The Dentist Money Show | Financial Planning & Wealth Management

Feb 01 2025 607 ep. 39 mins 145
The Dentist Money Show | Financial Planning & Wealth Management Podcast artwork

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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme

Feb 01 2025 43 mins  
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 disuss the growing AI landscape, highlighting the competitive dynamics between th U.S. and China. They also talk about the current trends in renting versus buying and the economic factors influencing these decisions. And finally, they sh

#607: Should You Pursue Financial Independence or Financial Freedom?

Jan 29 2025 41 mins  
On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial freedom, emphasizing the importance of purpose-driven financial goals and proactive planning. They share insights on gaining control over your finances, aligning habits with your personal values, and finding clarity in your financial journey. Tune in f

#606: TL;DR - Financial Vegetables

Jan 27 2025 3 mins  
TL;DR - Too Long; Didn't Read - "Financial Vegetables" In our new TL;DR series episode, Jordan reads Jake's blog post where he compares eating vegetables as a child and maintaining healthy financial habits as an adult. He talks about how "financial vegetables" like budgeting, saving, and consistent investing are crucial for long-term financial health. Book a free consultation with

#605: Two Cents 1/25 - Inauguration & The Market; Student Loans Update; Vanguard's Lawsuit

Jan 25 2025 42 mins  
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Taylor, and Rabih explore how the inauguration impacts the market, the effects of tariffs on trade, and updates on student loans, including income-driven repayment plans and recent legal developments. They also discuss Vanguard's lawsuit and its implica

#604: Why Retirement Spending Is More Than a Budget for Dentists

Jan 22 2025 42 mins  
On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting how habits often continue or increase during retirement. They talk about the psychological aspects, the gradual nature of retirement, and the importance of purpose beyond financial independence. Tune in for practical tips on planning your financial fut

#603: Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions

Jan 18 2025 48 mins  
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 delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the migration of users to popular C

#602: Love & Money: Building Financial Compatibility Together

Jan 15 2025 45 mins  
On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing finances as a couple. Highlighting the

#601: TL;DR - The Dichotomy of Goals

Jan 13 2025 4 mins  
TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating wealth. Book a free consultation w

#600: Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs

Jan 11 2025 43 mins  
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They then dive into studies held on h

#599: What Your Financial Advisor Expects From You

Jan 08 2025 54 mins  
On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive relationships with their clien