The Dentist Money Show | Financial Planning & Wealth Management

They review 2025's top-performing investments and argue why staying invested beat market timing. They discuss why boomers often show smaller retirement balances versus younger savers, tracing pensions, the Great Recession, and auto-enrollment effects. They also compare dentistry and college football as private equity moves into both, exploring motives, pressures, and potential risks.

Discover the secrets to setting lasting goals as the hosts discuss why New Year's resolutions often fail. Learn about the importance of realistic goal-setting and why focusing on fewer tasks can enhance your success. Explore the difference between process and outcome goals, and hear how cutting unwanted habits can be more beneficial than adding new ones. With tips on adaptable planning and 90-day sprints, you'll gain insights to keep you motivated and on track throughout the year.

A practice strategist reveals five crucial points for boosting dental productivity. Learn how to attract new patients effectively while creating memorable experiences that lead to referrals. Discover the importance of thorough diagnostics and honest treatment planning. She also discusses how to enhance case acceptance through flexible financing options and effective scheduling. By implementing smart systems, dentists can increase their productivity without overwhelming their schedules.

The hosts delve into the high-stakes drama surrounding the race for the next Fed chair, weighing potential candidates and market expectations. They explore why inflation continues to sting for everyday Americans, despite wage growth keeping pace. A controversial proposal from Trump to cap credit card interest rates sparks a lively discussion about its implications on consumer behavior and rewards programs. Tune in for insights blending economic trends with a dash of humor and relatable anecdotes!

Cody Barris, a member of Dentist Advisors and analyst of a recent dentist survey, joins the hosts to discuss key findings from 2025's qualitative benchmark data. They explore themes like dentist burnout and how leadership days can feel equally taxing as clinical ones. The conversation reveals surprising vacation habits, with many taking over five trips a year. Dentists report high overall satisfaction with their work-life balance and income perception. A significant majority would still choose dentistry as a career, showing resilience in the face of challenges.

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, Taylor, and Rabih give a market update from a cooling job market and slowing GDP growth to the global implications of Venezuela's massive oil reserves. They also discuss the newly introduced "Trump accounts" for kids, exploring how these accounts aim to promote early saving and investing, along with the potential tax drawbacks families should understand before signing up. Finally, they talk about the U.S. housing crisis, including the shortage of single-family homes, new policies targeting institutional investors, and how future interest rate cuts could impact buyers. Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! 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 the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing matter, and the common mistakes dentists make when chasing deductions. This episode emphasizes the importance of proactive planning, building good habits early, and having clear communication with your advisory team as your income and career evolve. Whether you're just getting started or planning your next chapter, this episode will help you put your taxes in the right context and make smarter decisions. If you missed the last episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance! 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.

Explore the power of diversification as a cornerstone of smart investing. Discover why holding large cash balances can be riskier than you think, especially in light of inflation. The hosts dive into the nuances of risk, highlighting the importance of understanding purchasing-power erosion. Historical data shows globally diversified portfolios tend to perform well over the long term. Learn how liquidity allows you to capitalize on market dips and the benefits of rules-based rebalancing for maintaining your investment strategy.

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it really takes (financially and personally) to transition from general dentistry to a specialty. They explain why understanding lifestyle and location tradeoffs is just as important as analyzing income potential, what it means to be "work optional," and how to evaluate your readiness for a sabbatical or career reset. Whether you're considering a specialization, contemplating a move, or reassessing your long-term goals, tune in for clarity and perspective for building the career and life you truly want. 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 discuss mixed economic signals affecting today's markets, including recent unemployment, inflation data, and a potential Santa Claus rally. They also talk about major trends shaping the dental industry, from the growing demand for convenience and the rise of teledentistry, emotional dentistry, 3D printing, and the expanding role of AI. They wrap up with predictions for the year ahead and a discussion about the Super Bowl LX. Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! 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.