The Dentist Money Show | Financial Planning & Wealth Management

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.

Episodes

June 18, 2025 59 mins

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the risks of applying general financial advice to highly specific situations–especially for dentists. Context matters when listening to advice, tips, and tricks given out on social media and playing the long game is especially important. Tune in to hear why timeless financial principles still matter, how to vet advice online and what t...

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In our new TL;DR series episode, Jordan reads his article where he explains how dentists often retire late due to lifestyle inflation, underestimating retirement needs, and poor financial planning. He offers some strategies, like the “30x Rule” and highlights how better spending habits can help dentists retire on time.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financia...

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


On this episode of Dentist Money’s Two Cents, Matt, Lauren, and Rabih discuss the latest trade deal with China and its potential impact on tariffs and consumer prices. They examine rising geopolitical tensions between Israel and Iran and what these developments could mean for global markets. Finally, they dive into consumer tre...

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Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the vital role clinical management plays in the success of dental practices. Sharing his experience, Dr. Solanki unpacks the impact of poor clinical leadership on both patient care and business outcomes. He talks about the balance dentists must find between clinical excellence and business strategy. Tune in to hear insight...

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


On this episode of Dentist Money’s Two Cents, Matt, Will, and Rabih break down the latest jobs report and what it reveals about the economy. They dive into current consumer spending trends and key economic indicators, then unpack the public feud between Elon Musk and Donald Trump—discussing its potential market impact and why ...

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This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes us see problems even when things are going well. They explore how this ties into the concept of hedonic adaptation, and they explain how dentists and high earners can fall into the trap of “never enough.” Tune in for some insights on managing financial stress, improving decision making, an...

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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses what qualifies as a "living wage.” He highlights the wide variation of different wages across U.S. states and stresses that personal financial needs vary greatly. Jake emphasizes that financial planning should be individualized and not based on broad averages.

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

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


On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: whether to buy a car now or wait, as tariffs, new car models, and raw material price...

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Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and making sure your money reflects your values. Tune in to...

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


On this episode of Dentist Money's Two Cents, Matt, Jake, and Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from what they learned in school) and what the largest individual cost to raise a child is...

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How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for some tax tips, stress-reducing strategies, and financial planning insight...

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May 19, 2025 7 mins

In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can control, such as optimizing tax strategies.​

Book a free consultation with a CFP® advis...

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


On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses and your everyday life—and wrap up with insights on the proposed federal budget an...

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On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. He highlights some strategies to overcome burnout, create a strong team c...

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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 discuss the recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' commitment to philanthropy and his announcement that he will give away all of his mone...

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On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discomfort and ambiguity can be catalysts for personal growth and why building resilience i...

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In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a d Read more

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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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners to offset losses against active income. And finally, they emphasize the importance of...

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Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down part two of the four common mistakes dentists make when selling their practice. They discuss the importance of early planning, the difference between usable and non-usable net worth, and the psychological shifts around spending in retirement. They highlight the need for clarity an...

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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 discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. And finally, they offer advice on vacation budgeting and how to have a balance betwee...

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