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.


Upcoming live professional development CE webinar


April 25, 2024

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate, younger professional, or just looking to brush up on your financial know-how, join Ryan Isaac, CFP® and Victoria Ferguson, CFP® as they review financial fundamentals to help you navigate your finances.

Save Your Spot



Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...

How Much Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...

Financial Benchmarks: How Do You Compare to Dentists Nationwide?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.

What Separates Multi-Million Dollar Practices From the Rest?

The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn...

Learn the Basics of Bonds for Smarter Investing

Join financial advisors Ryan Isaac, CFP and Matt Mulcock, CFP and special guest Rabih Dimachki, CFA for a deep dive...

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...

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...

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 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...

Live Partner Huddle

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

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...