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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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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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Oct 5, 2024 • 35min

#566: Two Cents 10/5 - Election Week VIX; Shipping Delays; Student Loan Forgiveness Reboot

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 an explanation of the VIX and volatility of the market around election year. They discuss the current labor strikes on major US ports and what the implications it has on inflation. Finally, they explain the latest news about the student loan forgiveness plan and the court's current desicions around 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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Oct 2, 2024 • 39min

#565: Your Portfolio Doesn’t Care That It’s An Election Year

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt and Rabih dive into the common myths surrounding investing during an election year. They break down three widely believed misconceptions, explain the unpredictable nature of market reactions, and explore why political changes don't dictate long-term investment success. Whether you're feeling anxious or excited about the election, Matt and Rabih will guide you through strategies to keep your investments steady and focused on your long-term financial goals. 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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Sep 28, 2024 • 37min

#564: Two Cents 9/28 - Pesto; A Quiet Market; Perception's of Wealth; Roger Federer's Lessons

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Victoria, and Rabih introduce Pesto the penguin. They discuss the quiet week in the market after a period of constant noise and the broader implications of this. They explore why many Americans are feeling poor despite being financially stable. Finally, they discuss the investing lessons to learn from Roger Federer's tennis career.  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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Sep 25, 2024 • 45min

#563: Flow Like Water: Key Lessons Learned from "Be Water, My Friend"

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset and discuss how these lessons can be applied to everyday life. Tune in for actionable insights that will help you cultivate flexibility, embrace change, and strengthen your personal journey through the wisdom of one of the most iconic martial artists of all time. 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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Sep 23, 2024 • 6min

#562: TL;DR - 5 Tax Write-offs Every Dentist Should Know About

TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About" In our new TL;DR series episode, Victoria reads her article which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about. 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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Sep 21, 2024 • 35min

#561: Two Cents 9/21 - 'Recalibration' and Monetary Policy; Pricing and Inflation; CEO Deadlift ETF

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 discuss the Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the inflation rate is down and the complexities of price perception. Finally, they talk about the implications of a hypothetical 'Deadlift ETF' that correlates with CEO fitness and stock market performance. 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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Sep 18, 2024 • 45min

#560: Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence

Morgan Hamon, CPA and President of HDA Accounting Group, shares insights on leadership and financial management for dental practices. He emphasizes the importance of clear communication with your CPA and maintaining boundaries between personal and business finances. Morgan dispels myths about taxes that can cause anxiety for dentists, advocating for proactive tax planning to ease the emotional load during tax season. He also discusses the significance of a positive workplace culture and the value of self-reflection in fostering team success.
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Sep 14, 2024 • 46min

#559: Two Cents 9/14 - Labor Market; Retirement Savings; What is the Cost of Denial?

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Victoria, and Rabih discuss the upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their retirement planning. Finally, they talk about what the cost of denial is and encourage listeners to take action and address their money matters, emphasizing that the pain of avoidance is greater than the short-term discomfort of facing the problem. 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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Sep 11, 2024 • 43min

#558: How to Avoid the Pitfalls of Home Country Bias in Investing

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover why investing beyond your borders is essential for achieving a truly diversified and resilient investment strategy. 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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