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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The Secret to More 5-Star Reviews from Your Patients – Episode #327

It’s been said, “If Google doesn’t like you, nobody does.” And it may be true as today people read reviews...
Topics: Practice Management

Taxes!

It’s tax season! That dreaded time of year where everyone has to sit down, do an accounting of last year’s...

Harder Than It Looks

We always knew we wanted kids—just not for a while. My wife was working on becoming a physician assistant. I...

Does This Really Work? Overcoming Trust Issues with Your Financial Plan

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss creating an investment and financial plan strategy as an early career dentist,...
Topics: Finance 101, Saving

Is There Balance in Your Balance Sheet? – Episode #326

What’s your wealth building reality? Are you on the asset-accumulation-fast-path, or a living-for-today-crawl? Here’s how to know how you’re really...
Topics: Practice Management

Financial Vegetables

​​For most kids, at least the kids I grew up around, the idea of eating vegetables is not an appealing...

Where Do I Start?

Where do I start? It’s such a simple financial question that most are afraid to ask. The ubiquity of money...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...
Topics: Behavioral Finance

Uncertain Times

I wasn’t sure what I was going to write about this week and was thinking about different topics when this...

Is it Time to Sell?

Should you be thinking about selling your investments in the stock market? I’m hearing this question more and more lately....

4 Common Mistakes Made in Commercial Real Estate

Matt Mulcock, CFP®, and Adam Watts, discuss how to maximize the value of your practice's real estate and how to...
Topics: Practice Value, Real Estate

Post-Pandemic Marketing Strategies – Episode #324

Most people search for answers to three simple questions when looking for a dentist. To successfully market your practice, you...
Topics: Practice Management