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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Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...
Topics: Practice Management, Work Life Balance

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...
Topics: Tracking Progress

How Much Is Enough?

​​A few months ago, someone placed an online wager of $7.16 at FanDuel Sportsbook. The bet was a 25-leg parlay...

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...
Topics: Advisors

Random Acts of Finance

​​Today’s post is going to be a short one; more of a thought than a fully fleshed-out essay. Which, I’m...

Why does risk have so many facets?

Every investment comes with a degree of risk. Here’s why crypto’s FTX catastrophe helps us remember that some investments have...
Topics: Investing

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...
Topics: Investing

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...
Topics: Investing

Do You Really Want To Be Rich?

Being a Twitter user, I feel like Elon Musk is in my life a lot these days. Not only do...

How does diversity make your portfolio robust?

Discover how portfolio diversification mixes a wide variety of investments that helps you to reduce overall risk—and helps you build...
Topics: Investing

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...
Topics: Investing

Things Are Getting Better

I was going to write about the biggest story in finance last week which was the collapse of FTX (one...