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The Dentist Money Show | Financial Planning & Wealth Management

The Dentist Money Show | Financial Planning & Wealth Management

805 episodes — Page 8 of 17

Ep 456#456: Fan Favorite - "Why a 10% Savings Rate Won't Cut It for a Dentist" - Episode 219

Enjoy a replay of another one of our most popular Dentist Money Show episodes. The amount you save is a key indicator of whether you are on the path to financial security. On episode #219, Reese and Ryan look at the many reasons why your savings rate is so closely tied to both your debt and your ability to invest throughout your career. Plus, they offer a few suggestions to help you move your net worth forward by saving more. 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.

Dec 4, 202334 min

Ep 455#455: Two Cents 11/27/23 - Volatility Index (VIX); Housing Update; the Cost of Dogs

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih provide an introduction to the Volatility Index (VIX) which measures expectations about the future ups and downs in the market; give historical data to help answer the questions "Is it a bad time to buy a house?" and "Will there be a better time?"; and examine which dog breed gives you the best bark for your buck? 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.

Dec 1, 202336 min

Ep 454#454: Is Dave Ramsey's Latest Advice 'Dangerously Wrong'?

Dave Ramsey's latest on-air rant about the 4% rule for retirement withdrawals was filled with "supernerds," "goobers," "bogus math," and "stealing peoples' hope". And it has received a chorus of unified denunciations from advisors. On this Dentist Money Show, Ryan, Matt, and Victoria talk about the flaws in Ramsey's argument and look at why he's getting so much push-back about this advice. 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.

Nov 29, 202343 min

Ep 453#453: Two Cents 11/20/23 - a Rising S&P 500; the Death of Budgeting Apps

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about why investor expectations are shifting when it comes to interest rates and how that's led to a rally for the S&P 500; and they look at the death of Mint, the latest personal finance budgeting app to get discontinued, and why budgeting is so hard to sell—and do. 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.

Nov 24, 202331 min

Ep 452#452: EBIDTA 101: Understanding the Key Calculation in a Practice Sale

With the rise of DSOs and the increasing number of practices being bought and sold, you've heard the term EBIDTA. What is it? How is it calculated? And most importantly, what discrepancies can alter the formula at the time of a sale? On this Dentist Money Show, Ryan and David Haynes, of Menlo Dental Transitions, talk about why EBIDTA serves as only a starting point for a practice sale. 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.

Nov 22, 202332 min

Ep 446#451: Fan Favorite - "Insurance: What You Need and What You Don't" - Episode 229

After eight years at the mike and 400+ Dentist Money Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. As a dentist, you run a small business, one that requires expensive equipment and presents you with different liability issues. And your high income means you need to consider how to replace it in the case of the unexpected. On episode #229, Reese and Ryan review all of the typical policies a dentist might need—and provide you with a sensible strategy for how to approach your insurance needs. 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.

Nov 20, 202331 min

Ep 450#450: Two Cents 11/13/23 - Market Update; 4% Rule & Dave Ramsey; Retirement Forecasting

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih give a market update and explain which three sectors are driving its current growth; look at the 4% Rule and why Dave Ramsey disagrees with it—and why they disagree with Dave Ramsey; and reveal why projecting when a person might retire proves to be so difficult to forecast. 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.

Nov 17, 202331 min

Ep 449#449: Listener Q&R #4 - Seller Financing; Retirement Readiness

I want to sell my practice to an associate. What issues should I be considering if I want to finance the sale? How much net worth should a normal dentist accumulate for retirement? And, at what point can I drop disability insurance? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questions from our loyal listeners. 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.

Nov 15, 202339 min

Ep 448#448: Two Cents 11/06/23 - Earnings Slowdown, More Crypto Fallout, WeWork Bankruptcy

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the earnings trends for the current quarter; talk about Safe Moon, the latest crypto scandal; and discuss what caused WeWork to file for bankruptcy. 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.

Nov 10, 202327 min

Ep 447#447: SECURE Act 2.0 & Retirement Plans: What You Need to Know

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only 40% feeling that their retirement savings are on track. Can anything be done to prevent catastrophe? On this episode of the Dentist Money™ Show, Ryan and Matt look at the SECURE Act 2.0 and the benefits it adds to 401(k), IRA, Roth, and other retirement plans. 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.

Nov 8, 202353 min

Ep 446#446: Fan Favorite - "The Difference Between Holistic Planning and Asset Management" - Episode 222

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #222, Reese introduces Matt Mulcock. If you've ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors' holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors. 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.

Nov 6, 202331 min

Ep 445#445: Two Cents 10/30/23 - Q3 Earnings, Rising Home Prices, the Gloomy Wealthy

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we're seeing during the Q3 "earnings season"; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness. 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.

Nov 3, 202336 min

Ep 444#444: Answer the Call: Why Rapid Call Response Is Crucial

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back! On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls problem—and how to solve it. 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.

Nov 1, 202335 min

Ep 443#443: Big news! Pack Your Bags for Park City!

Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life". Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy. Dentist Money Summit Park City,Utah June 20 - June 23, 2024 Register today--Early Bird Special ends on 10/31! Save $100 per ticket. DentistMoneySummit.com Get away from the grind and gain clarity about your financial strategy and purpose!

Oct 30, 202334 min

Ep 442#442: Two Cents 10/23/23 - Market Update, Student Loans, Regrets of the Rich

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih examine why interest rates continue to go up; look at what is causing student loan servicers to struggle getting their programs back up and running; and talk about entrepreneurial regrets. 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.

Oct 27, 202328 min

Ep 441#441: Personal Finance Horrors - 13 Frightening Facts

Don't become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can do to avoid money's Grim Reaper. On this episode of the Dentist Money™ Show Ryan and Matt look at how Americans are handling their finances and why saving for retirement and for emergencies terrify those who can't seem to get their finances organized. 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.

Oct 25, 202333 min

Ep 440#440: Two Cents 10/16/23 - Impact of the War in the Middle East

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih talk about the complex conflict in the Middle East; the historic alliances and treaties that led us here; and the impact war could have on geopolitics, economies, and markets. 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.

Oct 20, 202334 min

Ep 439#439: Practice Insights from a Dentist, a Consultant, and an Advisor

A dentist works in the here and now. A consultant has to look to the near future. And an advisor thinks long term. Together they bring three unique perspectives that can help you navigate the many challenges dentists face. On this episode of the Dentist Money™ Show Ryan, Kiera Dent, and Dr. Ashley Joves discuss the value of workplace fun and what to do about rising team costs. 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.

Oct 18, 202345 min

Ep 438#438: Fan Favorite - Our Answers to "9 Questions to Ask a Financial Advisor" Episode - 214

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #214, Reese and Ryan answered nine questions you should ask a financial advisor. Their responses give you an in-depth look at Dentist Advisors and why we've put our focus on dentists; the foundation for our investment philosophy; and how our fee structure is calculated, plus all of the services that are included with it. 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.

Oct 16, 202339 min

Ep 437#437: Two Cents 10/09/23 - Consumer Demand, Skinny Americans, Brash Money Managers

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look at what could happen if consumer demand slows; the impact of Ozempic and other diet drugs on stocks; and why you should be wary of overconfident money managers. 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.

Oct 13, 202331 min

Ep 436#436: The Essential Components of a Good Estate Plan

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.

Oct 11, 202336 min

Ep 433#435: Two Cents 10/02/23 - Inflation and Stock Prices, Americans' Spending, Financial Education

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.

Oct 6, 202330 min

Ep 434#434: How to Hire and Retain Top Dental Talent

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.

Oct 4, 202334 min

Ep 433#433: Two Cents 21. 9/25/23 - Interest Rates, Tip Fatigue, Taylor Swift Effect

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.

Sep 29, 202329 min

Ep 432#432: Making Sense of a 401(k) Plan at Your Practice

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.

Sep 27, 202353 min

#431: Two Cents 20. 9/18/23 - Crude Oil Prices, 529 Changes, Young Adult Stress

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.

Sep 22, 202330 min

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

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.

Sep 20, 202346 min

Ep 429#429: Two Cents 19. 9/11/23 - Labor Market Update, Retirement in America

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.

Sep 15, 202328 min

Ep 428#428: Why Dentistry Remains a Dentist's Best Wealth-Building Tool

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.

Sep 13, 202340 min

Ep 427#427: Two Cents 18. 9/4/23 - Monetary Polices, Cheaper Flights

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.

Sep 8, 202327 min

Ep 426#426: Portfolio Management: The Nuts and Bolts of Stock Diversification

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That's exactly what academicians attempt to do. On this episode of the Dentist Money Show™, Ryan, Matt, and Rabih discuss the variables academicians evaluate to better understand stock valuations. It's a technical look at the time-tested principles used for systematic investing. 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.

Sep 6, 202354 min

Ep 425#425: Two Cents 17. 8/28/23 - the FED, Cash, Dentists Aren't Average

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor recap the recent FED meeting where economists reiterated their goal of getting inflation closer to 2%; they examine why weallthy Americans seem to be accumulating more cash; and they look at the sorry state of the average American's retirement savings. 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.

Sep 1, 202330 min

Ep 424#424: Starting From Scratch with Dr. Mike and Stephanie Walton

Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and his wife talk about what held them back and the steps they took to finally make a single-owner practice happen. On a Dentist Money Show™ first, Matt welcomes two current Dentist Advisor's clients as Dr. Michael and Stephanie Walton share their startup journey. 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. 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.

Aug 30, 202344 min

Ep 423#423: Two Cents 16. 8/21/23 - Housing, AI Funds, Pessimists

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake explain why the housing market in the U.S. is difficult and home sales remain down; how Artificial Intelligence powered funds are performing against the S&P; and why pessimists stay pessimistic. 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.

Aug 25, 202333 min

Ep 422#422: Why One Big Mistake Can Ruin Your Retirement

"The first rule of an investment is don't lose money. And the second rule of an investment is don't forget the first rule. And that's all the rules there are." That might be Warren Buffett's most famous quote and on this episode of the Dentist Money Show™, Ryan and Matt look at mistakes that can lead to serious loss. Learn why minimizing money missteps is what making good decisions is all about. 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.

