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.

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...

Protect Your Investments from Too Much Risk – Episode 310

  You generate income from your practice and your wealth then comes from investing that income. But what are you...

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...

Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...

What Is Rebalancing and Why Is It Important? – Episode 306

As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could...

Are Alternative Investments for You? – Episode 305

So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know...

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...

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....

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...

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...

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....