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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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

Here’s What You Need to Know About Bonds – Episode #362

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you...
Topics: Investing

The Stock Market Is a Casino and You’re the House

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to how you can...
Topics: Investing

Don’t Be Frightened By Estate Planning – Episode #360

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider...
Topics: Estate Planning

Join the Fight Against Oral Cancer – Episode #358

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral...
Topics: Practice Management

Important Stuff to Do Before the End of 2022

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to discuss important deadlines...
Topics: Finance 101

The Journey of a Dental Industry Entrepreneur – Episode #357

Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes...
Topics: Practice Management

Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...

Patient Behavior 101: The Psychology of Payment Plans and Dental Coverage

Join Will Gochnour, CFP®, and Dave Monahan, CEO and founder of Kleer, to learn the mechanics of dental coverage and...

A Litmus Test to Avoid Self-Serving Advisors – Episode #354

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
Topics: Advisors

What I’m Into

While I’m taking some time off, I figured it’s a good time to do another post about some of my...

Small Changes That Lead to More Profits – Episode #353

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources,...
Topics: Practice Management