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.

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The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Topics: 529s, Investing, Year-End Planning

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Cash Management, Liquidity

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Topics: Practice Transitions

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Topics: Cash Management, Economy, Getting Organized, Spending

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...
Topics: Behavioral Finance

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...
Topics: Behavioral Finance

Are 401(k)s a Scam?

By Jake Elm CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Retirement Plans, Saving

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Topics: Investing

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
Topics: Investing

The Case For Optimism

I’m going to attempt to relate college football to an investment principle. It may or may not work, but I’m...

Starting From Scratch with Dr. Mike and Stephanie Walton – Episode #424

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and...
Topics: Practice Transitions

A Few Things To Think About

I wanted to share a few things I’ve recently come across that have caught my attention and caused me to...