Aug 23, 202343 min

Ep 421#421: Two Cents 15. Headlines From the Week of August 14, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look into why the Asian markets are falling and the current issues facing the Chinese economy; talk about the affect of contactless payments on our spending behaviors; and examine why women might be considered better investors than men. 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.

Aug 18, 202328 min

Ep 420#420: 5 Tips for Overcoming the Fear of Investing

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product of human evolution as our brains are hardwired to avoid risk, like evading threats to our life—and even the loss of money. On this episode of the Dentist Money Show, Ryan and Matt look at how five tips for overcoming the fear of flying also work well for people with investophobia. 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.

Aug 16, 202335 min

Ep 419#419: Two Cents 14. Headlines From the Week of August 7, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Rabih report on the recent 401(k) catch-up contribution changes; look into why medium and long-term U.S. debt was downgraded and what it might mean for the market; and talk about what factors might be contributing to consumer credit card debt hitting an all-time high. 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.

Aug 11, 202329 min

Ep 418#418: 4 Places Money Should Go During Uncertain Times

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so you can enjoy greater security and less stress? For this episode of the Dentist Money Show, Ryan joins with Regan Richardson on a Productive Dentist Academy webinar to examine the four places where you should allocate your leftover money during uncertain economic times. 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.

Aug 9, 202352 min

Ep 417#417: Two Cents 13. Headlines From the Week of July 31, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Will discuss the affect on portfolio diversity of the largest seven stocks (Apple, Microsoft, Alphabet, Amazon, Tesla, Berkshire Hathaway, UnitedHealth Group) that make up 27% of the S&P 500's overall value, and how the slowing job market fits into the FED's attempt for a "soft landing." 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.

Aug 4, 202322 min

Ep 416#416: The New Math for Old Student Loan Debt

The government added some new twists to old student loan debt. Now there are numerous reasons why you may need to rethink your repayment approach. If you have student loans, not understanding the changes could prove costly. On this episode of the Dentist Money™ Show, Matt talks with Travis Hornsby of Student Loan Planner, who explains the new requirements and new math. 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.

Aug 2, 202348 min

Ep 415#415: Two Cents 12. Headlines From the Week of July 24, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Victoria provide a market update and then take a close look at "finfluencers" and examine how they get followers and whether you should pay attention to their opinions and content. 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.

Jul 28, 202324 min

Ep 414#414: 3 Things You Should Know Before You Buy a Practice

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and even your personal life run smoother. Make the wrong purchase decision and troubles await. On this episode of the Dentist Money™ Show, Ryan welcomes Brian Hanks of Dental Buyer Advocates to talk about the mechanics of purchasing a practice. 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.

Jul 26, 202337 min

Ep 413#413: Two Cents 11. Headlines From the Week of July 17, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih look into why participation in stock ownership has been stagnant since the late 1990s, plus they discuss a poll about what people feel is the best asset class for long-term investment—real estate, stocks, bonds, CDs, gold, or crypto. 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.

Jul 21, 202330 min

Ep 412#412: Can "Dental Moneyball" Up Your Growth Game?

Starting with changes in baseball that were highlighted by "Moneyball", data-driven analytics have transformed sports. Can dentists learn from this analytics revolution and use data to drive more predictable practice growth? That's one of the questions Ryan asks George Hariri of Shared Practices and author of "Dental Moneyball" on this episode of the Dentist Money™ Show. 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.

Jul 19, 202338 min

Ep 411#411: Two Cents 10. Headlines From the Week of July 10, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih look at the reality of what's going on in economy vs people's pessimism about the economy, and why the new income driven repayment plan SAVE (Saving on a Valuable Education) is game-changing news for dentists. 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.

Jul 14, 202329 min

Ep 410#410: 5 Money Mistakes That Plague Dentists

Owning a practice can result in the accumulation of great wealth for a dentist. Unfortunately, these five financial blunders can derail that money train. On this Dentist Money™ Show, Ryan and Richard Low, of Shared Practices, take a hard look at mistakes that interrupt wealth accumulation—and why today's dentist needs an incredible level of practice and personal organization. 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.

Jul 12, 202350 min

Ep 409#409: Two Cents 9. Headlines From the Week of July 3, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih look at how the U.S. is dominating in terms of economic recovery and controlling inflation, plus with Rabih celebrating his first July 4th as a citizen, what American foods top his list of likes. 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.

Jul 7, 202327 min

Ep 408#408: Real Talk with Rabih: The Role of Bonds and High-Yield Funds

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where should your short-term money go to get both the return and the safety that make you comfortable? On this Dentist Money™ Show, Ryan and Rabih look at why time is the biggest factor to consider when choosing where your short-term money should go. 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.

Jul 5, 202333 min

Ep 407#407: Two Cents 8. Headlines From the Week of June 26, 2023

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Ryan, and Jake talk about why Baby Boomers are so invested in stocks. They look at savings rates in America, and they discuss why private equity deals have fallen off so drastically this past year. 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.

Jun 30, 202332 min