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 Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...
Topics: Retirement Plans, Saving

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...
Topics: Real Estate, Retirement Plans

Fan Favorite – 2022 Financial Benchmarks Are In! – Episode #371

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart...
Topics: Investing

Financial Benchmarks: How Do You Compare to Dentists Nationwide?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.
Topics: Tracking Progress

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...
Topics: Tracking Progress

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
Topics: Advisors

The FTX Crypto Collapse and What We Learned – Episode #364

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater...
Topics: Investing

Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive...
Topics: Investing

Real Talk with Rabih: Diversified Portfolios – Episode #363

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On...
Topics: Investing

Here’s What You Need to Know About Bonds – Episode #362

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...
Topics: Investing

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...
Topics: Estate Planning

Join the Fight Against Oral Cancer – Episode #358

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral...
Topics: Practice Management