The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#376: Should You Hold, Sell, or Find a Partner? Feb 22, 2023

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DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling a practice is a huge financial and emotional decision. On this episode of the Dentist Money™ Show, Ryan talks with Kyle Francis of Professional Transition Strategies about industry consolidation, how DSOs make money, and if selling, finding a partner, or just holding is right for you. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our 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 Managem ent service.

#375: What Do Your Core Values Have to Do With Money? Feb 15, 2023

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Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align those core values with your finances. On this episode of the Dentist Money™ Show, Ryan and Matt welcome back Reese Harper to talk about the philosophy behind the Elements app and how it can help people connect their financial decisions to their values and purpose. 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.

#374: An In-Depth Look at the Elements Scorecard Feb 08, 2023

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Dentists face financial complications that far exceed a normal person's. How to conquer that complexity was the proving ground for the development of Elements. The Elements app is now ready and Dentist Advisors is using it with clients. On this episode of the Dentist Money™ Show, Ryan and Matt explain how Elements helps people get organized and find financial peace of mind. 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.

#373: How Much Stock Should You Put In Market Predictions? Feb 01, 2023

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You read headlines like, "After a brutal 2022, Wall Street predicts 2023", "Market Forecast 2023: Challenges Abound", and you know analysts pour over numbers and trends to come up with their predictions. So are they accurate? On this episode of the Dentist Money™ Show, Ryan and Rabih discuss what economists base their predictions on—and what can end up going right … or wrong.

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.

#372: How to Maximize Your Outcome in a DSO Deal Jan 25, 2023

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If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here's how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you're selling a practice, find out why adding a sell-side advisor improves your position. 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.

#371: Fan Favorite – 2022 Financial Benchmarks Are In! Jan 18, 2023

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Even though 2022 was a tough one for stocks, Dentist Advisors' clients continued to grow their net worth through smart financial decisions. On this episode of the Dentist Money™ Show, Ryan and Matt examine Dentist Advisors' year-end data for client averages for income, net worth, debt reduction, and more. How do you stack up as you advance on your own path to wealth? 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.

#370: What Dentists Want to Know — Listener Q&A #29 Jan 11, 2023

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Retirement creates a balancing act—you don't want to run out of savings, but you want to enjoy that money too. Does the "4% Rule" still work for retirees? On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt illustrate how the 4% Rule is used. Plus, they explain the scary side of kids' education accounts and where real estate fits in a well-diversified portfolio.

#369: Creating a Powerful Brand for Your Practice Jan 04, 2023

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When marketing, dentists tend to list their selling points rather than focus on the reputation they're trying to build. Here's the problem with that approach … without a core brand you look just like everyone else. On this episode of the Dentist Money™ Show, Ryan welcomes Grace Rizza, CEO of Identity Dental Marketing, to discuss how branding creates patient loyalty. 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.

#368: How to Create an "Investment Grade" Practice Dec 28, 2022

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Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it's "investment grade"? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Productive Dental Academy. 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.

#367: Could it Make Sense to Downsize Your Practice? Dec 21, 2022

Show notes

You're a clinical virtuoso but really don't enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry. On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your practice so it's a good fit for you.

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