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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Do Dave Ramsey’s “Baby Steps” Apply to Dentists?

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their...
Topics: Dave Ramsey, Finance 101

Dental Finance 101: Every Investor Needs to Take Some Risk

By Dentist Advisors

There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...
Topics: Finance 101, Investing

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

What’s Your Financial Kryptonite? Here’s How to Beat It

We each have personality types that either positively or negatively affect our financial behavior. Recognizing the traits that may stunt...
Topics: Finance 101, Investing

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

The Dentist’s Year-End Financial Planning Checklist

Join Ryan Isaac & Matt Mulcock for a discussion about the unique financial challenges and opportunities for dentists in the...
Topics: Finance 101, Taxes

Elections and the Stock Market

Join Ryan Isaac and Matt Mulcock for a webinar discussion about the unique financial challenges and opportunities for dentists this...
Topics: Finance 101, Investing

5 Habits of Wealthy Dentists

As a dentist, clinical production, practice management, and team-building responsibilities probably occupy the majority of your time. Where do you...
Topics: Advisors, Finance 101

Dental Finance 101: You’re a Dentist First, Do What You Do Best

By Dentist Advisors

You’re a busy dentist who has put a decade and several hundred thousand dollars or more into schooling. And many...
Topics: Finance 101, Getting Organized

Dental Finance 101: Where Does All the Money Go? (Or, How Does Your Income Pie Get Divided?)

By Dentist Advisors

I still remember where I was when I found out my wife and I were expecting our first child. Let...
Topics: Finance 101

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...
Topics: Cash Management, Finance 101

Dental Finance 101: Compound Interest, the 8th Wonder of the World

By Dentist Advisors

Here in Utah, we love our mountains. During the summer, we love biking along the Wasatch Crest and boating in...
Topics: Finance 101