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.

Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...

5 Retirement Costs You’re Probably Overlooking

This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...

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 Should You Do if a DSO Offer Comes Your Way? – Episode 297

Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number...

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...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...

What’s the Very Least You Should Save? – Episode 295

A live-for-today lifestyle (or a desire to finance a dream house) has some dentists asking, “What’s the minimum amount I...

How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...

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...

I Bought Permanent Life Insurance, Now What? – Episode 293

Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look...

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...