

The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
Episodes
Mentioned books

Jun 4, 2024 • 35min
#522: Fan Favorite - I Bought Permanent Life Insurance, Now What? – Episode 293
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Is buying permanent life insurance a permanent mistake? Insurance agents say there are benefits to support purchasing permanent insurance, but are their points valid? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life insurance and explain why mixing insurance and investments in the same financial instrument might not be the best strategy. Book a free consultation with a CFP® advisor who only works with dentists.

Jun 1, 2024 • 30min
#521: Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy Life?
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 continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. Is there truly a secret to a happy life? 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.

May 29, 2024 • 49min
#520: Financial Advisors vs AI: The Power of Human Insight
Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it was only a few years ago that roboadvisors were going to replace financial advisors. AI has already lost that battle. On this episode of the Dentist Money Show, Ryan and Matt explain why people prefer advice from another human who understands their financial dreams and fears. 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.

May 25, 2024 • 34min
#519: Two Cents of 5/27/2024 - Q1 earnings; How much Americans save; Is the stock market rigged?
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
On this episode, Matt, Jake, and Rabih analyze Nvidia's Q1 earnings and the trend of beating analysts' expectations. They touch on the psychology of spending and saving and the economic implications of higher savings rates. Finally, they provide statistics that show the increasing probability of positive returns of long-term stock investments. 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.

May 22, 2024 • 49min
#518: 10 Popular Financial Strategies: Overrated or Underrated?
We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to get ahead financially. While many sound great in theory, do they really measure up when put into practice? On this episode of the Dentist Money Show, Matt and Victoria talk about 10 popular financial strategies that they believe are overrated, underrated, or rightly rated. 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.

May 18, 2024 • 39min
#517: Two Cents Week of 5/20/24 - Inflation Reduction; Car Insurance Increase; GameStop and Reddit Update
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 the recent reduction on inflation and the impacts it can have. They also discuss the rising costs of car insurance and call back stats to provide some reasoning why car insurance has shot up recently. Finally, they go through the events of GameStop and Reddit users and how the market and internet has adapted to recent events. 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.

May 17, 2024 • 34min
#516: Fan Favorite - Strategies to Use for Kids Savings – Episode 292
Enjoy a replay of another one of our most popular Dentist Money Show episodes. You know that kids are expensive. Should you be saving for their future? Some dentists say ‘yes’, others choose not to. No matter what you decide, you should know the children’s savings options available to you—529 education accounts, minor Roth IRAs, UTMA accounts, etc—so you can do what’s best for your family. On this episode of the Dentist Money™ Show, Ryan and Matt discuss saving strategies for minors. Book a free consultation with a CFP® advisor who only works with dentists.

May 15, 2024 • 36min
#515: Maximizing Returns: The Role of Time in Investing
Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But if a little growth is the fuel for future growth, what we should do as investors is learn to harness that exponential power. On this episode of the Dentist Money Show, Ryan and Matt explain why time plays such a significant role when it comes to maximizing investment returns. 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.

May 11, 2024 • 43min
#514: Two Cents Week of 5/13/24 - Disappearing Stock Market; History and Stock Market Returns; Optimistic Retirement Age
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
On this episode, Matt, Jake, and Rabih discuss the historical number of stocks available to be traded in the US stock market and why that number has shrunk from decades past. They discuss whether the stock market is still a viable asset to be invested in. Finally, they end with a study about people's overenthusiatic estimate on how long they can continue work without retirement. 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.

May 8, 2024 • 59min
#513: Why Less Is More: Insights from 'The Paradox of Choice'
Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The Paradox of Choice, Barry Swartz offers insights on how to handle choice overload and decision-making paralysis. On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Will review his book and talk about why an abundance of choices doesn’t necessarily bring greater satisfaction. 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.