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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: Page 3
May 17, 2024

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

You know that kids are expensive. Should you be saving for their future? Some dentists say ‘yes’, others choose not to. No matter what you decide, you should know the children’s savings options available to you—529 education accounts, minor Roth IRAs, UTMA accounts, etc—so you can do what’s best for your family. On this episode of the Dentist Money™ Show, Ryan and Matt discuss saving strategies for minors.

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

 

May 15, 2024

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But if a little growth is the fuel for future growth, what we should do as investors is learn to harness that exponential power.

On this episode of the Dentist Money Show, Ryan and Matt explain why time plays such a significant role when it comes to maximizing investment returns.

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.

 

May 11, 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 discuss the historical number of stocks available to be traded in the US stock market and why that number has shrunk from decades past. They discuss whether the stock market is still a viable asset to be invested in. Finally, they end with a study about people's overenthusiatic estimate on how long they can continue work without 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.

May 8, 2024

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The Paradox of Choice, Barry Swartz offers insights on how to handle choice overload and decision-making paralysis.

On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Will review his book and talk about why an abundance of choices doesn’t necessarily bring greater satisfaction.


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.

 

May 4, 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 review the Fed's recent response to inflation and the effect on interest rates. They also discuss the FTC's ban on non-compete agreements and how that could affect dentists. Finally, they analyze the economics of car ownership and why the average age of cars on the road is increasing.

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.

May 3, 2024

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

“When is it time to get financial help?” Like many issues that deal with money, the answer is personal for each individual. On this episode of the Dentist Money™ Show, Jake Elm, CFP® at Dentist Advisors, joins Ryan to take on the question and explain the reasons why earlier may be better for long term goals. They also relate why the power of being held accountable to someone else motivates people to take action.


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

May 1, 2024

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun the bogus tax strategies on the list—and knowing what to avoid is meant to protect you from these scams and their fraudulent promoters.

On this episode of the Dentist Money Show, Ryan and Matt illustrate how quickly you can get into trouble when trying too hard to find tax avoidance strategies.


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.

 

Apr 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, Taylor, and Rabih explore the impact of data on the Federal Reserve's economic projections and how it affects the market. They also respond to a recent listener's comment about the riskiness of stocks. Finally, they provide the newest updates on student loan forgiveness programs and important upcoming deadlines.

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.

Apr 26, 2024

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes their unique blend of support and autonomy, making them an attractive option to many dentists.

On this episode of the Dentist Money Show, Matt and Chip Fichtner, Prinicpal at Large Practice Sales, discuss the nuts and bolts of Invisible DSO partnerships.


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.

 

Apr 24, 2024

When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In a tight employment market, focusing more on natural talents and strengths can help you secure top talent.

On this episode of the Dentist Money Show, Ryan talks with Dr. Michael Neal, Founder of Build My Team, about how to find the right people for your practice.

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.

 

Apr 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, Jake, and Rabih give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich.

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.

Apr 19, 2024

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

The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate. Find out how much you should be putting towards each and determine the best way to tuck away those funds so they’ll be there when you need them.

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

Apr 17, 2024

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness.

Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist Money Show and Shared Practices Podcast.


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.

 

Apr 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, Victoria, and Rabih discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons why people are intimidated to start. Finally, they go through Tax Day facts, the annual dirty dozen tax scams, and what fraud claims the IRS is cracking down on.

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.

Apr 12, 2024

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs.

On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform that helps practices capitalize on AI.


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.

 

Apr 10, 2024

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant.

“Want to understand the changing world? Start with what stays the same.” So counsels Housel, a name you’ve heard many times on our podcast. And now he gets a show devoted specifically to his advice as we review Same As Ever, his new book. 

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.

Apr 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, Victoria, and Rabih discuss the reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Mercury retrograde has any influence on the stock 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.

Apr 5, 2024

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

Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There are four sources that determine a practice owner’s actual income. To do any planning for the future, it’s important that you get the math right.


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

Apr 3, 2024

As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations.

On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate plan basics and some major changes that are coming.

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.

 

Apr 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 discuss the stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they examine why it is so hard for the human brain to start thinking 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.

Mar 27, 2024

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings.

On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits that can come with extending your dental career. 

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.

 

Mar 25, 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, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore trends in spending during 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.

Mar 20, 2024

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth.

On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into the current trends of DSOs and dentistry.


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.

Mar 18, 2024

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



On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. Finally, they analyze if alternative investments yield higher returns.

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.

Mar 15, 2024

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

As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examine some of their early money decisions and offer some compelling advice to their younger selves that you can use right now.

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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