The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
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May 10, 2023 • 47min

#391: What Dentists Want to Know — Listener Q&R #1

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find themselves with access to extra cash? And, what traps might await a dentist who is in practice accumulation mode? On this listener Q&R (Question and Response!) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners. 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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May 3, 2023 • 46min

#390: Discounts vs Membership: What Do Patients Really Want?

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and coming back, it should. On this episode of the Dentist Money™ Show, Ryan welcomes Paul Lowry of Dental Menu. There’s a big difference between Groupon-like discount plans and a Netflix-style membership plan that actually improves patient retention. 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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Apr 26, 2023 • 49min

#389: The Critical Link Between Lifestyle and Retirement

“How much money do I need to retire?” That answer varies depending on who you ask. Retirement experts will offer various rules of thumb about how much the average American needs … but how much does that average American think they need? On this Dentist Money™ Show Ryan and Matt offer what they believe is a fair answer for dentists, and what variables make the answer unique to each dentist. 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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Apr 19, 2023 • 1h 9min

#388: One Man’s Journey Through Unexpected Grief

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But to stay emotionally healthy, you must grieve. After seeing The Art of Grieving, Ryan was moved to interview Preston Zeller, whose art project is the film’s focal point. Talking about grief is not easy, but Ryan felt it was important to share their conversation on this 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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Apr 14, 2023 • 1h 32min

#387: DAP2 4. How to Design a Life of Significance with Dr. Jared Hill

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Jared Hill. Jared discusses his journey through dentistry and tells why he now helps others to work together to elevate their businesses and bring greater significance to their lives through the Elevation Association.
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Apr 12, 2023 • 59min

#386: 5 Things You Should Know About Alternative Investments

Alternative investments—venture capital, private equity, collectibles—are assets usually held by institutional investors. With more complexity and a greater degree of risk, should individual investors still look into them? On this episode of the Dentist Money™ Show, Ryan, Matt and Rabih talk about five factors an investor should consider before jumping into private investing. 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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Apr 5, 2023 • 37min

#385: Real Talk WIth Rabih: BRICS, the Dollar, and Your Investments

Until recently BRICS was made up of Brazil, Russia, India, China, and South Africa. Now that other nations are applying for membership in the alliance, what does that mean for U.S. global power, the dollar, and your investments? On this episode of the Dentist Money™ Show, Ryan asks Rabih Dimachki, head of our investment strategies, to talk about what investors should know about BRICS. 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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Mar 31, 2023 • 1h 6min

#384: DAP2 3. A “Why Not” Philosophy for Business with Brian Harris

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris. The founder of Smile Virtual, Brian describes the philosophies that drive his life and businesses, and what entrepreneurial risks taught him lessons that ultimately defined his successful career.
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Mar 29, 2023 • 39min

#383: Adapting to the Changing Hygienist Market

Is it time to reevaluate how your practice approaches its hygiene department? Labor shortages and demand for higher wages are changing the hygienist market. So what can you do to stabilize hygiene and ensure it’s not merely a loss-leader? On this episode of the Dentist Money™ Show, Ryan welcomes Wendy Briggs of Hygiene Diamonds to talk about why there’s a need to rethink the role of the hygienist. 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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Mar 22, 2023 • 55min

#382: How to Diversify Your Deposits for More FDIC Protection

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur if people lose faith in that fact. On this episode of the Dentist Money™ Show, Ryan and Matt examine why there was a run on Silicon Valley Bank deposits, the history of bank failures, and the role of the FDIC to ensure people have confidence in the banking system. 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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