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.

Book free Consultation

How to Price a Membership Plan

Learn more!
Topics: Practice Management

How to Launch and Sell Your Membership Plan

Learn more!
Topics: Practice Management

How to Account for Your Membership Plan Revenue

Learn more!
Topics: Practice Management

Does your office lease contain this deadly trap?

If you are considering selling your practice in the future, your lease agreement could actually negatively affect the sale. Here’s...
Topics: Practice Management, Practice Transitions

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...
Topics: Practice Management, Practice Transitions

Should You Buy Whole Life Insurance?

I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...

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

Why is financial planning opportunity planning?

How does following sound financial principles prepare a dentist for unseen expansion opportunities—and what traps might await if they are...
Topics: Practice Management

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

Knowing vs Doing

I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...

Discounts vs Membership: What Do Patients Really Want? – Episode #390

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and...
Topics: Practice Management

Golden Age Thinking

If you haven’t seen the movie Midnight in Paris, I’d definitely recommend giving it a watch. It’s a sweet, fun,...