Dentist Advisors - Financial Planning and Investment Management

The Dentist Money Show | Financial Planning & Wealth Management

Business EN ↓ 783 episodes

Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.

Author

Dentist Advisors - Financial Planning and Investment Management

Category

Business

Podcast website

dentistadvisors.com

Latest episode

Jul 11, 2026

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Episodes

#509: Two Cents Week of 4/29/24 - Data's Effect on The Fed; Stock Risk and Diversification; More Student Loan Updates 29.04.2024

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 impact of data on the Federal Reserve's economic projections and how it affects the market. They also respond to a recent listener's comment about the riskiness of stocks. Finally, they provide the newest updates on student loan forgiveness...

#508: Understanding the Basics of Invisible DSO Partnerships 26.04.2024

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, "invisibility" denotes their unique blend of support and autonomy, making them an attractive option to many dentists. On this episode of the Dentist Money Show, Matt and Chip Fichtner, Prinicpal at Large Practice Sales, discuss the nuts and bolts of Invisible DSO partnerships...

#507: Beyond a Resume: Rethinking the Hiring Process 24.04.2024

When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In a tight employment market, focusing more on natural talents and strengths can help you secure top talent. On this episode of the Dentist Money Show, Ryan talks with Dr. Michael Neal, Founder of Build My Team, about how to find the right people for your practice. Book...

#506: Two Cents Week of 4/22/24 - Market Sell-off; Student Loan Forgiveness Update; Do You Feel Rich? 22.04.2024

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 Rabih give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich. Book a free consultation   with a CFP® advisor who only works...

#505: Fan Favorite - The Laws of Liquidity – Episode 280 19.04.2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes. The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate. Find out how much you should be putting towards...

#504: In Pursuit of a Balanced Life: Wealth vs. Health 17.04.2024

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist Money Show and Shared Practices Podcast. Book a fre...

#503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams 15.04.2024

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 global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons wh...

#502: How AI Can Enhance Dental Care Delivery 12.04.2024

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs. On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform that helps practices capitalize on AI. Book a fre...

#501: Risks You Don't See Coming: A Review of "Same as Ever" by Morgan Housel 10.04.2024

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant. "Want to understand the changing world? Start with what stays the same." So counsels Housel, a name you've heard many times on our podcast. And now he gets a show devoted specifically to his advice as we review  Same As E ver, his new b...

#500: Two Cents Week of 4/8/24 - High Gold Prices; Apple's Antitrust Lawsuit; Investing During Mercury Retrograde 08.04.2024

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 reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Mercury retrograde has any influence on the stock...

#499: Fan Favorite - What's Your Real Income? Here's Why Most Dentists Get It Wrong. – Episode 276 05.04.2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There are four sources that determine a practice owner'...

#498: The Essential Building Blocks of Estate Planning 03.04.2024

As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate plan basics and some major changes that are coming. B...

#497: Two Cents Week of 4/1/24 - Stock Market in Q1; Overall World Happiness; The Human Brain and Retirement 01.04.2024

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 stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they examine why it is so hard for the human brain to...

#496: Reimagining Retirement: Strategies for a Fearless Transition 27.03.2024

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits that can come with extending your dental career.  Bo...

#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement 25.03.2024

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

 On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore trends in spending during retirement. Book a fr...

#494: DSO Dynamics: The Trends You Need to Understand 20.03.2024

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth. On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into the current trends of DSOs and dentistry. Book a fr...

#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments 18.03.2024

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

 On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. Finally, they analyze if alternative investments...

#492: Fan Favorite - "What I Wish I Knew When I Was 22" Episode 272 15.03.2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes. As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examine some of their early money decisions and offer so...

#491: Succeeding at the Business of Dentistry with Dr. John Meis 13.03.2024

Practice ownership is becoming more challenging than ever before, and it's not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life. On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of The Team Training Institute, explore how to succee...

#490:Two Cents Week of 03/11/24 - Trading in uncertain times; Bitcoin; Structured investment products; Spending habits 11.03.2024

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 Rabih discuss trading in uncertain times and the use case for Bitcoin. They explore the benefits of structured investment products, like structured notes, and the role of marketing in selling these products. Finally, they review the psychology of spencing habi...

#489: Dr. Daniel Crosby: Human Behavior's Influence on Investing 06.03.2024

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral finance. Dr. Crosby explains why our brains are wired for survival and not for the complexities of investing—and what you can do to navigate that limitation. Plus he explores the influence of the media on our financial decisions and the pitfalls that come from o...

#488: Two Cents Week of 3/4/2024 - Global Impact of Japan's Economy; Student Loan Repayment Strategies; The Market's Biggest Risk 04.03.2024

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 discuss the revival of Japan's economy and highlight the importance of global diversification in investing. They provide an update on the state of student loan repayments and analyze the most commonly used student loan repayment strategies. Finally, th...

#487: Fan Favorite - "When to Switch From a Simple IRA to a 401(k)" – Episode 268 01.03.2024

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Show, Ryan and Matt examine the pros and cons of Simp...

#486: Women and Wealth: Overcoming the Investment Gap 28.02.2024

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women's financial rights and why women need to bridge the investment gap. Book a free con...

#485:Two Cents Week of 02/26/24 - Stock market & economy correlation; Identifying trustworthy financial advice; Student loan strategies 26.02.2024

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 ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, they give insight to a practice owner who feels b...

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