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.

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...

The Critical Link Between Lifestyle and Retirement – Episode #389

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer...

How Much Cash Should I Keep Around?

Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast to explore why "cash is king" of...

5 Things You Should Know About Alternative Investments – Episode #386

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of...

How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

Do You Have What It Takes to Build a Group Practice? – Episode #380

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and...

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...

What Do Your Core Values Have to Do With Money? – Episode #375

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align...

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...

Fan Favorite – 2022 Financial Benchmarks Are In! – Episode #371

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart...

What Dentists Want to Know — Listener Q&A #29 – Episode #370

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too....