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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Important Stuff to Do Before the End of 2022

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to discuss important deadlines...
Topics: Finance 101

Patient Behavior 101: The Psychology of Payment Plans and Dental Coverage

Join Will Gochnour, CFP®, and Dave Monahan, CEO and founder of Kleer, to learn the mechanics of dental coverage and...

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
Topics: Debt & Financing

When is the Right Time to Hire a Financial Advisor?

Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Topics: Advisors

Advanced Practice Management Solutions to Create More Cashflow

Ryan Isaac welcomes Scott Leune to discuss specific operations and practice management systems that can increase practice profitability.
Topics: Finance 101, Investing, Market

Spreading Out the Risk: A Deep Dive Into Commodities

Matt Mulcock, CFP®, and a panel of financial professionals for a CE webinar discussion about the state of market and...
Topics: Investing

Dentist Money™ Show Live

Watch live as Ryan Isaac and Matt Mulcock welcome Rabih Dimachki to address the most common financial questions being asked...
Topics: Economy, Investing

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