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.


Upcoming live professional development CE webinar


May 24, 2022

Stocks 101: Staying Calm in an Uncertain Market

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about current stock market behavior and how to not only keep a level head but how you can use it to your investing advantage.

Save Your Spot



Stocks 101: Staying Calm in an Uncertain Market

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

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!

Does This Really Work? Part 2: The Career Path of a Successful Dentist

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about navigating your dental career and how you can achieve your financial...

What Dental School Didn’t Teach You About Running a Practice

Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...

Does This Really Work? Overcoming Trust Issues with Your Financial Plan

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss creating an investment and financial plan strategy as an early career dentist,...

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...

Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...

Does Your Membership Plan Suck?

In this webinar Will Gochnour, CFP®, and Paul Lowry, discuss the common traps in membership plans, and how you can...

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...

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...

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...