The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
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Jul 21, 2023 • 31min

#413: Two Cents 11. Headlines From the Week of July 17, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih look into why participation in stock ownership has been stagnant since the late 1990s, plus they discuss a poll about what people feel is the best asset class for long-term investment—real estate, stocks, bonds, CDs, gold, or crypto. 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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Jul 19, 2023 • 39min

#412: Can “Dental Moneyball” Up Your Growth Game?

Starting with changes in baseball that were highlighted by “Moneyball”, data-driven analytics have transformed sports. Can dentists learn from this analytics revolution and use data to drive more predictable practice growth? That’s one of the questions Ryan asks George Hariri of Shared Practices and author of “Dental Moneyball” on this episode of the Dentist Money™ Show. 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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Jul 14, 2023 • 29min

#411: Two Cents 10. Headlines From the Week of July 10, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih look at the reality of what's going on in economy vs people's pessimism about the economy, and why the new income driven repayment plan SAVE (Saving on a Valuable Education) is game-changing news for dentists. 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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Jul 12, 2023 • 50min

#410: 5 Money Mistakes That Plague Dentists

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can derail that money train. On this Dentist Money™ Show, Ryan and Richard Low, of Shared Practices, take a hard look at mistakes that interrupt wealth accumulation—and why today’s dentist needs an incredible level of practice and personal organization. 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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Jul 7, 2023 • 27min

#409: Two Cents 9. Headlines From the Week of July 3, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih look at how the U.S. is dominating in terms of economic recovery and controlling inflation, plus with Rabih celebrating his first July 4th as a citizen, what American foods top his list of likes.  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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Jul 5, 2023 • 34min

#408: Real Talk with Rabih: The Role of Bonds and High-Yield Funds

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where should your short-term money go to get both the return and the safety that make you comfortable? On this Dentist Money™ Show, Ryan and Rabih look at why time is the biggest factor to consider when choosing where your short-term money should go.  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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Jun 30, 2023 • 32min

#407: Two Cents 8. Headlines From the Week of June 26, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Jake talk about why Baby Boomers are so invested in stocks. They look at savings rates in America, and they discuss why private equity deals have fallen off so drastically this past year.  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. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.
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Jun 28, 2023 • 47min

#406: What Dentists Want to Know — Listener Q&R #2

While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the pros and cons of typical 401(k) investment options? And when is it OK to own a permanent life policy? On this listener Q&R (Question and Response!) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners. 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.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.
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Jun 23, 2023 • 28min

#405: Two Cents 7. Headlines From the Week of June 19, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will talk about the recent Fed interest rate decision, look at why student loan payments are back, and discuss whether money can buy happiness. 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. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.
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Jun 21, 2023 • 49min

#404: 3 Steps to Building a Solid Financial Foundation

Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to reduce your money worries even as you find greater enjoyment in life's meaningful moments. On this episode of the Dentist Money™ Show, Ryan and Matt explain how to lay the groundwork for a financial house that will stand the test of time. 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. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.

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