#222: The Difference Between Holistic Planning and Asset Management

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.