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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Jan 3, 2024 • 50min

#467: 10 Questions to Ask Before Hiring a Financial Advisor

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart financial decisions. Asking the right questions can make finding a good advisor easier.   On this Dentist Money Show, Ryan and Matt explain why, for your advisor to have the biggest impact, they need to know the intricacies of being a dentist.   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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Jan 1, 2024 • 35min

#466: Fan Favorite - “How to Determine if Your Retirement Goals Are on Track” - Episode 234

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Is “When can I retire” the right question to ask? Individual lifestyle and economic uncertainty affect any projections, and additional complexity may need even more in-depth discussion. On episode #234, Reese and Ryan look into some of the factors that affect retirement planning and how you can make sure you understand what it takes to be financially independent. 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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Dec 29, 2023 • 35min

#465: Two Cents 12/25/23 - Predicted GDP Growth; Why Invest in Relationships?

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih look at the economic factors that drove market returns in 2023 to a surprising high, wonder whether the fight against inflation may be slowing with interest rates predicted to go down in 2024, and explain why they believe hanging out with friends more in the coming year should be part of your New Year’s resolutions. 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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Dec 27, 2023 • 21min

#464: Year-End Advice for Practice Owners

Keynote speakers from the recent conference offer their million dollar advice for dentists, discussing year-end financial planning, the importance of understanding financial numbers, and defining personal definitions of success. They also reflect on a retreat with Ashley Joves and discuss their upcoming Dentist Money Summit event.
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Dec 22, 2023 • 30min

#463: Two Cents 12/18/23 - Recap for 2023; Look Ahead to 2024

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On a show more focused on personal reflection, Matt gathers the entire Dentist Advisor advisory team to take a look back at what happened in 2023 to help them grow individually; and to then take a look ahead at the personal improvements they want to make for 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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Dec 20, 2023 • 46min

#462: 5 Tax Write-offs Every Dentist Should Know

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often top of mind. Every dentist should understand how to use tax deferrals and tax deductions to keep their taxes as low as possible. On this Dentist Money Show, Ryan and Matt look at several tax strategies dentists can use that will help them keep more of their hard-earned money.   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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Dec 18, 2023 • 29min

#461: Fan Favorite - “How Enduring Volatile Markets Leads to Success” - Episode 237

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Can you find financial calm when everything seems so unstable? On episode #237, Reese and Ryan talk about why a carefully constructed portfolio that fits your personality and long-term goals can help you feel confident when others have the stock market jitters. 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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Dec 15, 2023 • 30min

#460: Two Cents 12/11/23 - Santa Claus Rally; Decision Fatigue

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

 On this show Matt, Victoria, and Rabih delve into the latest unemployment and inflation numbers and explore why the FED remains so calm when it comes to the economy. And they examine why the overload of decisions every individual faces daily causes fatigue, diminishing our ability to make sound choices as the day progresses. 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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Dec 13, 2023 • 58min

#459: One Dentist’s Journey From Associate to Owner

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would be good to know what the full process is like. On this Dentist Money Show, Matt and Jake get an in-depth look at what it takes to buy a practice from a dentist who recently became an owner. Abhishek Desai shares insights into what he learned on his long journey to ownership. 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. The guest being interviewed on this episode is a client of Dentist Advisors. No cash or non-cash compensation was provided in connection with our guest’s participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on November 8, 2023, including the guest’s favorable testimonial of Dentist Advisors. Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors’ use without any payment or arrangement for compensation, discounts, or other benefits.  
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Dec 9, 2023 • 36min

#458: Two Cents 12/04/23 - Market Update; Sports Betting; Love & Money

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the reasons why the market has been so bullish lately; talk about what’s behind the surge in sports betting; and offer a few tips on how to handle money when in a relationship. 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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