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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Sep 1, 2023 • 30min

#425: Two Cents 17. 8/28/23 - the FED, Cash, Dentists Aren't Average

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor recap the recent FED meeting where economists reiterated their goal of getting inflation closer to 2%; they examine why weallthy Americans seem to be accumulating more cash; and they look at the sorry state of the average American’s retirement savings.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 30, 2023 • 44min

#424: Starting From Scratch with Dr. Mike and Stephanie Walton

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and his wife talk about what held them back and the steps they took to finally make a single-owner practice happen. On a Dentist Money Show™ first, Matt welcomes two current Dentist Advisor’s clients as Dr. Michael and Stephanie Walton share their startup journey. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 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 August 3, 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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Aug 25, 2023 • 34min

#423: Two Cents 16. 8/21/23 - Housing, AI Funds, Pessimists

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake explain why the housing market in the U.S. is difficult and home sales remain down; how Artificial Intelligence powered funds are performing against the S&P; and why pessimists stay pessimistic.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 23, 2023 • 44min

#422: Why One Big Mistake Can Ruin Your Retirement

“The first rule of an investment is don't lose money. And the second rule of an investment is don't forget the first rule. And that's all the rules there are.” That might be Warren Buffett’s most famous quote and on this episode of the Dentist Money Show™, Ryan and Matt look at mistakes that can lead to serious loss. Learn why minimizing money missteps is what making good decisions is all about. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
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Aug 18, 2023 • 29min

#421: Two Cents 15. Headlines From the Week of August 14, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look into why the Asian markets are falling and the current issues facing the Chinese economy; talk about the affect of contactless payments on our spending behaviors; and examine why women might be considered better investors than men.   Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 16, 2023 • 35min

#420: 5 Tips for Overcoming the Fear of Investing

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product of human evolution as our brains are hardwired to avoid risk, like evading threats to our life—and even the loss of money. On this episode of the Dentist Money Show, Ryan and Matt look at how five tips for overcoming the fear of flying also work well for people with investophobia. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 11, 2023 • 29min

#419: Two Cents 14. Headlines From the Week of August 7, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Rabih report on the recent 401(k) catch-up contribution changes; look into why medium and long-term U.S. debt was downgraded and what it might mean for the market; and talk about what factors might be contributing to consumer credit card debt hitting an all-time high.   Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 9, 2023 • 53min

#418: 4 Places Money Should Go During Uncertain Times

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so you can enjoy greater security and less stress? For this episode of the Dentist Money Show, Ryan joins with Regan Richardson on a Productive Dentist Academy webinar to examine the four places where you should allocate your leftover money during uncertain economic times. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
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Aug 4, 2023 • 23min

#417: Two Cents 13. Headlines From the Week of July 31, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Will discuss the affect on portfolio diversity of the largest seven stocks (Apple, Microsoft, Alphabet, Amazon, Tesla, Berkshire Hathaway, UnitedHealth Group) that make up 27% of the S&P 500's overall value, and how the slowing job market fits into the FED's attempt for a "soft landing." Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 
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Aug 2, 2023 • 48min

#416: The New Math for Old Student Loan Debt

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need to rethink your repayment approach. If you have student loans, not understanding the changes could prove costly. On this episode of the Dentist Money™ Show, Matt talks with Travis Hornsby of Student Loan Planner, who explains the new requirements and new math. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

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