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.


Upcoming live professional development CE webinar


May 23, 2024

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for an insightful webinar that could save you thousands.

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Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...

How to Maximize Your Outcome from a DSO Affiliation

Join McLerran & Associates' CEO and Principal Brannon Moncrief to gain important insights on the DSO landscape.

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...

Discount Plans Versus Membership Plans – What’s the difference?

Join Dental Menu's CEO and Co-Founder Paul Lowry to gain important insights on creating a membership plan that can increase...

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...

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...

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...

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...

How to Double Your Practice in 12 Months

Join Shared Practices' President Dr. Alex Sharp to explore how to assess your current practice's performance, ways to grow your...

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...

Authentic Leadership

Join Productive Dentist Academy’s CEO Dr. Victoria Peterson and Chief Communications Officer Regan Robertson for a deep dive into authentic...