The Dentist Money Show | Financial Planning & Wealth Management

#632: How Do You Know When Enough Is Enough?


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On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the deeper side of financial planning and how to align money with what truly matters. Carl discusses the complexities of uncovering personal values, the importance of experimentation in financial planning, and how a statement of financial purpose can serve as your guide. They highlight why societal pressures can lead to financial dissatisfaction and why your skills are your greatest asset. Tune in to learn how to shift your focus and build a financial life that truly reflects your values.

Carl Richards, CFP® will be a keynote speaker at the 2025 Dentist Money Summit June 20-21 in Park City, UT. Join us to hear him and other amazing featured speakers to help you navigate the now. Register HERE (clients of Dentist Advisors receive complimentary registration at checkout).

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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The Dentist Money Show | Financial Planning & Wealth ManagementBy Dentist Advisors - Financial Planning and Investment Management

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