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The Dentist Money™ Show

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 1, 2020

For an April Fools Day episode of the Dentist Money™ Show, Reese and Ryan take a close look at financial mistakes that can make you feel like a money management moron. 


It’s been said, “Wise men learn by other men’s mistakes. Fools by their own.” On this show, Reese and Ryan share examples of money miscues you can avoid. Learn from the mistakes of others and then follow these tips so you can keep your net worth growing.

Mar 25, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Dr. Brian Harris, the founder of Smile Virtual, a leader in virtual consultations. Have you considered that the mindset you take during this economic pause may result in how well your practice does when it’s back to business as usual? 

From the tricks he’s learned about video consults to tips on getting more involved in social media, Brian offers ways to still be productive during unusual times.

Mar 18, 2020

The effect of COVID-19 on the economy has resulted in a major market downturn. On this episode of the Dentist Money™ Show, Reese and Ryan provide answers to the financial concerns they’ve been hearing from clients and others.


It’s a pragmatic look at current issues as Reese and Ryan offer advice about where we are—and where leading economic forecasters say we’re most likely headed. Hear why staying calm and rational as you’re faced with major decisions is the right path.

Mar 11, 2020

It’s a Dentist Money™ Show first as Ryan interviews Matt Mulcock, one of our own advisors. Ryan asks Matt what it was like to work at a large money-management firm. 

It’s a one-of-a-kind episode as Matt compares the differences between Dentist Advisors’ holistic financial planning approach with firms that mix product sales with financial advice. You’ll get to know more about Matt—and you’ll hear why he jumped at the chance to work for Dentist Advisors.  

Mar 4, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Matt Hironaka of Unitas PPO Solutions. Do you need help evaluating your PPO participation? Are you involved with PPOs and want to improve reimbursements? Or are you wondering if you can negotiate higher fee rates? 

Matt answers those questions and many more as he and Ryan discuss PPOs in depth. Frustrated with your PPO relationships (like so many dentists)? Matt has some reliable tips to help you smooth out those disappointing PPO bumps.

Feb 26, 2020

What do DSOs, Dave Ramsey, and financial stress have in common?

The last Q&A episode of the Dentist Money™ Show was several months ago. Since then the pile of good questions has grown, and we’ve picked a couple interesting winners. 

“How do you deal with management issues that are part of working in a big DSO? Should you just work for yourself instead of enduring the hassle?” How about, “Is stress a requirement for financial growth?” Plus, Reese and Ryan deconstruct why Dave Ramsey’s “Baby Steps” don’t all work for dentists.

Feb 19, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan put Savings Rate (Sr) under the Elements® microscope. And they dive deep into the many reasons why it’s so closely tied to both your debt and your ability to invest throughout your career. 

Savings Rate is the key indicator of whether you’re moving your own net worth needle forward, and Reese and Ryan clarify why that’s true. Plus, they have a few tricks that can help you start accumulating more savings faster.

Feb 12, 2020

On this episode of the Dentist Money™ Show, Reese interviews Dr. Brian Anderson, founder of the 5,500+ member Facebook group, Orthodontic Pearls. Brian is a popular speaker known for the sincerity he brings to his message of finding positive purpose in your work.


In talking with Reese, he shares how energizing your involvement and fully enjoying how your contributions help people live better can change the way you approach your work. In this show, get into the “flow” with Dr. Brian Anderson.

Feb 5, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan answer the question: “As I’m choosing a partner, what would you recommend that would be different from running a solo practice?” Not a question with a quick or easy answer … but a question many dentists ask during their careers.

Partnerships can change financial implications, decision-making dynamics, productivity, work schedule, and staffing requirements. Reese and Ryan take an in-depth look at all the related challenges and benefits.

Jan 29, 2020

On this episode of the Dentist Money™ Show, Reese interviews Jayme Amos, founder of Ideal Practices, a leader in helping dentists create successful startup practices. Jayme reveals how his own business found an altruistic vision that added greater personal purpose to his work, and created a more unified office culture. 

You set the bar for office culture, but also how you’re going to serve your community. It’s a responsibility that can actually help create a better world … and workplace.

Jan 22, 2020

On this episode of the Dentist Money™ Show, Ryan interviews well-known lecturer Dr. Chris Salierno, chief editor of Dental Economics. Their wide-ranging discussion covers topics from how to publish content to how to control your overhead to why Chris thinks it’s a must to know your “gross profit margins.”

As an editor of a leading industry publication, Chris has his finger on dentistry’s pulse. You’ll want to get his take on cost-effective ways to build your practice.

Jan 15, 2020

On a recent podcast, Reese and Ryan offered Dentist Money™ Show listeners nine good questions to ask financial advisors. Many listeners then turned the tables and said, “OK guys, how about giving us your answers!”

Don’t miss this episode as Reese and Ryan answer questions about their investment philosophy; about their investment allocation strategies; about why they put a focus on dentists. Plus, they explain the Dentist Advisors fee model structure and all of the services that are included with it.

