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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: July, 2024
Jul 31, 2024

The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the making, go for gold. While more long-term, the strategies used by successful investors are strikingly similar.

On this Dentist Money Show, Ryan, Matt, and Victoria look at the individual traits and habits that both gold medal athletes and savvy investors share.

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.

 

Jul 29, 2024

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

Here’s the issue with setting goals: they often tackle symptoms instead of the root problem. That doesn’t mean goal-setting is worthless, but to accomplish the things you want requires a different mindset. If you're not reaching your goals, the problem might not be you. On this episode of the Dentist Money™ Show, Ryan and Matt present a framework to help you achieve your long-term objectives.

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

 

Jul 27, 2024

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


On this episode, Matt and Rabih analyze the recent market drop and attribute it to a rebalancing effect caused by tech company earnings. They talk about boomers retiring and the impact on the job market, which could lead to labor market imbalances. Finally, the conversation shifts to the recent announcement by Southwest Airlines to eliminate open seating and offer assigned seats, highlighting the need for the company to adapt to changing customer preferences and market dynamics.

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.

Jul 24, 2024

Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity.

On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy’s Christine Uhen, share their experiences at the Women’s Money Circle.

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.

 

Jul 20, 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 Taylor talk about the IT outage that impacted various industries and caused major disruptions worldwide. They discuss how Amazon Prime Day broke records with $14.2 billion in sales, highlighting the power of consumer spending. Finally, they talk about the misconception that the president's political party has a significant impact on the stock market. Finally, they emphasize the importance of being intentional with spending.

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.

Jul 17, 2024

"Some of us learn from other people's mistakes and the rest of us have to be other people." So said Zig Zigler. While mistakes are part of being human, and it’s important to learn from your own, it is much better when you can learn from others.

On this episode of the Dentist Money Show, Matt and Victoria add five more ways dentists typically lose money to complete their 10 mistakes-to-avoid list.

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.

 

Jul 15, 2024

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

Making random decisions with your money over a long period of time can lead to disaster. How can you avoid financial catastrophe and end up exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt offer three steps you can take to ensure you’re making financial progress and following the road to success.

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

 

Jul 13, 2024

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


On this episode, Matt, Jake, and Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vacations and complaining about living paycheck to paycheck despite their discretionary spending. Finally, they talk about HSAs and investing HSA funds for long-term growth, while also acknowledging the need to balance current healthcare costs.

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.

Jul 10, 2024

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical. Unfortunately, many dentists are surprised by trade-offs that leave them wishing they had just turned their back on the sale.

On this episode of the Dentist Money Show, Ryan and Matt take a look at the other side of DSO deals and examine why many dentists regret their decision.

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.

 

Jul 6, 2024

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


On this episode, Matt and Rabih discuss the topic of the deficit and its impact on America's financial health. They explain the difference between deficit and debt and how deficits accumulate over time to form the outstanding debt level. They also talk about the lasting economic effects of laws and acts passed by presidents, the concept of good and bad debt, and the debt-to-GDP ratio.

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.

Jul 3, 2024

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that go into an accurate calculation.

On this episode of the Dentist Money Show, Ryan and Matt invite Rabih Dimachki, CFA and Director of Investment Strategy at Dentist Advisors, to explain why getting the exact ratio for a return on an investment is so complicated.

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.

 

Jul 1, 2024

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

According to tradition the seven deadly sins that keep you from reaching heaven are: envy, gluttony, greed or avarice, lust, pride, sloth, and wrath. And the seven big mistakes that can wreck a dentist’s retirement can be just as financially deadly to your net worth. On this episode of the Dentist Money Show, Ryan and Matt list seven financial blunders that prevent you from having enough at retirement.

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

 

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