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.  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.  

#498: The Essential Building Blocks of Estate Planning

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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 continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. Is there truly a secret to a happy life? 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.

#520: Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy Life?

Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it was only a few years ago that roboadvisors were going to replace financial advisors. AI has already lost that battle.  On this episode of the Dentist Money Show, Ryan and Matt explain why people prefer advice from another human who understands their financial dreams and fears.   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.  

#520: Financial Advisors vs AI: The Power of Human Insight

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 analyze Nvidia's Q1 earnings and the trend of beating analysts' expectations. They touch on the psychology of spending and saving and the economic implications of higher savings rates. Finally, they provide statistics that show the increasing probability of positive returns of long-term stock investments. 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.

#519: Two Cents of 5/27/2024 - Q1 earnings; How much Americans save; Is the stock market rigged?

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to get ahead financially. While many sound great in theory, do they really measure up when put into practice? On this episode of the Dentist Money Show, Matt and Victoria talk about 10 popular financial strategies that they believe are overrated, underrated, or rightly rated.   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.  

#518: 10 Popular Financial Strategies: Overrated or Underrated?

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 the recent reduction on inflation and the impacts it can have. They also discuss the rising costs of car insurance and call back stats to provide some reasoning why car insurance has shot up recently. Finally, they go through the events of GameStop and Reddit users and how the market and internet has adapted to recent events. 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.

#498: The Essential Building Blocks of Estate Planning

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