The Dentist Money Show | Financial Planning & Wealth Management

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 delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the migration of users to popular Chinese social media apps. Finally, they examine concerns about the S&P 500 and its diversification, explaining Dentist Advisors' investment strategy and the profitability of top companies.  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.

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner. 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.

TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They then dive into studies held on how many people make and stick to New Year's resolutions and why the numbers are so low. Finally, they discuss the idea of focusing on what you haven't been focusing on this year. 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.

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive relationships with their clients, and share some lessons. Whether you’re considering hiring a financial advisor or already working with one, tune in to hear valuable perspectives that will help you maximize your financial journey. 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.

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership in dental practice ownership, the importance of visionary and integrator roles, and strategies for effective delegation. Michelle encourages dentists to embrace mentorship and prioritize patient care while growing their practice. Tune in to hear Dr. Jorgensen’s valuable advice for personal growth and inspiration to start your own journey toward success and fulfillment. 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.

TL;DR - Too Long; Didn't Read - "Living Your Rich Life" In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful relationships. 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.

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 discuss market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transfer from baby boomers and the increase in scams, stressing the importance of financial education and protecting sensitive information. Finally, they talk about the difference between accumulating and preserving 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. Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in raising capital, valuing practices, and the need to understand share structures and risks. Tune in to hear Mike Baird’s insights for dentists who are looking to navigate the DSO landscape and make informed decisions about their practice’s future.  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.

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 discuss the Federal Reserve's economic projections and their impact on the economy, including GDP, umemployment, and inflation. They also talk about Jim Carrey's financial habits, highlighting the importance of mindful spending. Lastly, they share insights on market predictions for 2025 and how to navigate future trends. 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. Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/