On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to break down what dentists need to know about selling their practice in today's market. They discuss the differences between DSO and private buyers, why dentists should consider a 3–5 year runway before an exit, and how planning early can keep more transition options open. Brannon also shares some of the biggest mistakes that can hurt a practice sale, including declining production, messy finances, and waiting too long to prepare. Tune in to learn how dentists can better prepare their practice for a sale, understand its value, and build a transition strategy that sets them up for a successful sale.

Check out the article by McLerran & Associates mentioned in the episode here!

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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 of Dentist Money's Two Cents, Matt and Rabih break down what rising interest rates, inflation, economic growth, and geopolitical risk could mean for investors, and explain why long-term investing principles still matter despite market changes. They also explore the psychology behind tax aversion and walk through several tax-focused investment strategies, and explain why reducing taxes shouldn't come at the expense of growing your after-tax wealth.

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.

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor working together. They explore how better communication and coordination can help prevent costly mistakes, improve financial decision making, and keep a dentist's personal finances and practice finances working toward the same goals. They also talk about why dentists shouldn't have to play middleman between their financial professionals and should have a team that communicates, understands the bigger picture, and is aligned with your goals.

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.

Welcome 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, Taylor, and Rabih discuss why the market may have already priced in higher interest rates, what's really behind the investment component of permanent life insurance, and break down net worth data across different age groups. They explain how consistency, saving, investing, and time can play a major role in building wealth.

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.

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces together and exploring how dentists can build and manage smarter investment portfolios. They break down diversification, passive vs. active investing, rebalancing, tax-loss harvesting, and the importance of focusing on the investment decisions you can control. They also discuss why successful investing is about more than building wealth—it's about protecting it and giving your money enough time to work to work for you.

Listen to part one & part two!

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.

Welcome 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 Rabih break down NVIDIA's rapid growth and the risks surrounding AI investing, they use Roger Federer's career to explain why long-term investors don't need to win every day, and take a closer look at government and household debt. Throughout the episode, they emphasize the importance of looking beyond the headlines, staying patient, and focusing on the financial decisions you can control.

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.

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why doing nothing can sometimes be more expensive than making the wrong decision. They discuss how fear of change, having too many options, and procrastination can keep dentists stuck, even when they know they need to make a move. They share a practical approach for getting unstuck, making confident financial decisions and taking action.

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.

Welcome 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 Rabih break down what rising national debt could mean for the economy and your portfolio, explain why 401(k)s can be one of the most powerful & overlooked tools for building wealth. Finally, they explore the cultural and economic factors driving the rise in hobby spending.

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.

Ever wondered what it's like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and Taylor walk through Dentist Advisors' client experience, explaining every stage of the financial planning process—from the initial consultation and kick off call to building a personalized financial strategy and providing ongoing guidance as life evolves. They explain how the process starts by understanding your goals, values, and financial priorities, then moves into organizing your financial picture, assessing your financial health, and creating a clear plan for what to focus on next. They also discuss what ongoing support looks like and how your financial plan evolves as your career, practice, and life change.

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.

Welcome 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 Taylor take a look at the numbers behind recessions over the past 30 years and explore the potential reasons behind why they've become shorter and less frequent, even as bear markets continue to show up regularly. They unpack the recent data comparing how different generations view gambling versus traditional investing and why investors sometimes sit on the sidelines for too long. Finally, they break down the surprisingly high cost of owning a dog, how it compares to raising children, and why building a financial plan around your priorities matters more than optimizing every decision on a spreadsheet.

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.