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.

  • 50 minutes 9 seconds
    #580: “The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby

    On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of Wealth. Daniel shares his transformative journey from personal wellness struggles to developing insights on wealth and happiness. He discusses the importance of understanding one's values, the societal pressures that prioritize wealth over meaningful experiences, and the common regrets people often face at the end of their life. He introduces the PERMA model for flourishing and highlights the epidemic of isolation. Tune in to gain actionable insights on balancing health and wealth, fostering meaningful relationships, and cultivating a life rich in purpose and joy.

    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

    13 November 2024, 1:00 pm
  • 47 minutes 5 seconds
    #579: Two Cents 11/9 - Vibe-cessions and Consumer Disconnect; Weekly Market Update Post-Election Edition

    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 analyze a term coined by finance influencers and why it has major implications on the results of the election. They also dive into the economy's reaction along with Powell's press conference about Q4 for 2024. Finally, they discuss the market's reaction to the election along with the disconnect between economic data and public sentiment on 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. 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.

    9 November 2024, 1:00 pm
  • 24 minutes 6 seconds
    #578: Listener Q&R #7 - 401k Options, Managing Debt, Mortgage Payments

    What is the best way to plan for the next five years with the recession we are facing? What is the best 401k option? How do I manage debt? How to reduce monthly mortgage without refinancing? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer financial questions posed by attendees at the Productive Dentist Academy conference.

    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.

    6 November 2024, 12:00 pm
  • 6 minutes 51 seconds
    #577: TL;DR - Why Credit Card Rewards Matter and How to Use Them

    TL;DR - Too Long; Didn't Read - "Why Credit Card Rewards Matter and How to Use Them"

    In our new TL;DR series episode, Taylor reads his article where he discusses his passion for credit cards. He explains the importance of credit card rewards for maximizing financial benefits. Taylor provides tips on selecting the right rewards program and manage credit card usage.

    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.

    4 November 2024, 12:00 pm
  • 42 minutes 13 seconds
    #576: Two Cents 11/2 - Economic Indicators; New 2025 Tax Limits; The Cost of the American Dream

    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 analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they review a recent study that compiled a list of the financial costs associated with achieving the American dream including purchasing cars, a house, raising kids, and saving for retirement.

    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

    2 November 2024, 12:00 pm
  • 37 minutes 14 seconds
    #575: Navigating Dental Marketing: Insights from Pain-Free Dental Marketing

    On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to talk about their journey in the dental marketing industry. They discuss the challenges of marketing for dental practices, the importance of authenticity, and understanding patient needs.They review current marketing trends, how to track marketing effectiveness, and misconceptions surrounding effective marketing. Learn how you can make your practice’s marketing and patient engagement strategies more effective.

    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.

    30 October 2024, 12:00 pm
  • 40 minutes 6 seconds
    #574: Two Cents 10/26 - Election Betting; E.Coli and Diversification; The Great Wealth Transfer

    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 analyze election betting data, exploring how it reflects market sentiment and the underlying mathematical principles. Then, they discuss the implications of the recent E. coli outbreak on the fast-food industry and the importance of proper diversification in investments. Finally, they discuss the great wealth transfer and importance of open family discussions about money and financial planning.

    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.

    26 October 2024, 1:00 pm
  • 51 minutes 28 seconds
    #573: Money and Emotions: How feelings can shape our finances

    Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it's deeply intertwined with our emotions and the decisions we make. From the tulip buying craze in the 1600s, to the recent boom in crypto and NFTs, our emotions have always been a driving force in what we buy and why. In this episode, Matt, Jake, and Ryan dive into the why of making money decisions and how our emotions can impact choices without us even being aware.

    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.

    23 October 2024, 3:00 pm
  • 4 minutes 34 seconds
    #572: TL;DR - When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

    TL;DR - Too Long; Didn't Read - "When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund"

    In our new TL;DR series episode, Will reads his article which compares your emergency fund to a backup quarterback in a financial context. An emergency fund is a savings buffer set aside for unexpected expenses or financial crises. Will goes over three tips to maximize the usage of your emergency fund.

    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.

    21 October 2024, 12:00 pm
  • 44 minutes 23 seconds
    #571: Two Cents of 10/19 - Market and Economic Overview; Update on China's Market; Potential Tax Cliff

    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 review the current status of the economy using market data including: inflation indicators, unemployment rate, stock volatility, and rate cuts. Then, they continue last week's discussion on the Chinese stock market's boom and bust and discuss the recent press conference and the Chinese market reaction. Finally, they discuss the looming tax cliff and the current policy in place versus what it could revert to. 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.

    19 October 2024, 12:00 pm
  • 57 minutes 48 seconds
    #570: Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry

    On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and Ryan to discuss the purpose of Elevation Association and how it all started. They talk about the importance of healthy partnerships in business and dentistry, as well as the significance of leadership and communication skills. Jared Hill and Dan Nelson share their experiences of building a successful dental practice and highlight Dental Legacy Foundations dedication to providing dental care and oral hygiene education in underserved communities around the world.

    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.

    16 October 2024, 12:00 pm
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