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.

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...

Monthly Financial Elements® – Qualified Term (Qt)

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

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.

April Fools: Don’t Get Tricked into These Financial Blunders – Episode 225

Don’t make these foolish mistakes in April—or at any other time. For an April Fools Day episode of the Dentist...

Don’t Let Social Distance Keep You from Building Your Practice – Episode 224

Learn how to create opportunities for your practice during turbulent times On this episode of the Dentist Money™ Show, Ryan...

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Answered: Current Questions About COVID-19 and Markets – Episode 223

Looking back we’ll see “historic times.” But here’s what you need to know right now. The effect of COVID-19 on...

The Difference Between Holistic Planning and Asset Management – Episode 222

Ever wondered how your money might be handled by a large asset management firm? It’s a Dentist Money™ Show first...

Are PPOs Worth the Hassle? – Episode 221

Is there any way to take the frustration out of dealing with PPOs? On this episode of the Dentist Money™...