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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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Archives
Now displaying: January, 2024
Jan 31, 2024

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office that doesn’t have my active involvement? Should I sell my building, lease it back, and use the money I make to invest?

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


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

 

Jan 29, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.



On this show Matt, Ryan, Victoria, and Rabih discuss what recent economic data tell us about how we ended 2023; what is FinCEN and BOI reports and why should you care; and will the IRS finally let us file taxes directly.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 24, 2024

Knowledgeable stock market analysts had a lot to say about 2023 a year ago, but now that it has come and gone, how accurate were those forecasts?

On this Dentist Money Show, Ryan, Matt, and Rabih take advantage of hindsight to look at why market predictions usually miss their mark and how keeping a focus on managing risk is most crucial when navigating the market. 


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 22, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.



On this show Matt, Will, and Rabih review the recent numbers for inflation, jobs, and the market; analyze Dave Ramey's latest viral opinion on childcare costs; and give an update on problems with student loan servicers. 

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 19, 2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes.

Are you confident you’re following the right financial indicators on your road to retirement? Maybe you closely follow short term stock market changes, or you’re fixated on opening more locations. On episode #251, Ryan and Matt explain why, when your long-term focus wavers, you may need to be reminded about the retirement signals that really matter.


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

 

Jan 17, 2024

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you really need to keep pursuing more growth?

On this Dentist Money™ Show, Ryan talks with Dr. Richard Low, of Shared Practices, about his entrepreneurial journey and why he believes one large practice provides most dentists with more fulfillment, problems, and money than they know what to do with.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Richard will be a featured speaker at the upcoming Dentist Money Summit, June 20-22, 2024.

Jan 15, 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.



On this show Matt, Taylor, and Rabih talk about a new SEC ruling on Bitcoin Spot ETFs that garnered a lot of attention from Wall Street this past week, and discuss why general “rules of thumb” don’t cover the nuances that make each individual’s financial situation unique.



Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 10, 2024

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”

On this Dentist Money™ Show, Matt and Jake talk about the late, great Charlie Munger, one of the most successful investors of all time, and how his perseverance, wit, and wisdom helped to make him a legend in the financial world.


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 5, 2024

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news.



On this show Matt, Jake, and Rabih look at what drove the 25% increase in the S&P 500 in 2023, offer a few tips on how to trick your brain into being better with money so you can meet your New Year's financial resolutions, and look at past trends on how the market historically acts from year to year. 


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Jan 3, 2024

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart financial decisions. Asking the right questions can make finding a good advisor easier.  

On this Dentist Money Show, Ryan and Matt explain why, for your advisor to have the biggest impact, they need to know the intricacies of being a dentist.  


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

 

Jan 1, 2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes.

Is “When can I retire” the right question to ask? Individual lifestyle and economic uncertainty affect any projections, and additional complexity may need even more in-depth discussion. On episode #234, Reese and Ryan look into some of the factors that affect retirement planning and how you can make sure you understand what it takes to be financially independent.


Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

 

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