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


Upcoming live professional development CE webinar


May 9, 2024

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for an insightful webinar that could save you thousands.

Save Your Spot



When is the Right Time to Hire a Financial Advisor?

Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Topics: Advisors

Advanced Practice Management Solutions to Create More Cashflow

Ryan Isaac welcomes Scott Leune to discuss specific operations and practice management systems that can increase practice profitability.
Topics: Finance 101, Investing, Market

Spreading Out the Risk: A Deep Dive Into Commodities

Matt Mulcock, CFP®, and a panel of financial professionals for a CE webinar discussion about the state of market and...
Topics: Investing

Dentist Money™ Show Live

Watch live as Ryan Isaac and Matt Mulcock welcome Rabih Dimachki to address the most common financial questions being asked...
Topics: Economy, Investing

Stocks 101: Staying Calm in an Uncertain Market

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss current stock market behavior and how to not only keep a level...
Topics: Finance 101, Investing, Market

3 Tools to Maximize Your Case Acceptance

Will Gochnour, CFP®, and Kiera Dent, CEO of Dental A-Team, discuss about team efficiency and achieving maximum case acceptance!

Does This Really Work? Part 2: The Career Path of a Successful Dentist

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about navigating your dental career and how you can achieve your financial...
Topics: Early Career, Practice Management

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...
Topics: Practice Management

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,...
Topics: Finance 101, Saving

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

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

Does Your Membership Plan Suck?

In this webinar Will Gochnour, CFP®, and Paul Lowry, discuss the common traps in membership plans, and how you can...
Topics: Taxes