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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Real Talk with Rabih #1 – Episode #328

On this episode of the Dentist Money™ Show, Ryan welcomes Rabih Dimachki, Dentist Advisors investment operations manager, for “Real Talk...
Topics: Investing

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

Is There Balance in Your Balance Sheet? – Episode #326

What’s your wealth building reality? Are you on the asset-accumulation-fast-path, or a living-for-today-crawl? Here’s how to know how you’re really...
Topics: Practice Management

Financial Vegetables

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

Where Do I Start?

Where do I start? It’s such a simple financial question that most are afraid to ask. The ubiquity of money...

Is it Time to Sell?

Should you be thinking about selling your investments in the stock market? I’m hearing this question more and more lately....

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

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

Why Seasoned Investors Don’t Worry About Down Markets – Episode #322

With its ups and downs, the market is often compared to a rollercoaster. And just like the real thing, your...
Topics: Investing

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

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes