The Dentist Money Show | Financial Planning & Wealth Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
Latest episodes
Jul 1, 2020 • 34min
#238: Is Your Advisor a Data Nerd or Just Taking Your Word?
On this episode of the Dentist Money™ Show, Ryan interviews Will Gochnour, a member of our Dentist Advisors advisory team. It’s a behind-the-curtain look at what our associates go through as they prepare to take on the role of Financial Advisor. Data collection is at the heart of our holistic financial planning philosophy and provides the foundation for good financial decisions. Will describes how gathering data for hundreds of financial plans, and then seeing how we use that data to support our advice, prepared him for his current role.
Jun 24, 2020 • 33min
#237: The Stress Test: How Enduring Volatile Markets Leads to Success
Investors are tense, the public seems restless. Where can you find financial calm when everything seems so unstable? On this episode of the Dentist Money™ Show, Reese and Ryan attempt to alleviate your anxiety. Feeling stress during times of volatility is normal, but if your portfolio has been carefully constructed to fit your personality and long-term goals, you can be confident when others have the stock market jitters.
Jun 17, 2020 • 37min
#236: The Marketing “Don’ts” that are Killing Your Practice?
On this episode of the Dentist Money™ Show, Ryan interviews Minal Sampat, a dental industry marketing guru and the best-selling author of “Why Your Marketing is Killing Your Business.” There are many options for how to market your practice. How do you know what’s the right approach for you? In this high-energy interview, Minal reveals her formula for how you can actually minimize costs while maximizing the “new client return” on your current marketing program.
Jun 10, 2020 • 35min
#235: What Dentists Want to Know — Listener Q&A #15
On this episode of the Dentist Money™ Show, Reese and Ryan discuss two listener questions about the future of the stock market. Changing market conditions have many people wondering if they should rethink what’s included in their investment portfolios. Is a concentrated portfolio of stocks that have been beaten up—like travel, hospitality, energy—the right spot for your hard earned dollars? Or, should you just stick to a globally diversified portfolio? Reese and Ryan offer their guidance backed by some fascinating details and stories.
Jun 3, 2020 • 37min
#234: How to Determine if Your Retirement Goals Are on Track
On this episode of the Dentist Money™ Show, Reese and Ryan look into what it takes to become financially independent. “When can I retire?” is a question financial planners are often asked. Some try to provide a simple answer, but there’s a complexity to the question that deserves an in-depth examination. Although individual lifestyle and economic uncertainty affect any projections about financial independence, hear what you can do right now to ensure you’re on the path to a comfortable retirement.
May 27, 2020 • 40min
#233: The #1 Reason You Should Have a Qualified Retirement Plan
On this episode of the Dentist Money™ Show, Reese and Ryan discuss the nuts and bolts of the most common qualified retirement plans. Because of the different levels of dental and specialist practices (and with the varying amounts of income they can generate), deciding which qualified retirement plan is the right one for you can be a challenge? Reese and Ryan take the mystery out of your retirement plan options. After listening, you’ll feel good about which plan you choose—and why it’s the right fit for you.
May 20, 2020 • 38min
#232: What Dentists Want to Know — Listener Q&A #14
On this episode of the Dentist Money™ Show, Reese and Ryan once again answer your questions. Decisions about finances, taxes, legal issues, insurance, and real estate all have a major effect on the trajectory of your net worth. Your finances are much more complex than many dentists think. Every transaction can have major implications with a bad decision costing you years of wealth accumulation. Who is asking the right questions for you? And, how much is their advice really worth?
May 13, 2020 • 40min
#231: What COVID Has Revealed About Investor Biases
On this Dentist Money™ Show, Reese and Ryan take a quick look back … and a long look ahead as they discuss the effects of COVID on the stock market, on the dental community, and on themselves. Will a new mindset about money affect your decisions as an investor? Sharing their personal observations, Reese and Ryan explain why seeing stocks through a COVID looking-glass may affect your attitude towards financial assets.
May 6, 2020 • 39min
#230: Before You Defer Your Mortgage Payments, Listen to This
On this episode of the Dentist Money™ Show, Ryan interviews a 20-year veteran of the home loan industry, Tim Peterson of Cornerstone Home Lending. Federal stimulates have resulted in low, low interest rates causing some to wonder if now is a good time to refinance? And media coverage about forbearance has others wondering if that’s the right strategy during unusually tight times? Listen as Ryan and Tim take on the difficulties and surprising positives of today’s lending market.
Apr 29, 2020 • 38min
#229: Insurance: What You Need and What You Don’t
On this Dentist Money™ Show, Reese and Ryan examine virtually every insurance policy a dentist might need. As a dentist, you have to manage business risks, as well as think about how to preserve your income in case of something unexpected. You may want to ignore it, but insurance can’t be neglected. On this podcast, Reese and Ryan share their ideas about how to get the greatest efficiency out of the premiums you pay for your practice and income protection insurance needs.
