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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5 Secrets to Becoming a Financial Power Couple – Episode 303

To make it work, you and your spouse or partner need to commit to the goals in a financial plan....
Topics: Saving, Spending

Dental Finance 101: Why Financial Products Aren’t Financial Plans

By Dentist Advisors

The busier your practice gets, and the more complicated your personal life becomes, the harder it is to properly plan...
Topics: Finance 101

What Dentists Want to Know — Listener Q&A #21 – Episode 302

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash...
Topics: Debt & Financing, Investing

Dave Ramsey Isn’t Talking to You – Episode 301

Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible....
Topics: CE, Dave Ramsey, Debt & Financing

Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...
Topics: Practice Management

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...
Topics: Investing, Retirement Plans, Tracking Progress

What Should You Do if a DSO Offer Comes Your Way? – Episode 297

Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number...
Topics: Practice Management

What Dentists Want to Know — Listener Q&A #20 – Episode 296

Investments are the focus for all three questions on this listener Q&A episode of the Dentist Money™ Show. Ryan and...
Topics: Investing

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Topics: Retirement Plans

What’s the Very Least You Should Save? – Episode 295

A live-for-today lifestyle (or a desire to finance a dream house) has some dentists asking, “What’s the minimum amount I...
Topics: Saving

How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...
Topics: Work Life Balance

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...
Topics: Investing