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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Looking for a Quick Buck or Real Wealth? – Episode #329

Do you daydream about finding a quick road to riches? Or, like Warren Buffet, do you know, “There is nothing...
Topics: Behavioral Finance

What Dental School Didn’t Teach You About Running a Practice

Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...
Topics: Practice Management

Paying Down Debt

A primary goal of my weekly newsletter is to help money topics feel more approachable and digestible for my readers....

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

Financial Vegetables

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

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

Is Your House a Good Investment?

For the majority of Americans, their home is their biggest financial asset. And it’s not really that close. For the...

What Dentists Want to Know — Listener Q&A #24 – Episode #323

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take on staff bonuses, retirement contributions, and...
Topics: Retirement Plans, Taxes

Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...
Topics: Economy, Investing

Financial Fiery Pits of Hell – Episode #321

Give a small financial flame enough fuel—being careless with multiple accounts, misunderstanding the principle of risk—and soon you have a...
Topics: Getting Organized

Does Your Membership Plan Suck?

In this webinar Will Gochnour, CFP®, and Paul Lowry, discuss the common traps in membership plans, and how you can...
Topics: Taxes

Try This if Goal Setting Isn’t Working – Episode #320

After working on New Year’s resolutions for a couple of weeks, how are you doing? Do you feel setting goals...
Topics: Getting Organized