The Dentist Money Show | Financial Planning & Wealth Management podcast

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41 subscribers

تمت الإضافة منذ قبل nine عام

المحتوى المقدم من Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Netflix Is A Daily Joke

1
Jerry Seinfeld:A Joke About The Phrase "It Is What It Is' 1:54

منذ 7 أيام1:54

التشغيل لاحقا

قوائم

إعجاب

احب

1:54

Jerry Seinfeld jokes about the phrase "it is what it is' in his Netflix special, "23 Hours To Kill".

The Dentist Money Show | Financial Planning & Wealth Management

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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.

657 حلقات

The Dentist Money Show | Financial Planning & Wealth Management

41 subscribers

updated منذ يوم واحد

منزل السلاسل•Feed

657 حلقات

Alle afleveringen

1
#657: The Cost of Following Finfluencers 59:12

منذ 1 day59:12

59:12

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 to watch out for in the age of influencers. 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
#656: Why Dentists Struggle To Retire On Time 5:52

منذ 4 أيام5:52

5:52

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 financial assessment and learn how Dentist Advisors can help you live your rich life.…

1
#655: Two Cents 6/14 - The China Deal; Flying First Class; Extra Mortgage Payments 40:45

منذ 5 أيام40:45

40:45

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 trends in air travel preferences and answer the ongoing question: should you pay off your mortgage early? 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.…

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#654: How to Coach for Better Patient Outcomes and Profits 47:11

منذ 8 أيام47:11

47:11

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 insights on the challenges of shifting practice culture and why collaboration and support are crucial to sustainable growth. 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.…

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#653: Two Cents 6/7 - Jobs Report; Big, Beautiful Breakup; Economics of Movie Theatres 42:27

منذ 12 يومًا42:27

42:27

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 it's crucial to stay diversified and avoid distractions when investing. Finally, they explore the economics of the movie theater industry, including the recent uptick in attendance. 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.…

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#652: The Psychology Trick That Helps Dentists Stress Less and Focus More 45:14

منذ 16 يومًا45:14

45:14

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, and staying motivated. 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.…

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#651: How Much Money Is Considered A "Living Wage"? 4:34

منذ 18 يومًا4:34

4:34

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 dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.…

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#650: Two Cents 5/30 - Japan's impact on the Market; Buying a car right now; The American Dream 56:34

منذ 20 يومًا56:34

56:34

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 prices continue to rise each month. They wrap up with a conversation on the definition of the American Dream and how the definition of success is evolving in modern society. 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.…

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#649: Where’s Your Money Going? How to Track, Cut, and Align Spending 47:13

منذ 23 يومًا47:13

47:13

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 help bring clarity and intention to your spending habits, ultimately leading you to more freedom and better retirement 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.…

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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis 52:35

منذ 27 يومًا52:35

52:35

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. They wrap up with a conversation about the unprecendented challenges that face first-time homebuyers and discuss ways this could get solved. 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.…

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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress 39:14

منذ 30 يومًا39:14

39:14

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 insights every dentist should know. 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.…

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#646: Do You Hate Paying Taxes? 7:17

منذ 5 weeks7:17

7:17

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® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.…

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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview 32:19

منذ 5 weeks32:19

32:19

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 and its potential economic impact. 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.…

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#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist 50:12

منذ 5 weeks50:12

50:12

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 culture, and embrace mentorship. Tune in for strategies on how to create a meaningful and successful dental practice. Check out Dr. Ben Friberg’s book here! 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.…

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#643: Two Cents 5/10 - Trade Deal?; Fed Update; Bill Gates 41:52

منذ 6 weeks41:52

41:52

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 money. They delve into the philosophy of money, exploring its purpose and the impact of wealth on personal identity and values. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#628: Two Cents 3/29 - Auto Tariffs; Economic Perspective; How Much Money Do You Actually Need To Live? 47:23

منذ 12 weeks47:23

47:23

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 break down the complexities of auto tariffs and the ripple effects on the economy, pricing, and consumer behavior. They also explore the psychology of financial decision-making, looking at historical market corrections and the role of fear in economic downturns. Finally, they discuss the concept of a living wage and how financial realities differ across states and lifestyles along with the emotional impact of financial comparisons. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#627: Understanding Invisible DSOs 45:25

