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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It’s Time to Talk Divorce – Episode #352

Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it....
Topics: Practice Transitions

Should You Give Up a Low Mortgage Rate For a New House?

The housing market continues to be interesting to me. As most people are aware, over the past couple of years...

It’s All Relative

I’m terrible at golf. But I keep playing because I enjoy being outside with friends. I also respect the many...

How can you avoid making costly mistakes?

Ryan Isaac and Matt Mulcock look at why making hasty decisions can end up being detrimental to your financial health....
Topics: Behavioral Finance

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...

Live Partner Huddle

We have some exciting news to share and we’ll explain how you can showcase your services to our clients and...

What are the tradeoffs between time and money?

Feeling guilty about overspending? Learn how the yin/yang of time and money becomes more balanced as your career progresses. Listen...
Topics: Spending

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...

DSOs from an Insider’s Perspective – Episode #349

More and more practices are being purchased by them—and one in five dentists under the age of 35 is now...
Topics: Practice Transitions

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