524 episodios

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, insurance, debt management, and personal finance.

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

    • Economía y empresa

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, insurance, debt management, and personal finance.

    10 Mistakes That Could Cost You $10K or More - Part 1

    10 Mistakes That Could Cost You $10K or More - Part 1

    It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that await every dentist. That’s why it helps to know the common money mistakes dentists make—mistakes that could already be costing you.

    On Part 1 of this episode of the Dentist Money Show, Matt and Victoria talk about five ways dentists typically lose money—and how to avoid them.

    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.
     

    • 48 min
    Two Cents Of 6/10/2024 - Race for Lower Interest Rates; GameStop Saga; Challenges of Getting Financial Advice

    Two Cents Of 6/10/2024 - Race for Lower Interest Rates; GameStop Saga; Challenges of Getting Financial Advice

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

    On this episode, Matt, Will, and Rabih discuss if the Federal Reserve will cut rates. Next, they dive into the GameStop phenomenon, highlighting the role of retail investors and the impact of social media on the stock market. Finally, they touch on the difficulties of finding reliable financial advice and the new fiduciary standard for financial advisors.
    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.

    • 38 min
    3 Fitness Principles That Will Improve Your Finances

    3 Fitness Principles That Will Improve Your Finances

    There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the analogies are easy to make, one constant that often results in failure at both is human nature.

    On this episode of the Dentist Money Show, Ryan and Matt talk about their favorite topics—the gym and money—and three principles for fitness and financial success.


    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.
     

    • 47 min
    Fan Favorite - I Bought Permanent Life Insurance, Now What? – Episode 293

    Fan Favorite - I Bought Permanent Life Insurance, Now What? – Episode 293

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

    Is buying permanent life insurance a permanent mistake? Insurance agents say there are benefits to support purchasing permanent insurance, but are their points valid? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life insurance and explain why mixing insurance and investments in the same financial instrument might not be the best strategy.

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

    • 35 min
    Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy Life?

    Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy 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, and Rabih continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. Is there truly a secret to a happy 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.

    • 30 min
    Financial Advisors vs AI: The Power of Human Insight

    Financial Advisors vs AI: The Power of Human Insight

    Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it was only a few years ago that roboadvisors were going to replace financial advisors. AI has already lost that battle.

    On this episode of the Dentist Money Show, Ryan and Matt explain why people prefer advice from another human who understands their financial dreams and fears.


    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.
     

    • 49 min

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