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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: Page 1
Jan 19, 2026

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the five points of productivity and shares a proven framework for growing your dental practice’s top line. From attracting more patients and improving case acceptance to financing treatment and building a consistent, high-producing schedule, she explains how smart systems and intentional strategy can help you increase productivity without simply getting busier.

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.

Jan 17, 2026

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, Jake, Will, and Rabih break down the topic surrounding Jerome Powell and the race for the next Fed chair, explain what the market is really pricing in for future interest rate cuts, and discuss why inflation still feels painful even as wage growth has technically kept up. They also react to Trump’s proposal to cap credit card interest rates and what it could mean for credit access, rewards programs, and consumer behavior.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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.

 
Jan 14, 2026

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They unpack the results of the qualitative benchmark data and what it reveals about dentists’ burnout, work schedules, vacations, and financial satisfaction. They discuss how dentists are defining their workload beyond clinical days, why leadership days can feel just as draining, and why burnout often persists even when dentists work fewer clinical days. Tune in to hear key takeaways about how dentists are feeling about their careers, work-life balance, vacations, savings, and more. And stay tuned for part two (coming soon!) which includes quantitative data like dentists’ average savings rate, investment balance, net worth, and 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.

Jan 10, 2026

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 give a market update from a cooling job market and slowing GDP growth to the global implications of Venezuela’s massive oil reserves. They also discuss the newly introduced “Trump accounts” for kids, exploring how these accounts aim to promote early saving and investing, along with the potential tax drawbacks families should understand before signing up. Finally, they talk about the U.S. housing crisis, including the shortage of single-family homes, new policies targeting institutional investors, and how future interest rate cuts could impact buyers.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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.

Jan 7, 2026

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing matter, and the common mistakes dentists make when  chasing deductions. This episode emphasizes the importance of proactive planning, building good habits early, and having clear communication with your advisory team as your income and career evolve. Whether you’re just getting started or planning your next chapter, this episode will help you put your taxes in the right context and make smarter decisions.

If you missed the last episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance!

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 30, 2025

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common misconceptions about risk and the danger of losing purchasing power over time. Tune in to understand how better education and portfolio optimization can lead to smarter long-term investing.

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 23, 2025

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it really takes (financially and personally) to transition from general dentistry to a specialty. They explain why understanding lifestyle and location tradeoffs is just as important as analyzing income potential, what it means to be “work optional,” and how to evaluate your readiness for a sabbatical or career reset. Whether you’re considering a specialization, contemplating a move, or reassessing your long-term goals, tune in for clarity and perspective for building the career and life you truly want.

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, 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, Will, and Rabih discuss mixed economic signals affecting today's markets, including recent unemployment, inflation data, and a potential Santa Claus rally. They also talk about major trends shaping the dental industry, from the growing demand for convenience and the rise of teledentistry, emotional dentistry, 3D printing, and the expanding role of AI. They wrap up with predictions for the year ahead and a discussion about the Super Bowl LX.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 17, 2025

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth, not chasing the lowest tax bill. They explore the common myth that returns and taxes deserve equal focus and show how overprioritizing tax savings can actually limit long-term growth. Tune in to learn a smarter, sequencing-based approach to financial planning so you can build more wealth over time. If you’ve ever felt torn between growing your portfolio vs. minimizing taxes, this episode will help you rethink your 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.

Dec 13, 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 break down the Federal Reserve's latest projections, what slower GDP growth means for interest rates, and how current economic conditions affect the dental industry. They also talk about shifts in the dental workforce and address upcoming changes to student loan repayment as the SAVE plan nears its end.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 10, 2025

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the 10 core financial principles that we still believe in today. They break down why many dentists still feel stressed even after hitting their income goals, how rising targets can create new layers of pressure, and why true satisfaction often comes from aligning expectations, not just increasing earnings. The conversation highlights the advisor’s role in helping clients define meaningful financial goals, manage stress around money, and find confidence beyond the numbers. After over 700 episodes, millions of downloads, market cycles, and plenty of mistakes, tune in for 10 things we still believe 10 years later and stay tuned until the end for a special thank you and surprise!

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, 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 Rabih break down key economic predictions for 2026 and highlight the possibility of a “new economy” marked by steady growth, stable interest rates, and consumer spending. They also talk about why home prices are unlikely to fall despite a challenging market for first-time buyers and examine shifting trends in cryptocurrency, including major outflows and Bitcoin’s increasing separation from tech stocks.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 3, 2025

On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down why proactive, year-round tax planning is one of the most powerful tools dentists have for reducing stress and maximizing wealth. They explain the difference between playing offense and defense with your taxes, highlighting the common mistakes that lead to surprise bills, cash flow issues, and missed opportunities. Tune in to understand the importance of mastering quarterly tax payments, and why integrating your advisor and CPA can help avoid conflicting guidance.

