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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, 2025
May 31, 2025

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


On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: whether to buy a car now or wait, as tariffs, new car models, and raw material prices continue to rise each month. They wrap up with a conversation on the definition of the American Dream and how the definition of success is evolving in modern society. 

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.

May 28, 2025

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and making sure your money reflects your values. Tune in to help bring clarity and intention to your spending habits, ultimately leading you to more freedom and better retirement 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.

May 24, 2025

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


On this episode of Dentist Money's Two Cents, Matt, Jake, and Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from what they learned in school) and what the largest individual cost to raise a child is. They wrap up with a conversation about the unprecendented challenges that face first-time homebuyers and discuss ways this could get solved. 

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.

May 21, 2025

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for some tax tips, stress-reducing strategies, and financial planning insights every dentist should know.

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.

May 19, 2025

In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can control, such as optimizing tax strategies.​

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.

May 17, 2025

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


On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses and your everyday life—and wrap up with insights on the proposed federal budget and its potential economic impact.

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.

May 14, 2025

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. He highlights some strategies to overcome burnout, create a strong team culture, and embrace mentorship. Tune in for strategies on how to create a meaningful and successful dental practice.

Check out Dr. Ben Friberg’s book here!

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.

May 10, 2025

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 discuss the recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' commitment to philanthropy and his announcement that he will give away all of his money. They delve into the philosophy of money, exploring its purpose and the impact of wealth on personal identity and values. 

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.

May 7, 2025

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discomfort and ambiguity can be catalysts for personal growth and why building resilience is essential in today’s changing world. Whether you’re navigating life changes or simply trying to make better choices under pressure, tune in to hear some valuable tools and perspectives to help you move forward with confidence.

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.

May 5, 2025

In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And he highlights the value of staying the course and avoiding emotionally driven 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.

May 3, 2025

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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners to offset losses against active income. And finally, they emphasize the importance of focusing on long-term asset ownership over short-term market moves.

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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