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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Upcoming live professional development CE webinar


May 9, 2024

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for an insightful webinar that could save you thousands.

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Financial Fundamentals Refresher for Dentists

Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast for a refresher on the fundamentals of...
Topics: Finance 101

Overcome Your Staffing Struggles

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

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...
Topics: Retirement Plans, Saving

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...
Topics: Real Estate, Retirement Plans

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.
Topics: Tracking Progress

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...
Topics: Practice Management

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...
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

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

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...
Topics: Debt & Financing

Live Partner Huddle

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