Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP®, and Matt Mulcock, CFP® to how you can gain the upper hand when investing in the stock market.

Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist MoneyTM Show podcast and author of the “Money Matters” blog. Matt will discuss the narratives pervasive in the dental community that hinder a dentist’s ability to build wealth.

Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist MoneyTM Show podcast and author of the “Money Matters” blog. Matt will discuss the narratives pervasive in the dental community that hinder a dentist’s ability to build wealth.

Join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP® and Matt Mulcock, CFP® to discuss important deadlines and checklist items that need to be on your financial radar.

Ryan Isaac, CFP® will be presenting at the 79th Annual NASDA Convention Dental Student Presentation & Round Table Discussions in San Diego, California. The National Association of Seventh-day Adventist Dentists (NASDAD) is a non-profit Christian organization composed of Seventh-day Adventist dentists, dental hygienists, and associated members who share a common vision, to emulate Christ while in the pursuit of excellence in professional competence, spiritual endeavors, family relationships, and community outreach.

The Mommy Dentists in Business Social Summit event will serve as a meeting where mommy dentists can learn, socialize, and share best practices in the world of dentistry! Dentist Advisors is thrilled to be attending as a presenter and working with Dr. Grace Yum in putting on one of the best events of the year for these hard- working mommy dental professionals!

Will Gochnour, CFP and Dave Monahan, the CEO and founder of Kleer will explore real data from practices like yours, and look at how the most important metrics for visits, procedures, production, and collections vary widely across insured patients, fee-for-service patients, and membership plan patients.

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and all things relating to student loans.

Will Gochnour, CFP®, and Taylor Sutterfield, CFP will be presenting on the Foundations of a Wealth Building Mentality at the upcoming Shared Practices Mastermind Summit. Shared Practices collaborates with Students, Pre-Owners, Owners, and many others in the dental space to produce meaningful results that bring value and happiness to everyone it touches. Join this elite community to learn long-lasting principles from leaders who view things holistically, prioritizing thoughtful strategy over fleeting gains.

Productive Calibration Program for Dentists and Team achieve optimal health for your business, your patients – and YOU!

Join us with our partners Bridge Dental Group for an evening of great food and discussion about the common questions dentists face when evaluating a DSO offer in the context of their retirement goals. Sponsored by DentalDash.

Join Dentist Advisors at the annual Vincent Orthodontics Crossbite Open Golf Tournament and Education Night.