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.

  • 54 minutes 56 seconds
    #599: 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.

    8 January 2025, 1:00 pm
  • 1 hour 12 minutes
    #598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen

    On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership in dental practice ownership, the importance of visionary and integrator roles, and strategies for effective delegation. Michelle encourages dentists to embrace mentorship and prioritize patient care while growing their practice. Tune in to hear Dr. Jorgensen’s valuable advice for personal growth and inspiration to start your own journey toward success and fulfillment.

    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.

    2 January 2025, 1:00 pm
  • 5 minutes 26 seconds
    #597: TL;DR - Living Your Rich Life

    TL;DR - Too Long; Didn't Read - "Living Your Rich Life"

    In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful relationships.

    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 December 2024, 1:00 pm
  • 38 minutes 48 seconds
    #596: Two Cents 12/28 - Santa Claus Rally; Scams; Getting Rich vs. Staying Rich

    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 discuss market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transfer from baby boomers and the increase in scams, stressing the importance of financial education and protecting sensitive information. Finally, they talk about the difference between accumulating and preserving 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.

    Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

    28 December 2024, 1:00 pm
  • 1 hour 6 minutes
    #595: The Business of DSOs: A Conversation with Accelerate Dental

    On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in raising capital, valuing practices, and the need to understand share structures and risks. Tune in to hear Mike Baird’s insights for dentists who are looking to navigate the DSO landscape and make informed decisions about their practice’s 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.

    26 December 2024, 1:00 pm
  • 45 minutes 7 seconds
    #594: Two Cents 12/21 - Economic Projections; Jim Carrey's Financial Situation; 2025 Market Predictions

    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 discuss the Federal Reserve's economic projections and their impact on the economy, including GDP, umemployment, and inflation. They also talk about Jim Carrey's financial habits, highlighting the importance of mindful spending. Lastly, they share insights on market predictions for 2025 and how to navigate future trends.

    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 The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

    21 December 2024, 1:00 pm
  • 41 minutes 6 seconds
    #593: What Dentists Wish They Learned in Dental School

    On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors Facebook Discussion group about the skills they wish dental school had taught them. From mastering the business side of dentistry and effective patient communication to building leadership capabilities, financial acumen, and leveraging technology, this episode explores skills that help a dentist to grow their practice. Tune in to hear why these often overlooked skills can make a difference in your career and can set a foundation to grow 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. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

    18 December 2024, 1:00 pm
  • 5 minutes 57 seconds
    #592: TL;DR - 3 Common Biases that Lead to Big Money Mistakes

    TL;DR - Too Long; Didn't Read - "3 Common Biases that Lead to Big Money Mistakes"

    In our new TL;DR series episode, Matt reads his article where he discusses how cognitive biases can lead to poor decision making in financial matters. The three common biases that are highlighted are: overconfidence bias, the bandwagon effect, and the sunk cost fallacy. Tune in to be aware of these biases and how to help you make better, long term 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.

    See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

    16 December 2024, 1:00 pm
  • 35 minutes 54 seconds
    #591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show?

    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 how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer sentiment about inflation. Finally, they question real life events and liken them to the storyline of Succession (spoiler alert). 

    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 The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

    See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

    14 December 2024, 1:00 pm
  • 52 minutes 45 seconds
    #590: What Every Dentist Should Know About Private Equity Opportunities - Part Two

    On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity opportunities. They share the importance of staying focused on your primary business and navigating the private equity landscape with caution and clarity. Tune in for actionable insights to help you navigate the potential of private equity opportunities with more confidence.

    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. See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors. That’s gusto.com/dentistadvisors.

    11 December 2024, 1:00 pm
  • 41 minutes 1 second
    #589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold

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


    On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrency as a speculative asset. They then revisit the definition of an "accredited investor" and clarify a misstatement from a previous episode of The Dentist Money Show. Finally, they react to the recent Texas court ruling that paused the FinCen BOI reporting requirement. 

    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 The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ 

    See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you’re not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

    7 December 2024, 1:00 pm
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