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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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Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Liquidity, Cash Management

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Topics: Practice Transitions

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Topics: Economy, Spending, Cash Management, Getting Organized

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...
Topics: Behavioral Finance

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...
Topics: Behavioral Finance

Are 401(k)s a Scam?

By Jake Elm CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Saving, Retirement Plans

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Topics: Investing

Why Saving Enough Money is Harder for Dentists

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Bestselling author, James Clear, says, “90% of success comes from focusing on the simple and obvious things for an uncommon...
Topics: Saving, Spending, Behavioral Finance

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
Topics: Investing

Starting From Scratch with Dr. Mike and Stephanie Walton – Episode #424

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and...
Topics: Practice Transitions

Discount Plans Versus Membership Plans – What’s the difference?

Join Dental Menu's CEO and Co-Founder Paul Lowry to gain important insights on creating a membership plan that can increase...
Topics: Income, Practice Management

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...
Topics: Behavioral Finance