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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Mar 15, 2025 • 42min

#623: Two Cents 3/15 - Quantum Chips; Are You Overpaying on Investment Taxes?; Doom Spending

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology behind "doom spending." Tune in for insights on the future of technology and how to navigate financial decisions in an uncertain economy. 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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Mar 12, 2025 • 52min

#622: Why Every Dentist Needs An Estate Plan

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexities of estate planning, the impact of the great wealth transfer, and how clear conversations can prevent future conflicts among heirs. They review essential estate planning topics like trusts, wills, guardianship designations, life insurance, and asset protection. Tune in to understand why estate planning is important to secure your legacy and protect your loved ones. 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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Mar 10, 2025 • 5min

#621: Untangling the Most Common Inflation Myths - TL;DR

TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths" In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase over time. Tune in to hear the most common inflation myths. 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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Mar 8, 2025 • 40min

#620: Two Cents 3/8 - Are Stocks Selling Off?; Recession Around The Corner?; No More BOI

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 break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventories, and how businesses are adjusting their strategies in response to the shifting consumer sentiment and global trade policies. Tune in for a deep dive into the forces shaping today's economy and what it means for investors and businesses. 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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Mar 5, 2025 • 40min

#619: How to Create Core Values and a Collaborative Culture for Your Team

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear vision and core values to build a collaborative team environment. Finally, he discusses the importance of leaving a lasting legacy through service and the opportunities for engagement and growth within the dental community. 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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Mar 1, 2025 • 41min

#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam?

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 talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401(k) plans. They emphasize the importance of understanding financial strategies beyond arbitrary comparisons. 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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Feb 26, 2025 • 48min

#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings rate matters, and which benchmarks are more indicative of financial success. Tune in to hear the valuable takeaways for dentists at any stage of their journey and stay tuned for a part three, where Ryan and Matt will talk about debt, insurance, and real estate! 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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Feb 24, 2025 • 5min

#616: TL;DR - How Do You Feel About Money?

TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how true wealth isn’t about the amount of money one has but about having a healthy, worry-free relationship with it. 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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Feb 22, 2025 • 38min

#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update

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 discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer spending, and the ongoing discussions surrounding student loans. 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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Feb 19, 2025 • 48min

#614: Three Ways to Align Wealth with Well-being

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial growth should serve a purpose beyond just accumulating wealth. Finally, they touch on the intersection between the physics and philosophy of money and conclude by encouraging dentists to find harmony in their careers and lives rather than only chasing financial growth. 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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