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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The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...
Topics: Practice Value

4 Profitability Tips from a Dental Intel Executive – Episode 271

When it comes to increasing profits, what’s the lowest hanging fruit in your practice? On this episode of the Dentist...
Topics: Practice Management

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...
Topics: Practice Value

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...
Topics: Behavioral Finance

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.
Topics: Finance 101

10 Tips For Growing Your Instagram Following

In this webinar, Ryan Isaac, CFP® hosts Blake Hadley, President and Founder of My Social Practice, together they will explore...
Topics: Practice Management

Financial Advice Dentists Want vs Financial Advice Dentists Need – Episode 266

When it comes to financial advice you may think you know what you need—chances are you’re wrong! Dentists looking for...
Topics: CE, Getting Organized, Tracking Progress

Dumb Things Smart Dentists Do

Join Ryan Isaac & Dr. Rich Madow for a discussion about how to avoid common pitfalls when running a dental...
Topics: Practice Management

What Dentists Want to Know — Listener Q&A #19 – Episode 264

“Backdoor” Roth IRAs or retirement funding for extra entities you own—how can you get more pop in your retirement funds?...
Topics: Investing, Retirement Plans

Be Aware of These Dentist-Specific Contract Concerns – Episode 263

Before you make a contractual mistake, learn how to dot your “i”s and cross your “t”s. On this episode of...
Topics: Practice Transitions

The Dentist’s Year-End Financial Checklist – Episode 262

What financial tax jobs need to get done before the year ends? On this episode of the Dentist Money™ Show,...
Topics: Taxes

New Year. New Money Mindset?

Join Ryan Isaac & Matt Mulcock for a discussion about how to implement simple processes for better decision making.
Topics: Finance 101, Taxes