Jan 8, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Michael Anderson and Laura Maly of the Wonderist Agency, a full-service dental marketing agency. Does SEO still work? Is Facebook the place for me? Is direct mail the best channel to market my practice? These are typical questions that seem to concern most dentists. 

In this timely interview, Michael and Laura explain why finding an authentic message about what makes your practice different should always be the first step in evangelizing your business.

Jan 1, 2020

“What are your returns?” It’s one of the first questions most people looking for a financial advisor ask. But is it the right question? In this episode of the Dentist Money™ Show, Reese and Ryan talk about what other questions may prove more insightful. 

The role of today’s financial advisor is more about pairing strategies with your goals and matching the proper risk to the time frame needed for that investment.

Dec 25, 2019

Is there a correlation between personal financial security and charitable giving? Reese and Ryan reflect on the gifts the giver receives on this Christmas Day episode of the Dentist Money™ Show. 

The dental community has an impressive record of giving both of their time and money to charitable causes. What drives that desire to give back? And what, if anything, do the givers also receive in return for their gifts?

Dec 18, 2019

In this episode of the Dentist Money™ Show, Reese and Ryan discuss both the differences and the similarities between mutual funds, index funds, and ETFs (Exchange Traded Funds). Find out why choosing the right funds for your portfolio doesn’t have to be an either/or decision.

All of these funds are actually collections of stocks with some differences like expense ratios, tax structure, and volatility. But all three may have a place in your investment strategy.

Dec 11, 2019

In this episode of the Dentist Money™ Show, Reese and Ryan discuss how to establish processes that can ensure you finish all of the financial planning jobs you need to do.

When it comes to holistic financial planning—debt, savings, insurance, estate planning, personal spending, income growth, practice equity, retirement accounts, real estate—you can’t knowledge power your way to getting everything done.

Dec 4, 2019

Understanding how your personality affects your choices can be difficult. In this episode of the Dentist Money™ Show, Reese and Ryan talk about what you can do to make more rational decisions.


If you feel like “what am I doing with my life?” you may not be taking enough risk. If you’re burnt out or scared, you may be taking too much risk. Reese and Ryan have some ideas to help you think, “Ahhh, this is just right!” when it comes to making important decisions.

Nov 27, 2019

Trying to create an exceptional team—one with positive energy and enthusiasm? On this episode of the Dentist Money™ Show, Reese and Ryan discuss typical organizational dysfunctions that may be keeping your employees from working together as a unit.

Can the well-oiled office of your dreams actually become reality? Reese and Ryan introduce five flaws that often sabotage teams that need to work closely together. And knowing the right solution for each flaw is a must for any organization.

Nov 20, 2019

On this episode of the Dentist Money™ Show, Ryan interviews Brian Hanks, author, podcast host, and buyer advocate for dentists looking to purchase a practice. Buying a practice is a life-altering decision—and it’s one you need to get right.

Ryan and Brian discuss the five things that banks want to see before they’ll lend. Plus, Brian throws in a secret ingredient that can give you the midas touch when finding and buying the right practice for you.

Nov 13, 2019

James Taylor, Clark Griswald, and Lady Luck all get a mention in this episode of the Dentist Money™ Show—although (as you might guess) the lady wins most of the attention. 

Having the stars align, finding your pot-o-gold, or just plain luck can play a role in people’s lives … and in their finances too. If you’ve wondered why—or maybe what it takes to increase your own lucky odds—Reese and Ryan take a keen look at karma when it comes to investing.

Nov 6, 2019

On a Halloween edition of the Dentist Money™ Show, Reese and Ryan talk about some of the spooky things about finances that tend to scare people—things that might not actually be all that frightening. Then they turn their attention to the things that should really unnerve them.


If you’re worried about debt, down markets, and recessions, your concerns would be better placed by worrying about low profitability, fraud, and losing money through speculation. Listen in as Reese and Ryan explain why.

Oct 30, 2019

A recent trip has Ryan pondering hurricanes, wild chicken, and how he spent his vacation money. And, on this episode of the Dentist Money™ Show, he and Reese talk about why, once people get used to spending, they just can’t seem to cut back.

Controlling your spending may be the least sexy part of financial planning, but Reese and Ryan have the secret sauce to help you increase your net worth without pinching pennies.

Oct 23, 2019

On this episode of the Dentist Money™ Show, Reese interviews Morgan Hamon, partner with HDA Accounting Group, a dental-specific CPA firm. A new tax law was passed in 2018. Do you know how it affects your tax liability or your practice?

The new tax code did sweeten some things for you, and Reese and Morgan discuss entity structures and other ways you can chip away at your tax liability under the new law.

Oct 16, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan discuss the real role of a “financial advisor.” To achieve financial health while growing your net worth, a specific set of planning items need to be completed.


Today, with so many people selling financial products for a commission, the term “financial planning” can seem confusing. Reese and Ryan talk about the many jobs to be done by an advisor who is really concerned about your overall financial health.

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