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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 5
Jul 22, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Travis Hornsby of Student Loan Planner, experts at helping dentists and other professionals figure out what to do with their large loan debt. 

In a wide-ranging interview, Ryan and Travis cover the CARES Act pausing of federal loan payments and how long that might last; what the future may hold for student loan debt; why a tiered approach to your debt might make a lot of sense for you; and a whole lot more.

Jul 15, 2020

On this episode of the Dentist Money™ Show Ryan and his webinar partner, Matt Mulcock, discuss the fundamentals of debt. As a dentist, your mindset about debt has to be different. The high income you can achieve requires debt—student loans, equipment, and the possibility of purchasing a practice or practice location. 

That means debt is a greater reality for you. But are your attitudes about debt still old-school? Or, do you know how to use debt as one of your greatest tools?

Jul 8, 2020

Because it’s quite possibly the most emotional asset one can own, a discussion on real estate seems to always draw a crowd. So gather round this episode of the Dentist Money™ Show and hear what Reese and Ryan have to say about the pros and cons of residential, rental, and office space real estate

Real estate investments work for some people, but they’re a hassle for others. Reese and Ryan offer their advice on what type of person can make a real estate deal work in their favor—and who should probably steer clear. 

 

Jul 1, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Will Gochnour, a member of our Dentist Advisors advisory team. It’s a behind-the-curtain look at what our associates go through as they prepare to take on the role of Financial Advisor. 


Data collection is at the heart of our holistic financial planning philosophy and provides the foundation for good financial decisions. Will describes how gathering data for hundreds of financial plans, and then seeing how we use that data to support our advice, prepared him for his current role.

Jun 24, 2020

Investors are tense, the public seems restless. Where can you find financial calm when everything seems so unstable? On this episode of the Dentist Money™ Show, Reese and Ryan attempt to alleviate your anxiety.

Feeling stress during times of volatility is normal, but if your portfolio has been carefully constructed to fit your personality and long-term goals, you can be confident when others have the stock market jitters. 

Jun 17, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Minal Sampat, a dental industry marketing guru and the best-selling author of “Why Your Marketing is Killing Your Business.” There are many options for how to market your practice. How do you know what’s the right approach for you?

In this high-energy interview, Minal reveals her formula for how you can actually minimize costs while maximizing the “new client return” on your current marketing program.

Jun 10, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan discuss two listener questions about the future of the stock market. Changing market conditions have many people wondering if they should rethink what’s included in their investment portfolios. 


Is a concentrated portfolio of stocks that have been beaten up—like travel, hospitality, energy—the right spot for your hard earned dollars? Or, should you just stick to a globally diversified portfolio? Reese and Ryan offer their guidance backed by some fascinating details and stories.

Jun 3, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan look into what it takes to become financially independent. “When can I retire?” is a question financial planners are often asked. Some try to provide a simple answer, but there’s a complexity to the question that deserves an in-depth examination.

Although individual lifestyle and economic uncertainty affect any projections about financial independence, hear what you can do right now to ensure you’re on the path to a comfortable retirement.

May 27, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan discuss the nuts and bolts of the most common qualified retirement plans. Because of the different levels of dental and specialist practices (and with the varying amounts of income they can generate), deciding which qualified retirement plan is the right one for you can be a challenge? 

Reese and Ryan take the mystery out of your retirement plan options. After listening, you’ll feel good about which plan you choose—and why it’s the right fit for you.

May 20, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan once again answer your questions. Decisions about finances, taxes, legal issues, insurance, and real estate all have a major effect on the trajectory of your net worth. 

Your finances are much more complex than many dentists think. Every transaction can have major implications with a bad decision costing you years of wealth accumulation. Who is asking the right questions for you? And, how much is their advice really worth?

May 13, 2020

On this Dentist Money™ Show, Reese and Ryan take a quick look back … and a long look ahead as they discuss the effects of COVID on the stock market, on the dental community, and on themselves. Will a new mindset about money affect your decisions as an investor?

Sharing their personal observations, Reese and Ryan explain why seeing stocks through a COVID looking-glass may affect your attitude towards financial assets.

May 6, 2020

On this episode of the Dentist Money™ Show, Ryan interviews a 20-year veteran of the home loan industry, Tim Peterson of Cornerstone Home Lending. 

Federal stimulates have resulted in low, low interest rates causing some to wonder if now is a good time to refinance? And media coverage about forbearance has others wondering if that’s the right strategy during unusually tight times? Listen as Ryan and Tim take on the difficulties and surprising positives of today’s lending market.

Apr 29, 2020

On this Dentist Money™ Show, Reese and Ryan examine virtually every insurance policy a dentist might need. As a dentist, you have to manage business risks, as well as think about how to preserve your income in case of something unexpected. You may want to ignore it, but insurance can’t be neglected.

On this podcast, Reese and Ryan share their ideas about how to get the greatest efficiency out of the premiums you pay for your practice and income protection insurance needs.

