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


September 25, 2025

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But creating meaningful goals begins with clarity—both in your practice and your personal finances. Do you have the right systems in place? Can you measure their success? And what realistic benchmarks should you set for yourself and your team?

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Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

Monthly Financial Elements® Webinar – Debt (Dr)

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

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

How Will Young Dentists’ Careers Be Shaped by COVID-19?

Join Reese Harper, CEO of Dentist Advisors as he digs into the ADA's latest research on how the COVID-19 economic...

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.

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Monthly Financial Elements® – Profitability (Pr)

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

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Volatile Market & COVID-19 Discussion

Join Reese Harper and a panel of dental industry experts for a discussion about how dentists should respond to the...

Monthly Financial Elements® – Liquidity (Lt)

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