

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

Jan 19, 2024 • 39min
#472: Fan Favorite - “4 Financial Signals That Can Distract You From Accumulating Wealth” - Episode 251
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Are you confident you’re following the right financial indicators on your road to retirement? Maybe you closely follow short term stock market changes, or you’re fixated on opening more locations. On episode #251, Ryan and Matt explain why, when your long-term focus wavers, you may need to be reminded about the retirement signals that really matter. 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.

Jan 17, 2024 • 48min
#471: Mastering the Growth Game with Dr. Richard Low
Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you really need to keep pursuing more growth? On this Dentist Money™ Show, Ryan talks with Dr. Richard Low, of Shared Practices, about his entrepreneurial journey and why he believes one large practice provides most dentists with more fulfillment, problems, and money than they know what to do with. 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. Richard will be a featured speaker at the upcoming Dentist Money Summit, June 20-22, 2024.

Jan 15, 2024 • 33min
#470: Two Cents Week of 01/12/24 - Bitcoin Spot ETFs; Why Prioritize Nuance
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
On this show Matt, Taylor, and Rabih talk about a new SEC ruling on Bitcoin Spot ETFs that garnered a lot of attention from Wall Street this past week, and discuss why general “rules of thumb” don’t cover the nuances that make each individual’s financial situation unique.
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.

Jan 10, 2024 • 45min
#469: Life and Money Lessons from Charlie Munger
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.” On this Dentist Money™ Show, Matt and Jake talk about the late, great Charlie Munger, one of the most successful investors of all time, and how his perseverance, wit, and wisdom helped to make him a legend in the financial world. 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.

Jan 5, 2024 • 48min
#468: Two Cents 01/01/24 - Big 2023 for the S&P; What’s in Store for 2024?
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news.
On this show Matt, Jake, and Rabih look at what drove the 25% increase in the S&P 500 in 2023, offer a few tips on how to trick your brain into being better with money so you can meet your New Year's financial resolutions, and look at past trends on how the market historically acts from year to year. 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.

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.

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.

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.

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.

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.