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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: June, 2024
Jun 29, 2024

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


On this episode, Matt, Victoria, and Rabih give updates on inflation and underpayment penalties from the IRS. They talk about the importance of proactive tax planning and working with a proactive CPA to avoid underpayment penalties, and emphasize the importance of being organized and proactive when managing taxes and finances. Finally, they talk about Taylor Swift and her impact on the music industry and the economy.

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.

Jun 26, 2024

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers do with their money—what’s the best thing they have spent money for and what they hate spending money on.

Ryan and Matt look at where the money goes and how lifestyle, intentional, and mindless spending affect dentists on this episode of the Dentist Money Show.

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.

 

Jun 22, 2024

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


On this episode, Matt, Victoria, Ryan, and Rabih record live at the Dentist Money Summit 2024 hosted in Park City, UT. They speak optimistically about the economy and then go into the pros and cons of renting versus homeowning. Then, they discuss what the opposite of a budget is and why you need to know the difference. They wrap up with an importance of doing a mid-year financial checkup.

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.

Jun 19, 2024

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include meaningful relationships, good health, personal growth, as well as living comfortably. So how do you cultivate a values-based life?

On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Jake explain why getting rich and living a rich life are two very different things.

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.

 

Jun 17, 2024

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

“What’s the minimum amount I can save and still be OK in retirement?” It’s a question many dentists ask as they navigate the tradeoffs of both life and business. On this episode of the Dentist Money™ Show, Ryan and Matt look at what maxing out today’s spending by saving a minimal amount might mean over the long run. While it’s extremely personal, knowing the adjustments you may need to make can help you still enjoy the future.

Book a free consultation with a CFP® advisor who only works with dentists.

 

Jun 15, 2024

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


On this episode, Matt, Taylor, and Rabih provide updates on the Federal Reserve's meeting in June, and Jerome Powell's comments on interest rates. They highlight micro pockets of deflation in various consumer areas. Additionally, they share important information for individuals on income-driven repayment plans for student loans, including the IDR account adjustment and the need to update contact information with 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.

Jun 12, 2024

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that await every dentist. That’s why it helps to know the common money mistakes dentists make—mistakes that could already be costing you.

On Part 1 of this episode of the Dentist Money Show, Matt and Victoria talk about five ways dentists typically lose money—and how to avoid them.

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.

 

Jun 8, 2024

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


On this episode, Matt, Will, and Rabih discuss if the Federal Reserve will cut rates. Next, they dive into the GameStop phenomenon, highlighting the role of retail investors and the impact of social media on the stock market. Finally, they touch on the difficulties of finding reliable financial advice and the new fiduciary standard for financial advisors.

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.

Jun 5, 2024

There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the analogies are easy to make, one constant that often results in failure at both is human nature.

On this episode of the Dentist Money Show, Ryan and Matt talk about their favorite topics—the gym and money—and three principles for fitness and financial success.


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.

 

Jun 4, 2024

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

Is buying permanent life insurance a permanent mistake? Insurance agents say there are benefits to support purchasing permanent insurance, but are their points valid? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life insurance and explain why mixing insurance and investments in the same financial instrument might not be the best strategy.

Book a free consultation with a CFP® advisor who only works with dentists.

Jun 1, 2024

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


On this episode, Matt, Victoria, and Rabih continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. Is there truly a secret to a happy life?

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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