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The Dentist Money Show | Financial Planning & Wealth Management — Business
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:

#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview May 17, 2025

Show notes

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses and your everyday life—and wrap up with insights on the proposed federal budget and its potential economic impact.

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.

#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist May 14, 2025

Show notes

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. He highlights some strategies to overcome burnout, create a strong team culture, and embrace mentorship. Tune in for strategies on how to create a meaningful and successful dental practice.

Check out Dr. Ben Friberg's book here!

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.

#643: Two Cents 5/10 - Trade Deal?; Fed Update; Bill Gates May 10, 2025

Show notes

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 recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' commitment to philanthropy and his announcement that he will give away all of his money. They delve into the philosophy of money, exploring its purpose and the impact of wealth on personal identity and values.

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.

#642: Why Uncertainty Feels So Hard and What to Do About It May 07, 2025

Show notes

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discomfort and ambiguity can be catalysts for personal growth and why building resilience is essential in today's changing world. Whether you're navigating life changes or simply trying to make better choices under pressure, tune in to hear some valuable tools and perspectives to help you move forward with confidence.

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.

#641: Navigating Stock Market Volatility May 05, 2025

Show notes

In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And he highlights the value of staying the course and avoiding emotionally driven 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.

#640: Two Cents 5/3 - New Economic Data; Short-term Rental Loophole; Fear Of Market Downturns May 03, 2025

Show notes

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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners to offset losses against active income. And finally, they emphasize the importance of focusing on long-term asset ownership over short-term market moves.

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.

#639: 4 Mistakes to Avoid during a Dental Practice Transition: Part Two Apr 30, 2025

Show notes

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down part two of the four common mistakes dentists make when selling their practice. They discuss the importance of early planning, the difference between usable and non-usable net worth, and the psychological shifts around spending in retirement. They highlight the need for clarity and purpose in transitioning out of ownership and encourage self-reflection, practical goal-setting, and a deep understanding of your personal values when considering a practice sale of alternative paths. Whether you're considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully. Listen to part one!

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

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.

#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation? Apr 26, 2025

Show notes

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 reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. And finally, they offer advice on vacation budgeting and how to have a balance between enjoying life and maintaining financial health.

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.

#637: What Every Dentist Should Consider Before Merging or Partnering Apr 23, 2025

Show notes

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the benefits of joint ventures. Tune in to hear insights on how to maximize your practice's value and better understand the consolidation trends in the dental industry.

Check out our Dental Practice Valuation Calculator to get an estimate of your practice's worth. Use this easy tool if you're considering selling your dental practice, merging with a DSO, or planning your financial 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.

#636: What Every Dentist Should Know About Disability Insurance Apr 21, 2025

Show notes

In our new TL;DR series episode, Will reads his article where he explains that disability insurance is essential for dentists. Dentists ability to earn income heavily depends on physical skills and an unexpected injury or illness can jeopardize this ability. This type of policy provides benefits if you're unable to perform your specific duties as a dentist. It's important to assess your coverage needs to ensure your income is adequately protected.

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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