The Dentist Money Show | Financial Planning & Wealth Management cover image

The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Sep 9, 2024 • 5min

#557: TL;DR - Elections and Investing: Debunking Common Myths

TL;DR - Too Long; Didn't Read In our new TL;DR series episode, Matt reads his latest article which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story. 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 7, 2024 • 39min

#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing independently.  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 4, 2024 • 48min

#555: Are You Chasing Status Or Building Wealth?

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth. 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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Aug 31, 2024 • 43min

#554: Two Cents 8/31 - Fed Cut in September?; NVIDIA Absurdity; Supreme Court Decision on Student Loan Relief

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 review the current major factors impacting the economy, which include the Q2 GDP numbers and the possibility of the Federal Reserve cutting rates in September. They then discuss the continued growth of NVIDIA even in a volatile market. and how they have doubled their revenue in a year. Finally, with the recent Supreme Court ruling on the Student Loan SAVE plan, they address what the next steps for student debt relief might look like.  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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Aug 28, 2024 • 43min

#553: The First Financial Question We Ask Every Dentist - Part 2

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show, Matt, Will, Jake, and Victoria continue discussing the money questions they ask every dentist. In part 2 of the discussion, they dive into the psychology of debt and explore how feelings and debt tolerance can influence important investment decisions. 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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Aug 26, 2024 • 5min

#552: TL;DR - This is Why You Should Invest

TL;DR - Too Long Didn't Read In our new TL;DR series episode, Jake reads his latest blog post which recounts a childhood memory and explores the power of long-term investing and the the stock market. 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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Aug 24, 2024 • 47min

#551: Two Cents 8/24 - Interest Rate Cuts; Stock Market Dips; Pumpkin Spice Lattes

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jake, Victoria, and Rabih dive into the recent Federal Reserve symposium and what will happen next to interest rates. They review the early August stock market dip and why it's important to understand that dips are a normal occurance in the market. Finally, they discuss the release of the pumpkin spice latte and if it has any impact on the stock market. 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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Aug 21, 2024 • 1h 3min

#550: Building Your Child’s College Savings Fund

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be almost $500,000. Saving for your child’s college education can feel overwhelming. When is the “right time” to start saving? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan review four ways to save for your child’s education. 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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Aug 17, 2024 • 34min

#549: Two Cents 8/17 - Unemployment; Wealth of Millennials; Amount of Dentists with DSOs

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Taylor, and Rabih explore the different ways to interpret unemployment metrics and the importance of job openings and the labor force. They also cite data on how millennials have more wealth than Gen X or baby boomers did at the same age. Lastly, they discuss the percentage of dentists associated with DSOs and mention that it's important to make decisions based on your own circumstances.  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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Aug 14, 2024 • 52min

#548: The First Financial Question We Ask Every Dentist - Part 1

When was the last time you answered the question: What about money is most important to you? This is the question we explore with every dentist when we begin working with them. Understanding a person’s values helps to prioritize the financial plans and goals they should set. On this episode, join Matt, Will, Jake, and Victoria as they explore the importance of finding financial peace over financial freedom. 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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