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.

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...

A Warren Buffett Investment Secret You Can Mimic – Episode 267

If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered...

Bad Decisions? Bad Luck? Or Both? – Episode 260

Are financial mistakes the result of just being unlucky?  Recorded on Friday the 13th, Ryan and Matt bring you a...

What History Says About Elections and Markets – Episode 256

The stock market usually does this after an election—no matter who wins.  An election, COVID, protests, uncertainty—on this episode of...

Do Your Favorite Song Lyrics Lead to Mo’ Money or Mo’ Problems? – Episode 254

Does the music you listen to influence your attitude towards money for good … or bad?  What do Kurt Rambus,...

4-20-2020 | Reese & Ryan Updates Oil Community Banks PPP

On this Facebook live discussion, Reese and Ryan open with a look at the pressures that have pushed oil prices...

04-16-2020 | Reese shares when the 8 week PPP loan period officially begins

On this Facebook Live, Reese examines the 8-week PPP loan period and offers a few thoughts on how you might...

04-07-2020 | Reese re-applies for PPP Loans (again)

Are you finding the PPP loan process disheartening? Reese walks Ryan through his PPP application experience as they compare notes...

04-03-2020 | My Loan Application Update

As the Dentist Advisors PPP application moves slowly forward, Reese shares some of his frustrations about the bumps he is...

04-03-2020 | Reese PPP Applied and Approved

In this Facebook Live, Reese and Ryan celebrate receiving notification of PPP funding for Dentist Advisors. To illustrate what’s involved...