Ryan Isaac, CFP®

Co-founder / Sr. Advisor

Co-Founder of Dentist Advisors and host of the Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system™.


My Content

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...

What is the objective of the Elements scorecard?

The Elements app measures financial health and helps you get organized. Learn more about which financial categories make up the...

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...

How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...

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...

How Much Wealth Do I Need to Retire?

Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We'll...

How to Maximize Your Outcome in a DSO Deal – Episode #372

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion...

Why use automatic savings withdrawals?

See how your finances compare with other dentists as you progress along your own path to wealth and why savings...

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...

Is 4% the right portfolio withdrawal rate for retirees?

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

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....