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

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...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...
Topics: Behavioral Finance

Uncertain Times

I wasn’t sure what I was going to write about this week and was thinking about different topics when this...

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

Post-Pandemic Marketing Strategies – Episode #324

Most people search for answers to three simple questions when looking for a dentist. To successfully market your practice, you...
Topics: Practice Management

Is Your House a Good Investment?

For the majority of Americans, their home is their biggest financial asset. And it’s not really that close. For the...

Gain by Giving

He owned a villa in Tuscany, a private island in New Zealand, and a penthouse in San Francisco. He drove...

What Dentists Want to Know — Listener Q&A #24 – Episode #323

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take on staff bonuses, retirement contributions, and...
Topics: Retirement Plans, Taxes

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

What Do You Want To Do?

Morgan Housel has written that, for him, the highest form of wealth is the ability to wake up every morning...