The Dentist Money Show | Financial Planning & Wealth Management

Hosted by Dentist Advisors - Financial Planning and Investment Management

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Episodes

775

Latest episode

Jun 2026

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About the show

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.

Listen to episodes

60 recent

June 13, 202647 min

#774: Two Cents 6/13 - SpaceX's IPO Explained; Is Holding Too Much Cash Actually Hurting You?

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 SpaceX's business model, the company's valuation, and explain the hype around the new IPO. They break down how IPOs work, why excitement and innovation don't always translate into strong investment returns, and what investors should consider before chasing the next big opportunity. Additionally, they discuss the hidden cost of holding too much cash and why "playing it safe" can sometimes be riskier than it seems. 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.

June 10, 202645 min

#773: How Dentists Can Build Smart Financial Systems

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists realize. They break down the hidden costs of doing everything yourself, the importance of automation and delegation, and the financial systems that can reduce stress, save time, and help dentists make smarter decisions with their money. From bookkeeping and tax savings to tracking spending and building long-term wealth, listen to this episode to learn practical ways to simplify your financial life and create more freedom both inside and outside the practice. Read Lauren's full article 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.

June 6, 202647 min

#772: Two Cents 6/6 - Why Was Job Growth Bad News?; AI Market Bubble; Are Trump Accounts Legit?

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 why markets reacted negatively to a strong job growth, what shifting inflation and interest rate expectations could mean for investors, and whether today's AI boom is creating the next big market bubble. They also explore the long-term impact of emerging technologies, explain Trump Accounts, and how dentists may be able to use them as part of a tax-efficient strategy for their children'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.

June 3, 202644 min

#771: How Much House Can a Dentist Afford?

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today's housing market and share practical guidelines for making a smart home purchase. From mortgage payments and down payments to savings goals and debt management, they explain how dentists can evaluate what fits their financial situation. Whether you're buying your first home, considering an upgrade, or simply wondering if your housing costs are on track, tune in for a framework to make a confident decision. 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.

May 30, 202645 min

770: Two Cents 5/30 - Is Crypto Dead?; Is SpaceX IPO Worth The Hype?; Your Retirement Tax Bill

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 Jake discuss whether crypto has officially "lost the plot," why investors should be cautious about following billionaire advice, and what today's AI boom could mean for speculative investing. They also talk about retirement planning, where they break down how Social Security taxes work, why many dentists will likely pay taxes on their benefits, and how strategies like Roth conversions can help create more tax-efficient retirement income over 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.

May 27, 202644 min

#769: How Sustainability Can Improve Your Dental Practice

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how implementing sustainable practices in his dental office has helped reduce waste, improve efficiency, lower overhead, and strengthen patient loyalty. From going paperless and upgrading technology to rethinking everyday office waste, Jackson shares practical changes that have made a meaningful impact on both his practice and the environment. Whether sustainability is a personal passion or you're simply looking for ways to run a more efficient business, tune in for valuable insights for any practice owner. 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.

May 23, 202641 min

768: Two Cents 5/23 - Rates Going Down?; Are You Taking Advantage Of The Market?; Big IPOs Equal Big Returns?

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 Lauren discuss why interest rates may stay higher for longer, what strong market performance means for long-term investors, and whether hyped IPOs like SpaceX are worth the excitement. They break down the dangers of trying to time the market, explain why consistent investing remains the best strategy for building wealth, and explore how investor hype can sometimes lead to disappointing returns. 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.

May 20, 202650 min

#767: Are Dentists Keeping Their Finances Too Simple?

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They discuss where simplicity can be helpful, where it can become a limitation, and how dentists can find the right balance between staying organized and optimizing financial opportunities. From cash management and investing to tax planning, insurance, and practice decisions, they share examples of where "keeping it simple" can quietly leave money on the table. 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.

May 16, 202640 min

766: Two Cents 5/16 - Rising Inflation Concerns; World's Best Dental Schools; Are DSO Deals Ramping Up?

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 rising inflation concerns and what shifting interest rate expectations could mean for the economy. They also discuss the world's top-ranked dental schools, the growing cost of dental education, and whether DSO activity could ramp back up in 2026 despite higher interest rates and increasing scrutiny in the dental industry. 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.

May 13, 202651 min

#765: Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down the foundational investment concepts every dentist should understand before building a portfolio. They explain the three main types of accounts and discuss how each fits into a long-term financial strategy. They also explore the major categories of investments, including public markets, private investments, and real estate. Tune in to understand the foundation to make smarter investing decisions and avoid some common mistakes dentists make. 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.