The Dentist Money™ Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management

Dental industry experts join Reese Harper, CFP® to share insights dentists can use to make smart financial decisions. Visit DentistAdvisors.com for a complete list of episodes.

  • 58 minutes 36 seconds
    #513: Why Less Is More: Insights from 'The Paradox of Choice'

    Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The Paradox of Choice, Barry Swartz offers insights on how to handle choice overload and decision-making paralysis. On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Will review his book and talk about why an abundance of choices doesn’t necessarily bring greater satisfaction. 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.

     

    8 May 2024, 6:10 pm
  • 32 minutes 5 seconds
    #512: Two Cents Week of 5/6/24 - Fed's Inflation Response; Ban of Non-Compete Agreements; Economics of Car Ownership

    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 review the Fed's recent response to inflation and the effect on interest rates. They also discuss the FTC's ban on non-compete agreements and how that could affect dentists. Finally, they analyze the economics of car ownership and why the average age of cars on the road is increasing.

    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 May 2024, 1:00 pm
  • 27 minutes 54 seconds
    #511: Fan Favorite - Do I Really Need a Financial Advisor? – Episode 289

    Enjoy a replay of another one of our most popular Dentist Money Show episodes. “When is it time to get financial help?” Like many issues that deal with money, the answer is personal for each individual. On this episode of the Dentist Money™ Show, Jake Elm, CFP® at Dentist Advisors, joins Ryan to take on the question and explain the reasons why earlier may be better for long term goals. They also relate why the power of being held accountable to someone else motivates people to take action. Book a free consultation with a CFP® advisor who only works with dentists.

    3 May 2024, 12:00 pm
  • 47 minutes 29 seconds
    #510: IRS Warns of the “Dirty Dozen” Bogus Tax Schemes

    Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun the bogus tax strategies on the list—and knowing what to avoid is meant to protect you from these scams and their fraudulent promoters. On this episode of the Dentist Money Show, Ryan and Matt illustrate how quickly you can get into trouble when trying too hard to find tax avoidance strategies. 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.

     

    1 May 2024, 6:10 pm
  • 33 minutes 55 seconds
    #509: Two Cents Week of 4/29/24 - Data's Effect on The Fed; Stock Risk and Diversification; More Student Loan Updates

    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 the impact of data on the Federal Reserve's economic projections and how it affects the market. They also respond to a recent listener's comment about the riskiness of stocks. Finally, they provide the newest updates on student loan forgiveness programs and important upcoming deadlines.

    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.

    29 April 2024, 6:00 pm
  • 52 minutes 14 seconds
    #508: Understanding the Basics of Invisible DSO Partnerships

    As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes their unique blend of support and autonomy, making them an attractive option to many dentists. On this episode of the Dentist Money Show, Matt and Chip Fichtner, Prinicpal at Large Practice Sales, discuss the nuts and bolts of Invisible DSO partnerships. 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.

     

    26 April 2024, 12:00 pm
  • 33 minutes 21 seconds
    #507: Beyond a Resume: Rethinking the Hiring Process

    When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In a tight employment market, focusing more on natural talents and strengths can help you secure top talent. On this episode of the Dentist Money Show, Ryan talks with Dr. Michael Neal, Founder of Build My Team, about how to find the right people for your practice. 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.

     

    24 April 2024, 6:10 pm
  • 37 minutes 27 seconds
    #506: Two Cents Week of 4/22/24 - Market Sell-off; Student Loan Forgiveness Update; Do You Feel Rich?

    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 give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich.

    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.

    22 April 2024, 2:00 pm
  • 34 minutes 8 seconds
    #505: Fan Favorite - The Laws of Liquidity – Episode 280

    Enjoy a replay of another one of our most popular Dentist Money Show episodes. The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate. Find out how much you should be putting towards each and determine the best way to tuck away those funds so they’ll be there when you need them. Book a free consultation with a CFP® advisor who only works with dentists.

    19 April 2024, 12:00 pm
  • 44 minutes 44 seconds
    #504: In Pursuit of a Balanced Life: Wealth vs. Health

    The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist Money Show and Shared Practices Podcast. 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.

     

    17 April 2024, 6:10 pm
  • 37 minutes 2 seconds
    #503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams

    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 discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons why people are intimidated to start. Finally, they go through Tax Day facts, the annual dirty dozen tax scams, and what fraud claims the IRS is cracking down on.

    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.

    15 April 2024, 2:00 pm
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.