The Dentist Money Show | Financial Planning & Wealth Management

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, Sean, and Rabih talk about the major ruling from the United States Supreme Court that reclassified tariffs as a form of tax and discuss why the recent tariff reversal may be more market noise than a meaninful economic shift. They also explore the tax benefits of Health Savings Accounts (HSAs) and long-term value for covering medical costs in retirement. And finally, they unpack how solo 401(k)s and SEP IRAs work, why contributions limits matter, and the challenges of managing finances across multiple business entities.

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 has a conversation with Carl Richards, CFP® about simplifying money and creating clarity in your financial life. Carl shares insights from his latest book Your Money, including how to spark meaningful conversations about money, why managing finances is a lifelong journey, and how attention plays a powerful role in both wealth-building and relationships. They explore the four sources of capital and discuss how personal values shape financial decisions. Tune in to get practical guidance for reducing financial stress and aligning your money with what matters most.

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 Rabih discuss what dentists can learn from Japan's economic history and its ripple effects across global markets, including how forces like the Japanese carry trade and currency fluctuations shape financial stability worldwide. They also talk about the strength of the United States dollar, why asset allocation should evolve over time, and the hidden risks of holding too much cash. Tune in to hear about the importance of aligning decisions with individual goals, risk tolerance, and proactive asset management.

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 listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are impacting dentists today, including how direct indexing works, who it's best suited for, and why managing cash reserves has become more nuanced in today's market. They also discuss whether the traditional 4% retirement rule still holds up and explore how personal spending habits shape long-term financial success. Tune in to understand how building a financial plan that balances retirement security and using your money intentionally can create meaningful experiences along the way.

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 Rabih break down the market landscape, Dow Jones hitting an all-time high, and they explain why institutional investors are shifting away from technology stocks. They also discuss the recent crash in silver, gold, and bitcoin, the importance of diversification in uncertain markets, and how strategic financial planning can help dentists stay focused on long-term goals. Finally, they talk about backdoor Roth conversions and explain why this strategy can be valuable for high-income earners.

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, Jake, and Will dive into what it really means for dentists to be retirement ready and why it's about much more than hitting a savings number. They explore why many dentists retire later than the average American, how spending habits can delay financial independence, and why starting the planning process early is critical for long-term success. Tune in to learn how balancing clear financial systems with meaningful relationships, hobbies, and a gradual transition out of work can help dentists build a retirement they're truly prepared for and excited about.

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, Taylor, and Rabih kick things off with a few life updates before diving into key takeaways from the latest Federal Reserve meeting. They break down what those insights could mean for mortgage rates in the years ahead and what dentists should be paying attention to right now. They then talk about the changes in contribution rates for 2026 and important updates to be aware of. Finally, they talk about investment portfolio rebalancing and how to think about timing as you move closer to retirement.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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, Ryan, Matt, and Cody reflect on 2025's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. They unpack the results of the quantitative benchmark data and what it reveals about dentists' income, spending, savings, debt, net worth, and retirement readiness across different age brackets and career stages. They explore how specialization impacts earnings, how student loans and practice debt shape cash flow, and what dentists' savings and investment balances look like in practice. Tune in to hear how dentists are really doing financially and what these numbers mean for building long-term wealth and retirement confidence.

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, Will, Lauren, and Rabih talk about what the best investment of 2025 really was and why staying invested matters more than timing the market. Then they discuss why boomers tend to have less retirement savings than millennials, unpacking the shift from pensions to 401(k)s, the lasting impact of the Great Recession, and how automatic enrollment and modern investing tools may give younger generations a long-term edge. Finally, they explore commonalities between dentistry and college football as private equity enters both spaces.

Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads!

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, Jake, and Christine break down how dentists can set goals that stick by creating realistic, achievable plans built around daily habits. They explain why most New Year's resolutions fail, how setting too many goals can backfire, and why focusing on the process matters more than chasing outcomes. Tune in to learn how to build intentional goal systems, stay motivated all year long, and create lasting momentum in both your personal and professional 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.