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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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...
Topics: Retirement Plans, Work Life Balance

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...
Topics: Practice Management, Practice Value

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...
Topics: Investing

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...
Topics: Investing

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

Authentic Leadership

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

How Much Cash Should I Keep Around?

Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast to explore why "cash is king" of...
Topics: Finance 101, Liquidity, Saving

How Are You Going To Spend Your Money?

My wife is a huge Taylor Swift fan. Now, I know it seems like everyone is a huge Taylor Swift...

What Modern Banking Means for Dentistry

Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...
Topics: Cash Management, Debt & Financing, Economy, Practice Management

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...
Topics: Practice Transitions

Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...
Topics: Economy, Practice Management

What Do Your Core Values Have to Do With Money? – Episode #375

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align...
Topics: Behavioral Finance