Coverage

Join Will Gochnour, CFP®, and Dave Monahan, CEO and founder of Kleer, to learn the mechanics of dental coverage and...

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...

Live Partner Huddle

We have some exciting news to share and we’ll explain how you can showcase your services to our clients and...

When is the Right Time to Hire a Financial Advisor?

Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...

Advanced Practice Management Solutions to Create More Cashflow

Ryan Isaac welcomes Scott Leune to discuss specific operations and practice management systems that can increase practice profitability.

Spreading Out the Risk: A Deep Dive Into Commodities

Matt Mulcock, CFP®, and a panel of financial professionals for a CE webinar discussion about the state of market and...

Dentist Money™ Show Live

Watch live as Ryan Isaac and Matt Mulcock welcome Rabih Dimachki to address the most common financial questions being asked...

Stocks 101: Staying Calm in an Uncertain Market

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss current stock market behavior and how to not only keep a level...

3 Tools to Maximize Your Case Acceptance

Will Gochnour, CFP®, and Kiera Dent, CEO of Dental A-Team, discuss about team efficiency and achieving maximum case acceptance!