The Dentist Money Show | Financial Planning & Wealth Management podcast

The Dentist Money Show | Financial Planning & Wealth Management

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Vor neun Jahren hinzugefügt

Inhalt bereitgestellt von Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

On the Bus with Troy Vollhoffer

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From Backroom Bars to Broadway with Dustin Lynch 36:27

vor 23 Tagen36:27

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36:27

Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…

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.

633 Episoden

The Dentist Money Show | Financial Planning & Wealth Management

41 subscribers

updated vor 4 Stunden

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633 Episoden

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The Dentist Money Show | Financial Planning & Wealth Management

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#633: Two Cents 4/5 - Zoom Out from the Noise; What's Happening Next?; The Cost of Timing the Market 52:32

vor 4 hours52:32

52:32

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 tariffs and the impact of broad trends across different asset classes. They talk about the human emotions that factor into the unpredictable nature of the markets and how economic insights don't guarantee future returns. Finally, they shift to "timing the market" with studies showing how missing the 10 best days of the stock market can severely impact the returns you could 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.…

The Dentist Money Show | Financial Planning & Wealth Management

1
How to Reduce Taxes During Down Markets 22:04

vor 2 Tagen22:04

22:04

On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvesting, portfolio rebalancing, and how to stay strategic in turbulent times. Stay informed on 2025 market updates here or watch the full live video. 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

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#632: How Do You Know When Enough Is Enough? 50:40

vor 3 Tagen50:40

50:40

On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the deeper side of financial planning and how to align money with what truly matters. Carl discusses the complexities of uncovering personal values, the importance of experimentation in financial planning, and how a statement of financial purpose can serve as your guide. They highlight why societal pressures can lead to financial dissatisfaction and why your skills are your greatest asset. Tune in to learn how to shift your focus and build a financial life that truly reflects your values. Carl Richards, CFP® will be a keynote speaker at the 2025 Dentist Money Summit June 20-21 in Park City, UT. Join us to hear him and other amazing featured speakers to help you navigate the now. Register HERE (clients of Dentist Advisors receive complimentary registration at checkout). 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

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#631: The 3 Ways to Build Wealth 5:50

vor 5 Tagen5:50

5:50

In our new TL;DR series episode, Jordan reads Jake's blog post where he explains that saving money isn't sufficient for long-term financial security, especially considering factors like inflation and increasing life expectancies. Tune in to hear how the importance of investing savings can achieve growth over time to effectively build 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.…

The Dentist Money Show | Financial Planning & Wealth Management

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#630: Two Cents 4/5 - Tariff Ceiling; Is A Million Dollars A Lot Of Money?; 60/40 Portfolio 48:00

vor 7 Tagen48:00

48:00

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 unpack the intricate web of tariffs, trade deficits, and the evolution of the U.S. economy. They talk about the shifting meaning of "being a millionaire" and how value is increasingly defined by usage rather than dollar amount. And finally, they highlight the traditional approaches to portfolio diversification, questioning standard investment models, and how to craft more adaptable financial strategies in today's evolving 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

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#629: Overcome Burnout and Find Balance in Dentistry 1:20:28

vor 10 Tagen1:20:28

1:20:28

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their Life Summit in Nicaragua. Joined by other professionals, they all discuss the role of leadership in dentistry and the challenges that come with managing a practice and a team. The panel also explores the different seasons in a dentist’s career, the struggle for work-life balance, and the transformative shifts happening in the industry. They highlight the influence of private equity and DSOs to the moral responsibilities of today’s practitioners. Don’t miss this insightful discussion on taking control of your leadership journey and shaping the future of your 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.…

The Dentist Money Show | Financial Planning & Wealth Management

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

vor 14 Tagen47:23

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

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#627: Understanding Invisible DSOs 45:25

vor 17 Tagen45:25

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

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

vor 19 Tagen4:50

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

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

vor 21 Tagen43:26

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

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

vor 24 Tagen44:56

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

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

vor 28 Tagen42:19

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

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

vor 4 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

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

vor 5 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

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

vor 5 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.…

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