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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Insurance: What You Need and What You Don’t – Episode 229

How do you manage the risk of running a business? Protect your equipment? Your personal wealth? On this Dentist Money™...
Topics: Insurance

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.
Topics: Investing, Retirement Plans, Tracking Progress

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...
Topics: Practice Management

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...
Topics: Debt & Financing, Liquidity

Can You Keep Your Cool When Things Ain’t Cool? – Episode 228

Humans have an innate desire to control their surroundings. Here’s what happens when we lose that control. On this episode...
Topics: Investing

How Dentistry Will Likely Change in the Aftermath of COVID-19 – Episode 227

A market-trend expert offers thoughts on how dentistry might be different after COVID-19. On this episode of the Dentist Money™...
Topics: Practice Management

Why do you need to build your business first?

In this video clip, Reese Harper and Ryan Isaac explain why paying debt down first doesn’t necessarily help your practice...
Topics: Debt & Financing

How can you stay competitive through reinvestment?

Your biggest investment is your practice. So why do too many dentists neglect to think about their practice in financial...
Topics: Debt & Financing

How does having cash relieve stress?

When you have cash reserves, or liquid funds, you tend to view debt differently. According to Reese Harper and Ryan...
Topics: Liquidity

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.
Topics: Practice Management, Tracking Progress

How do I grow my net worth?

Growing your wealth over a career is a product of many things. In this video clip, Reese Harper and Ryan...
Topics: Getting Organized

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...
Topics: Tracking Progress