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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
Jul 28, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Victoria provide a market update and then take a close look at  “finfluencers” and examine how they get followers and whether you should pay attention to their opinions and content.


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. 

Jul 26, 2023

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and even your personal life run smoother. Make the wrong purchase decision and troubles await.

On this episode of the Dentist Money™ Show, Ryan welcomes Brian Hanks of Dental Buyer Advocates to talk about the mechanics of purchasing a practice.


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.

 

Jul 21, 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 into why participation in stock ownership has been stagnant since the late 1990s, plus they discuss a poll about what people feel is the best asset class for long-term investment—real estate, stocks, bonds, CDs, gold, or crypto.


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. 

 

Jul 19, 2023

Starting with changes in baseball that were highlighted by “Moneyball”, data-driven analytics have transformed sports. Can dentists learn from this analytics revolution and use data to drive more predictable practice growth?

That’s one of the questions Ryan asks George Hariri of Shared Practices and author of “Dental Moneyball” on this episode of the Dentist Money™ Show.


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.

Jul 14, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih look at the reality of what's going on in economy vs people's pessimism about the economy, and why the new income driven repayment plan SAVE (Saving on a Valuable Education) is game-changing news for dentists.

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. 

Jul 12, 2023

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can derail that money train. On this Dentist Money™ Show, Ryan and Richard Low, of Shared Practices, take a hard look at mistakes that interrupt wealth accumulation—and why today’s dentist needs an incredible level of practice and personal organization.


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. 

Jul 7, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih look at how the U.S. is dominating in terms of economic recovery and controlling inflation, plus with Rabih celebrating his first July 4th as a citizen, what American foods top his list of likes. 


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. 

Jul 5, 2023

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where should your short-term money go to get both the return and the safety that make you comfortable?

On this Dentist Money™ Show, Ryan and Rabih look at why time is the biggest factor to consider when choosing where your short-term money should go. 


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.

Jun 30, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Jake talk about why Baby Boomers are so invested in stocks. They look at savings rates in America, and they discuss why private equity deals have fallen off so drastically this past year. 


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.

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

Jun 28, 2023

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the pros and cons of typical 401(k) investment options? And when is it OK to own a permanent life policy?

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

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. 

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

Jun 23, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will talk about the recent Fed interest rate decision, look at why student loan payments are back, and discuss whether money can buy happiness.

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.

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

Jun 21, 2023

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to reduce your money worries even as you find greater enjoyment in life's meaningful moments. On this episode of the Dentist Money™ Show, Ryan and Matt explain how to lay the groundwork for a financial house that will stand the test of time.

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.

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

Jun 16, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will give an update on inflation and the markets, talk about some Dave Ramsey advice they can get behind, and discuss more about what AI's effect on society might be. 


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.

Jun 14, 2023

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a buyout overture from a DSO. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief, of McLerran & Associates, who talks about current market conditions, how to understand practice value, and why a buyout might be a good move for some dentists, but not for others.


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. 

Jun 9, 2023

Welcome to Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake consider whether the fascination with Chat GPT and AI has brought about the end of crypto. Plus, they look at how the debt ceiling resolution affects student loans.


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.

 

Jun 7, 2023

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work like bookkeeping and taxes. You also need help with strategic planning for the future. On this episode of the Dentist Money™ Show, Ryan interviews Jaime Staley whose firm, PJS & Co., offers comprehensive CFO and Controller services. 

 

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. 

Jun 2, 2023

Welcome to Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Rabih discuss the difficulties rising housing costs are causing, take a close look at the run on AI stocks, and examine the possibility of AI predicting future stock market movements.


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 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.

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