The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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This podcast helps dentists make smart financial decisions, covering topics like investing, retirement planning, tax reduction, insurance, and debt management. The host offers straightforward advice in an entertaining way, aimed at dental professionals who want to build wealth. Each episode breaks down complex financial concepts into practical steps for managing personal and practice finances.
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#801: Why Dentists Need Their CPA and Financial Advisor Working Together 16.09.2026 57分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. -
#800: Two Cents 9/12 - Where Are Interest Rates Going?; Permanent Life Insurance; Net Worth Across Age Groups 12.09.2026 45分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. -
#799: Putting It All Together: How Dentists Can Invest With Confidence 09.09.2026 1時間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. -
#798: Two Cents 9/5 - NVIDIA's Rapid Growth; What Tennis Can Teach Us About Investing; Is Debt Actually A Problem? 05.09.2026 55分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. -
#797: Why Dentists Get Financially Stuck 02.09.2026 46分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. -
#796: Two Cents 8/29 - How Much Does The U.S. Debt Cost?; Are 401(k)s Underrated?; Rise In Hobby Spending 29.08.2026 50分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. -
#795: What It's Like to Work With Dentist Advisors: A Year in the Life of a Client 26.08.2026 1時間 9分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. -
#794: Two Cents 8/22 - When is the next recession?; Invest or Gamble?; Lifetime Cost of a Dog 22.08.2026 49分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. -
#793: Should You Go Out of Network? Part 2: How Dentists Can Make the Transition 19.08.2026 1時間On this episode of The Dentist Money Show, Matt and Christine continue their discussion on going out of network by focusing on what happens after you've made the decision to transition away from PPOs. They walk through the key steps for a successful transition, including preparing your team, communicating with patients, refining your marketing, and creating a plan that supports long-term practice growth. Tune in to learn how thoughtful preparation and clear communication can help you make the move with confidence. Don't know where to start? Listen to part one 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. -
#792: Two Cents 8/15 - Does Your Mood Affect Returns?; Most Expensive Housing; Is Ownership Still The Path For Dentists? 15.08.2026 46分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, Lauren, and Rabih explore the relationship between consumer confidence and stock market returns, why people may feel worse about the economy than the data suggests, and what current housing prices really look like compared to incomes around the world. They also break down the latest dental consolidation numbers and explain why the path to private practice ownership is far from closed for dentists. 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. -
#791: What Should Be Inside a Dentist's Investment Portfolio? 12.08.2026 51分On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building blocks of an investment portfolio. They break down the differences between stocks and bonds, explain how mutual funds and ETFs make diversification easier, and discuss why spreading your investments across different asset classes, sectors, and markets can help reduce risk over time. Tune in to learn how these foundational investing concepts can help you build a smarter portfolio. Listen to part one of the investing series to learn all the basics you should know! 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. -
#790: Two Cents 8/8 - Earnings Season; Do You Pay More for Taxes or Necessities?; Dentists' Confidence in 2026 08.08.2026 48分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 look at the latest earnings numbers and what they could mean for market valuations and investors. They unpack a viral claim that Americans spend more on taxes than food, clothing, and housing, breaking down the nuance of the claim and the potential impact for higher-earning dentists. They also review the ADA Health Policy Institute data on dentist confidence including what dentists are saying about practice economics, staffing challenges, and reimbursement pressure. 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. -
#789: Should You Go Out of Network? Part 1: Where to Start 05.08.2026 51分Thinking about going out of network but not sure where to start? On this episode of The Dentist Money Show, Matt and Christine share a strategic framework to help dentists evaluate one of the biggest decisions for their practice. They discuss the impact of rising PPO write-offs, how to determine whether going out of network aligns with your goals, and the key financial and operational factors to consider before making a move. 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. -
#788: Two Cents 8/1 - Interest Rate Confusion; Is Debt Making You Unhappy?; Decline of Reading 01.08.2026 45分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 why uncertainty in the markets doesn't have to derail a long-term financial plan and unpack new research on the relationship between debt and happiness. They also talk about the decline of reading in the digital age, what it means for critical thinking, and why making time for long-form reading may be more important than ever. 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. -
#787: What Most Dentists Get Wrong About Real Estate 29.07.2026 55分On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down what dentists need to know before leasing, buying, building, or investing in real estate. They discuss how to evaluate opportunities, common mistakes that can derail long-term success, and why your practice should always come before your real estate ambitions. Whether you're considering purchasing your first dental office or exploring real estate as an investment, this episode will help you make smarter, more informed real estate decisions. 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. -
#786: Two Cents 7/25 - What Are Rates Telling Us?; South Korea's Stock Market; Are Screens Really The Problem? 25.07.2026 40分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 explain what rising bond yields and yield curve may be signaling about the economy, and why a surge in leverage has made South Korea's stock market a lesson about diversification. They also discuss a new study questioning whether screens are really the primary driver of rising anxiety and perfectionism, exploring how economic pressures, comparison, and social media may all play a role. 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. -
#785: Can Your Retirement Plan Survive The Unexpected? 22.07.2026 50分On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method that uses probability to estimate a range of possible outcomes in uncertain situations. They explore the surprising history behind Monte Carlo simulations, explain why the simulations are used to evaluate risk instead of predict the future, and discuss how dentists can apply this framework to retirement planning, compare financial trade-offs, and make more confident decisions in the face of uncertainty. Whether you're years away from retirement or starting to think about your exit strategy, this episode will help you better understand how to plan for the unknown. 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. -
#784: Two Cents 7/18 - Why Oil Prices Matter; Is The Market Too Big?; What Makes Work Fulfilling? 18.07.2026 46分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 discuss how rising oil prices are affecting inflation, consumer confidence, and the broader economy. They also talk about the surge of everyday investors entering the stock market and what it could mean for future market performance, and explore the key factors that make work more meaningful and fulfilling. 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. -
#783: How Dentists Should Prepare For The End Of The SAVE Plan 15.07.2026 43分On this episode of The Dentist Money Show, Jake and Taylor break down what's changing with federal student loans, what the end of the SAVE plan means for dentists, and the options borrowers have moving forward. They discuss the new RAP plan, changes to income-driven repayment plans, loan recertification requirements, and when refinancing may make sense. Tune in to learn how to navigate the changing student loan landscape, understand what's coming next, and how to prepare. 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. -
#782: Two Cents 7/11 - Is The Stock Market Justified?; World Cup Final Prices; Are You Saving Enough? 11.07.2026 54分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 break down what's actually driving the market, why headlines about "expensive" stocks don't tell the whole story, and what investors should pay attention to during earnings season. They also explore the psychology behind spending on once-in-a-lifetime experiences and discuss whether Americans and dentists are saving enough. 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.
