Podcast
The Dentist Money Show | Financial Planning & Wealth Management
Hosted by Dentist Advisors - Financial Planning and Investment Management · EN
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.
50episodes
Episodes
Newest firstAll episodes
#779: How Much Should a Dentist Be Saving?
2w ago00:56:04Tap to summarizeUsing a real client case study, Matt, Will, and Jake explore why the standard "save 20%" rule isn't always the right answer, how savings goals should evolve over time, and what actually counts as saving. They also discuss the relationship between saving and spending, the role of brokerage accounts and retirement plans, and how to build a financial strategy that supports both future security and present-day enjoyment. Whether you're early in your career or already building significant wealth, tune in to this episode to help you think more intentionally about your savings plan. 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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#778: Two Cents 6/27 - Where Is Money Being Made?; How Has The S&P Changed?
2w ago00:50:02Tap to summarizeWelcome 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 where money is being made in 2026, why market leadership is shifting beyond the Magnificent Seven, and what current trends in stocks, bonds, commodities, and currencies may be signaling about the economy. They also discuss how the S&P 500 has evolved over time, why today's biggest companies look very different than before, and what these changes mean for investors. 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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#777: What the NBA Draft Lottery Can Teach You About Investing
3w ago00:57:58Tap to summarizeOn this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success. Using the NBA draft lottery as an example, they discuss the difference between luck and skill, why investors often mistake one for the other, and how gratitude can be a better response to success. They share lessons on market performance, risk, financial planning, and the importance of focusing on what you can control when building long-term wealth. Tune in to learn how understanding the role of luck can help you make better financial decisions and build a more adaptable, long-term plan. 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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#776: Two Cents 6/20 - Fed's Interest Rate Decision; Elon Musk Is A Trillionaire; How To Allocate Your Portfolio
3w ago00:47:18Tap to summarizeWelcome 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, Jake, Will, and Rabih discuss the Federal Reserve's latest interest rate decision, what it could mean for inflation and market volatility and Elon Musk's trillion-dollar net worth following the SpaceX IPO. They also talk about the difference between paper and liquid wealth, and how dentists should think about allocating their investment portfolios between stocks, bonds, and cash. 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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#775: Marketing Mistakes Holding Your Practice Back
4w ago00:53:56Tap to summarizeOn this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO of Studio Eighty Eight, to break down what drives practice growth in today's dental market. They discuss the difference between branding and marketing, how private practices can compete with DSOs, the biggest marketing mistakes dentists make, and why authentic storytelling and patient experience matter more than ever. Whether you're a startup or an established practice, tune in for practical insights on attracting ideal patients and building long-term momentum in your practice. You can check out Studio Eighty Eight 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.
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#774: Two Cents 6/13 - SpaceX's IPO Explained; Is Holding Too Much Cash Actually Hurting You?
Jun 1300:47:25Tap to summarizeWelcome 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 break down SpaceX's business model, the company's valuation, and explain the hype around the new IPO. They break down how IPOs work, why excitement and innovation don't always translate into strong investment returns, and what investors should consider before chasing the next big opportunity. Additionally, they discuss the hidden cost of holding too much cash and why "playing it safe" can sometimes be riskier than it seems. 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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#773: How Dentists Can Build Smart Financial Systems
Jun 1000:45:33Tap to summarizeOn this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists realize. They break down the hidden costs of doing everything yourself, the importance of automation and delegation, and the financial systems that can reduce stress, save time, and help dentists make smarter decisions with their money. From bookkeeping and tax savings to tracking spending and building long-term wealth, listen to this episode to learn practical ways to simplify your financial life and create more freedom both inside and outside the practice. Read Lauren's full article 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.
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#772: Two Cents 6/6 - Why Was Job Growth Bad News?; AI Market Bubble; Are Trump Accounts Legit?
Jun 600:47:27Tap to summarizeWelcome 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 why markets reacted negatively to a strong job growth, what shifting inflation and interest rate expectations could mean for investors, and whether today's AI boom is creating the next big market bubble. They also explore the long-term impact of emerging technologies, explain Trump Accounts, and how dentists may be able to use them as part of a tax-efficient strategy for their children's future. 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.
Transcribe →#771: How Much House Can a Dentist Afford?
Jun 300:44:11Tap to summarizeOn this episode of The Dentist Money Show, Matt and Jake break down the realities of today's housing market and share practical guidelines for making a smart home purchase. From mortgage payments and down payments to savings goals and debt management, they explain how dentists can evaluate what fits their financial situation. Whether you're buying your first home, considering an upgrade, or simply wondering if your housing costs are on track, tune in for a framework to make a confident decision. 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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770: Two Cents 5/30 - Is Crypto Dead?; Is SpaceX IPO Worth The Hype?; Your Retirement Tax Bill
May 3000:45:55Tap to summarizeWelcome 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 Jake discuss whether crypto has officially "lost the plot," why investors should be cautious about following billionaire advice, and what today's AI boom could mean for speculative investing. They also talk about retirement planning, where they break down how Social Security taxes work, why many dentists will likely pay taxes on their benefits, and how strategies like Roth conversions can help create more tax-efficient retirement income over time. 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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