#637: What Every Dentist Should Consider Before Merging or Partnering
The Dentist Money Show | Financial Planning & Wealth Management
Release Date: 04/23/2025
#723: How to Crash Proof Your Portfolio
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common misconceptions about risk and the danger of losing purchasing power over time. Tune in to understand how better education and portfolio optimization can lead to smarter long-term investing. with a CFP® advisor who only works with dentists. Get an...
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#722: Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?
The Dentist Money Show | Financial Planning & Wealth Management
On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it really takes (financially and personally) to transition from general dentistry to a specialty. They explain why understanding lifestyle and location tradeoffs is just as important as analyzing income potential, what it means to be “work optional,” and how to evaluate your readiness for a sabbatical or career reset. Whether you’re considering a specialization, contemplating a move, or reassessing your long-term goals, tune in for clarity and perspective for building the...
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#721: Two Cents of 12/20 - Mixed Signals From The Market; Santa Claus Rally; Dental Trend Predictions
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, Will, and Rabih discuss mixed economic signals affecting today's markets, including recent unemployment, inflation data, and a potential Santa Claus rally. They also talk about major trends shaping the dental industry, from the growing demand for convenience and the rise of teledentistry, emotional dentistry, 3D printing, and the expanding role of AI. They wrap up with predictions for the year ahead and a discussion about the Super...
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#720: Build a Tax-Efficient Portfolio Without Sacrificing Returns
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth, not chasing the lowest tax bill. They explore the common myth that returns and taxes deserve equal focus and show how overprioritizing tax savings can actually limit long-term growth. Tune in to learn a smarter, sequencing-based approach to financial planning so you can build more wealth over time. If you’ve ever felt torn between growing your portfolio vs. minimizing taxes, this episode will help you rethink your strategy. with a CFP® advisor who only works...
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#719: Two Cents of 12/13 - New Fed Projections; SAVE Plan Update; Shifts in the Dental Workforce
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, Taylor, and Rabih break down the Federal Reserve's latest projections, what slower GDP growth means for interest rates, and how current economic conditions affect the dental industry. They also talk about shifts in the dental workforce and address upcoming changes to student loan repayment as the SAVE plan nears its end. Learn more about the , join the waitlist to learn everything you didn’t learn about money in dental school...
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#718: A Decade of The Dentist Money Show: 10 Principles That Still Matter
The Dentist Money Show | Financial Planning & Wealth Management
On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the 10 core financial principles that we still believe in today. They break down why many dentists still feel stressed even after hitting their income goals, how rising targets can create new layers of pressure, and why true satisfaction often comes from aligning expectations, not just increasing earnings. The conversation highlights the advisor’s role in helping clients define meaningful financial goals, manage stress around money, and find confidence beyond the numbers....
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#717: Two Cents of 12/6 - New Economy in 2026?; Are Home Prices Ever Coming Down?; Crypto Trends
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, Jake, and Rabih break down key economic predictions for 2026 and highlight the possibility of a “new economy” marked by steady growth, stable interest rates, and consumer spending. They also talk about why home prices are unlikely to fall despite a challenging market for first-time buyers and examine shifting trends in cryptocurrency, including major outflows and Bitcoin’s increasing separation from tech stocks. Learn more about...
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#716: Taxes 101 for Dentists: Build a Year-Round Plan That Works
The Dentist Money Show | Financial Planning & Wealth Management
On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down why proactive, year-round tax planning is one of the most powerful tools dentists have for reducing stress and maximizing wealth. They explain the difference between playing offense and defense with your taxes, highlighting the common mistakes that lead to surprise bills, cash flow issues, and missed opportunities. Tune in to understand the importance of mastering quarterly tax payments, and why integrating your advisor and CPA can help avoid conflicting guidance. If you missed the...
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#715: Two Cents of 11/29 - Is Pumpkin Pie Out?; The Cost of Thanksgiving Dinner; Black Friday & Consumer Spending
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, we have a Thanksgiving panel with Matt, Will, Jake, Lauren, and Rabih to reflect on the holiday, share timely market updates, and break down the shifting costs of a classic Thanksgiving dinner. They highlight the evolving Black Friday trends, with more shoppers moving online, and discuss how the Federal Reserve decisions are influencing market volatility. Finally, each panelist shares what they are grateful for, emphasizing health,...
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#714: Red Flags Every Dentist Should Know Before Investing
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs before putting their money on the line and explain why clever sales pitches can make risky deals look appealing. They share how dentists can see past the hype by evaluating the real business model behind an investment and recognizing when excitement outweighs substance. This episode offers practical financial planning advice for dentists who want to protect their wealth, make informed investment choices, and build long-term financial confidence. Tune in to discover how to safeguard your...
info_outlineOn this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the benefits of joint ventures. Tune in to hear insights on how to maximize your practice’s value and better understand the consolidation trends in the dental industry.
Check out our Dental Practice Valuation Calculator to get an estimate of your practice’s worth. Use this easy tool if you're considering selling your dental practice, merging with a DSO, or planning your financial future!
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