The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#436: The Essential Components of a Good Estate Plan Oct 11, 2023

Show notes

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of assets when a person dies. That is just one facet! On this episode of the Dentist Money Show™ Ryan interviews Natalie Perry, JD, CPA, who covers the basics of estate planning, including what is needed for many major life events—birth, marriage, divorce, partnerships, and more. 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.

#435: Two Cents 10/02/23 - Inflation and Stock Prices, Americans' Spending, Financial Education Oct 06, 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 examine the inflationary factors that are putting pressure on stock prices; why Americans spend and spend and spend some more; and how financial education affects money decisions. 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.

#434: How to Hire and Retain Top Dental Talent Oct 04, 2023

Show notes

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the 2023 PDA Productivity Workshop. Dentistry has seen unprecedented staffing shortages and the effect has brought on unforeseen challenges—lower production and falling profits for practices who cannot properly staff and keep their skilled team members. 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.

#433: Two Cents 21. 9/25/23 - Interest Rates, Tip Fatigue, Taylor Swift Effect Sep 29, 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 Will look at the latest news on interest rates and inflation; examine tipping in American culture; and if you haven't had enough Taylor Swift, we've got just a little more. 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.

#432: Making Sense of a 401(k) Plan at Your Practice Sep 27, 2023

Show notes

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A Team podcast to outline how to set up a 401(k) retirement plan. The Dental A Team recently established a 401(k) and Kiera talks about the process—provider options; costs and fees; why she chose the Safe Harbor plan. It's everything you need to know if you're considering a 401(k) at your practice.

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. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. The guest being interviewed on this episode is a client of Dentist Advisors. No cash or non-cash compensation was provided in connection with our guest's participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest's favorable testimonial of Dentist Advisors. Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors' use without any payment or arrangement for compensation, discounts, or other benefits.

#431: Two Cents 20. 9/18/23 - Crude Oil Prices, 529 Changes, Young Adult Stress Sep 22, 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 talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially. 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.

#430: Listener Q&R #3 - Buying a Practice, Warren Buffet, Overhead Insurance Sep 20, 2023

Show notes

You're coming out of dental school and thinking of buying a practice? What factors should you consider before making such a big decision? And, Warren Buffet has much of his portfolio in T-bills. What does that mean for your investments? On this listener Q&R (Question and Response) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners. 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.

#429: Two Cents 19. 9/11/23 - Labor Market Update, Retirement in America Sep 15, 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 Taylor dive into current labor market statistics and discuss the affect that low unemployment has on inflation and the economy; and they talk about retirement in America and some of the monetary and non-monetary issues affecting today's retirees. 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.

#428: Why Dentistry Remains a Dentist's Best Wealth-Building Tool Sep 13, 2023

Show notes

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make it seem like an overwhelming task. One dentist writes in to ask, "Is there another, quicker way to build wealth?" On this episode of the Dentist Money Show™, Ryan and Matt examine the reasons why a dentist's optimal wealth-building opportunities remain within dentistry. 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.

#427: Two Cents 18. 9/4/23 - Monetary Polices, Cheaper Flights Sep 08, 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 explain the reasons why the current monetary policies, which were put in place to slow inflation, seem to be working, and take a close look recent data that gives consumers clues on how to save money on airline flights. 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.

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