Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and “stealing peoples’ hope”. And it has received a chorus of unified denunciations from advisors.
On this Dentist Money Show, Ryan, Matt, and Victoria talk about the flaws in Ramsey’s argument and look at why he’s getting so much push-back about this advice.
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.
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news.
On this show Matt, Jake, and Rabih talk about why investor expectations are shifting when it comes to interest rates and how that's led to a rally for the S&P 500; and they look at the death of Mint, the latest personal finance budgeting app to get discontinued, and why budgeting is so hard to sell—and do.
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.
With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA. What is it? How is it calculated? And most importantly, what discrepancies can alter the formula at the time of a sale?
On this Dentist Money Show, Ryan and David Haynes, of Menlo Dental Transitions, talk about why EBIDTA serves as only a starting point for a practice sale.
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.
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.
As a dentist, you run a small business, one that requires expensive equipment and presents you with different liability issues. And your high income means you need to consider how to replace it in the case of the unexpected. On episode #229, Reese and Ryan review all of the typical policies a dentist might need—and provide you with a sensible strategy for how to approach your insurance needs.
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.
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news.
On this show Matt, Victoria, and Rabih give a market update and explain which three sectors are driving its current growth; look at the 4% Rule and why Dave Ramsey disagrees with it—and why they disagree with Dave Ramsey; and reveal why projecting when a person might retire proves to be so difficult to forecast.
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.
I want to sell my practice to an associate. What issues should I be considering if I want to finance the sale? How much net worth should a normal dentist accumulate for retirement? And, at what point can I drop disability insurance?
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.
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the earnings trends for the current quarter; talk about Safe Moon, the latest crypto scandal; and discuss what caused WeWork to file for bankruptcy.
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.
America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only 40% feeling that their retirement savings are on track. Can anything be done to prevent catastrophe?
On this episode of the Dentist Money™ Show, Ryan and Matt look at the SECURE Act 2.0 and the benefits it adds to 401(k), IRA, Roth, and other retirement plans.
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.
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 #222, Reese introduces Matt Mulcock. If you’ve ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors’ holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors.
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.
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we’re seeing during the Q3 “earnings season”; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness.
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.
Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back!
On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls problem—and how to solve 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.
Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life".
Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy.
Dentist Money Summit
Park City,Utah
June 20 - June 23, 2024
Register today--Early Bird Special ends on 10/31! Save $100 per ticket.
Get away from the grind and gain clarity about your financial strategy and purpose!
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih examine why interest rates continue to go up; look at what is causing student loan servicers to struggle getting their programs back up and running; and talk about entrepreneurial regrets.
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.
Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can do to avoid money’s Grim Reaper. On this episode of the Dentist Money™ Show Ryan and Matt look at how Americans are handling their finances and why saving for retirement and for emergencies terrify those who can’t seem to get their finances organized.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.