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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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

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...
Topics: Investing

How Much Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...
Topics: Retirement Plans, Saving

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...
Topics: Real Estate, Retirement Plans

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....
Topics: Investing

Financial Benchmarks: How Do You Compare to Dentists Nationwide?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.
Topics: Tracking Progress

Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...
Topics: Practice Management, Work Life Balance

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...
Topics: Tracking Progress

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
Topics: Advisors

Random Acts of Finance

​​Today’s post is going to be a short one; more of a thought than a fully fleshed-out essay. Which, I’m...

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...
Topics: Investing

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...
Topics: Investing