Watch Intro Series

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.

Book free Consultation

4 Tips to Stay Ultra Productive During Quarantine – Episode 226

Have you ever thought, “If I only had some extra time, here’s how I’d improve my practice!” Well, you’ve got...
Topics: COVID-19, Practice Management

04-07-2020 | Reese re-applies for PPP Loans (again)

Are you finding the PPP loan process disheartening? Reese walks Ryan through his PPP application experience as they compare notes...
Topics: COVID-19, Advisors, Behavioral Finance

04-03-2020 | My Loan Application Update

As the Dentist Advisors PPP application moves slowly forward, Reese shares some of his frustrations about the bumps he is...
Topics: COVID-19, Advisors, Behavioral Finance

04-03-2020 | Reese PPP Applied and Approved

In this Facebook Live, Reese and Ryan celebrate receiving notification of PPP funding for Dentist Advisors. To illustrate what’s involved...
Topics: COVID-19, Advisors, Behavioral Finance

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.
Topics: COVID-19, Practice Management, Tracking Progress

04-01-2020 | Dead Cat Bounce, or Dead On Arrival

Reese and Ryan take a deep dive into the PPP loan application process during this Facebook Live discussion. You’ll see...
Topics: COVID-19, Advisors, Behavioral Finance

Don’t Let Social Distance Keep You from Building Your Practice – Episode 224

Learn how to create opportunities for your practice during turbulent times On this episode of the Dentist Money™ Show, Ryan...
Topics: COVID-19, Practice Management

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: COVID-19, Tracking Progress, Behavioral Finance

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Saving, COVID-19, Tracking Progress

Mindset Shift During Crisis with Kiera Dent from The Dental A-Team

Facebook Live Recording: Join Ryan Isaac, CFP®, and co-host of the Dentist Money™ Show podcast and Kiera Dent from The...
Topics: COVID-19, Advisors, Behavioral Finance

When should I start buying stocks during a volatile market downturn?

Facebook Live Recording: On their “Hot Tip of the Day” Reese Harper and Ryan Isaac discuss earthquakes, market volatility, pauses...
Topics: COVID-19, Advisors, Behavioral Finance

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...
Topics: COVID-19, Investing