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.

Advice Dentists Want vs Advice Dentists Need – Episode 266

  When it comes to financial advice you may think you know what you need—chances are you’re wrong! Dentists looking...

Two Powerful Tips to Help You Reach Your Financial Resolutions – Episode 265

It’s time to set some goals. Learn two proven ways to make successful financial resolutions. On this episode of the...

4 Financial Signals that Can Distract You from Accumulating Wealth – Episode 251

Are you confident you’re following the right financial indicators on your road to retirement?  On this episode of the Dentist...

Why Are Process and Benchmarking Important to Financial Planning?

In this podcast, Reese Harper and Ryan Isaac look at how benchmarks can strengthen a financial plan. How do you...

Want to Get Stronger Financially? Use These Benchmarks. – Episode 242

Benchmarks are a positive way to get you financially motivated and keep you going. On this episode of the Dentist...

Monthly Financial Elements® Webinar – Debt (Dr)

Join Ryan Isaac for a discussion about Debt (Dr), one of the key Elements® of an optimized holistic financial plan.

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.

Does your advisor know your whole net worth picture?

Because a dentist’s personal and practice finances are so interlinked, it’s critical a financial advisor understands your whole net worth...

Graduating Dental School During the COVID-19 Pandemic?

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.