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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Does This Really Work? Overcoming Trust Issues with Your Financial Plan

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss creating an investment and financial plan strategy as an early career dentist,...
Topics: Finance 101, Saving

Financial Vegetables

​​For most kids, at least the kids I grew up around, the idea of eating vegetables is not an appealing...

Is Your House a Good Investment?

For the majority of Americans, their home is their biggest financial asset. And it’s not really that close. For the...

What Dentists Want to Know — Listener Q&A #24 – Episode #323

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take on staff bonuses, retirement contributions, and...
Topics: Retirement Plans, Taxes

Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...
Topics: Economy, Investing

Financial Fiery Pits of Hell – Episode #321

Give a small financial flame enough fuel—being careless with multiple accounts, misunderstanding the principle of risk—and soon you have a...
Topics: Getting Organized

Try This if Goal Setting Isn’t Working – Episode #320

After working on New Year’s resolutions for a couple of weeks, how are you doing? Do you feel setting goals...
Topics: Getting Organized

“When Should I Hire an Associate?” Gets Answered – Episode #319

As the tectonic shift in practice ownership alters the dental industry, a major question that continues to arise is, “Where...
Topics: Practice Management

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes

What Dentists Want to Know — Listener Q&A #23 – Episode 318

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll,...
Topics: Retirement Plans

Let’s Talk About Crypto

I’ve realized that while I’ve mentioned cryptocurrency and Bitcoin in a few articles in the past, I’ve never really dedicated...

Is Ownership a Good or Bad Move for You? – Episode 317

Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate...
Topics: Practice Management