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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How Much Should You Spend On A House?

There doesn’t seem to be a lot of people buying houses right now. At least, not as many as usual....

5 Tips for Overcoming the Fear of Investing – Episode #420

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...
Topics: Investing

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...
Topics: Investing

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...
Topics: Finance 101, Insurance

Student Loan Info Session: 5 Tips to Ace Your Repayment

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...
Topics: Debt & Financing, Student Loans

3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...
Topics: Practice Transitions

Can “Dental Moneyball” Up Your Growth Game? – Episode #412

Starting with changes in baseball that were highlighted by “Moneyball”, data-driven analytics have transformed sports. Can dentists learn from this...
Topics: Practice Management

Lifestyle Creep: The High Blood Pressure of Money

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...
Topics: Behavioral Finance, Saving, Spending

5 Money Mistakes That Plague Dentists – Episode #410

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can...
Topics: Behavioral Finance, Getting Organized

3 Steps to Building a Solid Financial Foundation – Episode #404

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
Topics: Getting Organized

The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...
Topics: Retirement Plans, Work Life Balance

Does Your CPA Think Like a CFO? – Episode #400

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work...
Topics: Cash Management