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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.


What Dental School Didn’t Teach You About Running a Practice

Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...

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...

The Secret to More 5-Star Reviews from Your Patients – Episode #327

It’s been said, “If Google doesn’t like you, nobody does.” And it may be true as today people read reviews...

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,...

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...

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...

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...

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...

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...

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...

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...

Financial Fiery Pits of Hell – Episode #321

Give a small financial flame enough fuel—being careless with multiple accounts, misunderstanding the principle of risk—and soon you have a...