The Dentist Money Show | Financial Planning & Wealth Management

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, Powell, and Rabih explore what caused China's AI and tech stock market downturn and how government policies and investor behavior contributed to the crash. They also discuss the benefits of Health Savings Accounts (HSAs), how dentists can use HSAs as part of their long-term financial strategy, and finally share 2026 Halloween spending 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.

On this episode of The Dentist Money Show, Will, Taylor, and Powell discuss what dentists should know about Social Security as they plan for retirement. They break down when to claim benefits, the pros and cons of taking social security early or waiting, and how your income and business structure can affect your benefits. They also address common misconceptions about the future of social security, tune in to learn how social security fits into your overall retirement plan.

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.

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 and Rabih discuss how government debt, inflation, and economic growth affect countries around the world. They also explore the importance of diversification by examining how even some of the biggest companies have experienced dramatic stock market losses and break down the debate over rising property taxes, and why reassessments can create unexpected financial stress.

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.

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt, Jake, and Rabih answer three listener questions about managing risk, planning for retirement, and navigating inflation in dentistry. They talk about how umbrella insurance can help protect dentists' assets, how to think about balancing traditional retirement accounts, Roth accounts, and taxable investments, and whether dentistry is still a financially rewarding career as inflation and practice costs continue to rise.

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.

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, Powell, and Rabih discuss rising energy costs, housing affordability, the growing wealth gap between generations, and the importance of planning for the future rather than relying on a potential inheritance. They explore why maxing out your 401(k) isn't always the best strategy and how dentists can make smarter investment decisions based on their retirement timeline, tax situation, and 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.

Can you afford the vacation you really want? On this episode of The Dentist Money Show, financial advisors Matt, Will, Taylor, Jake, and Lauren discuss the financial trade-offs of travel and how to balance spending on experiences with saving for the future. They explore the pressure to take vacations, why it can be difficult for dentists to step away from their practices, and how to decide when a big trip is worth the cost. Whether you love to travel or would rather spend your money elsewhere, tune in to hear a fresh perspective on aligning your spending with your values and enjoying life without losing sight of your 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.

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 discuss the warning signs emerging in the bond market, the growth and profitability of AI companies like Anthropic, and why a well-known brand doesn't necessarily make a good investment. They also explore how technology, changing family dynamics, and life after COVID have reshaped the way people connect, and why making time for meaningful relationships still matters.

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.

On this episode of The Dentist Money Show, Matt sits down with psychologist and life coach, Dr. Craig Spiel, to explore what can contribute to burnout and how dentists can recognize the warning signs before it impacts their practice, team, and personal life. They discuss the six areas that can contribute to burnout: workload, control, reward, community, fairness, and values. Tune in to hear practical ways dentists can identify what's creating stress and build a more sustainable, burnout-resistant 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.

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 and Rabih what history can and can't tell us about today's market, by comparing current economic conditions to past periods. They also discuss why retirement readiness isn't always tied to income and how lifestyle inflation can affect financial security. Finally, they explore how dentists and other investors are using AI for financial education and planning and where human guidance still plays an important role in major financial 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.

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how dentists can protect what they've built. They discuss the biggest financial risks dentists face, the different ways to manage those risks, and when insurance makes sense as a way to transfer risk. From disability and life to liability insurances, they explain what dentists should consider, how insurance needs can change over time, and why it's important to understand the risk before choosing the product.

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.

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, Jake and Rabih break down the potential impact of 24-hour trading, the role of inflation in a growing economy, and current market performance. They also discuss interest rates, sector performance, and why staying focused on a long-term, globally diversified investment strategy can help investors avoid getting caught up in short-term market noise.

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.

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to break down what dentists need to know about selling their practice in today's market. They discuss the differences between DSO and private buyers, why dentists should consider a 3–5 year runway before an exit, and how planning early can keep more transition options open. Brannon also shares some of the biggest mistakes that can hurt a practice sale, including declining production, messy finances, and waiting too long to prepare. Tune in to learn how dentists can better prepare their practice for a sale, understand its value, and build a transition strategy that sets them up for a successful sale.

Check out the article by McLerran & Associates mentioned in the episode 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.

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 and Rabih break down what rising interest rates, inflation, economic growth, and geopolitical risk could mean for investors, and explain why long-term investing principles still matter despite market changes. They also explore the psychology behind tax aversion and walk through several tax-focused investment strategies, and explain why reducing taxes shouldn't come at the expense of growing your after-tax 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.

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor working together. They explore how better communication and coordination can help prevent costly mistakes, improve financial decision making, and keep a dentist's personal finances and practice finances working toward the same goals. They also talk about why dentists shouldn't have to play middleman between their financial professionals and should have a team that communicates, understands the bigger picture, and is aligned with your 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.

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, Jake, Taylor, and Rabih discuss why the market may have already priced in higher interest rates, what's really behind the investment component of permanent life insurance, and break down net worth data across different age groups. They explain how consistency, saving, investing, and time can play a major role in building 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.

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces together and exploring how dentists can build and manage smarter investment portfolios. They break down diversification, passive vs. active investing, rebalancing, tax-loss harvesting, and the importance of focusing on the investment decisions you can control. They also discuss why successful investing is about more than building wealth—it's about protecting it and giving your money enough time to work to work for you.

Listen to part one & part two!

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.

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 NVIDIA's rapid growth and the risks surrounding AI investing, they use Roger Federer's career to explain why long-term investors don't need to win every day, and take a closer look at government and household debt. Throughout the episode, they emphasize the importance of looking beyond the headlines, staying patient, and focusing on the financial decisions you can control.

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.

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why doing nothing can sometimes be more expensive than making the wrong decision. They discuss how fear of change, having too many options, and procrastination can keep dentists stuck, even when they know they need to make a move. They share a practical approach for getting unstuck, making confident financial decisions and taking action.

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.

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 Rabih break down what rising national debt could mean for the economy and your portfolio, explain why 401(k)s can be one of the most powerful & overlooked tools for building wealth. Finally, they explore the cultural and economic factors driving the rise in hobby spending.

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.

Ever wondered what it's like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and Taylor walk through Dentist Advisors' client experience, explaining every stage of the financial planning process—from the initial consultation and kick off call to building a personalized financial strategy and providing ongoing guidance as life evolves. They explain how the process starts by understanding your goals, values, and financial priorities, then moves into organizing your financial picture, assessing your financial health, and creating a clear plan for what to focus on next. They also discuss what ongoing support looks like and how your financial plan evolves as your career, practice, and life change.

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.