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

Investing Through Bubbles

This past week I came across what I think is an incredible insight on financial bubbles: “Assets whose prices more...

How to Hire and Develop Your Dental Practice A-Team

In this webinar, Ryan Isaac, CFP® hosts Keira Dent from Dental A-Team, as they discuss how to hire and develop...
Topics: Practice Management

What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Taxable income and gross cash flow. What’s the difference and why is it important? On this episode of the Dentist...
Topics: Cash Management, CE

How to Combat Inflation

The latest round of stimulus checks was sent out in the last couple of weeks. This is now the third...

Should You Listen to an Advisor Who Earns Less Than You? – Episode 275

You make a high income, should you only get financial advice from someone who makes as much—or more? Many people...
Topics: Advisors

What’s a Diversified Portfolio?

When talking about investing and investment strategies, the term “diversified portfolio” comes up often. A friend recently brought to my...

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...
Topics: Practice Value

Learn How One Dentist Found Her Lucrative Niche – Episode 274

From start-up to cosmetics to a niche that was knocking on the door of a DSO sale, it’s one practice...
Topics: Practice Management

The Fear of Missing Out

It feels like everyone is getting into investing these days. Since the pandemic, trading activity has increased and has yet...

The Thing About Ferraris

Morgan Housel is one of my favorite writers and I reference his work all the time. He recently wrote a...

The One Thing Dr. “Nifty Thrifty” Doesn’t Want You to Discount – Episode 273

Learn why networking brings so much value to dentists who get connected with each other. On this episode of the...
Topics: Practice Management

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...
Topics: Behavioral Finance