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.

Is Your Approach to Debt Like a Super Bowl QB Smoking at Halftime? – Episode 240

You’re a dentist and here’s why that makes debt different for you. On this episode of the Dentist Money™ Show...

Monthly Financial Elements® Webinar – Debt (Dr)

Join Ryan Isaac for a discussion about Debt (Dr), one of the key Elements® of an optimized holistic financial plan.

Is Your Advisor a Data Nerd or Just Taking Your Word? – Episode 238

There are many ways to deliver financial advice. So how can you know you’re getting advice that’s right for you? ...

What Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

Why is liquidity so important to a dentist?

As a practice owner, accumulating practice equity, real estate, and putting money in qualified retirement plans seems like a normal...