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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DSOs from an Insider’s Perspective – Episode #349

More and more practices are being purchased by them—and one in five dentists under the age of 35 is now...
Topics: Practice Transitions

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...
Topics: Advisors

Why Do Stocks Go Up Over Time?

If you’re looking for a reason to invest your money in the stock market, this graph offers a pretty compelling...

Dentist Money Reads the News – Episode #348

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...
Topics: Behavioral Finance

Some Things Never Change

There’s an old Chinese proverb called Three Men Make a Tiger and it goes like this: If one person tells...

Advanced Practice Management Solutions to Create More Cashflow

Ryan Isaac welcomes Scott Leune to discuss specific operations and practice management systems that can increase practice profitability.
Topics: Finance 101, Investing, Market

Why Financial Advice Should Be Like Dentistry – Episode #347

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...
Topics: Advisors

Live a Rich Life

In his book, The Simple Path to Wealth, JL Collins shares a parable: “Two close boyhood friends grow up and...

Finding Balance

This past week I was able to slip away for a weekend in the mountains with my family. Here are...

Real Talk with Rabih: How Does the President Impact the Market? – Episode #346

  The President has what has been called the toughest job in the world. But how much do his decisions...
Topics: Behavioral Finance

A 401K Is Not an Investment

I’ve seen more videos online than I’d care to count disparaging 401(k)s and IRAs as “bad investments”. I have one...

Where to Save for a Big Purchase

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...