The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
  • 4,5 (136)
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The Dentist Money Show | Financial Planning & Wealth Management

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.

  1. -1 ДН.

    TL;DR - Financial Vegetables

    TL;DR - Too Long; Didn't Read - "Financial Vegetables" In our new TL;DR series episode, Jordan reads Jake's blog post where he compares eating vegetables as a child and maintaining healthy financial habits as an adult. He talks about how "financial vegetables" like budgeting, saving, and consistent investing are crucial for long-term financial health. 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.

    4 мин.

  2. -3 ДН.

    Two Cents 1/25 - Inauguration & The Market; Student Loans Update; Vanguard's Lawsuit

    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 explore how the inauguration impacts the market, the effects of tariffs on trade, and updates on student loans, including income-driven repayment plans and recent legal developments. They also discuss Vanguard's lawsuit and its implication for investors, stressing the need for informed financial strategies and personalized advice.

    43 мин.

  3. -6 ДН.

    Why Retirement Spending Is More Than a Budget for Dentists

    On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting how habits often continue or increase during retirement. They talk about the psychological aspects, the gradual nature of retirement, and the importance of purpose beyond financial independence. Tune in for practical tips on planning your financial future. 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 мин.

  4. 18 ЯНВ.

    Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions

    Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jake, and Rabih delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the migration of users to popular Chinese social media apps. Finally, they examine concerns about the S&P 500 and its diversification, explaining Dentist Advisors' investment strategy and the profitability of top companies.  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 мин.

  5. 15 ЯНВ.

    Love & Money: Building Financial Compatibility Together

    On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner. 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.

    45 мин.

  6. 13 ЯНВ.

    TL;DR - The Dichotomy of Goals

    TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating 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.

    5 мин.

  7. 11 ЯНВ.

    Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs

    Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They then dive into studies held on how many people make and stick to New Year's resolutions and why the numbers are so low. Finally, they discuss the idea of focusing on what you haven't been focusing on this year. 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.

    44 мин.

  8. 8 ЯНВ.

    What Your Financial Advisor Expects From You

    On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive relationships with their clients, and share some lessons. Whether you’re considering hiring a financial advisor or already working with one, tune in to hear valuable perspectives that will help you maximize your financial journey. 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.

    55 мин.
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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, insurance, debt management, and personal finance.

Информация

  • Автор
    Dentist Advisors - Financial Planning and Investment Management
  • Годы выхода
    2015 - 2025
  • Выпуски
    605
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2024 Dentist Advisors
  • Сайт подкаста
    The Dentist Money Show | Financial Planning & Wealth Management

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