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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Aug 12, 2024 • 9min

#547: TL;DR - 4 Factors in Planning Your Child’s Financial Future

What are the best ways for dentists to save for their child’s college education? Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. For in-state schools, tuition grew by 56% over that same time period. Assuming this trend is unlikely to stop makes it more important than ever to plan ahead for your kids’ education. And the consequences of getting it wrong are becoming more expensive. In our new TL;DR series, Victoria reads her latest article about the most common accounts dentists can use to save for their kids’ 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 10, 2024 • 41min

#546: Two Cents 8/10 - Carry Trades and the Japanese Stock Market; Dolphins and Retirement Savings; Investing in Silver

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 crash of the Japanese stock market due to the carry trade. Then, they review a new study about how dolphins "invest and save" for rewards, and the retirement saving lessons that can be learned from dolphins. Finally, they address a client's question of whether one should own silver as an investment 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 7, 2024 • 51min

#545: 4 Rules To Live Your Rich Life

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven by non-monetary factors like physical health and strong relationships. On this Dentist Money Show, Matt, Ryan, and Victoria provide four rules to live a rich life: prioritize your health, invest in relationships, spend with intention, and find your why. 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 3, 2024 • 44min

#544: Two Cents 8/3 - Uneven Financial Sectors; Presidential Economic Power; Third Generation Financial Curse

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 review the latest changes from the Federal Reserve and the different indicators of a potential recession. They explain how the Federal Reserve operates as an independent entity and if the President has the power to change interest rates. Finally, they discuss generational wealth and the concept of the "third generational curse", which suggests that most families lose their wealth by the third generation.  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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Jul 31, 2024 • 53min

#543: Gold Medal Tips for Successful Investing

The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the making, go for gold. While more long-term, the strategies used by successful investors are strikingly similar. On this Dentist Money Show, Ryan, Matt, and Victoria look at the individual traits and habits that both gold medal athletes and savvy investors share. 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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Jul 29, 2024 • 33min

#542: Fan Favorite - Try This if Goal Setting Isn’t Working – Episode #320

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Here’s the issue with setting goals: they often tackle symptoms instead of the root problem. That doesn’t mean goal-setting is worthless, but to accomplish the things you want requires a different mindset. If you're not reaching your goals, the problem might not be you. On this episode of the Dentist Money™ Show, Ryan and Matt present a framework to help you achieve your long-term objectives. Book a free consultation with a CFP® advisor who only works with dentists.  
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Jul 27, 2024 • 42min

#541: Two Cents 7/27 - Market Overreaction; Boomers Retiring; Southwest Changes

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 analyze the recent market drop and attribute it to a rebalancing effect caused by tech company earnings. They talk about boomers retiring and the impact on the job market, which could lead to labor market imbalances. Finally, the conversation shifts to the recent announcement by Southwest Airlines to eliminate open seating and offer assigned seats, highlighting the need for the company to adapt to changing customer preferences and market dynamics. 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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Jul 24, 2024 • 56min

#540: The Summit Experience: Women's Money Circle Takeaways

Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity. On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy’s Christine Uhen, share their experiences at the Women’s Money Circle. 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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Jul 20, 2024 • 33min

#539: Two Cents 7/20 - Largest IT Outage; Mindless Spending; Elections & Stock Market

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 Taylor talk about the IT outage that impacted various industries and caused major disruptions worldwide. They discuss how Amazon Prime Day broke records with $14.2 billion in sales, highlighting the power of consumer spending. Finally, they talk about the misconception that the president's political party has a significant impact on the stock market. Finally, they emphasize the importance of being intentional with spending. 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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Jul 17, 2024 • 48min

#538: 10 Mistakes That Could Cost You $10K or More - Part 2

"Some of us learn from other people's mistakes and the rest of us have to be other people." So said Zig Zigler. While mistakes are part of being human, and it’s important to learn from your own, it is much better when you can learn from others. On this episode of the Dentist Money Show, Matt and Victoria add five more ways dentists typically lose money to complete their 10 mistakes-to-avoid list. 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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