Podcasts about dentistadvisors

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, understands the bigger picture, and is aligned with your goals. 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.

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 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.

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces together and exploring how dentists can build and manage  smarter investment portfolios. They break down diversification, passive vs. active investing, rebalancing, tax-loss harvesting, and the importance of focusing on the investment decisions you can control. They also discuss why successful investing is about more than building wealth—it's about protecting it and giving your money enough time to work to work for you.  Listen to part one & part two! 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.

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 break down NVIDIA's rapid growth and the risks surrounding AI investing, they use Roger Federer's career to explain why long-term investors don't need to win every day, and take a closer look at government and household debt. Throughout the episode, they emphasize the importance of looking beyond the headlines, staying patient, and focusing on the financial decisions you can control. 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.

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why doing nothing can sometimes be more expensive than making the wrong decision. They discuss how fear of change, having too many options, and procrastination can keep dentists stuck, even when they know they need to make a move. They share a practical approach for getting unstuck, making confident financial decisions and taking action. 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.

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 what rising national debt could mean for the economy and your portfolio, explain why 401(k)s can be one of the most powerful & overlooked tools for building wealth. Finally, they explore the cultural and economic factors driving the rise in hobby spending. 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.

Ever wondered what it's like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and Taylor walk through Dentist Advisors' client experience, explaining every stage of the financial planning process—from the initial consultation and kick off call to building a personalized financial strategy and providing ongoing guidance as life evolves. They explain how the process starts by understanding your goals, values, and financial priorities, then moves into organizing your financial picture, assessing your financial health, and creating a clear plan for what to focus on next. They also discuss what ongoing support looks like and how your financial plan evolves as your career, practice, and life change. 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.

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 Taylor take a look at the numbers behind recessions over the past 30 years and explore the potential reasons behind why they've become shorter and less frequent, even as bear markets continue to show up regularly. They unpack the recent data comparing how different generations view gambling versus traditional investing and why investors sometimes sit on the sidelines for too long. Finally, they break down the surprisingly high cost of owning a dog, how it compares to raising children, and why building a financial plan around your priorities matters more than optimizing every decision on a spreadsheet. 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.

On this episode of The Dentist Money Show, Matt and Christine continue their discussion on going out of network by focusing on what happens after you've made the decision to transition away from PPOs. They walk through the key steps for a successful transition, including preparing your team, communicating with patients, refining your marketing, and creating a plan that supports long-term practice growth. Tune in to learn how thoughtful preparation and clear communication can help you make the move with confidence.  Don't know where to start? Listen to part one here! 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.

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, Lauren, and Rabih explore the relationship between consumer confidence and stock market returns, why people may feel worse about the economy than the data suggests, and what current housing prices really look like compared to incomes around the world. They also break down the latest dental consolidation numbers and explain why the path to private practice ownership is far from closed for dentists. 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.

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building blocks of an investment portfolio. They break down the differences between stocks and bonds, explain how mutual funds and ETFs make diversification easier, and discuss why spreading your investments across different asset classes, sectors, and markets can help reduce risk over time. Tune in to learn how these foundational investing concepts can help you build a smarter portfolio. Listen to part one of the investing series to learn all the basics you should know! 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.

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 look at the latest earnings numbers and what they could mean for market valuations and investors. They unpack a viral claim that Americans spend more on taxes than food, clothing, and housing, breaking down the nuance of the claim and the potential impact for higher-earning dentists. They also review the ADA Health Policy Institute data on dentist confidence including what dentists are saying about practice economics, staffing challenges, and reimbursement pressure. 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.

Thinking about going out of network but not sure where to start? On this episode of The Dentist Money Show, Matt and Christine share a strategic framework to help dentists evaluate one of the biggest decisions for their practice. They discuss the impact of rising PPO write-offs, how to determine whether going out of network aligns with your goals, and the key financial and operational factors to consider before making a move. 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.

