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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
Apr 19, 2024

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

The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate. Find out how much you should be putting towards each and determine the best way to tuck away those funds so they’ll be there when you need them.

Book a free consultation with a CFP® advisor who only works with dentists.

Apr 17, 2024

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness.

Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist Money Show and Shared Practices Podcast.


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.

 

Apr 15, 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 global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons why people are intimidated to start. Finally, they go through Tax Day facts, the annual dirty dozen tax scams, and what fraud claims the IRS is cracking down on.

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.

Apr 12, 2024

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs.

On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform that helps practices capitalize on AI.


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.

 

Apr 10, 2024

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant.

“Want to understand the changing world? Start with what stays the same.” So counsels Housel, a name you’ve heard many times on our podcast. And now he gets a show devoted specifically to his advice as we review Same As Ever, his new book. 

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.

Apr 8, 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 reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Mercury retrograde has any influence on the stock market.

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.

Apr 5, 2024

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

Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There are four sources that determine a practice owner’s actual income. To do any planning for the future, it’s important that you get the math right.


Book a free consultation with a CFP® advisor who only works with dentists.

Apr 3, 2024

As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations.

On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate plan basics and some major changes that are coming.

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.

 

Apr 1, 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 stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they examine why it is so hard for the human brain to start thinking and saving for retirement. 

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.

Mar 27, 2024

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings.

On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits that can come with extending your dental 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.

 

Mar 25, 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, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore trends in spending during retirement.

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.

Mar 20, 2024

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth.

On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into the current trends of DSOs and dentistry.


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.

Mar 18, 2024

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



On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. Finally, they analyze if alternative investments yield higher returns.

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.

Mar 15, 2024

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

As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examine some of their early money decisions and offer some compelling advice to their younger selves that you can use right now.

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.

 

Mar 13, 2024

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life.

On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of The Team Training Institute, explore how to succeed in the ever changing landscape of dentistry.

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.

 

Mar 11, 2024

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 discuss trading in uncertain times and the use case for Bitcoin. They explore the benefits of structured investment products, like structured notes, and the role of marketing in selling these products. Finally, they review the psychology of spencing habits and impact that they can have on personal finances.

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.

Mar 6, 2024

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral finance. Dr. Crosby explains why our brains are wired for survival and not for the complexities of investing—and what you can do to navigate that limitation. Plus he explores the influence of the media on our financial decisions and the pitfalls that come from overconfidence.

Dentist Advisors' February Book Club book was Dr. Crosby’s “Laws of Wealth” and Daniel will be a featured speaker at the upcoming Dentist Money Summit, June 21-22, 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.

 

Mar 4, 2024

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



On this episode, Matt, Taylor, and Rabih discuss the revival of Japan's economy and highlight the importance of global diversification in investing. They provide an update on the state of student loan repayments and analyze the most commonly used student loan repayment strategies. Finally, they provide their thoughts on the biggest risks for the current market.

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.

Mar 1, 2024

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

Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Show, Ryan and Matt examine the pros and cons of Simple IRAs and 401(k)s.

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.

 

Feb 28, 2024

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle.

On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women need to bridge the investment gap.


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.

Feb 26, 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 ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, they give insight to a practice owner who feels behind on their retirement savings.

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.

Feb 21, 2024

Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and creates the right reputation.

On this Dentist Money Show, Ryan talks with Laura Maly and Michael Anderson of the Wonderist Agency, a dental-specific marketing agency, about why they believe if there is harmony on the inside of your office, it will show on the outside.

Listen to learn the four pillars of culture that can create greater office unity.

Laura and Michael will be featured speakers at the upcoming Dentist Money Summit, June 20-22, 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.

Feb 19, 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 factors that contributed to the S&P 500 reaching 5,000 levels. They also explore the importance of not forgetting about old 401(k) accounts and the potential consequences of neglecting them. Then they analyze whether disability insurance is worth it and share a personal story that highlights its importance. Finally, they address the dilemma of whether to buy a house or a practice first, providing insights and considerations for dentists facing this decision.

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.

Feb 16, 2024

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

Warren Buffett is considered a superstar investor and is probably the most well-known name in the investment world. Numerous books have been written about the fundamentals Buffett has followed on his way to creating a fortune. On this episode of the Dentist Money Show, Ryan and Matt reveal a surprising ingredient to Buffett’s success that is often overlooked.


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.


Feb 14, 2024

James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days in 50 different states chronicling the many challenges he faced, including profound physical exhaustion. On this Dentist Money™ Show, Ryan and Matt illustrate why James' persistence should resonate with every dentist who is navigating their own demanding journey.

James will be our featured keynote speaker at the upcoming Dentist Money Summit, June 20-22, 2024. Registration is open at www.dentistmoneysummit.com.


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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