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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Do Dave Ramsey’s “Baby Steps” Apply to Dentists?

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their...
Topics: Dave Ramsey, Finance 101

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...
Topics: Estate Planning

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Topics: Retirement Plans

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...
Topics: Practice Management

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...
Topics: Investing

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...
Topics: Practice Management

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.
Topics: Retirement Plans

Time to Get Real: Here’s What Authentic Marketing Looks Like

In this webinar, Ryan Isaac, CFP® hosts Michael Anderson, Co-founder of Wonderist Agency. Together they share techniques to improve dentists'...
Topics: Practice Management

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

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

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...
Topics: Liquidity

How to Hire and Develop Your Dental Practice A-Team

In this webinar, Ryan Isaac, CFP® hosts Keira Dent from Dental A-Team, as they discuss how to hire and develop...
Topics: Practice Management