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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Nov 2, 2024 • 42min

#576: Two Cents 11/2 - Economic Indicators; New 2025 Tax Limits; The Cost of the American Dream

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jake, and Rabih analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they review a recent study that compiled a list of the financial costs associated with achieving the American dream including purchasing cars, a house, raising kids, and saving for retirement. 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. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. 
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Oct 30, 2024 • 37min

#575: Navigating Dental Marketing: Insights from Pain-Free Dental Marketing

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to talk about their journey in the dental marketing industry. They discuss the challenges of marketing for dental practices, the importance of authenticity, and understanding patient needs.They review current marketing trends, how to track marketing effectiveness, and misconceptions surrounding effective marketing. Learn how you can make your practice’s marketing and patient engagement strategies more effective. 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. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.
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Oct 26, 2024 • 40min

#574: Two Cents 10/26 - Election Betting; E.Coli and Diversification; The Great Wealth Transfer

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt and Rabih analyze election betting data, exploring how it reflects market sentiment and the underlying mathematical principles. Then, they discuss the implications of the recent E. coli outbreak on the fast-food industry and the importance of proper diversification in investments. Finally, they discuss the great wealth transfer and importance of open family discussions about money and financial planning. 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. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.
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Oct 23, 2024 • 51min

#573: Money and Emotions: How feelings can shape our finances

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it's deeply intertwined with our emotions and the decisions we make. From the tulip buying craze in the 1600s, to the recent boom in crypto and NFTs, our emotions have always been a driving force in what we buy and why. In this episode, Matt, Jake, and Ryan dive into the why of making money decisions and how our emotions can impact choices without us even being aware. 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.
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Oct 21, 2024 • 5min

#572: TL;DR - When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

TL;DR - Too Long; Didn't Read - "When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund" In our new TL;DR series episode, Will reads his article which compares your emergency fund to a backup quarterback in a financial context. An emergency fund is a savings buffer set aside for unexpected expenses or financial crises. Will goes over three tips to maximize the usage of your emergency fund. 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.
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Oct 19, 2024 • 44min

#571: Two Cents of 10/19 - Market and Economic Overview; Update on China's Market; Potential Tax Cliff

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt and Rabih review the current status of the economy using market data including: inflation indicators, unemployment rate, stock volatility, and rate cuts. Then, they continue last week's discussion on the Chinese stock market's boom and bust and discuss the recent press conference and the Chinese market reaction. Finally, they discuss the looming tax cliff and the current policy in place versus what it could revert to. 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.
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Oct 16, 2024 • 58min

#570: Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and Ryan to discuss the purpose of Elevation Association and how it all started. They talk about the importance of healthy partnerships in business and dentistry, as well as the significance of leadership and communication skills. Jared Hill and Dan Nelson share their experiences of building a successful dental practice and highlight Dental Legacy Foundations dedication to providing dental care and oral hygiene education in underserved communities around the 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.
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Oct 12, 2024 • 46min

#569: Two Cents 10/12 - China's Stock Fluctuations; Roblox Stock Options; Google Anti-Trust Lawsuit

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Will, and Rabih start with exploring the last two weeks of volatility in the major Chinese stock index and why it hasn't impacted the global markets on a larger scale. They discuss the recent Hindenburg report on Roblox and the business ethics behind the short. Finally, they discuss the current lawsuit the DOJ is filing against Google and why it will be a long and ongoing lawsuit.  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.
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Oct 9, 2024 • 50min

#568: What You Should Expect From Your Financial Advisor

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money Show, Matt and Ryan break down some of the essential roles and expectations you should have for your financial advisor. They cover key qualities to look for in a financial advisor, the services they should provide, and how to establish a collaborative partnership to get the most out of the relationship. 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.
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Oct 7, 2024 • 40min

#567: Financial Planning 101: Interview with Dentist Advisors’ CEO, Matt Mulcock, CFP®

Checking back in with one of our main stage speakers from the Dentist Money Summit last June, Perrin DesPortes. Matt Mulcock, CFP® is invited to join Perrin on the Group Practice Accelerator podcast to discuss financial planning, what makes Dentist Advisors unique in the space, and share some wisdom on how you should approach financial planning. 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.

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