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 Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233

From the alphabet soup of retirement plans—IRA, 401(k), Roth IRA, SEP, Simple IRA—which one is right for you?  On this...

What Dentists Want to Know — Listener Q&A #14 – Episode 232

Why your financial advisor should do more than just put money in your investment accounts.   On this episode of...

What COVID Has Revealed About Investor Biases – Episode 231

Will an increased awareness about different types of risk affect your investment decisions?  On this Dentist Money™ Show, Reese and...

Before You Defer Your Mortgage Payments, Listen to This – Episode 230

Refinance or forbearance? What home loan strategies work best in today’s lending market? On this episode of the Dentist Money™...

Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...

How can you stay competitive through reinvestment?

Your biggest investment is your practice. So why do too many dentists neglect to think about their practice in financial...

4 Tips to Stay Ultra Productive During Quarantine – Episode 226

Have you ever thought, “If I only had some extra time, here’s how I’d improve my practice!” Well, you’ve got...

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.

How are low collections and down markets similar?

In this video clip, Reese Harper and Ryan Isaac point out how dentists—while looking forward to the long-term benefits of...