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.

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...

Financial Vegetables

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: For most kids—at least the kids I grew up around—the idea of eating...

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...

Do You Need to Buy Bitcoin?

By Jake Elm, CFP® , Financial Advisor

Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...

Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the...

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...

“The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby – Episode #580

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...

The Election and the Stock Market

By Jake Elm, CFP® , Financial Advisor

If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...