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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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

How We Feel About Money

How we think and feel about money has been on my mind a lot recently. Maybe it’s because I’ve been...

5 Secrets to Becoming a Financial Power Couple – Episode 303

To make it work, you and your spouse or partner need to commit to the goals in a financial plan....
Topics: Saving, Spending

So Much Cash

I’ve written several posts about investing trends and fads that have become popular over the past year or so. A...

Dental Finance 101: Why Financial Products Aren’t Financial Plans

By Dentist Advisors

The busier your practice gets, and the more complicated your personal life becomes, the harder it is to properly plan...
Topics: Finance 101