The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
undefined
Apr 8, 2024 • 48min

#500: Two Cents Week of 4/8/24 - High Gold Prices; Apple's Antitrust Lawsuit; Investing During Mercury Retrograde

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 reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Mercury retrograde has any influence on the stock market. 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.
undefined
Apr 5, 2024 • 31min

#499: Fan Favorite - What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There are four sources that determine a practice owner’s actual income. To do any planning for the future, it’s important that you get the math right. Book a free consultation with a CFP® advisor who only works with dentists.
undefined
Apr 3, 2024 • 34min

#498: The Essential Building Blocks of Estate Planning

As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate plan basics and some major changes that are coming. 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.  
undefined
Apr 1, 2024 • 41min

#497: Two Cents Week of 4/1/24 - Stock Market in Q1; Overall World Happiness; The Human Brain and Retirement

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 stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they examine why it is so hard for the human brain to start thinking and saving for 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.
undefined
Mar 27, 2024 • 49min

#496: Reimagining Retirement: Strategies for a Fearless Transition

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits that can come with extending your dental career.  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.  
undefined
Mar 25, 2024 • 33min

#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement

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

 On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore trends in spending during 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.
undefined
Mar 20, 2024 • 41min

#494: DSO Dynamics: The Trends You Need to Understand

Explore the current trends of DSOs and dentistry with insights on choosing reliable partners. Learn about challenges in the DSO landscape and the impact of macroeconomic conditions. Discover strategies for monetizing a dental practice and insights on financial planning for a younger demographic.
undefined
Mar 18, 2024 • 33min

#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments

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

 On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. Finally, they analyze if alternative investments yield higher 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.
undefined
Mar 15, 2024 • 32min

#492: Fan Favorite - “What I Wish I Knew When I Was 22” Episode 272

Enjoy a replay of another one of our most popular Dentist Money Show episodes. As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examine some of their early money decisions and offer some compelling advice to their younger selves that you can use right now. 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.  
undefined
Mar 13, 2024 • 48min

#491: Succeeding at the Business of Dentistry with Dr. John Meis

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life. On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of The Team Training Institute, explore how to succeed in the ever changing landscape of dentistry. 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 AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app