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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
Sep 16, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan take a look at some of the stressful money issues that retirees come up against. You spend a career planning for retirement, but retirement itself can lead to some surprisingly difficult, and unforeseen, money issues.

The decisions you face as a retiree—housing decisions, family issues, and how to handle your retirement portfolio—can all seem burdensome. Setting yourself up for a retirement with less stress starts years earlier with holistic financial planning.

Sep 9, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Jordon Comstock of BoomCloud, a software company that helps practices create in-house dental membership programs. During the show, Ryan and Jordan discuss the numerous advantages in-office subscription programs offer. 

For patients, membership services can be easy to understand—they’re already paying fees for different types of insurance or subscriptions for things like Amazon Prime. But many dentists remain hesitant. If you’re one, this might be the education you need to finally get on board.

Sep 2, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan answer two listener questions— ”What is the right savings rate for me at this point in my career?” and “What should I do with a sudden windfall?” 

Whether it’s through slow accumulation, or sudden good fortune, having the right strategy for putting money to work makes a big difference when trying to grow your net worth. As always, Reese and Ryan have ready guidance for you—along with advice on the role of cash in both scenarios.

Aug 26, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Dr. Bruce B. Baird, former dentist and founder of The Productive Dentist Academy. If the first step in making smart financial decisions is practice profitability, then you need to understand all of your options for increasing collections. 

Dentists have been trained to use third-party financing, but there are also other financing options worth your consideration. If you could increase your revenues and provide your patients with more choices when it comes to their oral care, would you do it?

Aug 19, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan discuss how inflationary forces can lead to a declining dollar—something that’s on a lot of people’s minds right now. Inflation is a constant. So how do you make adjustments for it? What types of investments should you be looking for, especially during a monetary crisis like we’re living through? 

National Tooth Fairy Day is around the corner and Reese and Ryan use tooth fairy inflation as an analogy for how to think about the dollar.

Aug 12, 2020

On this episode of the Dentist Money™ Show, Ryan does a follow-up interview with Kiera Dent of The Dental A-Team. As a popular dental team coach, Kiera has her finger on the pulse of offices across the country and offers practical tips your team can follow to find success amid COVID uncertainty

In an often frank discussion, Ryan and Kiera look at both the good and the bad of coming back from COVID as they examine where you might find unexpected and innovative solutions.

Aug 5, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan dissect the pros and cons of budgeting and spending. It may not sound fun, but when it comes to holistic financial planning, talking about where spending fits is not a conversation you should ever avoid.

Your attitudes about spending will change as you progress through your career. Whether you’re a penny-pinching student or a top earner, every lifestyle step, every movement towards a more enjoyable life still requires that you check your limits.

Jul 29, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan take a close look at how comparing your financial performance to a standard can help you gain greater financial strength. In fact, our Elements® program was built on performance comparisons. That said, benchmarks can be misused and counterproductive when viewed out of context.

Learn how to closely measure your financial progress in specific areas to develop better habits, and how to make benchmarks more valuable by including someone else to hold you accountable to them.

Jul 22, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Travis Hornsby of Student Loan Planner, experts at helping dentists and other professionals figure out what to do with their large loan debt. 

In a wide-ranging interview, Ryan and Travis cover the CARES Act pausing of federal loan payments and how long that might last; what the future may hold for student loan debt; why a tiered approach to your debt might make a lot of sense for you; and a whole lot more.

Jul 15, 2020

On this episode of the Dentist Money™ Show Ryan and his webinar partner, Matt Mulcock, discuss the fundamentals of debt. As a dentist, your mindset about debt has to be different. The high income you can achieve requires debt—student loans, equipment, and the possibility of purchasing a practice or practice location. 

That means debt is a greater reality for you. But are your attitudes about debt still old-school? Or, do you know how to use debt as one of your greatest tools?

Jul 8, 2020

Because it’s quite possibly the most emotional asset one can own, a discussion on real estate seems to always draw a crowd. So gather round this episode of the Dentist Money™ Show and hear what Reese and Ryan have to say about the pros and cons of residential, rental, and office space real estate

Real estate investments work for some people, but they’re a hassle for others. Reese and Ryan offer their advice on what type of person can make a real estate deal work in their favor—and who should probably steer clear. 

 

Jul 1, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Will Gochnour, a member of our Dentist Advisors advisory team. It’s a behind-the-curtain look at what our associates go through as they prepare to take on the role of Financial Advisor. 


Data collection is at the heart of our holistic financial planning philosophy and provides the foundation for good financial decisions. Will describes how gathering data for hundreds of financial plans, and then seeing how we use that data to support our advice, prepared him for his current role.

