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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.

Podcast · By Dentist Advisors - Financial Planning and Investment Management · English · Official site

Indexed episodes, last 90 days
25
Latest publication
Sep 26, 2026
Audience
Checking…
Earliest in this view
Jul 4, 2026

Latest episodes

  1. Episode · Sep 26, 2026

    #804: Two Cents 9/26 - Trading 24/7?; Is Inflation Necessary?; 2026 Market Performance So Far (opens the original)

    Episode notes · Neutral tone

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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, 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.

  2. Episode · Sep 23, 2026

    #803: How Dentists Can Prepare Their Practice for a Successful Sale (opens the original)

    Episode notes · Neutral tone

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    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 productio

  3. Episode · Sep 19, 2026

    #802: Two Cents 9/19 - New Interest Rate Cycle?; Do Dentists Hate Paying Taxes More Than Making Money? (opens the original)

    Episode notes

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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 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 reduci

  4. Episode · Sep 16, 2026

    #801: Why Dentists Need Their CPA and Financial Advisor Working Together (opens the original)

    Episode notes · Positive tone

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    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, under

  5. Episode · Sep 12, 2026

    #800: Two Cents 9/12 - Where Are Interest Rates Going?; Permanent Life Insurance; Net Worth Across Age Groups (opens the original)

    Episode notes

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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, 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 consul

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