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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Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...
Topics: Practice Management

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...
Topics: Investing, Retirement Plans, Tracking Progress

What Should You Do if a DSO Offer Comes Your Way? – Episode 297

Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number...
Topics: Practice Management

What Dentists Want to Know — Listener Q&A #20 – Episode 296

Investments are the focus for all three questions on this listener Q&A episode of the Dentist Money™ Show. Ryan and...
Topics: Investing

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Topics: Retirement Plans

What’s the Very Least You Should Save? – Episode 295

A live-for-today lifestyle (or a desire to finance a dream house) has some dentists asking, “What’s the minimum amount I...
Topics: Saving

How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...
Topics: Work Life Balance

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...
Topics: Investing

Strategies to Use for Kids Savings – Episode 292

There are many demands that are placed on your money. Should saving for your children’s future be one of them?...
Topics: Saving

How Concerned Should You Be About Inflation? – Podcast Episode 290

On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at inflation. They define it;...
Topics: Spending

Do I Really Need a Financial Advisor? – Podcast Episode 289

On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...
Topics: Advisors, Investing

How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288

On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve...
Topics: Insurance, Investing