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.

What Financial Indicators Should You Track? – Episode #366

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track...

5 Signs It Could Be Time to Fire Your Advisor – Episode #365

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...

The FTX Crypto Collapse and What We Learned – Episode #364

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater...

Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive...

Real Talk with Rabih: Diversified Portfolios – Episode #363

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On...

Here’s What You Need to Know About Bonds – Episode #362

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...

The Stock Market Is a Casino and You’re the House

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to how you can...

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...

Join the Fight Against Oral Cancer – Episode #358

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral...

Important Stuff to Do Before the End of 2022

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to discuss important deadlines...

The Journey of a Dental Industry Entrepreneur – Episode #357

Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes...

Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...