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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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

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...
Topics: Cash Management, Saving, Taxes

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...
Topics: Taxes

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...
Topics: Taxes

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