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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


September 28, 2021

Do Dave Ramsey’s “Baby Steps” Apply to Dentists?

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their financial health

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The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.

10 Tips For Growing Your Instagram Following

In this webinar, Ryan Isaac, CFP® hosts Blake Hadley, President and Founder of My Social Practice, together they will explore...

How Much Insurance Does a Dentist Need?

Join Ryan Isaac & Matt Mulcock for a discussion about the unique insurance needs of dentists and how they can...

Dumb Things Smart Dentists Do

Join Ryan Isaac & Dr. Rich Madow for a discussion about how to avoid common pitfalls when running a dental...

New Year. New Money Mindset?

Join Ryan Isaac & Matt Mulcock for a discussion about how to implement simple processes for better decision making.

The Dentist’s Year-End Financial Planning Checklist

Join Ryan Isaac & Matt Mulcock for a discussion about the unique financial challenges and opportunities for dentists in the...

Elections and the Stock Market

Join Ryan Isaac and Matt Mulcock for a webinar discussion about the unique financial challenges and opportunities for dentists this...

Monthly Financial Elements® Webinar – Equity Rate (Er)

Join Ryan Isaac for a discussion about Equity Rate (Er), one of the key Elements® of an optimized holistic financial...

Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

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.