The Dentist Money Show | Financial Planning & Wealth Management

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 upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their retirement planning. Finally, they talk about what th...

Is your investment strategy too focused on your home country? It's time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover why investing beyond your borders is essential for a...

TL;DR - Too Long; Didn't Read In our new TL;DR series episode, Matt reads his latest article which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story. 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 li...

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the pot...

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth. Book a free consultation   with a CFP® advisor who only works with dentists. Get an objective financial assessment and...

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 review the current major factors impacting the economy, which include the Q2 GDP numbers and the possibility of the Federal Reserve cutting rates in September. They then discuss the continued growth of NVIDIA even in a volatile market. and how they have doubled...

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show, Matt, Will, Jake, and Victoria continue discussing the money questions they ask every dentist. In part 2 of the discussion, they dive into the psychology of debt and explore how feelings and debt tolerance can influence important investment decisions. Book a free consultation  with a CFP® adv...

TL;DR - Too Long Didn't Read In our new TL;DR series episode, Jake reads his latest blog post which recounts a childhood memory and explores the power of long-term investing and the the stock market. 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.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jake, Victoria, and Rabih dive into the recent Federal Reserve symposium and what will happen next to interest rates. They review the early August stock market dip and why it's important to understand that dips are a normal occurance in the market. Finally, they discuss...

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be almost $500,000. Saving for your child's college education can feel overwhelming. When is the "right time" to start saving? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan review four ways to save for your child's education. Book a free consultation with a CFP® advis...

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Taylor, and Rabih explore the different ways to interpret unemployment metrics and the importance of job openings and the labor force. They also cite data on how millennials have more wealth than Gen X or baby boomers did at the same age. Lastly, they discuss the percent...

When was the last time you answered the question: What about money is most important to you? This is the question we explore with every dentist when we begin working with them. Understanding a person's values helps to prioritize the financial plans and goals they should set. On this episode, join Matt, Will, Jake, and Victoria as they explore the importance of finding financial peace over financia...

What are the best ways for dentists to save for their child's college education? Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. For in-state schools, tuition grew by 56% over that same time period. Assuming this trend is unlikely to stop makes it more important than ever to plan ahead for your kids' education. And the consequences of...

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'...

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  w...

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...

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 c...

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 a...

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 recen...

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...

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 misco...

"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....

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 r...

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jake, and Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vacations and complaining about living paycheck to p...

When it comes to a DSO deal and the money that is often involved, it's hard to be too critical. Unfortunately, many dentists are surprised by trade-offs that leave them wishing they had just turned their back on the sale. On this episode of the Dentist Money Show, Ryan and Matt take a look at the other side of DSO deals and examine why many dentists regret their decision. Book a free consultation...