Education Library

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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Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive...

Real Talk with Rabih: Diversified Portfolios – Episode #363

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On...

Here’s What You Need to Know About Bonds – Episode #362

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...

Join the Fight Against Oral Cancer – Episode #358

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral...

The Journey of a Dental Industry Entrepreneur – Episode #357

Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes...

Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...

A Litmus Test to Avoid Self-Serving Advisors – Episode #354

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...