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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The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...
Topics: Retirement Plans, Work Life Balance

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....
Topics: Behavioral Finance

How to Double Your Practice in 12 Months

Join Shared Practices' President Dr. Alex Sharp to explore how to assess your current practice's performance, ways to grow your...
Topics: Practice Management, Practice Value

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...
Topics: Practice Management, Practice Transitions

Should You Buy Whole Life Insurance?

I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...
Topics: Investing

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...
Topics: Investing

Knowing vs Doing

I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

Authentic Leadership

Join Productive Dentist Academy’s CEO Dr. Victoria Peterson and Chief Communications Officer Regan Robertson for a deep dive into authentic...
Topics: Practice Management

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...
Topics: Work Life Balance

How Much Cash Should I Keep Around?

Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast to explore why "cash is king" of...
Topics: Finance 101, Liquidity, Saving