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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart financial decisions.
On this episode of the Dentist Money™ Show, Ryan and Matt examine Dentist Advisors’ year-end data for client averages for income, net worth, debt reduction, and more. How do you stack up as you advance on your own path to wealth?
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.
Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too. Does the “4% Rule” still work for retirees?
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt illustrate how the 4% Rule is used. Plus, they explain the scary side of kids’ education accounts and where real estate fits in a well-diversified 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.
When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s the problem with that approach … without a core brand you look just like everyone else.
On this episode of the Dentist Money™ Show, Ryan welcomes Grace Rizza, CEO of Identity Dental Marketing, to discuss how branding creates patient loyalty.
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.
Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”?
On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Productive Dental Academy.
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 a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry.
On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your practice so it’s a good fit for you.
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.
Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track these financial indicators.
On this episode of the Dentist Money™ Show, Ryan and Matt highlight Elements scores that quickly help you understand your financial health. There will always be uncertainty on the road to financial freedom—unless you follow the right signs.
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.
Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s time to find a new advisor.
On this episode of the Dentist Money™ Show, Ryan, Matt, and Amanda talk about why a dentist might not be satisfied with their advisor. The good news is they also explain how to find one who can provide the service you expect.
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.
There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why.
On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all should remember when taking a risk.
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’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude.
On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih take a close look at portfolio diversification. How does it work and why does it help—and what does career longevity have to do with your investment strategy?
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.
No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle.
On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih look at bonds and the role they might play in each investor’s 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.
Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices to improve your purchasing power. On this episode of the Dentist Money™ Show, Ryan and John Stamper discuss how Dental Whale offers dentists a central place to shop, to learn more about technology, and to join with other practices to beef up their buying power.
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 you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider your own mortality, which you don’t care to do. If you’re delaying yours, know this: each dentist needs an estate plan.
On this episode of the Dentist Money™ Show, Ryan and Matt look at estate planning basics, plus some life complexities that may need estate attention.
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 for full service financial planning and investment management with a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors will explain how investing over a long period skews the expected outcome in favor of the investor.
On this episode of the Dentist Money™ Show, Ryan and Matt illustrate how you can alter your investment odds to come out ahead—just like Vegas casinos do.
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.
Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral cancer screening light exam with their traditional head and neck oral exam, you can help reduce that number.
On this episode of the Dentist Money™ Show, Ryan talks with Amber Young of OralCancerCause.org about oral cancer and why there’s a need to raise awareness.
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.