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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:

#626: Managing Tradeoffs - TL;DR Mar 24, 2025

Show notes

TL;DR - Too Long; Didn't Read - "Managing Tradeoffs"

In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the concept of financial trade-offs. He uses examples like daily coffee purchases and family vacations to illustrate how small, regular expenses can accumulate over time. He emphasizes the importance of making conscious spending decisions to align with long-term financial goals.

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.

#625: Two Cents 3/22 - Jerome Powell's Insights; New Economic Policy; Department of Education Order Mar 22, 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 break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflation. They also cover the labor market, consumer confidence, fiscal policy, and the dismantling of the Department of Education. Tune in to hear some of the implications for student loans 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.

#624: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) Mar 19, 2025

Show notes

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. The finale of the benchmark series includes insights about commercial real estate holdings, personal and practice debt averages, and insurance coverage. They explore the emotional weight of homeownership, some of the misconceptions surrounding real estate investments, and share key insights on student loans, life insurance, and disability insurance. Don't miss this wrap-up of 2024's dentist financial benchmarks, packed with valuable takeaways for dentists at any stage in their 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.

#623: Two Cents 3/15 - Quantum Chips; Are You Overpaying on Investment Taxes?; Doom Spending Mar 15, 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, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology behind "doom spending." Tune in for insights on the future of technology and how to navigate financial decisions in an uncertain 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.

#622: Why Every Dentist Needs An Estate Plan Mar 12, 2025

Show notes

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexities of estate planning, the impact of the great wealth transfer, and how clear conversations can prevent future conflicts among heirs. They review essential estate planning topics like trusts, wills, guardianship designations, life insurance, and asset protection. Tune in to understand why estate planning is important to secure your legacy and protect your loved ones.

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.

#621: Untangling the Most Common Inflation Myths - TL;DR Mar 10, 2025

Show notes

TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths"

In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase over time. Tune in to hear the most common inflation myths.

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.

#620: Two Cents 3/8 - Are Stocks Selling Off?; Recession Around The Corner?; No More BOI Mar 08, 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 break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventories, and how businesses are adjusting their strategies in response to the shifting consumer sentiment and global trade policies. Tune in for a deep dive into the forces shaping today's economy and what it means for investors and businesses.

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.

#619: How to Create Core Values and a Collaborative Culture for Your Team Mar 05, 2025

Show notes

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association's Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear vision and core values to build a collaborative team environment. Finally, he discusses the importance of leaving a lasting legacy through service and the opportunities for engagement and growth within the dental community.

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.

#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam? Mar 01, 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 talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401(k) plans. They emphasize the importance of understanding financial strategies beyond arbitrary comparisons.

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.

#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2) Feb 26, 2025

Show notes

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings rate matters, and which benchmarks are more indicative of financial success. Tune in to hear the valuable takeaways for dentists at any stage of their journey and stay tuned for a part three, where Ryan and Matt will talk about debt, insurance, and real estate!

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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