The Dentist Money Show | Financial Planning & Wealth Management

The Dentist Money Show | Financial Planning & Wealth Management

By Dentist Advisors - Financial Planning and Investment ManagementBusinessInvesting
Download on the App Store
  • Favorites

    91

    Followers

  • Typical duration

    50 min

    per episode

Based on Podcast App listening data

The Dentist Money Show | Financial Planning & Wealth Management episodes

  • #432: Making Sense of a 401(k) Plan at Your Practice

    On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A Team podcast to outline how to set up a 401(k) retirement plan. The Dental A Team recently established a 401(k) and Kiera talks about the process—provider options; costs and fees; why she chose the Safe Harbor plan. It's everything you need to know if you're considering a 401(k) at your practice.

    Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. The guest being interviewed on this episode is a client of Dentist Advisors. No cash or non-cash compensation was provided in connection with our guest's participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest's favorable testimonial of Dentist Advisors. Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors' use without any payment or arrangement for compensation, discounts, or other benefits.

    54 min
  • #431: Two Cents 20. 9/18/23 - Crude Oil Prices, 529 Changes, Young Adult Stress

    Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    31 min
  • #430: Listener Q&R #3 - Buying a Practice, Warren Buffet, Overhead Insurance

    You're coming out of dental school and thinking of buying a practice? What factors should you consider before making such a big decision? And, Warren Buffet has much of his portfolio in T-bills. What does that mean for your investments? On this listener Q&R (Question and Response) episode of the Dentist Money™ Show, Ryan and Matt answer financial questions from our loyal listeners. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    47 min
  • #429: Two Cents 19. 9/11/23 - Labor Market Update, Retirement in America

    Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor dive into current labor market statistics and discuss the affect that low unemployment has on inflation and the economy; and they talk about retirement in America and some of the monetary and non-monetary issues affecting today's retirees. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    29 min
  • #428: Why Dentistry Remains a Dentist's Best Wealth-Building Tool

    Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make it seem like an overwhelming task. One dentist writes in to ask, "Is there another, quicker way to build wealth?" On this episode of the Dentist Money Show™, Ryan and Matt examine the reasons why a dentist's optimal wealth-building opportunities remain within dentistry. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    41 min
  • #427: Two Cents 18. 9/4/23 - Monetary Polices, Cheaper Flights

    Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria explain the reasons why the current monetary policies, which were put in place to slow inflation, seem to be working, and take a close look recent data that gives consumers clues on how to save money on airline flights. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    28 min
  • #426: Portfolio Management: The Nuts and Bolts of Stock Diversification

    If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That's exactly what academicians attempt to do. On this episode of the Dentist Money Show™, Ryan, Matt, and Rabih discuss the variables academicians evaluate to better understand stock valuations. It's a technical look at the time-tested principles used for systematic investing. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    55 min
  • #425: Two Cents 17. 8/28/23 - the FED, Cash, Dentists Aren't Average

    Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor recap the recent FED meeting where economists reiterated their goal of getting inflation closer to 2%; they examine why weallthy Americans seem to be accumulating more cash; and they look at the sorry state of the average American's retirement savings. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    31 min
  • #424: Starting From Scratch with Dr. Mike and Stephanie Walton

    Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and his wife talk about what held them back and the steps they took to finally make a single-owner practice happen. On a Dentist Money Show™ first, Matt welcomes two current Dentist Advisor's clients as Dr. Michael and Stephanie Walton share their startup journey. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    The guest being interviewed on this episode is a client of Dentist Advisors. No cash or non-cash compensation was provided in connection with our guest's participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest's favorable testimonial of Dentist Advisors. Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors' use without any payment or arrangement for compensation, discounts, or other benefits.

    45 min
  • #423: Two Cents 16. 8/21/23 - Housing, AI Funds, Pessimists

    Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake explain why the housing market in the U.S. is difficult and home sales remain down; how Artificial Intelligence powered funds are performing against the S&P; and why pessimists stay pessimistic. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

    34 min

About The Dentist Money Show | Financial Planning & Wealth Management

From the publisher's feed

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,…

Best of The Dentist Money Show | Financial Planning & Wealth Management

Ranked by our users in the last 21 days

More shows like The Dentist Money Show | Financial Planning & Wealth Management

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,687 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,228 Listeners

The Stacking Benjamins Show by Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

The Stacking Benjamins Show

1,984 Listeners

The Dentalpreneur Podcast w/ Dr. Mark Costes by Dental Consulting

The Dentalpreneur Podcast w/ Dr. Mark Costes

299 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

800 Listeners

Shared Practices | Your Dental Roadmap through Practice Ownership by Dr. George Hariri | Shared Practices Network

Shared Practices | Your Dental Roadmap through Practice Ownership

558 Listeners

Bulletproof Dental Practice by Dr. Peter Boulden & Dr. Craig Spodak

Bulletproof Dental Practice

223 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,440 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

BiggerPockets Money by BiggerPockets Money

BiggerPockets Money

3,061 Listeners

Dental Practice Heroes by Dr. Paul Etchison

Dental Practice Heroes

147 Listeners

The Lifestyle Practice Podcast For Dentists by The Lifestyle Practice Coaches

The Lifestyle Practice Podcast For Dentists

181 Listeners

The Passive Income MD Podcast by Peter Kim, MD

The Passive Income MD Podcast

277 Listeners

The Psychology of Money with Morgan Housel by Morgan Housel

The Psychology of Money with Morgan Housel

1,062 Listeners

Rich Habits Podcast by Austin Hankwitz and Robert Croak

Rich Habits Podcast

499 Listeners