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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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

Things Are Getting Better

I don’t have a lot of time to write this week due to a family vacation (I know, life’s hard),...

Why You Need to Know the Nuances of DSO Deals – Episode #402

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a...
Topics: Practice Transitions

What are the changes DSOs have gone through?

Many dentists want to understand the mechanics of DSO offers. Ryan Isaac talks with Bannon Moncrief of McLerran & Associates,...
Topics: Practice Transitions

The Problem With Market Timing

I’ve been writing about an impending recession for quite a while now. Last May, I wrote a post titled “Preparing...

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

3 Steps to Building a Solid Financial Foundation

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

Earlier this year, two homes in Utah collapsed and fell down the hillside they were built on. Neighbors caught the...
Topics: Finance 101

How can dentists fight today’s high costs?

Rising costs are making the finances of dentistry more complicated. That’s why the accounting services you need should go beyond...
Topics: Cash Management

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

The Fisherman and the Investment Banker

There’s a well-known finance parable that resonates with me each time I read it. A few days ago I came...

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

Is this the biggest lie in personal finance?

Even if you’ve heard a claim repeated so often you believe it must be true, if the supporting evidence is...
Topics: Behavioral Finance