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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Just Wait

I’m sure we’ve all heard the stories by now. Everyone seems to have a friend who knows a coworker that...

Here’s What Reese Harper Has Been Up To – Podcast Episode 285

On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show,...
Topics: Advisors

Why Your Neighbor’s Lifestyle is a Bad Benchmark – Episode 284

Making money or lifestyle comparisons with others can often be devastating to your finances and even your mental health. However,...
Topics: Tracking Progress

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...
Topics: Behavioral Finance

Are You Prepared for Your Day of HIPAA Reckoning? with Danielle Mckinley – Episode 283

On this episode of the Dentist Money™ Show, Ryan interviews Danielle Mckinley of PCI HIPAA. Known on social media as...
Topics: Practice Management

A Year in the Life of a Dentist Advisors Client – Episode 282

What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and...
Topics: Advisors

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

How to Create Team Alignment and Practice Profitability

In this webinar, Matt Mulcock, CFP® hosts Jarom Dastrup from Dental Intelligence, as they discuss how to increase your practice's...
Topics: Practice Management

The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...
Topics: Liquidity

4 Unsexy Truths of Comprehensive Financial Planning – Episode 279

When you need to make tough money decisions, it’s critical that you have your financial house in order. On this...
Topics: Getting Organized

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...
Topics: Liquidity

The Top 5 Mistakes Practice Owners Make – Episode 277

Don’t let these five mistakes keep you from owning a practice you love. On this episode of the Dentist Money™...
Topics: Practice Transitions