The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#546: Two Cents 8/10 - Carry Trades and the Japanese Stock Market; Dolphins and Retirement Savings; Investing in Silver Aug 10, 2024

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, 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.

#545: 4 Rules To Live Your Rich Life Aug 07, 2024

Show notes

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.

#544: Two Cents 8/3 - Uneven Financial Sectors; Presidential Economic Power; Third Generation Financial Curse Aug 03, 2024

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, 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.

#543: Gold Medal Tips for Successful Investing Jul 31, 2024

Show notes

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.

#542: Fan Favorite - Try This if Goal Setting Isn't Working – Episode #320 Jul 29, 2024

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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.

#541: Two Cents 7/27 - Market Overreaction; Boomers Retiring; Southwest Changes Jul 27, 2024

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 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.

#540: The Summit Experience: Women's Money Circle Takeaways Jul 24, 2024

Show notes

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.

#539: Two Cents 7/20 - Largest IT Outage; Mindless Spending; Elections & Stock Market Jul 20, 2024

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, 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.

#538: 10 Mistakes That Could Cost You $10K or More - Part 2 Jul 17, 2024

Show notes

"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.

#537: Fan Favorite - Dentistry's Great, But Are You Running in Circles? – Episode 313 Jul 15, 2024

Show notes

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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