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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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Now displaying: Page 5
May 24, 2023

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain taxes owed from selling profitable assets. So how does this tax strategy work and should every investor be using it? On this episode of the Dentist Money™ Show, Ryan and Rabih get into the nitty-gritty of how to use tax-loss harvesting strategies in your portfolio.


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.

May 19, 2023

On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother and wife, Ashley reveals what inspired her vision to do dentistry differently. She is the founder of Smile & Co., a space to laugh and have fun, all while delivering outstanding dental care. 

 

 

May 19, 2023

Welcome to Two Cents, a new podcast that takes a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will take a closer look at what is involved in the current debt ceiling discussions; look at the latest on the inflation front; and discuss the potential ramifications of Robin Hood's move to 24-hour trading. 


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.

May 17, 2023

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget the issues that come when selling a practice. A lot can go wrong.

On this episode of the Dentist Money™ Show, Ryan welcomes dental-speciific attorney David Cohen to talk about legal concerns that come with ownership.


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. 

May 12, 2023

Welcome to Two Cents, a new podcast that takes a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake discuss headlines that may affect the market and your money; debate who is happier, homeowners or renters; and examine what Warren Buffet and Charlie Munger said at the 58th Berkshire Hathaway investor meeting. 


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.

May 10, 2023

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find themselves with access to extra cash? And, what traps might await a dentist who is in practice accumulation mode? 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.

May 3, 2023

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and coming back, it should.

On this episode of the Dentist Money™ Show, Ryan welcomes Paul Lowry of Dental Menu. There’s a big difference between Groupon-like discount plans and a Netflix-style membership plan that actually improves patient retention.


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.

Apr 26, 2023

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer various rules of thumb about how much the average American needs … but how much does that average American think they need? On this Dentist Money™ Show Ryan and Matt offer what they believe is a fair answer for dentists, and what variables make the answer unique to each dentist.


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. 

Apr 19, 2023

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But to stay emotionally healthy, you must grieve.

After seeing The Art of Grieving, Ryan was moved to interview Preston Zeller, whose art project is the film’s focal point. Talking about grief is not easy, but Ryan felt it was important to share their conversation on this Dentist Money™ Show.


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.

Apr 14, 2023

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Jared Hill. Jared discusses his journey through dentistry and tells why he now helps others to work together to elevate their businesses and bring greater significance to their lives through the Elevation Association.

Apr 12, 2023

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of risk, should individual investors still look into them?

On this episode of the Dentist Money™ Show, Ryan, Matt and Rabih talk about five factors an investor should consider before jumping into private investing.


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.

Apr 5, 2023

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying for membership in the alliance, what does that mean for U.S. global power, the dollar, and your investments?

On this episode of the Dentist Money™ Show, Ryan asks Rabih Dimachki, head of our investment strategies, to talk about what investors should know about BRICS.


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.

Mar 31, 2023

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris. The founder of Smile Virtual, Brian describes the philosophies that drive his life and businesses, and what entrepreneurial risks taught him lessons that ultimately defined his successful career.

Mar 29, 2023

Is it time to reevaluate how your practice approaches its hygiene department? Labor shortages and demand for higher wages are changing the hygienist market. So what can you do to stabilize hygiene and ensure it’s not merely a loss-leader?

On this episode of the Dentist Money™ Show, Ryan welcomes Wendy Briggs of Hygiene Diamonds to talk about why there’s a need to rethink the role of the hygienist.


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. 

Mar 22, 2023

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur if people lose faith in that fact. On this episode of the Dentist Money™ Show, Ryan and Matt examine why there was a run on Silicon Valley Bank deposits, the history of bank failures, and the role of the FDIC to ensure people have confidence in the banking system.


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.

Mar 17, 2023

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan welcomes Meredith Papadea. A pediatric dentist from South Carolina, Meredith shares with Ryan the unusual path that brought her to dentistry, her love of serving children, of running races, of pursuing happiness … and of the Disney way!

Mar 15, 2023

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and outs of building a group practice.

On this episode of the Dentist Money™ Show, Ryan talks with Perrin DesPortes of Polaris Healthcare Partners, a strategic advisory firm focused exclusively on helping entrepreneurial dentists build successful group practices.

Mar 8, 2023

When someone is unable to fully grasp the importance of something, it’s called a blind spot. While we all have them, early recognition of personal financial blind spots can prevent us from making costly mistakes. On this episode of the Dentist Money™ Show, Ryan and Matt warn about five common blind spots every dentist should consistently guard against. 


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.

Mar 3, 2023

On the inaugural episode of Dentists Are People Too, a Dental Money Show Series podcast, Ryan welcomes Mark Costes. Writer, coach, serial entrepreneur, podcaster, and dentist, Mark shares stories about his entrepreneurial successes … and failures, his personal passions, and why he loves the philosophy of Stoicism.

Mar 1, 2023

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists who get embezzled by a staff member.

On this episode of the Dentist Money™ Show, Ryan talks about fraud in the dental industry with David Harris, founder of Prosperident, a forensic investigation firm that specializes in protecting dentists from financial crimes.


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.

 

Feb 22, 2023

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling a practice is a huge financial and emotional decision.

On this episode of the Dentist Money™ Show, Ryan talks with Kyle Francis of Professional Transition Strategies about industry consolidation, how DSOs make money, and if selling, finding a partner, or just holding is right for you.


Need answers to your financial questions but not ready for a full-service wealth manager? Check out our 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.

Feb 15, 2023

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align those core values with your finances.

On this episode of the Dentist Money™ Show, Ryan and Matt welcome back Reese Harper to talk about the philosophy behind the Elements app and how it can help people connect their financial decisions to their values and purpose.


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. 

Feb 8, 2023

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for the development of Elements.

The Elements app is now ready and Dentist Advisors is using it with clients. On this episode of the Dentist Money™ Show, Ryan and Matt explain how Elements helps people get organized and find financial peace of mind.


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.

Feb 1, 2023

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know analysts pour over numbers and trends to come up with their predictions. So are they accurate? On this episode of the Dentist Money™ Show, Ryan and Rabih discuss what economists base their predictions on—and what can end up going right … or wrong.

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. 

Jan 25, 2023

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome.

On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side advisor improves your position.


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. 

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