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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: May, 2023
May 31, 2023

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence. They are financial woozles. On this episode of the Dentist Money™ Show, Ryan and Matt shine the light on several financial woozles that could prove costly if you continue to believe them. When you don’t understand the truth, mistakes will always happen.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

 

May 26, 2023

Welcome to Two Cents, a new podcast that takes a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor define the term recession and include some additional parameters to what might consistute one. Plus, they take a closer look at the recent run-up of technology sector stocks. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

May 24, 2023

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain taxes owed from selling profitable assets. So how does this tax strategy work and should every investor be using it? On this episode of the Dentist Money™ Show, Ryan and Rabih get into the nitty-gritty of how to use tax-loss harvesting strategies in your portfolio.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

May 19, 2023

On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother and wife, Ashley reveals what inspired her vision to do dentistry differently. She is the founder of Smile & Co., a space to laugh and have fun, all while delivering outstanding dental care. 

 

 

May 19, 2023

Welcome to Two Cents, a new podcast that takes a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will take a closer look at what is involved in the current debt ceiling discussions; look at the latest on the inflation front; and discuss the potential ramifications of Robin Hood's move to 24-hour trading. 


Need answers to your financial questions but not ready for a full-service wealth manager?
 Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

May 17, 2023

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget the issues that come when selling a practice. A lot can go wrong.

On this episode of the Dentist Money™ Show, Ryan welcomes dental-speciific attorney David Cohen to talk about legal concerns that come with ownership.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

May 12, 2023

Welcome to Two Cents, a new podcast that takes a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake discuss headlines that may affect the market and your money; debate who is happier, homeowners or renters; and examine what Warren Buffet and Charlie Munger said at the 58th Berkshire Hathaway investor meeting. 


Need answers to your financial questions but not ready for a full-service wealth manager?
Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

May 10, 2023

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find themselves with access to extra cash? And, what traps might await a dentist who is in practice accumulation mode? On this listener Q&R (Question and Response!) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

May 3, 2023

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and coming back, it should.

On this episode of the Dentist Money™ Show, Ryan welcomes Paul Lowry of Dental Menu. There’s a big difference between Groupon-like discount plans and a Netflix-style membership plan that actually improves patient retention.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

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