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.

What are the tradeoffs between time and money?

Feeling guilty about overspending? Learn how the yin/yang of time and money becomes more balanced as your career progresses. Listen...

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...

Some Thoughts on Spending

Let’s talk about spending. As is common, my desire to share a few thoughts on spending comes from stuff I’ve...

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...

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...

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...

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.

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,...

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...