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.

Book free Consultation

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

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

Here’s When It’s Time to Hire a Practice Coach – Episode 304

Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so...
Topics: Practice Management

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...
Topics: Practice Management

5 Secrets to Becoming a Financial Power Couple – Episode 303

To make it work, you and your spouse or partner need to commit to the goals in a financial plan....
Topics: Saving, Spending

Dental Finance 101: Why Financial Products Aren’t Financial Plans

By Dentist Advisors

The busier your practice gets, and the more complicated your personal life becomes, the harder it is to properly plan...
Topics: Finance 101

What Dentists Want to Know — Listener Q&A #21 – Episode 302

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash...
Topics: Debt & Financing, Investing

Do Dave Ramsey’s “Baby Steps” Apply to Dentists?

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their...
Topics: Dave Ramsey, Finance 101

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...
Topics: Estate Planning

Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...
Topics: Practice Management

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...
Topics: Investing, Retirement Plans, Tracking Progress

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Topics: Retirement Plans