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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Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...
Topics: Behavioral Finance

Trying Too Hard

I stole the title of this post from an investing speech I recently read that was given at Rockford College...

Are You Prepared for Your Day of HIPAA Reckoning? with Danielle Mckinley – Episode 283

On this episode of the Dentist Money™ Show, Ryan interviews Danielle Mckinley of PCI HIPAA. Known on social media as...
Topics: Practice Management

Anything But Average

From 1926 to 2020, the average return for the U.S. stock market was basically 10% per year. Not too shabby....

3 Good Reasons (and 1 Bad Reason) to Hold Cash

As a financial advisor, I’m often asked, “Is now a good time to invest?”. This question comes during up and...

A Year in the Life of a Dentist Advisors Client – Episode 282

What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and...
Topics: Advisors

Why Saving 10% Won’t Be Enough for Dentists

This E-Guide Will Show You: Why 10% savings rate doesn’t work for dentists How dentists should scale their savings throughout...
Topics: Saving

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

Golden Nacho Advice from Dr. Paul Goodman – Episode 281

On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion...
Topics: Practice Management

How to Create Team Alignment and Practice Profitability

In this webinar, Matt Mulcock, CFP® hosts Jarom Dastrup from Dental Intelligence, as they discuss how to increase your practice's...
Topics: Practice Management

Lessons From My Robinhood Account: Part 2

It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...

The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...
Topics: Liquidity