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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4 Financial Signals that Can Distract You from Accumulating Wealth – Episode 251

Are you confident you’re following the right financial indicators on your road to retirement?  On this episode of the Dentist...
Topics: CE, Tracking Progress

Why Are Process and Benchmarking Important to Financial Planning?

In this podcast, Reese Harper and Ryan Isaac look at how benchmarks can strengthen a financial plan. How do you...
Topics: Tracking Progress

Want to Get Stronger Financially? Use These Benchmarks. – Episode 242

Benchmarks are a positive way to get you financially motivated and keep you going. On this episode of the Dentist...
Topics: Tracking Progress

Monthly Financial Elements® Webinar – Debt (Dr)

Join Ryan Isaac for a discussion about Debt (Dr), one of the key Elements® of an optimized holistic financial plan.
Topics: Debt & Financing, Tracking Progress

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...
Topics: Tracking Progress

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...
Topics: Real Estate, Tracking Progress

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.
Topics: Investing, Retirement Plans, Tracking Progress

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: Practice Management, Tracking Progress

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...
Topics: Tracking Progress

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: Behavioral Finance, Tracking Progress

Monthly Financial Elements® – Savings (Sr)

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

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Topics: Cash Management, Investing, Liquidity, Tracking Progress