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.

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...

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...

Dental Finance 101: Where Does All the Money Go? (Or, How Does Your Income Pie Get Divided?)

By Dentist Advisors

I still remember where I was when I found out my wife and I were expecting our first child. Let...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...

What Dentists Want to Know — Listener Q&A – Episode 220

What do DSOs, Dave Ramsey, and financial stress have in common?  The last Q&A episode of the Dentist Money™ Show...

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...

How to Connect Your Profits to a Higher Purpose – Episode 216

Do you have a passion for what you’re building that extends beyond just profits? On this episode of the Dentist...

Monthly Financial Elements® – Liquidity (Lt)

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