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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Mar 1, 2024 • 32min

#487: Fan Favorite - “When to Switch From a Simple IRA to a 401(k)” – Episode 268

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Show, Ryan and Matt examine the pros and cons of Simple IRAs and 401(k)s. 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.  
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Feb 28, 2024 • 45min

#486: Women and Wealth: Overcoming the Investment Gap

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women need to bridge the investment gap. 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.
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Feb 26, 2024 • 41min

#485:Two Cents Week of 02/26/24 - Stock market & economy correlation; Identifying trustworthy financial advice; Student loan strategies

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

 On this episode, Matt, Victoria, and Rabih ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, they give insight to a practice owner who feels behind on their retirement savings. 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.
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Feb 21, 2024 • 42min

#484: Mastering the Growth Game with Laura Maly & Michael Anderson

Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and creates the right reputation. On this Dentist Money Show, Ryan talks with Laura Maly and Michael Anderson of the Wonderist Agency, a dental-specific marketing agency, about why they believe if there is harmony on the inside of your office, it will show on the outside. Listen to learn the four pillars of culture that can create greater office unity. Laura and Michael will be featured speakers at the upcoming Dentist Money Summit, June 20-22, 2024. 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.
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Feb 19, 2024 • 38min

#483:Two Cents Week of 02/19/24 - S&P 500 Milestone; Forgotten 401(k)s; Disability Insurance; Home Buying vs. Practice

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

 On this episode, Matt, Victoria, and Rabih discuss the factors that contributed to the S&P 500 reaching 5,000 levels. They also explore the importance of not forgetting about old 401(k) accounts and the potential consequences of neglecting them. Then they analyze whether disability insurance is worth it and share a personal story that highlights its importance. Finally, they address the dilemma of whether to buy a house or a practice first, providing insights and considerations for dentists facing this decision. 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.
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Feb 16, 2024 • 37min

#482: Fan Favorite - “A Warren Buffett Investment Secret You Can Mimic” – Episode 267

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Warren Buffett is considered a superstar investor and is probably the most well-known name in the investment world. Numerous books have been written about the fundamentals Buffett has followed on his way to creating a fortune. On this episode of the Dentist Money Show, Ryan and Matt reveal a surprising ingredient to Buffett’s success that is often overlooked. 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.
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Feb 14, 2024 • 45min

#481: Pushing Past Your Limits: Lessons From “The Iron Cowboy”

James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days in 50 different states chronicling the many challenges he faced, including profound physical exhaustion. On this Dentist Money™ Show, Ryan and Matt illustrate why James' persistence should resonate with every dentist who is navigating their own demanding journey. James will be our featured keynote speaker at the upcoming Dentist Money Summit, June 20-22, 2024. Registration is open at www.dentistmoneysummit.com. 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.  
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Feb 12, 2024 • 26min

#480:Two Cents Week of 02/12/24 - American Spending; Magnificent 7; Perils of Sports Gambling

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

 On this episode, Matt, Taylor, and Rabih analyze American spending trends, discuss if the Magnificant 7 companies are in a bubble, and they discuss data from a recently released report on the perils of sports gambling.  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.
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Feb 7, 2024 • 36min

#479: Unlock Your Financial Potential: The Power of a Good Coach

Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So, who is best equipped to do that, an experienced investor or a skilled financial coach? On this Dentist Money Show, Matt and Victoria explain how a recent company ski trip illustrated the power of good coaching vs. real world know-how. 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.  
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Feb 5, 2024 • 36min

#478:Two Cents Week of 02/05/24 - Federal Reserve Meeting Update; Commercial Real Estate; Super Bowl Bets

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

 On this episode, Matt, Ryan, Jake, and Rabih discuss the impact of the recent Federal Reserve's meeting on the market, the concerns surrounding commercial real estate, and how a $6 billion company can go bankrupt. They also explore the topics of investing at all-time highs and Super Bowl prop bets. 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.

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