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The Dentist Money Show | Financial Planning & Wealth Management

Latest episodes

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Jul 15, 2024 • 32min

#537: Fan Favorite - Dentistry’s Great, But Are You Running in Circles? – Episode 313

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Making random decisions with your money over a long period of time can lead to disaster. How can you avoid financial catastrophe and end up exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt offer three steps you can take to ensure you’re making financial progress and following the road to success. Book a free consultation with a CFP® advisor who only works with dentists.  
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Jul 13, 2024 • 39min

#536: Two Cents 7/13 - Recession Indicators; Living Paycheck to Paycheck; Status of HSAs

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 Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vacations and complaining about living paycheck to paycheck despite their discretionary spending. Finally, they talk about HSAs and investing HSA funds for long-term growth, while also acknowledging the need to balance current healthcare costs. 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 10, 2024 • 51min

#535: Why You Might Regret a DSO Sale

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical. Unfortunately, many dentists are surprised by trade-offs that leave them wishing they had just turned their back on the sale. On this episode of the Dentist Money Show, Ryan and Matt take a look at the other side of DSO deals and examine why many dentists regret their decision. 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 6, 2024 • 42min

#534: Two Cents 7/6 - Deficit; Debt; America's Financial Health

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 discuss the topic of the deficit and its impact on America's financial health. They explain the difference between deficit and debt and how deficits accumulate over time to form the outstanding debt level. They also talk about the lasting economic effects of laws and acts passed by presidents, the concept of good and bad debt, and the debt-to-GDP ratio. 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 3, 2024 • 41min

#533: How Investment Returns Are Actually Calculated

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that go into an accurate calculation. On this episode of the Dentist Money Show, Ryan and Matt invite Rabih Dimachki, CFA and Director of Investment Strategy at Dentist Advisors, to explain why getting the exact ratio for a return on an investment is so complicated. 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 1, 2024 • 35min

#532: Fan Favorite - 7 Mistakes Dentists Make That Ruin Retirement – Episode 298

Enjoy a replay of another one of our most popular Dentist Money Show episodes. According to tradition the seven deadly sins that keep you from reaching heaven are: envy, gluttony, greed or avarice, lust, pride, sloth, and wrath. And the seven big mistakes that can wreck a dentist’s retirement can be just as financially deadly to your net worth. On this episode of the Dentist Money Show, Ryan and Matt list seven financial blunders that prevent you from having enough at retirement. Book a free consultation with a CFP® advisor who only works with dentists.  
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Jun 29, 2024 • 41min

#531: Two Cents 6/29 - IRS Penalties; Tax Planning; Taylor Swift's Impact on the Economy

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 give updates on inflation and underpayment penalties from the IRS. They talk about the importance of proactive tax planning and working with a proactive CPA to avoid underpayment penalties, and emphasize the importance of being organized and proactive when managing taxes and finances. Finally, they talk about Taylor Swift and her impact on the music industry and the economy. 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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Jun 26, 2024 • 34min

#530: What Dentists Spend Money On: Key Insights From the Summit

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers do with their money—what’s the best thing they have spent money for and what they hate spending money on. Ryan and Matt look at where the money goes and how lifestyle, intentional, and mindless spending affect dentists on this episode of the Dentist Money Show. 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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Jun 22, 2024 • 41min

#529: Two Cents 6/22 - LIVE at the Dentist Money Summit 2024

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Victoria, Ryan, and Rabih record live at the Dentist Money Summit 2024 hosted in Park City, UT. They speak optimistically about the economy and then go into the pros and cons of renting versus homeowning. Then, they discuss what the opposite of a budget is and why you need to know the difference. They wrap up with an importance of doing a mid-year financial checkup. 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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Jun 19, 2024 • 43min

#528 - Living a Rich Life: Aligning Your Money With Your Values

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include meaningful relationships, good health, personal growth, as well as living comfortably. So how do you cultivate a values-based life? On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Jake explain why getting rich and living a rich life are two very different things. 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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