The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#764: How to Design a Schedule That Works For Your Dental Practice May 11, 2026

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On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, shares the final point of productivity: how dentists can design a schedule that drives both a great patient experience and consistent production. Christine breaks down why many practices struggle with inconsistent, chaotic days and explains how to shift from reactive scheduling to a structured, goal-driven approach. Learn how to set clear production targets, analyze procedure mix, and build realistic time blocks that reflect the true pace of clinical work.

If you would like to watch the fourth point of productivity: financial options patients actually accept, click here!

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

763: Two Cents 5/9 - Global Markets and Culture; Financial Literacy and Confidence Tests; Can You Win a Coin Flip? May 09, 2026

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode of Dentist Money's Two Cents, Matt, Cody, and Rabih talk about emerging markets and how cultural, political, and economic factors impact the decline of the Chinese stock market. They also discuss the results of a financial literacy test across different age groups and what it reveals about how each generation consumes financial content and develops money habits. Finally, they dive into the importance of understanding behavioral streaks and how gambling on money differs from long-term investing.

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.

#762: What Is Your Financial Advisor Doing With Your Money? May 06, 2026

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On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don't need an advisor to beat the market, they need one to help them avoid costly mistakes and stay invested. They explore the gap between investment returns and investor returns, why behavior often hurts long-term performance, and how advisors add value through portfolio construction, rebalancing, tax efficiency, withdrawal strategy, and behavioral coaching. If you've ever wondered what an advisor should be doing with your money, this episode offers a look inside Dentist Advisors' philosophy and how we invest clients' portfolios.

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.

#761: Two Cents of 5/2 - The New Global Normal; Living Paycheck to Paycheck; When Can You Stop Saving? May 02, 2026

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode of Dentist Money's Two Cents, Matt, Jake, and Rabih talk about the thin bubble of "normal" we're riding, what income range feels the most impactful for living paycheck to paycheck, and the nuances of savings rates and your career goals. Tune in to hear insights from diversification and uncertainty to technology adoption, and practice profitability.

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.

#760: The Truth About Selling Your Dental Practice Apr 29, 2026

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On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting their dentistry careers, from unrealistic timelines to overestimating practice value and underestimating the emotional impact. They talk about the three key elements of a successful exit: personal finances, business readiness, and personal readiness. Because leaving dentistry isn't just a financial decision, it's a personal one too. Whether you're early in your career or approaching retirement, this episode will help you understand how to build a practice and a life that allows you to exit on your terms.

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.

#759: How to Present Financial Options Patients Actually Accept Apr 27, 2026

Show notes

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the fourth point of productivity and most overlooked drivers of case acceptance: how your team presents financial options to patients. Christine shares practical strategies for creating a smooth handoff from clinical to administrative teams, uncovering each patient's "why," and presenting financial options in a way that feels supportive, not overwhelming. Learn how to structure payment choices, reduce friction around money conversations, and position your team as advocates who help patients move forward with care.

If you would like to watch the second and third point of productivity: diagnotics and case acceptance, click here!

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

#758: Two Cents of 4/25 - Japan's Economy; AI in Dentistry; Are You Tired of PPOs? Apr 25, 2026

Show notes

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode of Dentist Money's Two Cents, Matt, Will, and Rabih talk about global uncertainty and Japan's economy, whether AI can actually make your practice better, and why so many dentists are rethinking their relationship with PPOs. Tune in to hear insights from diversification and uncertainty to technology adoption, and practice profitability.

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.

#757: How to Build a Dental Practice That Runs Without You Apr 22, 2026

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On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her journey from practicing dentistry to building a thriving, purpose-driven practice centered on whole health and intentional leadership. Dr. Michelle unpacks the mindset shifts that reshaped how she views ownership, growth, and success. She explains the critical role of leadership in dentistry, why traditional partnership models often fall short, and how redefining roles can create stronger and more sustainable practices. Tune in to hear a powerful perspective on designing a dental practice that truly works for you.

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.

#756: Two Cents of 4/18 - Surprise Market All-Time High; How Is Oil Affecting China?; Limits of Financial Advice Apr 18, 2026

Show notes

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode of Dentist Money's Two Cents, Matt and Rabih discuss the surprising surge to all-time highs in the market despite ongoing geopolitical tension and what it reveals about the unpredictability of markets. They also break down how shifting supply chains and geopolitical strategies are impacting different regions. Finally, Matt and Rabih have a reflective conversation on the limits of financial advice: when guidance helps, when experience becomes the real teacher, and how behavior ultimately drives outcomes.

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.

#755: Inside a Dentist's Investment Portfolio: What We Changed (and Why) Apr 15, 2026

Show notes

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real dentist's investment portfolio to show how even a solid portfolio can have hidden gaps and missed opportunities when it's not aligned with a clear financial plan. They break down the specific changes we made and why they mattered, showing how thoughtful, tailored investment management aligned with long-term goals can improve diversification, reduce unnecessary complexity, and create a more confident path to retirement.. Tune in to hear how aligning your investments with your life goals can lead to a more confident and optimized path to retirement.

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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