The Dentist Money Show | Financial Planning & Wealth Management cover image

The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Dec 21, 2022 • 33min

#367: Could it Make Sense to Downsize Your Practice?

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry. On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your practice so it’s a good fit for you. 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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Dec 14, 2022 • 48min

#366: What Financial Indicators Should You Track?

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track these financial indicators. On this episode of the Dentist Money™ Show, Ryan and Matt highlight Elements scores that quickly help you understand your financial health. There will always be uncertainty on the road to financial freedom—unless you follow the right signs.   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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Dec 7, 2022 • 53min

#365: 5 Signs It Could Be Time to Fire Your Advisor

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s time to find a new advisor. On this episode of the Dentist Money™ Show, Ryan, Matt, and Amanda talk about why a dentist might not be satisfied with their advisor. The good news is they also explain how to find one who can provide the service you expect.  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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Nov 30, 2022 • 54min

#364: The FTX Crypto Collapse and What We Learned

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why. On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all should remember when taking a risk. 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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Nov 23, 2022 • 44min

#363: Real Talk with Rabih: Diversified Portfolios

You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih take a close look at portfolio diversification. How does it work and why does it help—and what does career longevity have to do with your investment strategy?  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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Nov 16, 2022 • 45min

#362: Here’s What You Need to Know About Bonds

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih look at bonds and the role they might play in each investor’s portfolio.  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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Nov 9, 2022 • 19min

#361: How to Quickly Increase Your Purchasing Power

Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices to improve your purchasing power. On this episode of the Dentist Money™ Show, Ryan and John Stamper discuss how Dental Whale offers dentists a central place to shop, to learn more about technology, and to join with other practices to beef up their buying power.  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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Nov 2, 2022 • 46min

#360: Don’t Be Frightened By Estate Planning

When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider your own mortality, which you don’t care to do. If you’re delaying yours, know this: each dentist needs an estate plan. On this episode of the Dentist Money™ Show, Ryan and Matt look at estate planning basics, plus some life complexities that may need estate attention. 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 for full service financial planning and investment management with a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
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Oct 26, 2022 • 40min

#359: The Market Is a Casino—But You Are the House

Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors will explain how investing over a long period skews the expected outcome in favor of the investor. On this episode of the Dentist Money™ Show, Ryan and Matt illustrate how you can alter your investment odds to come out ahead—just like Vegas casinos do. 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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Oct 19, 2022 • 29min

#358: Join the Fight Against Oral Cancer

Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral cancer screening light exam with their traditional head and neck oral exam, you can help reduce that number. On this episode of the Dentist Money™ Show, Ryan talks with Amber Young of OralCancerCause.org about oral cancer and why there’s a need to raise awareness. 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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