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

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode, Matt, Victoria, and Rabih give updates on inflation and underpayment penalties from the IRS. They talk about the importance of proactive tax planning and working with a proactive CPA to avoid underpayment penalties, and emphasize the importance of being organized and proactive when managing taxes and finances. Finally, they talk about Taylor Swift and her impact on the music industry and the economy.
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.

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers do with their money—what’s the best thing they have spent money for and what they hate spending money on.

Ryan and Matt look at where the money goes and how lifestyle, intentional, and mindless spending affect dentists on this episode of the Dentist Money Show.

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, Matt, Victoria, Ryan, and Rabih record live at the Dentist Money Summit 2024 hosted in Park City, UT. They speak optimistically about the economy and then go into the pros and cons of renting versus homeowning. Then, they discuss what the opposite of a budget is and why you need to know the difference. They wrap up with an importance of doing a mid-year financial checkup.
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.

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include meaningful relationships, good health, personal growth, as well as living comfortably. So how do you cultivate a values-based life?

On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Jake explain why getting rich and living a rich life are two very different things.

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.
 

Enjoy a replay of another one of our most popular Dentist Money Show episodes.

“What’s the minimum amount I can save and still be OK in retirement?” It’s a question many dentists ask as they navigate the tradeoffs of both life and business. On this episode of the Dentist Money™ Show, Ryan and Matt look at what maxing out today’s spending by saving a minimal amount might mean over the long run. While it’s extremely personal, knowing the adjustments you may need to make can help you still enjoy the future.

Book a free consultation with a CFP® advisor who only works with dentists.
 

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode, Matt, Taylor, and Rabih provide updates on the Federal Reserve's meeting in June, and Jerome Powell's comments on interest rates. They highlight micro pockets of deflation in various consumer areas. Additionally, they share important information for individuals on income-driven repayment plans for student loans, including the IDR account adjustment and the need to update contact information with loan servicers.
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.