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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A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
Topics: Debt & Financing

Snap Decisions that Create Money Troubles – Episode #351

Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions....
Topics: Behavioral Finance

How to Save for Kids’ College

Since the turn of the century, the cost of college in the U.S. has risen at nearly 2.5x the rate...
Topics: Saving

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...
Topics: Saving, Spending

Some Thoughts on Spending

Let’s talk about spending. As is common, my desire to share a few thoughts on spending comes from stuff I’ve...

When is the Right Time to Hire a Financial Advisor?

Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Topics: Advisors

Dentist Money Reads the News – Episode #348

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...
Topics: Behavioral Finance

Why Financial Advice Should Be Like Dentistry – Episode #347

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...
Topics: Advisors

Finding Balance

This past week I was able to slip away for a weekend in the mountains with my family. Here are...

Where to Save for a Big Purchase

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...

Avoiding Bad Decisions During a Bear Market – Episode #343

When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start...
Topics: Investing

What I’m Into

I have a busy week coming up and you know what that means. It’s time to do another post about...