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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Jun 18, 2021 • 36min

#288: How to Tame the Fear of Stock Market Uncertainty

On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve many risks we accept as part of life. But when risk becomes a fear, that’s more about feelings of uncertainty. Whether a fear of sharks keeps you from swimming in the ocean, or fear of loss keeps you from investing, Ryan and Matt attempt to take the paralyzing effect out of uncertainty.
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Jun 9, 2021 • 36min

#287: Estate Planning in Plain English

On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show, Nathan and Ryan go document-by-document over what’s needed to preserve the estate you are working so hard to create. Estate planning can seem complicated, but Nathan explains why he doesn’t believe it should be by illustrating how he takes the legalese out of wills and trusts.
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Jun 2, 2021 • 39min

#286: Chiming in on the Crypto Craze

On this episode of the Dentist Money™ Show, Ryan and Matt take on crypto. It’s the latest investment obsession with vocal fans … and detractors. On this show Ryan and Matt offer advice to dentists on what they believe should be your crypto strategy. Wondering about investing in Bitcoin or the “Doge” (or just wondering what the fuss is all about), this is the episode you’ve been waiting for.
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May 27, 2021 • 41min

#285: Here's What Reese Harper Has Been Up To

On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show, Ryan quizzes Reese on his latest business venture, Elements. You’ll hear how focusing on a niche can strengthen any enterprise, plus get a good look at the challenges of a start-up. It’s your behind-the-scenes look at how Reese is trying to change the future of financial planning.
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May 19, 2021 • 37min

#284: Why Your Neighbor’s Lifestyle is a Bad Benchmark

Humans (and other primates) have a tendency to want to compare. From houses to cars and more, there’s a keeping up with the Joneses’ desire that seems to be part of our nature. On this episode of the Dentist Money™ Show, Ryan and Matt talk about the impulse we have to compare what we have with others. While money or lifestyle comparisons to others can be devastating to your financial and even your mental health, Ryan and Matt focus on ways to compare that can motivate you to make good financial decisions.
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May 12, 2021 • 33min

#283: Are You Prepared for Your Day of HIPAA Reckoning?

She’s known as “The HIPAA Chick” on social media and is an expert at all things HIPAA. On this episode of the Dentist Money™ Show, Ryan interviews Danielle Mckinley of PCI HIPAA. Many dentists think protecting patient information is easy, but they aren’t considering cyber threats, the potential for human error, or the complexity of having vendors who also see patient information. Compliance is never fun, but Danielle Mckinley does her best to keep HIPAA discussions lively as she helps practices meet requirements and avoid costly audits.
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May 5, 2021 • 42min

#282: A Year in the Life of a Dentist Advisors Client

What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to the nuts and bolts of each phase a Dentist Advisors client passes through.
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Apr 28, 2021 • 34min

#281: Golden Nacho Advice from Dr. Paul Goodman

On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion on how to keep all of your practice ownership pieces lined up. From preparing for unforeseen physical emergencies to making sure your staff knows how money flows through your practice to why you need mentors who are within 10 years of your age, Dr. Goodman is at his Dental Nachos best.
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Apr 21, 2021 • 39min

#280: The Laws of Liquidity

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial plan. Your practice needs liquidity, you have a need for personal emergency funds, plus you should also be planning ahead for big projects. For all three you need access to cash. Do you know how much? And where’s the best place to be tucking those funds?
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Apr 14, 2021 • 36min

#279: 4 Unsexy Truths of Comprehensive Financial Planning

When you need to make tough money decisions, it’s critical that you have your financial house in order. On this episode of the Dentist Money™ Show, Ryan and Matt discuss the reasons why feelings of vulnerability turn into relief when people finally get on top of their finances. Find out why it’s so difficult for people to get—and keep—their finances organized.

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