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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: 2023
Oct 20, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih talk about the complex conflict in the Middle East; the historic alliances and treaties that led us here; and the impact war could have on geopolitics, economies, and markets.


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 18, 2023

A dentist works in the here and now. A consultant has to look to the near future. And an advisor thinks long term. Together they bring three unique perspectives that can help you navigate the many challenges dentists face.

On this episode of the Dentist Money™ Show Ryan, Kiera Dent, and Dr. Ashley Joves discuss the value of workplace fun and what to do about rising team costs.


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 16, 2023

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. 

On episode #214, Reese and Ryan answered nine questions you should ask a financial advisor. Their responses give you an in-depth look at Dentist Advisors and why we've put our focus on dentists; the foundation for our investment philosophy; and how our fee structure is calculated, plus all of the services that are included with it.

 

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 13, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look at what could happen if consumer demand slows; the impact of Ozempic and other diet drugs on stocks; and why you should be wary of overconfident money managers. 


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 11, 2023

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of assets when a person dies. That is just one facet!

On this episode of the Dentist Money Show™ Ryan interviews Natalie Perry, JD, CPA, who covers the basics of estate planning, including what is needed for many major life events—birth, marriage, divorce, partnerships, and more.


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 6, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria examine the inflationary factors that are putting pressure on stock prices; why Americans spend and spend and spend some more; and how financial education affects money 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. 

 

 

Oct 4, 2023

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the 2023 PDA Productivity Workshop.

Dentistry has seen unprecedented staffing shortages and the effect has brought on unforeseen challenges—lower production and falling profits for practices who cannot properly staff and keep their skilled team members.


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 29, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will look at the latest news on interest rates and inflation; examine tipping in American culture; and if you haven’t had enough Taylor Swift, we’ve got just a little more.


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 27, 2023

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A Team podcast to outline how to set up a 401(k) retirement plan.

The Dental A Team recently established a 401(k) and Kiera talks about the process—provider options; costs and fees; why she chose the Safe Harbor plan. It’s everything you need to know if you’re considering a 401(k) at your practice.

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.

The guest being interviewed on this episode is a client of Dentist Advisors.

No cash or non-cash compensation was provided in connection with our guest’s participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest’s favorable testimonial of Dentist Advisors.

Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors’ use without any payment or arrangement for compensation, discounts, or other benefits.

Sep 22, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially.


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 20, 2023

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such a big decision? And, Warren Buffet has much of his portfolio in T-bills. What does that mean for your investments?

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


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 15, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor dive into current labor market statistics and discuss the affect that low unemployment has on inflation and the economy; and they talk about retirement in America and some of the monetary and non-monetary issues affecting today's retirees.


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 13, 2023

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make it seem like an overwhelming task. One dentist writes in to ask, “Is there another, quicker way to build wealth?”

On this episode of the Dentist Money Show™, Ryan and Matt examine the reasons why a dentist’s optimal wealth-building opportunities remain within dentistry.


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 8, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria explain the reasons why the current monetary policies, which were put in place to slow inflation, seem to be working, and take a close look recent data that gives consumers clues on how to save money on airline flights.  


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 6, 2023

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly what academicians attempt to do.

On this episode of the Dentist Money Show™, Ryan, Matt, and Rabih discuss the variables academicians evaluate to better understand stock valuations. It’s a technical look at the time-tested principles used for systematic investing.


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 1, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor recap the recent FED meeting where economists reiterated their goal of getting inflation closer to 2%; they examine why weallthy Americans seem to be accumulating more cash; and they look at the sorry state of the average American’s retirement savings. 


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 30, 2023

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and his wife talk about what held them back and the steps they took to finally make a single-owner practice happen. On a Dentist Money Show™ first, Matt welcomes two current Dentist Advisor’s clients as Dr. Michael and Stephanie Walton share their startup journey.


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.

The guest being interviewed on this episode is a client of Dentist Advisors.

No cash or non-cash compensation was provided in connection with our guest’s participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest’s favorable testimonial of Dentist Advisors.

Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors’ use without any payment or arrangement for compensation, discounts, or other benefits.

Aug 25, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake explain why the housing market in the U.S. is difficult and home sales remain down; how Artificial Intelligence powered funds are performing against the S&P; and why pessimists stay pessimistic. 


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 23, 2023

“The first rule of an investment is don't lose money. And the second rule of an investment is don't forget the first rule. And that's all the rules there are.”

That might be Warren Buffett’s most famous quote and on this episode of the Dentist Money Show™, Ryan and Matt look at mistakes that can lead to serious loss. Learn why minimizing money missteps is what making good decisions is all about.


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 18, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look into why the Asian markets are falling and the current issues facing the Chinese economy; talk about the affect of contactless payments on our spending behaviors; and examine why women might be considered better investors than men.  


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 16, 2023

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product of human evolution as our brains are hardwired to avoid risk, like evading threats to our life—and even the loss of money.

On this episode of the Dentist Money Show, Ryan and Matt look at how five tips for overcoming the fear of flying also work well for people with investophobia.


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, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Rabih report on the recent 401(k) catch-up contribution changes; look into why medium and long-term U.S. debt was downgraded and what it might mean for the market; and talk about what factors might be contributing to consumer credit card debt hitting an all-time high.  


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 9, 2023

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so you can enjoy greater security and less stress?

For this episode of the Dentist Money Show, Ryan joins with Regan Richardson on a Productive Dentist Academy webinar to examine the four places where you should allocate your leftover money during uncertain economic times.


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 4, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Will discuss the affect on portfolio diversity of the largest seven stocks (Apple, Microsoft, Alphabet, Amazon, Tesla, Berkshire Hathaway, UnitedHealth Group) that make up 27% of the S&P 500's overall value, and how the slowing job market fits into the FED's attempt for a "soft landing."


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 2, 2023

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need to rethink your repayment approach. If you have student loans, not understanding the changes could prove costly. On this episode of the Dentist Money™ Show, Matt talks with Travis Hornsby of Student Loan Planner, who explains the new requirements and new math.


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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