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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: June, 2023
Jun 30, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Jake talk about why Baby Boomers are so invested in stocks. They look at savings rates in America, and they discuss why private equity deals have fallen off so drastically this past year. 


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.

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

Jun 28, 2023

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the pros and cons of typical 401(k) investment options? And when is it OK to own a permanent life policy?

On this listener Q&R (Question and Response!) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners.

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. 

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

Jun 23, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will talk about the recent Fed interest rate decision, look at why student loan payments are back, and discuss whether money can buy happiness.

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.

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

Jun 21, 2023

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to reduce your money worries even as you find greater enjoyment in life's meaningful moments. On this episode of the Dentist Money™ Show, Ryan and Matt explain how to lay the groundwork for a financial house that will stand the test of time.

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.

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

Jun 16, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will give an update on inflation and the markets, talk about some Dave Ramsey advice they can get behind, and discuss more about what AI's effect on society might be. 


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.

Jun 14, 2023

With conditions fluctuating within the dental industry as more consolidation occurs, it’s important to know how to react to a buyout overture from a DSO. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief, of McLerran & Associates, who talks about current market conditions, how to understand practice value, and why a buyout might be a good move for some dentists, but not for others.


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. 

Jun 9, 2023

Welcome to Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake consider whether the fascination with Chat GPT and AI has brought about the end of crypto. Plus, they look at how the debt ceiling resolution affects student loans.


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.

 

Jun 7, 2023

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work like bookkeeping and taxes. You also need help with strategic planning for the future. On this episode of the Dentist Money™ Show, Ryan interviews Jaime Staley whose firm, PJS & Co., offers comprehensive CFO and Controller services. 

 

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. 

Jun 2, 2023

Welcome to Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Rabih discuss the difficulties rising housing costs are causing, take a close look at the run on AI stocks, and examine the possibility of AI predicting future stock market movements.


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.

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