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.
42episodes
Episodes
Newest firstAll episodes
#771: How Much House Can a Dentist Afford?
2w ago00:44:11Tap 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
2w ago00:45:55Tap 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.
Transcribe →#769: How Sustainability Can Improve Your Dental Practice
3w ago00:44:54Tap to summarizeOn this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how implementing sustainable practices in his dental office has helped reduce waste, improve efficiency, lower overhead, and strengthen patient loyalty. From going paperless and upgrading technology to rethinking everyday office waste, Jackson shares practical changes that have made a meaningful impact on both his practice and the environment. Whether sustainability is a personal passion or you're simply looking for ways to run a more efficient business, tune in for valuable insights for any practice owner. 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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768: Two Cents 5/23 - Rates Going Down?; Are You Taking Advantage Of The Market?; Big IPOs Equal Big Returns?
3w ago00:41:33Tap 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, Jake, and Lauren discuss why interest rates may stay higher for longer, what strong market performance means for long-term investors, and whether hyped IPOs like SpaceX are worth the excitement. They break down the dangers of trying to time the market, explain why consistent investing remains the best strategy for building wealth, and explore how investor hype can sometimes lead to disappointing returns. 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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#767: Are Dentists Keeping Their Finances Too Simple?
4w ago00:50:51Tap to summarizeOn this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They discuss where simplicity can be helpful, where it can become a limitation, and how dentists can find the right balance between staying organized and optimizing financial opportunities. From cash management and investing to tax planning, insurance, and practice decisions, they share examples of where "keeping it simple" can quietly leave money on the table. 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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766: Two Cents 5/16 - Rising Inflation Concerns; World's Best Dental Schools; Are DSO Deals Ramping Up?
May 1600:40:39Tap 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 rising inflation concerns and what shifting interest rate expectations could mean for the economy. They also discuss the world's top-ranked dental schools, the growing cost of dental education, and whether DSO activity could ramp back up in 2026 despite higher interest rates and increasing scrutiny in the dental industry. 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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#765: Investing Basics Every Dentist Should Know
May 1300:51:01Tap to summarizeOn this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down the foundational investment concepts every dentist should understand before building a portfolio. They explain the three main types of accounts and discuss how each fits into a long-term financial strategy. They also explore the major categories of investments, including public markets, private investments, and real estate. Tune in to understand the foundation to make smarter investing decisions and avoid some common mistakes dentists make. 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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#764: How to Design a Schedule That Works For Your Dental Practice
May 1100:13:37Tap to summarizeOn 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
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763: Two Cents 5/9 - Global Markets and Culture; Financial Literacy and Confidence Tests; Can You Win a Coin Flip?
May 900:53:37Tap 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, 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.
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#762: What Is Your Financial Advisor Doing With Your Money?
May 601:04:57Tap to summarizeOn 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.
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