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
Is this the biggest lie in personal finance?
Even if you’ve heard a claim repeated so often you believe it must be true, if the supporting evidence is...
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...
How do you use tax-loss harvesting?
Is tax-loss harvesting a strategy for every stock market investor? Be sure you consider these issues before utilizing tax-loss harvesting...
DAP2 #5: A Different Vision for Dentistry with Dr. Ashley Joves – Episode #395
On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother...
Does your office lease contain this deadly trap?
If you are considering selling your practice in the future, your lease agreement could actually negatively affect the sale. Here’s...
Could Your Lease Agreement Affect Your Ownership? – Episode #393
Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...
Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...
Why is financial planning opportunity planning?
How does following sound financial principles prepare a dentist for unseen expansion opportunities—and what traps might await if they are...
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...
Discounts vs Membership: What Do Patients Really Want? – Episode #390
Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and...
Is “How much do I need to retire? the right question?
“How much do I need to retire?” When planning, it is one of the biggest questions people ask. But planning...
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...