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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Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...
Topics: Investing

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...
Topics: Investing

Is “How much do I need to retire? the right question?

“How much do I need to retire?” When planning, it is one of the biggest questions people ask. But planning...
Topics: Investing

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...
Topics: Investing

Why aren’t private equity investments for everyone?

With larger capital requirements, more complexity, and a greater degree of risk, should smaller, individual investors still look into alternative...
Topics: Investing

5 Things You Should Know About Alternative Investments – Episode #386

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of...
Topics: Investing

Why is the BRICS alliance in the news?

Until recently BRICS has been made up of Brazil, Russia, India, China, and South Africa. As it gets larger, should...
Topics: Investing

Real Talk With Rabih: BRICS, the Dollar, and Your Investments – Episode #385

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying...
Topics: Investing

What is the objective of the Elements scorecard?

The Elements app measures financial health and helps you get organized. Learn more about which financial categories make up the...
Topics: Investing

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...
Topics: Investing

How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...
Topics: Investing

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...
Topics: Investing