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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Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.

Volatile Market & COVID-19 Discussion

Join Reese Harper and a panel of dental industry experts for a discussion about how dentists should respond to the...

Monthly Financial Elements® – Liquidity (Lt)

Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.

Monthly Financial Elements® – Taxes (Tr)

Join Ryan Isaac, for a discussion about Taxes (Tr), one of the key Elements® of an optimized financial plan.

Monthly Financial Elements® – Insurance (Ir)

Join Ryan Isaac, for a discussion about Insurance (Ir), one of the key Elements® of an optimized financial plan.

Monthly Financial Elements® – Financial Independence (Tt)

Join Ryan Isaac, for a discussion about Financial Independence (Tt), one of the key Elements® of an optimized financial plan.

Monthly Financial Elements® – Personal Spending (Br)

Join Ryan Isaac, for a discussion about Personal Spending one of the key Elements® of an optimized financial plan.