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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How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.
Topics: Retirement Plans

Should You Pay Off Your Mortgage Early?

If you haven’t noticed, houses have been on my mind lately. I wrote about them last week and I’m going...

How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288

On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve...
Topics: Insurance, Investing

Estate Planning in Plain English – Podcast Episode 287

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show,...
Topics: Estate Planning

This is Why You Invest

I was having a conversation with my parents the other day and, as often happens these days, the subject turned...

Time to Get Real: Here’s What Authentic Marketing Looks Like

In this webinar, Ryan Isaac, CFP® hosts Michael Anderson, Co-founder of Wonderist Agency. Together they share techniques to improve dentists'...
Topics: Practice Management

Chiming in on the Crypto Craze – Podcast Episode 286

On this episode of the Dentist Money™ Show, Ryan and Matt take on crypto. It’s the latest investment obsession with...
Topics: Investing

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

Can You Save Too Much?

In a recent conversation I had about preparing for the future, I was asked if it’s possible to be saving...

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