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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: 2023
Dec 29, 2023

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

On this show Matt, Victoria, and Rabih look at the economic factors that drove market returns in 2023 to a surprising high, wonder whether the fight against inflation may be slowing with interest rates predicted to go down in 2024, and explain why they believe hanging out with friends more in the coming year should be part of your New Year’s resolutions.


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.

Dec 27, 2023

On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The Making of ___” conference, Kiera Dent, Josh Scott, and Dr. Ashley Joves who offer their million dollar advice for dentists.

And to get a sample of what’s in store for you at June’s Dentist Money Summit, hear how they answer the question, “What does it mean to live a rich life?”


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.

Dec 22, 2023

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

On a show more focused on personal reflection, Matt gathers the entire Dentist Advisor advisory team to take a look back at what happened in 2023 to help them grow individually; and to then take a look ahead at the personal improvements they want to make for 2024. 


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.

 

Dec 20, 2023

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often top of mind. Every dentist should understand how to use tax deferrals and tax deductions to keep their taxes as low as possible.

On this Dentist Money Show, Ryan and Matt look at several tax strategies dentists can use that will help them keep more of their hard-earned money.  


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.

Dec 18, 2023

Enjoy a replay of another one of our most popular Dentist Money Show episodes.

Can you find financial calm when everything seems so unstable? On episode #237, Reese and Ryan talk about why a carefully constructed portfolio that fits your personality and long-term goals can help you feel confident when others have the stock market jitters.


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.

 

Dec 15, 2023

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



On this show Matt, Victoria, and Rabih delve into the latest unemployment and inflation numbers and explore why the FED remains so calm when it comes to the economy. And they examine why the overload of decisions every individual faces daily causes fatigue, diminishing our ability to make sound choices as the day progresses.


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.

Dec 13, 2023

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would be good to know what the full process is like. On this Dentist Money Show, Matt and Jake get an in-depth look at what it takes to buy a practice from a dentist who recently became an owner. Abhishek Desai shares insights into what he learned on his long journey to ownership.


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.

  • The guest being interviewed on this episode is a client of Dentist Advisors.

  • No cash or non-cash compensation was provided in connection with our guest’s participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on November 8, 2023, including the guest’s favorable testimonial of Dentist Advisors.

  • Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors’ use without any payment or arrangement for compensation, discounts, or other benefits.

 

Dec 9, 2023

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

On this show Matt, Will, and Rabih look at the reasons why the market has been so bullish lately; talk about what’s behind the surge in sports betting; and offer a few tips on how to handle money when in a 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.

Dec 6, 2023

Is it a good financial move to pay off your mortgage early? What exactly are the tax advantages of 529 qualified tuition plans? And, where do precious metals and crypto fit when trying to build a diversified portfolio?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questions from our loyal listeners.


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.

Dec 4, 2023

Enjoy a replay of another one of our most popular Dentist Money Show episodes.

The amount you save is a key indicator of whether you are on the path to financial security. On episode #219, Reese and Ryan look at the many reasons why your savings rate is so closely tied to both your debt and your ability to invest throughout your career. Plus, they offer a few suggestions to help you move your net worth forward by saving more.


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.

Dec 1, 2023

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

On this show Matt, Jake, and Rabih provide an introduction to the Volatility Index (VIX) which measures expectations about the future ups and downs in the market; give historical data to help answer the questions “Is it a bad time to buy a house?” and “Will there be a better time?”; and examine which dog breed gives you the best bark for your buck?

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.

 

Nov 29, 2023

Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and “stealing peoples’ hope”. And it has received a chorus of unified denunciations from advisors.

On this Dentist Money Show, Ryan, Matt, and Victoria talk about the flaws in Ramsey’s argument and look at why he’s getting so much push-back about this advice.


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.

Nov 24, 2023

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

On this show Matt, Jake, and Rabih talk about why investor expectations are shifting when it comes to interest rates and how that's led to a rally for the S&P 500; and they look at the death of Mint, the latest personal finance budgeting app to get discontinued, and why budgeting is so hard to sell—and do.

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.

Nov 22, 2023

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA. What is it? How is it calculated? And most importantly, what discrepancies can alter the formula at the time of a sale?

On this Dentist Money Show, Ryan and David Haynes, of Menlo Dental Transitions, talk about why EBIDTA serves as only a starting point for a practice sale.


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.

Nov 20, 2023

After eight years at the mike and 400+ Dentist Money Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular.

As a dentist, you run a small business, one that requires expensive equipment and presents you with different liability issues. And your high income means you need to consider how to replace it in the case of the unexpected. On episode #229, Reese and Ryan review all of the typical policies a dentist might need—and provide you with a sensible strategy for how to approach your insurance needs.


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.

Nov 17, 2023

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

On this show Matt, Victoria, and Rabih give a market update and explain
which three sectors are driving its current growth; look at the 4% Rule and why Dave Ramsey disagrees with it—and why they disagree with Dave Ramsey; and reveal why projecting when a person might retire proves to be so difficult to forecast.


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.

 

Nov 15, 2023

I want to sell my practice to an associate. What issues should I be considering if I want to finance the sale? How much net worth should a normal dentist accumulate for retirement? And, at what point can I drop disability insurance?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questions from our loyal listeners.


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.

Nov 10, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the earnings trends for the current quarter; talk about Safe Moon, the latest crypto scandal; and discuss what caused WeWork to file for bankruptcy.


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.

Nov 8, 2023

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only 40% feeling that their retirement savings are on track. Can anything be done to prevent catastrophe?

On this episode of the Dentist Money™ Show, Ryan and Matt look at the SECURE Act 2.0 and the benefits it adds to 401(k), IRA, Roth, and other retirement plans.


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.

Nov 6, 2023

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. 



On episode #222, Reese introduces Matt Mulcock. If you’ve ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors’ holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors.


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.

Nov 3, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we’re seeing during the Q3 “earnings season”; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness.


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. 

Nov 1, 2023

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back!

On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls problem—and how to solve it.


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.

 

Oct 30, 2023

Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life".

Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy. 

Dentist Money Summit
Park City,Utah
June 20 - June 23, 2024

Register today--Early Bird Special ends on 10/31! Save $100 per ticket. 

DentistMoneySummit.com

Get away from the grind and gain clarity about your financial strategy and purpose!

Oct 27, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih examine why interest rates continue to go up; look at what is causing student loan servicers to struggle getting their programs back up and running; and talk about entrepreneurial regrets. 


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. 

Oct 25, 2023

Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can do to avoid money’s Grim Reaper. On this episode of the Dentist Money™ Show Ryan and Matt look at how Americans are handling their finances and why saving for retirement and for emergencies terrify those who can’t seem to get their finances organized.


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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