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.

Stocks 101: Staying Calm in an Uncertain Market

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about current stock market behavior and how to not only keep a...

Real Talk with Rabih #1 – Episode #328

On this episode of the Dentist Money™ Show, Ryan welcomes Rabih Dimachki, Dentist Advisors investment operations manager, for “Real Talk...

Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...

Why Seasoned Investors Don’t Worry About Down Markets – Episode #322

With its ups and downs, the market is often compared to a rollercoaster. And just like the real thing, your...

Protect Your Investments from Too Much Risk – Episode 310

  You generate income from your practice and your wealth then comes from investing that income. But what are you...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...

What Is Rebalancing and Why Is It Important? – Episode 306

As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could...

Are Alternative Investments for You? – Episode 305

So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know...

What Dentists Want to Know — Listener Q&A #21 – Episode 302

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash...

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...

What Dentists Want to Know — Listener Q&A #20 – Episode 296

Investments are the focus for all three questions on this listener Q&A episode of the Dentist Money™ Show. Ryan and...

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...