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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Netflix-Style Subscription Plans Come to Dentistry – Episode 308

Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured...
Topics: Practice Management

Should You Pick Individual Stocks?

As I was perusing through Twitter the other day (something I do way too often although it’s the source of...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...
Topics: Debt & Financing, Income, Investing

The Unknown

Because it’s October, I’ve been watching a few scary TV shows and movies to get into the Halloween spirit. I’m...

Text Message (SMS) Marketing 101

Join Ryan Isaac, CFP®, host of The Dentist Money™ Show podcast, and Shannon Blake, Partner Manager of Podium, for a...
Topics: Practice Management

What Is Rebalancing and Why Is It Important? – Episode 306

As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could...
Topics: Investing

How to Talk to Your Spouse About Money

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss how to have productive financial discussions with your spouse.
Topics: Finance 101, Getting Organized

Are Houses Becoming Unaffordable?

Earlier this year I wrote quite a few posts about houses. The housing market was often on my mind because...

Are Alternative Investments for You? – Episode 305

So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know...
Topics: Investing

Confounding Compounding

Compound interest gets talked about a lot in investing. And rightfully so. It’s what allows you to turn your modest,...

Here’s When It’s Time to Hire a Practice Coach – Episode 304

Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so...
Topics: Practice Management

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...
Topics: Practice Management