#724: Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career
The Dentist Money Show | Financial Planning & Wealth Management
Release Date: 01/07/2026
#759: How to Present Financial Options Patients Actually Accept
The Dentist Money Show | Financial Planning & Wealth Management
On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the fourth point of productivity and most overlooked drivers of case acceptance: how your team presents financial options to patients. Christine shares practical strategies for creating a smooth handoff from clinical to administrative teams, uncovering each patient’s “why,” and presenting financial options in a way that feels supportive, not overwhelming. Learn how to structure payment choices, reduce friction around money conversations, and position your team as advocates who...
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#758: Two Cents of 4/25 - Japan's Economy; AI in Dentistry; Are You Tired of PPOs?
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 talk about global uncertainty and Japan's economy, whether AI can actually make your practice better, and why so many dentists are rethinking their relationship with PPOs. Tune in to hear insights from diversification and uncertainty to technology adoption, and practice profitability. 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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#757: How to Build a Dental Practice That Runs Without You
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her journey from practicing dentistry to building a thriving, purpose-driven practice centered on whole health and intentional leadership. Dr. Michelle unpacks the mindset shifts that reshaped how she views ownership, growth, and success. She explains the critical role of leadership in dentistry, why traditional partnership models often fall short, and how redefining roles can create stronger and more sustainable practices. Tune in to hear a powerful perspective on designing a dental...
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#756: Two Cents of 4/18 - Surprise Market All-Time High; How Is Oil Affecting China?; Limits of Financial Advice
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 and Rabih discuss the surprising surge to all-time highs in the market despite ongoing geopolitical tension and what it reveals about the unpredictability of markets. They also break down how shifting supply chains and geopolitical strategies are impacting different regions. Finally, Matt and Rabih have a reflective conversation on the limits of financial advice: when guidance helps, when experience becomes the real teacher, and how...
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#755: Inside a Dentist’s Investment Portfolio: What We Changed (and Why)
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real dentist’s investment portfolio to show how even a solid portfolio can have hidden gaps and missed opportunities when it’s not aligned with a clear financial plan. They break down the specific changes we made and why they mattered, showing how thoughtful, tailored investment management aligned with long-term goals can improve diversification, reduce unnecessary complexity, and create a more confident path to retirement.. Tune in to hear how aligning your investments with your life goals can...
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#754: How to Get Patients to Say Yes to Treatment
The Dentist Money Show | Financial Planning & Wealth Management
On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the next two of the most important drivers of practice growth: diagnostics and case acceptance. She explains why hitting your production goals isn’t just about getting patients to say yes, but making sure you’re diagnosing enough to begin with. Tune in for practical strategies to improve case acceptance at the chair, including how to communicate in a way patients understand, connect treatment to what they truly value, and confidently discuss costs. If you would like to watch the first...
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#753: Two Cents of 4/11 - Oil Prices & CPI; Unemployment Rate; Do You Hate Paying Taxes?
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, Jake and Rabih explore how rising oil prices are driving recent cost increases, while unemployment remains historically low despite a declining labor force participation rate. They discuss the psychology of consumer pessimism, even in a strong job market. And finally, they talk about myths around taxes, clarifying how tax brackets really work, why earning more is always beneficial, and why making financial decisions purely to avoid taxes...
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#752: 5 Ways Dentists Can Improve Their Tax Strategy
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes dentists make and how to avoid them. From treating tax planning as a once-a-year task to relying on disconnected advice, they highlight the common pitfalls that can quietly cost dentists over time. Whether you’re an associate or practice owner, this episode will help you take a more intentional approach to taxes, so you can help reduce costly mistakes, stay aligned with your long-term goals, and build wealth along the way. with a CFP® advisor who only works with dentists. Get an...
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#751: Two Cents of 4/4 - Where Will Prices Go?; SAVE is Dead?; Insurance Companies Allowed to Own Dental Practices?
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 explore how geopolitical tensions and rising energy costs could impact inflation and markets. They also break down the end of the SAVE student loan plan and what its replacement means for dentists facing renewed payments. And finally, they discuss the growing concern of insurance companies acquiring dental practices and what it could mean for competition, pricing, and the future of private practice. with a...
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#750: How Private Equity Is Currently Reshaping Dentistry
The Dentist Money Show | Financial Planning & Wealth Management
On this episode of The Dentist Money Show, Mike Baird, CEO of Accelerate Dental joins Matt to break down what’s happening in today’s dental market. From shifting industry dynamics to the growing influence of private equity and DSOs, Mike shares a behind-the-scenes look at how macro trends are shaping practice valuations and ownership decisions. They explore what differentiates successful practices in this environment and how dentists can position themselves to thrive. Whether you are looking to grow, sell, or simply stay competitive, this episode is all about cutting through the noise and...
info_outlineOn the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing matter, and the common mistakes dentists make when chasing deductions. This episode emphasizes the importance of proactive planning, building good habits early, and having clear communication with your advisory team as your income and career evolve. Whether you’re just getting started or planning your next chapter, this episode will help you put your taxes in the right context and make smarter decisions.
If you missed the last episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance!
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.