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The Dentist Money Show | Financial Planning & Wealth Management

Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Now displaying: Page 1
Dec 7, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrency as a speculative asset. They then revisit the definition of an "accredited investor" and clarify a misstatement from a previous episode of The Dentist Money Show. Finally, they react to the recent Texas court ruling that paused the FinCen BOI reporting requirement. 

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Dec 4, 2024

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in to hear some of the factors every dentist should understand before entering the world of private equity.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Dec 2, 2024

TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped"

In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 30, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Jake, and Rabih run through current economic updates, and they analyze the federal reserve's recently released financial stability report. They continue with the annual tradition of breaking down how much a Thanksgiving meal costs in 2024. Finally, they discuss Jake's latest blog post where he wrote about living without regret and the common regrets people have.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 27, 2024

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition. 

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 23, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt and Rabih run through the current stock market analysis. Without much change in market news, they remind us that it's good reminder to check-in with your long-term investment strategy. They also react to news about the surge in dental supply stock following anti-fluoride sentiments. Finally, they break down the basics behind inflation.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 20, 2024

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth or Traditional 401k contributions? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer part two of the financial questions posed by attendees at the Productive Dentist Academy conference.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 18, 2024

TL;DR - Too Long; Didn't Read - "How Misunderstanding Taxes Could Cost You $10K or More"

In our new TL;DR series episode, Jake reads his article where he explains how misunderstanding taxes can lead to costly mistakes. Jake emphasizes that it is better to make informed choices about income and expenses rather than letting tax concerns drive decisions.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 16, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Will, and Rabih discuss the current state of the market following a significant week of volatility. They analyze various economic indicators, including inflation rates and employment claims, and how these factors influence market sentiment.  They also examine Bitcoin's dynamics, focusing on athletes who chose to receive their salaries in cryptocurrency.  Finally, they discuss the influence of global inflation on recent elections in developed countries, including the United States.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 13, 2024

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of Wealth. Daniel shares his transformative journey from personal wellness struggles to developing insights on wealth and happiness. He discusses the importance of understanding one's values, the societal pressures that prioritize wealth over meaningful experiences, and the common regrets people often face at the end of their life. He introduces the PERMA model for flourishing and highlights the epidemic of isolation. Tune in to gain actionable insights on balancing health and wealth, fostering meaningful relationships, and cultivating a life rich in purpose and joy.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors

Nov 9, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt and Rabih analyze a term coined by finance influencers and why it has major implications on the results of the election. They also dive into the economy's reaction along with Powell's press conference about Q4 for 2024. Finally, they discuss the market's reaction to the election along with the disconnect between economic data and public sentiment on the economy.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 6, 2024

What is the best way to plan for the next five years with the recession we are facing? What is the best 401k option? How do I manage debt? How to reduce monthly mortgage without refinancing? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer financial questions posed by attendees at the Productive Dentist Academy conference.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 4, 2024

TL;DR - Too Long; Didn't Read - "Why Credit Card Rewards Matter and How to Use Them"

In our new TL;DR series episode, Taylor reads his article where he discusses his passion for credit cards. He explains the importance of credit card rewards for maximizing financial benefits. Taylor provides tips on selecting the right rewards program and manage credit card usage.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 2, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Jake, and Rabih analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they review a recent study that compiled a list of the financial costs associated with achieving the American dream including purchasing cars, a house, raising kids, and saving for retirement.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors

Oct 30, 2024

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to talk about their journey in the dental marketing industry. They discuss the challenges of marketing for dental practices, the importance of authenticity, and understanding patient needs.They review current marketing trends, how to track marketing effectiveness, and misconceptions surrounding effective marketing. Learn how you can make your practice’s marketing and patient engagement strategies more effective.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Oct 26, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt and Rabih analyze election betting data, exploring how it reflects market sentiment and the underlying mathematical principles. Then, they discuss the implications of the recent E. coli outbreak on the fast-food industry and the importance of proper diversification in investments. Finally, they discuss the great wealth transfer and importance of open family discussions about money and financial planning.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Oct 23, 2024

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it's deeply intertwined with our emotions and the decisions we make. From the tulip buying craze in the 1600s, to the recent boom in crypto and NFTs, our emotions have always been a driving force in what we buy and why. In this episode, Matt, Jake, and Ryan dive into the why of making money decisions and how our emotions can impact choices without us even being aware.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 21, 2024

TL;DR - Too Long; Didn't Read - "When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund"

In our new TL;DR series episode, Will reads his article which compares your emergency fund to a backup quarterback in a financial context. An emergency fund is a savings buffer set aside for unexpected expenses or financial crises. Will goes over three tips to maximize the usage of your emergency fund.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 19, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt and Rabih review the current status of the economy using market data including: inflation indicators, unemployment rate, stock volatility, and rate cuts. Then, they continue last week's discussion on the Chinese stock market's boom and bust and discuss the recent press conference and the Chinese market reaction. Finally, they discuss the looming tax cliff and the current policy in place versus what it could revert to.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 16, 2024

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and Ryan to discuss the purpose of Elevation Association and how it all started. They talk about the importance of healthy partnerships in business and dentistry, as well as the significance of leadership and communication skills. Jared Hill and Dan Nelson share their experiences of building a successful dental practice and highlight Dental Legacy Foundations dedication to providing dental care and oral hygiene education in underserved communities around the world.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 12, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Will, and Rabih start with exploring the last two weeks of volatility in the major Chinese stock index and why it hasn't impacted the global markets on a larger scale. They discuss the recent Hindenburg report on Roblox and the business ethics behind the short. Finally, they discuss the current lawsuit the DOJ is filing against Google and why it will be a long and ongoing lawsuit. 

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 9, 2024

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money Show, Matt and Ryan break down some of the essential roles and expectations you should have for your financial advisor. They cover key qualities to look for in a financial advisor, the services they should provide, and how to establish a collaborative partnership to get the most out of the relationship.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 7, 2024

Checking back in with one of our main stage speakers from the Dentist Money Summit last June, Perrin DesPortes. Matt Mulcock, CFP® is invited to join Perrin on the Group Practice Accelerator podcast to discuss financial planning, what makes Dentist Advisors unique in the space, and share some wisdom on how you should approach financial planning.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 5, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Will, and Rabih start with an explanation of the VIX and volatility of the market around election year. They discuss the current labor strikes on major US ports and what the implications it has on inflation. Finally, they explain the latest news about the student loan forgiveness plan and the court's current desicions around it.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Oct 2, 2024

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt and Rabih dive into the common myths surrounding investing during an election year. They break down three widely believed misconceptions, explain the unpredictable nature of market reactions, and explore why political changes don't dictate long-term investment success. Whether you're feeling anxious or excited about the election, Matt and Rabih will guide you through strategies to keep your investments steady and focused on your long-term financial goals.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

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