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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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All Episodes
Archives
Now displaying: September, 2024
Sep 28, 2024

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


On this episode, Matt, Victoria, and Rabih introduce Pesto the penguin. They discuss the quiet week in the market after a period of constant noise and the broader implications of this. They explore why many Americans are feeling poor despite being financially stable. Finally, they discuss the investing lessons to learn from Roger Federer's tennis career. 

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.

Sep 25, 2024

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset and discuss how these lessons can be applied to everyday life. Tune in for actionable insights that will help you cultivate flexibility, embrace change, and strengthen your personal journey through the wisdom of one of the most iconic martial artists of all time.

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.

Sep 23, 2024

TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About"

In our new TL;DR series episode, Victoria reads her article which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about.

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.

Sep 21, 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 Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the inflation rate is down and the complexities of price perception. Finally, they talk about the implications of a hypothetical 'Deadlift ETF' that correlates with CEO fitness and stock market performance.


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Sep 18, 2024

On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries between personal and business finances and fostering open communication with your CPA. They dispel common myths about taxes, discussing why taxes don’t actually break dentists and the importance of tax planning to alleviate the emotional burden around tax season.

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.

Sep 14, 2024

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


On this episode, Matt, Victoria, and Rabih discuss the upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their retirement planning. Finally, they talk about what the cost of denial is and encourage listeners to take action and address their money matters, emphasizing that the pain of avoidance is greater than the short-term discomfort of facing the problem.

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.

Sep 11, 2024

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover why investing beyond your borders is essential for achieving a truly diversified and resilient investment strategy.

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.

Sep 9, 2024

TL;DR - Too Long; Didn't Read

In our new TL;DR series episode, Matt reads his latest article which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story.

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.

Sep 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, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing independently. 

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.

Sep 4, 2024

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth.

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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