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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How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...
Topics: Work Life Balance

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...
Topics: Investing

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...
Topics: Practice Management

This We Believe: 10 Financial Principles for Dentists – Episode 291

On this episode of the Dentist Money™ Show, Ryan and Matt discuss core financial truths they feel can lead to...
Topics: CE, Investing, Spending

How Concerned Should You Be About Inflation? – Podcast Episode 290

On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at inflation. They define it;...
Topics: Spending

Do I Really Need a Financial Advisor? – Podcast Episode 289

On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...
Topics: Advisors, Investing

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.
Topics: Retirement Plans

How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288

On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve...
Topics: Insurance, Investing

Estate Planning in Plain English – Podcast Episode 287

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show,...
Topics: Estate Planning

Time to Get Real: Here’s What Authentic Marketing Looks Like

In this webinar, Ryan Isaac, CFP® hosts Michael Anderson, Co-founder of Wonderist Agency. Together they share techniques to improve dentists'...
Topics: Practice Management

Here’s What Reese Harper Has Been Up To – Podcast Episode 285

On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show,...
Topics: Advisors

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...
Topics: Behavioral Finance