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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.


Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...

How to Talk to Your Spouse About Money

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss how to have productive financial discussions with your spouse.

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...

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...

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.