If you missed the last three episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance!

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, 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, we have a Thanksgiving panel with Matt, Will, Jake, Lauren, and Rabih to reflect on the holiday, share timely market updates, and break down the shifting costs of a classic Thanksgiving dinner. They highlight the evolving Black Friday trends, with more shoppers moving online, and discuss how the Federal Reserve decisions are influencing market volatility. Finally, each panelist shares what they are grateful for, emphasizing health, resilience, and personal growth through a challenging year.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 26, 2025

On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs before putting their money on the line and explain why clever sales pitches can make risky deals look appealing. They share how dentists can see past the hype by evaluating the real business model behind an investment and recognizing when excitement outweighs substance. This episode offers practical financial planning advice for dentists who want to protect their wealth, make informed investment choices, and build long-term financial confidence. Tune in to discover how to safeguard your money and peace of mind.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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, 2025

In our new TL;DR series episode, Jake reads his blog post where he explains that dividends are periodic payments made by companies to shareholders. He emphasizes that while dividends may feel like "free money," they're actually a return of the company's capital rather than pure profit, meaning your overall wealth may not increase simply by receiving them. Tune in to learn more about how dividends actually work.

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, 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 and Rabih talk about the recent spike in market volatility and discuss how rising umemployment could influence future interest rate cuts from the Federal Reserve. They also talk about a real-world DSO fraud case in Colorado and remind listeners to be cautious and evaluate corporate risk. Finally, they share important updates to retirement contribution limits for 2026 and explain how the catch-up contributions can be valuable.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 19, 2025

On this episode of The Dentist Money Show, Bryton Nield and Bob Spiel from Hiring Pros join Matt to unpack what it really means to hire with intention. They dive into why so many dentists struggle with hiring, how poor decisions can impact team culture and stress levels, and what steps practice owners can take to build a strong, cohesive team. They talk about how to define your ideal candidate and create a structured onboarding process. Tune in to learn how intentional hiring can transform your practice from the inside out.

Check out Hiring Pros here!

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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, 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, Sean, and Rabih break down the ripple effects of the recent government shutdown. They also talk about the proposed 50-year mortgage, a policy aimed at improving housing affordability but also raises questions about long-term financial consequences. And finally, they touch on the end of the penny's production, discussing whether it may soon become more valuable as a collectible. Tune in for the past week's financial headlines!

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 12, 2025

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional side of money and why even smart, successful people struggle to talk about it. They discuss how emotions influence financial decisions, why simplicity often beats complexity, and how understanding your values can lead to more meaningful money choices. Carl shares insights from his new book, “Your Money: Reimagining Wealth in 101 Simple Sketches,” which uses simple sketches to inspire deeper human conversations about money.

You can order Carl's new book here! If you would like to order in bulk, you can receive a 5% discount by using the code YourMoney5 at checkout here!

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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, 2025

In our new TL;DR series episode, Will reads Lauren's article where she breaks down four key strategies to help dentists regain balance and confidence with their money: building a financial buffer, creating a personalized financial system, protecting long-term goals, and delegating to trusted professionals. This article highlights how intentional planning and smart delegation can reduce stress, prevent decision fatigue, and help dentists achieve lasting financial peace of mind.

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, 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 Rabih discuss the growing risks surrounding NVIDIA, exploring how financial engineering and shifting market sentiment may be influencing its stock value. They also take a closer look at dividends—clearing up common misconceptions about their true nature and explaining why they’re not simply “free money” but rather a return of capital. Finally, they analyze dentistry current trends in hiring, patient flow, and overall economic confidence among dentists.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 5, 2025

On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a dental practice: hiring and managing associates. They discuss why many associateships fail to lead to ownership, the challenges that make partnerships tricky, and what dentists should consider before bringing on an associate. Tune in to learn how to navigate the challenges of hiring an associate.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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 3, 2025

In our new TL;DR series episode, Jake reads his blog post explaining that while making extra payments on your mortgage can reduce the total interest you pay and shorten the life of your loan, it’s not always the best financial move. Tune in to learn whether you value the peace of mind that comes from eliminating debt or the long-term growth potential that comes from investing.

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 1, 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 and Rabih unpack how the Federal Reserve’s recent decisions have affected Wall Street, the growing impact of the government shutdown on healthcare costs, and explore why Halloween spending is projected to hit record highs this year. Tune in to hear what these economic shifts mean for dentists.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn’t learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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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