The Dentist Money Show | Financial Planning & Wealth Management

This discussion highlights the latest U.S. trade agreements with China and Vietnam, unveiling their potential economic impact. The hosts analyze the implications of Canada's new digital services tax and the 'Big Beautiful Bill,' exploring its effects on dentists and future tax regulations. They also dive into recent changes in student loan policies, discussing how these shifts affect dental education and affordability. The episode wraps up with fun Fourth of July trivia, blending economics with a festive spirit.

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They explore how to determine the right amount of coverage, the risks of being under- or over-insured, and why spousal income and business value matter in the equation. They also touch on the history of life insurance and some common rules of thumb. Tune in for insights about the importance of planning for risks and having regular financial reviews to protect your family’s financial future. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt and Rabih explore the wide-ranging impact of AI on the economy, including its effects on interest rates, unemployment, and overall productivity. They also talk about some of the challenges AI poses for the job market—particularly for new graduates. Finally, they discuss the role of active investment management in a changing market and stress the importance of consistently tracking personal financial data to drive real progress. 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.

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist who was approached with a roll-up offer from a DSO. They discuss the fine print behind private equity deals, the financial structure, emotional impacts, and the long-term implications of selling to private equity. This episode explores what dentists need to know before signing a deal and why protecting independent ownership still matters. If you’re considering a DSO offer, tune in to hear this case study. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, LIVE from the 2025 Dentist Money Summit in Park City, UT, Matt and Rabih unpack recent economic developments—including the Fed's decision to hold interest rates steady. They also talk about Warren Buffett's retirement from Berkshire Hathaway and the long-term challenges facing Social Security. 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.

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the risks of applying general financial advice to highly specific situations–especially for dentists. Context matters when listening to advice, tips, and tricks given out on social media and playing the long game is especially important. Tune in to hear why timeless financial principles still matter, how to vet advice online and what to watch out for in the age of influencers. 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.

In our new TL;DR series episode, Jordan reads his article where he explains how dentists often retire late due to lifestyle inflation, underestimating retirement needs, and poor financial planning. He offers some strategies, like the “30x Rule” and highlights how better spending habits can help dentists retire on time. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt, Lauren, and Rabih discuss the latest trade deal with China and its potential impact on tariffs and consumer prices. They examine rising geopolitical tensions between Israel and Iran and what these developments could mean for global markets. Finally, they dive into consumer trends in air travel preferences and answer the ongoing question: should you pay off your mortgage early?  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.

Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the vital role clinical management plays in the success of dental practices. Sharing his experience, Dr. Solanki unpacks the impact of poor clinical leadership on both patient care and business outcomes. He talks about the balance dentists must find between clinical excellence and business strategy. Tune in to hear insights on the challenges of shifting practice culture and why collaboration and support are crucial to sustainable growth. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt, Will, and Rabih break down the latest jobs report and what it reveals about the economy. They dive into current consumer spending trends and key economic indicators, then unpack the public feud between Elon Musk and Donald Trump—discussing its potential market impact and why it's crucial to stay diversified and avoid distractions when investing. Finally, they explore the economics of the movie theater industry, including the recent uptick in attendance. 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.