Info

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.
RSS Feed Subscribe in Apple Podcasts
2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November


All Episodes
Archives
Now displaying: November, 2024
Nov 30, 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 Rabih run through current economic updates, and they analyze the federal reserve's recently released financial stability report. They continue with the annual tradition of breaking down how much a Thanksgiving meal costs in 2024. Finally, they discuss Jake's latest blog post where he wrote about living without regret and the common regrets people have.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 27, 2024

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors that influence a practice’s success and value. Brannon also talks about the potential tax implications and the emotional challenges owners face when deciding to sell. Tune in for insights about making informed and intentional decisions during a dental practice transition. 

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 23, 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 run through the current stock market analysis. Without much change in market news, they remind us that it's good reminder to check-in with your long-term investment strategy. They also react to news about the surge in dental supply stock following anti-fluoride sentiments. Finally, they break down the basics behind inflation.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 20, 2024

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth or Traditional 401k contributions? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer part two of the financial questions posed by attendees at the Productive Dentist Academy conference.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 18, 2024

TL;DR - Too Long; Didn't Read - "How Misunderstanding Taxes Could Cost You $10K or More"

In our new TL;DR series episode, Jake reads his article where he explains how misunderstanding taxes can lead to costly mistakes. Jake emphasizes that it is better to make informed choices about income and expenses rather than letting tax concerns drive decisions.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 16, 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 the current state of the market following a significant week of volatility. They analyze various economic indicators, including inflation rates and employment claims, and how these factors influence market sentiment.  They also examine Bitcoin's dynamics, focusing on athletes who chose to receive their salaries in cryptocurrency.  Finally, they discuss the influence of global inflation on recent elections in developed countries, including the United States.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 13, 2024

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of Wealth. Daniel shares his transformative journey from personal wellness struggles to developing insights on wealth and happiness. He discusses the importance of understanding one's values, the societal pressures that prioritize wealth over meaningful experiences, and the common regrets people often face at the end of their life. He introduces the PERMA model for flourishing and highlights the epidemic of isolation. Tune in to gain actionable insights on balancing health and wealth, fostering meaningful relationships, and cultivating a life rich in purpose and joy.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors

Nov 9, 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 a term coined by finance influencers and why it has major implications on the results of the election. They also dive into the economy's reaction along with Powell's press conference about Q4 for 2024. Finally, they discuss the market's reaction to the election along with the disconnect between economic data and public sentiment on 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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

Nov 6, 2024

What is the best way to plan for the next five years with the recession we are facing? What is the best 401k option? How do I manage debt? How to reduce monthly mortgage without refinancing? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer financial questions posed by attendees at the Productive Dentist Academy conference.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 4, 2024

TL;DR - Too Long; Didn't Read - "Why Credit Card Rewards Matter and How to Use Them"

In our new TL;DR series episode, Taylor reads his article where he discusses his passion for credit cards. He explains the importance of credit card rewards for maximizing financial benefits. Taylor provides tips on selecting the right rewards program and manage credit card usage.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

Nov 2, 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 Rabih analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they review a recent study that compiled a list of the financial costs associated with achieving the American dream including purchasing cars, a house, raising kids, and saving for retirement.

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.

See how easy payroll and benefits can be.
As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors

1