The Dentist Money Show | Financial Planning & Wealth Management

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt and Rabih break down the current state of the economy by analyzing inflation, jobless claims, and consumer spending. They explore the rise of AI-related bubbles, the craze around Labubus, and how psychology drives behavior in uncertain times. 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.

On this episode of the Dentist Money Show, Matt and Ryan reflect on the key takeaways from the 2025 Dentist Money Summit. They discuss why financial planning should focus on enjoying the present—not just preparing for the future. They talk about the widespread issues of burnout and boredom in dentistry and how small changes like health tracking can lead to meaningful improvements in well-being. Tune in for a recap of highlights and lessons from the summit’s speakers that you can apply to both your practice and personal life. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt and Rabih break down the current economic climate as summer kicks in. They discuss the Federal Reserve's recent actions, market behavior during slower months, and how new tariff policies and changes to SALT deduction rules could affect high earners. 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.

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans following the recently passed reconciliation bill. They focus on the revised SAVE plan and the newly introduced RAP plan—two programs that could significantly impact dentists with student debt. With interest accrual changes taking effect on August 1st, Jake and Taylor explain why it’s critical to understand your options now. They cover the key differences between repayment plans, the role of cash flow in making smart repayment decisions, and when private refinancing might make sense. This episode was recorded on July 10, 2025. Stay tuned for future updates as the situation develops. 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.  

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning high incomes. They unpack the emotional toll of peer comparison, the often-overlooked impact of debt and taxes, and the critical role of financial awareness. They also touch on the long-term wealth-building journey for dentists and why true financial freedom takes time, clarity, and patience. 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.

Kiera Dent, Founder of Dental A Team, shares her expertise in dental consulting, focusing on the evolving landscape of Dental Support Organizations (DSOs). She discusses whether partnering with DSOs is a wise financial and life choice, confronting common horror stories head-on. The conversation delves into the significance of aligning business decisions with personal goals, financial planning strategies tailored for dentists, and the potential risks involved in transitioning to a DSO. Kiera’s insights aim to empower dental professionals navigating this critical juncture.

This discussion highlights the latest U.S. trade agreements with China and Vietnam, unveiling their potential economic impact. The hosts analyze the implications of Canada's new digital services tax and the 'Big Beautiful Bill,' exploring its effects on dentists and future tax regulations. They also dive into recent changes in student loan policies, discussing how these shifts affect dental education and affordability. The episode wraps up with fun Fourth of July trivia, blending economics with a festive spirit.

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They explore how to determine the right amount of coverage, the risks of being under- or over-insured, and why spousal income and business value matter in the equation. They also touch on the history of life insurance and some common rules of thumb. Tune in for insights about the importance of planning for risks and having regular financial reviews to protect your family’s financial future. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money’s Two Cents, Matt and Rabih explore the wide-ranging impact of AI on the economy, including its effects on interest rates, unemployment, and overall productivity. They also talk about some of the challenges AI poses for the job market—particularly for new graduates. Finally, they discuss the role of active investment management in a changing market and stress the importance of consistently tracking personal financial data to drive real progress. 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.

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist who was approached with a roll-up offer from a DSO. They discuss the fine print behind private equity deals, the financial structure, emotional impacts, and the long-term implications of selling to private equity. This episode explores what dentists need to know before signing a deal and why protecting independent ownership still matters. If you’re considering a DSO offer, tune in to hear this case study. 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.