Jun 24, 2020

Investors are tense, the public seems restless. Where can you find financial calm when everything seems so unstable? On this episode of the Dentist Money™ Show, Reese and Ryan attempt to alleviate your anxiety.

Feeling stress during times of volatility is normal, but if your portfolio has been carefully constructed to fit your personality and long-term goals, you can be confident when others have the stock market jitters. 

Jun 17, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Minal Sampat, a dental industry marketing guru and the best-selling author of “Why Your Marketing is Killing Your Business.” There are many options for how to market your practice. How do you know what’s the right approach for you?

In this high-energy interview, Minal reveals her formula for how you can actually minimize costs while maximizing the “new client return” on your current marketing program.

Jun 10, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan discuss two listener questions about the future of the stock market. Changing market conditions have many people wondering if they should rethink what’s included in their investment portfolios. 


Is a concentrated portfolio of stocks that have been beaten up—like travel, hospitality, energy—the right spot for your hard earned dollars? Or, should you just stick to a globally diversified portfolio? Reese and Ryan offer their guidance backed by some fascinating details and stories.

Jun 3, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan look into what it takes to become financially independent. “When can I retire?” is a question financial planners are often asked. Some try to provide a simple answer, but there’s a complexity to the question that deserves an in-depth examination.

Although individual lifestyle and economic uncertainty affect any projections about financial independence, hear what you can do right now to ensure you’re on the path to a comfortable retirement.

May 27, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan discuss the nuts and bolts of the most common qualified retirement plans. Because of the different levels of dental and specialist practices (and with the varying amounts of income they can generate), deciding which qualified retirement plan is the right one for you can be a challenge? 

Reese and Ryan take the mystery out of your retirement plan options. After listening, you’ll feel good about which plan you choose—and why it’s the right fit for you.

May 20, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan once again answer your questions. Decisions about finances, taxes, legal issues, insurance, and real estate all have a major effect on the trajectory of your net worth. 

Your finances are much more complex than many dentists think. Every transaction can have major implications with a bad decision costing you years of wealth accumulation. Who is asking the right questions for you? And, how much is their advice really worth?

May 13, 2020

On this Dentist Money™ Show, Reese and Ryan take a quick look back … and a long look ahead as they discuss the effects of COVID on the stock market, on the dental community, and on themselves. Will a new mindset about money affect your decisions as an investor?

Sharing their personal observations, Reese and Ryan explain why seeing stocks through a COVID looking-glass may affect your attitude towards financial assets.

May 6, 2020

On this episode of the Dentist Money™ Show, Ryan interviews a 20-year veteran of the home loan industry, Tim Peterson of Cornerstone Home Lending. 

Federal stimulates have resulted in low, low interest rates causing some to wonder if now is a good time to refinance? And media coverage about forbearance has others wondering if that’s the right strategy during unusually tight times? Listen as Ryan and Tim take on the difficulties and surprising positives of today’s lending market.

Apr 29, 2020

On this Dentist Money™ Show, Reese and Ryan examine virtually every insurance policy a dentist might need. As a dentist, you have to manage business risks, as well as think about how to preserve your income in case of something unexpected. You may want to ignore it, but insurance can’t be neglected.

On this podcast, Reese and Ryan share their ideas about how to get the greatest efficiency out of the premiums you pay for your practice and income protection insurance needs.

Apr 22, 2020

On this episode of The Dentist Money™ Show, Reese and Ryan take a look at the real reasons people end up hoarding during panics. Or more to their point, when markets are diving and your net worth is shrinking, how can you stifle the impulse to push your own panic button? 

We all have irrationally strong preferences for things we can control with certainty. Reese and Ryan have some ideas on how to keep your cool when the heat is on.

Apr 15, 2020

On this episode of the Dentist Money™ Show, Ryan interviews BJ Sorensen, Senior Manager of Marketing Strategy and Research at Ultradent. While we may have a front-row seat to the economic effects of COVID-19, BJ’s job is to understand how current trends might alter the future.

What will be the behavioral impact on dentists? Where is practice ownership headed? What jobs will today’s dental students find? BJ and Ryan offer their answers to these questions and many more.

Apr 8, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Kiera Dent of The Dental A-Team. A well-known dental practice coach, Kiera has numerous ideas for what you can do today to make your practice better tomorrow. 

Get to know The A-Team’s four buckets for dental practice success as Kiera takes Ryan through her extensive list of things you could be working on. “This is your time for a mindset reset,” claims Kiera. Find out what you can do to improve your practice today.

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.

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