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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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

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...
Topics: Taxes

Find Out How Your Finances Compare to Other Dentists – Episode 316

Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives...
Topics: Tracking Progress

Should You Max Out Your 401(k)

I’ve been getting quite a few questions about 401(k)s lately; mainly people asking if they should contribute to their 401(k)...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...
Topics: Work Life Balance

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...
Topics: Taxes

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...
Topics: Real Estate

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...
Topics: Practice Management

How to Talk to Your Spouse About Money

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss how to have productive financial discussions with your spouse.
Topics: Finance 101, Getting Organized

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...
Topics: Investing

Here’s When It’s Time to Hire a Practice Coach – Episode 304

Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so...
Topics: Practice Management

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...
Topics: Practice Management