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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Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...
Topics: Taxes

Protect Your Investments from Too Much Risk – Episode 310

  You generate income from your practice and your wealth then comes from investing that income. But what are you...
Topics: Investing

Good Financial Advice

Jason Zweig, long-time investment writer and author of one of the best weekly finance blogs called The Intelligent Investor, was...

The Cost of a Dream Home – Episode 309

It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing...
Topics: Real Estate

How Much Money Is Considered Rich?

The other day I was asked, “how much money do you need to have to be considered rich?” This is...

Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...
Topics: Practice Management

Should You Pick Individual Stocks?

As I was perusing through Twitter the other day (something I do way too often although it’s the source of...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...
Topics: Debt & Financing, Income, Investing

The Unknown

Because it’s October, I’ve been watching a few scary TV shows and movies to get into the Halloween spirit. I’m...

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...
Topics: Practice Management

What Is Rebalancing and Why Is It Important? – Episode 306

As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could...
Topics: Investing

How to Talk to Your Spouse About Money

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss how to have productive financial discussions with your spouse.
Topics: Finance 101, Getting Organized