منذ 12 weeks45:25

45:25

On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities of large dental practices and explain what an invisible DSO is. He highlights the importance of selecting the right DSO partner and how to avoid common pitfalls in these transactions. Whether you’re a dentist considering a partnership or just looking to understand how these organizations work, tune in to hear some valuable insights of the current market landscape, the factors that can help maximize practice value, and the future dynamics of DSOs. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#626: Managing Tradeoffs - TL;DR 4:50

منذ 12 weeks4:50

4:50

TL;DR - Too Long; Didn't Read - "Managing Tradeoffs" In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the concept of financial trade-offs. He uses examples like daily coffee purchases and family vacations to illustrate how small, regular expenses can accumulate over time. He emphasizes the importance of making conscious spending decisions to align with long-term financial goals. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#625: Two Cents 3/22 - Jerome Powell's Insights; New Economic Policy; Department of Education Order 43:26

منذ 13 weeks43:26

43:26

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 break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflation. They also cover the labor market, consumer confidence, fiscal policy, and the dismantling of the Department of Education. Tune in to hear some of the implications for student loans and 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#624: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) 44:56

منذ 13 weeks44:56

44:56

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. The finale of the benchmark series includes insights about commercial real estate holdings, personal and practice debt averages, and insurance coverage. They explore the emotional weight of homeownership, some of the misconceptions surrounding real estate investments, and share key insights on student loans, life insurance, and disability insurance. Don’t miss this wrap-up of 2024’s dentist financial benchmarks, packed with valuable takeaways for dentists at any stage in their 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#623: Two Cents 3/15 - Quantum Chips; Are You Overpaying on Investment Taxes?; Doom Spending 42:19

منذ 14 weeks42:19

42:19

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology behind "doom spending." Tune in for insights on the future of technology and how to navigate financial decisions in an uncertain 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#622: Why Every Dentist Needs An Estate Plan 51:39

منذ 14 weeks51:39

51:39

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexities of estate planning, the impact of the great wealth transfer, and how clear conversations can prevent future conflicts among heirs. They review essential estate planning topics like trusts, wills, guardianship designations, life insurance, and asset protection. Tune in to understand why estate planning is important to secure your legacy and protect your loved ones. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#621: Untangling the Most Common Inflation Myths - TL;DR 5:00

منذ 14 weeks5:00

5:00

TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths" In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase over time. Tune in to hear the most common inflation myths. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#620: Two Cents 3/8 - Are Stocks Selling Off?; Recession Around The Corner?; No More BOI 40:06

منذ 15 weeks40:06

40:06

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 break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventories, and how businesses are adjusting their strategies in response to the shifting consumer sentiment and global trade policies. Tune in for a deep dive into the forces shaping today's economy and what it means for investors and businesses. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#619: How to Create Core Values and a Collaborative Culture for Your Team 39:40

منذ 15 weeks39:40

39:40

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear vision and core values to build a collaborative team environment. Finally, he discusses the importance of leaving a lasting legacy through service and the opportunities for engagement and growth within the dental community. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam? 40:34

منذ 16 weeks40:34

40:34

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 talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401(k) plans. They emphasize the importance of understanding financial strategies beyond arbitrary comparisons. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2) 48:21

منذ 16 weeks48:21

48:21

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings rate matters, and which benchmarks are more indicative of financial success. Tune in to hear the valuable takeaways for dentists at any stage of their journey and stay tuned for a part three, where Ryan and Matt will talk about debt, insurance, and real estate! 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#616: TL;DR - How Do You Feel About Money? 4:46

منذ 16 weeks4:46

4:46

TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how true wealth isn’t about the amount of money one has but about having a healthy, worry-free relationship with it. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update 38:09

منذ 17 weeks38:09

38:09

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 interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer spending, and the ongoing discussions surrounding student loans. 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
#614: Three Ways to Align Wealth with Well-being 47:47

منذ 17 weeks47:47

47:47

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial growth should serve a purpose beyond just accumulating wealth. Finally, they touch on the intersection between the physics and philosophy of money and conclude by encouraging dentists to find harmony in their careers and lives rather than only chasing financial growth. 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.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.