The Dentist Money Show | Financial Planning & Wealth Management

The Dentist Money Show | Financial Planning & Wealth Management

By Dentist Advisors - Financial Planning and Investment ManagementBusinessInvesting
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The Dentist Money Show | Financial Planning & Wealth Management episodes

  • 768: Two Cents 5/23 - Rates Going Down?; Are You Taking Advantage Of The Market?; Big IPOs Equal Big Returns?

    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 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.

    42 min
  • #767: Are Dentists Keeping Their Finances Too Simple?

    On 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.

    51 min
  • 766: Two Cents 5/16 - Rising Inflation Concerns; World's Best Dental Schools; Are DSO Deals Ramping Up?

    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 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.

    41 min
  • #765: Investing Basics Every Dentist Should Know

    On 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.

    52 min
  • #764: How to Design a Schedule That Works For Your Dental Practice

    On 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

    14 min
  • 763: Two Cents 5/9 - Global Markets and Culture; Financial Literacy and Confidence Tests; Can You Win a Coin Flip?

    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, 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.

    54 min
  • #762: What Is Your Financial Advisor Doing With Your Money?

    On 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.

    1 hr 5 min
  • #761: Two Cents of 5/2 - The New Global Normal; Living Paycheck to Paycheck; When Can You Stop Saving?

    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 talk about the thin bubble of "normal" we're riding, what income range feels the most impactful for living paycheck to paycheck, and the nuances of savings rates and your career goals. Tune in to hear insights from diversification and uncertainty to technology adoption, and practice profitability.

    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.

    37 min
  • #760: The Truth About Selling Your Dental Practice

    On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting their dentistry careers, from unrealistic timelines to overestimating practice value and underestimating the emotional impact. They talk about the three key elements of a successful exit: personal finances, business readiness, and personal readiness. Because leaving dentistry isn't just a financial decision, it's a personal one too. Whether you're early in your career or approaching retirement, this episode will help you understand how to build a practice and a life that allows you to exit on your terms.

    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.

    1 hr 3 min
  • #759: How to Present Financial Options Patients Actually Accept

    On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the fourth point of productivity and most overlooked drivers of case acceptance: how your team presents financial options to patients. Christine shares practical strategies for creating a smooth handoff from clinical to administrative teams, uncovering each patient's "why," and presenting financial options in a way that feels supportive, not overwhelming. Learn how to structure payment choices, reduce friction around money conversations, and position your team as advocates who help patients move forward with care.

    If you would like to watch the second and third point of productivity: diagnotics and case acceptance, 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

    11 min

About The Dentist Money Show | Financial Planning & Wealth Management

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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,…

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