#528 - Living a Rich Life: Aligning Your Money With Your Values
The Dentist Money Show | Financial Planning & Wealth Management
Release Date: 06/19/2024
#564: Two Cents 9/28 - Pesto; A Quiet Market; Perception's of Wealth; Roger Federer's Lessons
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, Matt, Victoria, and Rabih introduce Pesto the penguin. They discuss the quiet week in the market after a period of constant noise and the broader implications of this. They explore why many Americans are feeling poor despite being financially stable. Finally, they discuss the investing lessons to learn from Roger Federer's tennis career. with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors...
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#563: Flow Like Water: Key Lessons Learned from "Be Water, My Friend"
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset and discuss how these lessons can be applied to everyday life. Tune in for actionable insights that will help you cultivate flexibility, embrace change, and strengthen your personal journey through the wisdom of one of the most iconic martial...
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#562: TL;DR - 5 Tax Write-offs Every Dentist Should Know About
The Dentist Money Show | Financial Planning & Wealth Management
TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About" In our new TL;DR series episode, Victoria reads her which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about. 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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#561: Two Cents 9/21 - 'Recalibration' and Monetary Policy; Pricing and Inflation; CEO Deadlift ETF
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, Matt, Will, and Rabih discuss the Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the inflation rate is down and the complexities of price perception. Finally, they talk about the implications of a hypothetical 'Deadlift ETF' that correlates with CEO fitness and stock market performance. with a CFP® advisor who only works with...
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#560: Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries between personal and business finances and fostering open communication with your CPA. They dispel common myths about taxes, discussing why taxes don’t actually break dentists and the importance of tax planning to alleviate the emotional burden around...
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#559: Two Cents 9/14 - Labor Market; Retirement Savings; What is the Cost of Denial?
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, Matt, Victoria, and Rabih discuss the upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their retirement planning. Finally, they talk about what the cost of denial is and encourage listeners to take action and address their money matters, emphasizing that the pain of avoidance is greater than the short-term discomfort of facing the problem. ...
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#558: How to Avoid the Pitfalls of Home Country Bias in Investing
The Dentist Money Show | Financial Planning & Wealth Management
Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover why investing beyond your borders is essential for achieving a truly diversified and resilient investment strategy. with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help...
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#557: TL;DR - Elections and Investing: Debunking Common Myths
The Dentist Money Show | Financial Planning & Wealth Management
TL;DR - Too Long; Didn't Read In our new TL;DR series episode, Matt reads his which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story. 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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#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement
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, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing...
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#555: Are You Chasing Status Or Building Wealth?
The Dentist Money Show | Financial Planning & Wealth Management
Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth. 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.
info_outlineWhere do finances fit in the formula for living a rich life? After all, a truly rich life should include meaningful relationships, good health, personal growth, as well as living comfortably. So how do you cultivate a values-based life?
On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Jake explain why getting rich and living a rich life are two very different things.
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.