Apr 22, 2020

On this episode of The Dentist Money™ Show, Reese and Ryan take a look at the real reasons people end up hoarding during panics. Or more to their point, when markets are diving and your net worth is shrinking, how can you stifle the impulse to push your own panic button? 

We all have irrationally strong preferences for things we can control with certainty. Reese and Ryan have some ideas on how to keep your cool when the heat is on.

Apr 15, 2020

On this episode of the Dentist Money™ Show, Ryan interviews BJ Sorensen, Senior Manager of Marketing Strategy and Research at Ultradent. While we may have a front-row seat to the economic effects of COVID-19, BJ’s job is to understand how current trends might alter the future.

What will be the behavioral impact on dentists? Where is practice ownership headed? What jobs will today’s dental students find? BJ and Ryan offer their answers to these questions and many more.

Apr 8, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Kiera Dent of The Dental A-Team. A well-known dental practice coach, Kiera has numerous ideas for what you can do today to make your practice better tomorrow. 

Get to know The A-Team’s four buckets for dental practice success as Kiera takes Ryan through her extensive list of things you could be working on. “This is your time for a mindset reset,” claims Kiera. Find out what you can do to improve your practice today.

Apr 1, 2020

For an April Fools Day episode of the Dentist Money™ Show, Reese and Ryan take a close look at financial mistakes that can make you feel like a money management moron. 


It’s been said, “Wise men learn by other men’s mistakes. Fools by their own.” On this show, Reese and Ryan share examples of money miscues you can avoid. Learn from the mistakes of others and then follow these tips so you can keep your net worth growing.

Mar 25, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Dr. Brian Harris, the founder of Smile Virtual, a leader in virtual consultations. Have you considered that the mindset you take during this economic pause may result in how well your practice does when it’s back to business as usual? 

From the tricks he’s learned about video consults to tips on getting more involved in social media, Brian offers ways to still be productive during unusual times.

Mar 18, 2020

The effect of COVID-19 on the economy has resulted in a major market downturn. On this episode of the Dentist Money™ Show, Reese and Ryan provide answers to the financial concerns they’ve been hearing from clients and others.


It’s a pragmatic look at current issues as Reese and Ryan offer advice about where we are—and where leading economic forecasters say we’re most likely headed. Hear why staying calm and rational as you’re faced with major decisions is the right path.

Mar 11, 2020

It’s a Dentist Money™ Show first as Ryan interviews Matt Mulcock, one of our own advisors. Ryan asks Matt what it was like to work at a large money-management firm. 

It’s a one-of-a-kind episode as Matt compares the differences between Dentist Advisors’ holistic financial planning approach with firms that mix product sales with financial advice. You’ll get to know more about Matt—and you’ll hear why he jumped at the chance to work for Dentist Advisors.  

Mar 4, 2020

On this episode of the Dentist Money™ Show, Ryan interviews Matt Hironaka of Unitas PPO Solutions. Do you need help evaluating your PPO participation? Are you involved with PPOs and want to improve reimbursements? Or are you wondering if you can negotiate higher fee rates? 

Matt answers those questions and many more as he and Ryan discuss PPOs in depth. Frustrated with your PPO relationships (like so many dentists)? Matt has some reliable tips to help you smooth out those disappointing PPO bumps.

Feb 26, 2020

What do DSOs, Dave Ramsey, and financial stress have in common?

The last Q&A episode of the Dentist Money™ Show was several months ago. Since then the pile of good questions has grown, and we’ve picked a couple interesting winners. 

“How do you deal with management issues that are part of working in a big DSO? Should you just work for yourself instead of enduring the hassle?” How about, “Is stress a requirement for financial growth?” Plus, Reese and Ryan deconstruct why Dave Ramsey’s “Baby Steps” don’t all work for dentists.

Feb 19, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan put Savings Rate (Sr) under the Elements® microscope. And they dive deep into the many reasons why it’s so closely tied to both your debt and your ability to invest throughout your career. 

Savings Rate is the key indicator of whether you’re moving your own net worth needle forward, and Reese and Ryan clarify why that’s true. Plus, they have a few tricks that can help you start accumulating more savings faster.

Feb 12, 2020

On this episode of the Dentist Money™ Show, Reese interviews Dr. Brian Anderson, founder of the 5,500+ member Facebook group, Orthodontic Pearls. Brian is a popular speaker known for the sincerity he brings to his message of finding positive purpose in your work.


In talking with Reese, he shares how energizing your involvement and fully enjoying how your contributions help people live better can change the way you approach your work. In this show, get into the “flow” with Dr. Brian Anderson.

Feb 5, 2020

On this episode of the Dentist Money™ Show, Reese and Ryan answer the question: “As I’m choosing a partner, what would you recommend that would be different from running a solo practice?” Not a question with a quick or easy answer … but a question many dentists ask during their careers.

Partnerships can change financial implications, decision-making dynamics, productivity, work schedule, and staffing requirements. Reese and Ryan take an in-depth look at all the related challenges and benefits.

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