The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#446: Fan Favorite - "The Difference Between Holistic Planning and Asset Management" - Episode 222 Nov 06, 2023

Show notes

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #222, Reese introduces Matt Mulcock. If you've ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors' holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#445: Two Cents 10/30/23 - Q3 Earnings, Rising Home Prices, the Gloomy Wealthy Nov 03, 2023

Show notes

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we're seeing during the Q3 "earnings season"; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#444: Answer the Call: Why Rapid Call Response Is Crucial Nov 01, 2023

Show notes

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back! On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls problem—and how to solve it. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#443: Big news! Pack Your Bags for Park City! Oct 30, 2023

Show notes

Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life". Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy. Dentist Money Summit Park City,Utah June 20 - June 23, 2024 Register today--Early Bird Special ends on 10/31! Save $100 per ticket.

DentistMoneySummit.com

Get away from the grind and gain clarity about your financial strategy and purpose!

#442: Two Cents 10/23/23 - Market Update, Student Loans, Regrets of the Rich Oct 27, 2023

Show notes

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih examine why interest rates continue to go up; look at what is causing student loan servicers to struggle getting their programs back up and running; and talk about entrepreneurial regrets. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#441: Personal Finance Horrors - 13 Frightening Facts Oct 25, 2023

Show notes

Don't become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can do to avoid money's Grim Reaper. On this episode of the Dentist Money™ Show Ryan and Matt look at how Americans are handling their finances and why saving for retirement and for emergencies terrify those who can't seem to get their finances organized. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#440: Two Cents 10/16/23 - Impact of the War in the Middle East Oct 20, 2023

Show notes

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih talk about the complex conflict in the Middle East; the historic alliances and treaties that led us here; and the impact war could have on geopolitics, economies, and markets. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#439: Practice Insights from a Dentist, a Consultant, and an Advisor Oct 18, 2023

Show notes

A dentist works in the here and now. A consultant has to look to the near future. And an advisor thinks long term. Together they bring three unique perspectives that can help you navigate the many challenges dentists face. On this episode of the Dentist Money™ Show Ryan, Kiera Dent, and Dr. Ashley Joves discuss the value of workplace fun and what to do about rising team costs. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#438: Fan Favorite - Our Answers to "9 Questions to Ask a Financial Advisor" Episode - 214 Oct 16, 2023

Show notes

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #214, Reese and Ryan answered nine questions you should ask a financial advisor. Their responses give you an in-depth look at Dentist Advisors and why we've put our focus on dentists; the foundation for our investment philosophy; and how our fee structure is calculated, plus all of the services that are included with it.

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

#437: Two Cents 10/09/23 - Consumer Demand, Skinny Americans, Brash Money Managers Oct 13, 2023

Show notes

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look at what could happen if consumer demand slows; the impact of Ozempic and other diet drugs on stocks; and why you should be wary of overconfident money managers. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Dentist Money Show | Financial Planning & Wealth Management

Related Podcasts

Links

Stay Connected