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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: 2022
Dec 28, 2022

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”?

On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Productive Dental Academy.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Dec 21, 2022

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry.

On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your practice so it’s a good fit for you.


Need answers to your financial questions but not ready for a full-service wealth manager?
Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Dec 14, 2022

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track these financial indicators.

On this episode of the Dentist Money™ Show, Ryan and Matt highlight Elements scores that quickly help you understand your financial health. There will always be uncertainty on the road to financial freedom—unless you follow the right signs.  

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Dec 7, 2022

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s time to find a new advisor.

On this episode of the Dentist Money™ Show, Ryan, Matt, and Amanda talk about why a dentist might not be satisfied with their advisor. The good news is they also explain how to find one who can provide the service you expect. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Nov 30, 2022

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why.

On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all should remember when taking a risk.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Nov 23, 2022

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude.

On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih take a close look at portfolio diversification. How does it work and why does it help—and what does career longevity have to do with your investment strategy? 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Nov 16, 2022

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle.

On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih look at bonds and the role they might play in each investor’s portfolio. 

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Nov 9, 2022

Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices to improve your purchasing power. On this episode of the Dentist Money™ Show, Ryan and John Stamper discuss how Dental Whale offers dentists a central place to shop, to learn more about technology, and to join with other practices to beef up their buying power. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Nov 2, 2022

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider your own mortality, which you don’t care to do. If you’re delaying yours, know this: each dentist needs an estate plan.

On this episode of the Dentist Money™ Show, Ryan and Matt look at estate planning basics, plus some life complexities that may need estate attention.

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready for full service financial planning and investment management with a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Oct 26, 2022

Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors will explain how investing over a long period skews the expected outcome in favor of the investor.

On this episode of the Dentist Money™ Show, Ryan and Matt illustrate how you can alter your investment odds to come out ahead—just like Vegas casinos do.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Oct 19, 2022

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral cancer screening light exam with their traditional head and neck oral exam, you can help reduce that number.

On this episode of the Dentist Money™ Show, Ryan talks with Amber Young of OralCancerCause.org about oral cancer and why there’s a need to raise awareness.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Oct 12, 2022

Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes they have the golden solution to a unique problem. But while startup obstacles are few, numerous roadblocks remain.

On this episode of the Dentist Money™ Show, Ryan talks with Vivik Kinra about hurdles he has faced as he builds two new dental software companies.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Oct 5, 2022

Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are becoming increasingly popular and helping dentists add to their bottom line.

On this episode of the Dentist Money™ Show, Ryan talks with Sally Bevans, VP at Sinclair Viora, who details why dentists and aesthetics are a good match.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Sep 28, 2022

With inflation and rising interest rates, the economy has become front page news and people are asking about what they can do to protect their finances.

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer their view on how much emergency cash to keep on hand, what to look for in a CPA, and whether you should stop investing in today’s erratic market.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Sep 21, 2022

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know who to listen to and who you can trust?

To give you a better idea about the differences between financial advisors, on this Dentist Money™ Show Ryan and Taylor Sutterfield illustrate how commission-based, dually-registered, and fiduciary advisors differ from each other. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Sep 14, 2022

Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources, and more. One entrepreneur wants to help you solve it all. On this Dentist Money™ Show Ryan interviews Dr. Scott Leune of Breakaway Seminar whose vision has guided thousands of practices to greater profitability.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Sep 7, 2022

Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it. After putting it off for seven years, the Dentist Money™ Show thought it was time to give the subject some attention as Ryan welcomes attorney Marco Brown, of Brown Family Law. Divorces happen. Here are some things you should know. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Aug 31, 2022

Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions. Unfortunately, when it comes to your money, quick decisions can have serious consequences.

On this Dentist Money™ Show, Ryan and Matt look at what can prevent you from making hasty choices that end up being detrimental to your financial health.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Aug 24, 2022

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I'll buy me a football team, or, I'm in the high-fidelity first-class traveling set, I think I need a Lear jet.” But what pricey things bring you happiness?

On this Dentist Money™ Show, Ryan and Matt ask the Dentist Advisors Facebook Group about what lavish purchases they’ve made that brought them joy.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Aug 17, 2022

More and more practices are being purchased by them—and one in five dentists under the age of 35 is now working for one—so what’s up with DSOs?

On this Dentist Money™ Show, Ryan interviews Sara Stock of Stock Legal, a firm that provides legal expertise to DSOs. Take a peek behind the curtain to see where the money comes from and why equity-backed practices are trending. 


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Aug 11, 2022

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and generate more clicks? 

On this Dentist Money™ Show, Ryan, Matt, and Jake introduce a new segment where they look into current financial news and uncover trends that can make a difference as you navigate financial decisions.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Aug 3, 2022

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists, are diagnosing a client’s financial health before offering a full treatment plan.

On this Dentist Money™ Show, Ryan, Matt, and Taylor Sutterfield, CFP®, discuss why more advisors are now building client relationships based on trust.

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Jul 27, 2022

The President has what has been called the toughest job in the world. But how much do his decisions affect the stock market? The economy? Commodity prices?

On this Dentist Money™ Show, Ryan and Matt quiz Rabih Dimachki, Dentist Advisors’ Investment Operations Manager, on the power of the President. When it comes to fiscal and monetary policies, where does the economic buck stop?


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Jul 20, 2022

Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested in your practice and location, to balance your assets, here’s why you need stocks. 

On this Dentist Money™ Show, Ryan and Matt welcome Jake Elm, CFP® to talk about why stocks should be a part of your investments as you build wealth.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Jul 13, 2022

You like being your own boss, but is there a way to still feel independent and leverage the economies of scale available through large dental groups?

On this Dentist Money™ Show, Ryan interviews Dr. V—Chris Villanueva—founder of MB2 Dental. Chris explains how to get operations help when needed, compete with the big boys on pricing, and still maintain control of your practice.

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