On today's episode, Dr. Mark Costes sits down with Matt Mulcock, CFP and Managing Partner at Dentist Advisors, for a practical conversation on financial planning throughout the full arc of a dentist's career. Matt breaks down how new graduates should think about student debt, liquidity, retirement savings, and preparing for practice ownership without rushing the process. He and Mark also discuss mid-career priorities like emergency funds, maximizing retirement accounts, profit sharing, and building liquidity both personally and inside the practice.  Later, they explore what late-career dentists should consider when preparing for an exit, including how much to rely on the sale of the practice, why rural practices can be harder to liquidate, and the importance of building assets outside the business. Matt emphasizes that intentional planning, organization, and smart investing early on can help dentists reduce financial stress and create more options for the future. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://dentistadvisors.com/lp/book-free-consultation-dsi https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

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 why uncertainty in the markets doesn't have to derail a long-term financial plan and unpack new research on the relationship between debt and happiness. They also talk about the decline of reading in the digital age, what it means for critical thinking, and why making time for long-form reading may be more important than ever. 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.

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down what dentists need to know before leasing, buying, building, or investing in real estate. They discuss how to evaluate opportunities, common mistakes that can derail long-term success, and why your practice should always come before your real estate ambitions. Whether you're considering purchasing your first dental office or exploring real estate as an investment, this episode will help you make smarter, more informed real estate decisions. 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.

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 explain what rising bond yields and yield curve may be signaling about the economy, and why a surge in leverage has made South Korea's stock market a lesson about diversification. They also discuss a new study questioning whether screens are really the primary driver of rising anxiety and perfectionism, exploring how economic pressures, comparison, and social media may all play a role. 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.

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method that uses probability to estimate a range of possible outcomes in uncertain situations. They explore the surprising history behind Monte Carlo simulations, explain why the simulations are used to evaluate risk instead of predict the future, and discuss how dentists can apply this framework to retirement planning, compare financial trade-offs, and make more confident decisions in the face of uncertainty. Whether you're years away from retirement or starting to think about your exit strategy, this episode will help you better understand how to plan for the unknown. 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.

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 discuss how rising oil prices are affecting inflation, consumer confidence, and the broader economy. They also talk about the surge of everyday investors entering the stock market and what it could mean for future market performance, and explore the key factors that make work more meaningful and fulfilling. 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.

On this episode of The Dentist Money Show, Jake and Taylor break down what's changing with federal student loans, what the end of the SAVE plan means for dentists, and the options borrowers have moving forward. They discuss the new RAP plan, changes to income-driven repayment plans, loan recertification requirements, and when refinancing may make sense. Tune in to learn how to navigate the changing student loan landscape, understand what's coming next, and how to prepare. 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.

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, Cody, and Rabih break down what's actually driving the market, why headlines about "expensive" stocks don't tell the whole story, and what investors should pay attention to during earnings season. They also explore the psychology behind spending on once-in-a-lifetime experiences and discuss whether Americans and dentists are saving enough.  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.

On this episode of The Dentist Money Show, Matt and Jake explore the surprising disconnect between how people feel about the economy and what the data actually shows. They discuss inflation, housing affordability, wage growth, the labor market, AI, stock market performance, and consumer sentiment, while examining why so many Americans remain pessimistic despite strong economic fundamentals. They also consider the role of social media, negative headlines, and comparison culture in shaping our outlook and discuss what these trends mean specifically for dentists and their financial decisions. 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.

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 break down what the Federal Reserve's latest signals could mean for interest rates, borrowing costs, and the economy. They also explore why history suggests that life has never been better despite today's pessimistic headlines, and finally, use the NBA draft to explain why successful investing is about probabilities—not predictions. 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.

Using a real client case study, Matt, Will, and Jake explore why the standard "save 20%" rule isn't always the right answer, how savings goals should evolve over time, and what actually counts as saving. They also discuss the relationship between saving and spending, the role of brokerage accounts and retirement plans, and how to build a financial strategy that supports both future security and present-day enjoyment. Whether you're early in your career or already building significant wealth, tune in to this episode to help you think more intentionally about your savings plan. 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.

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 where money is being made in 2026, why market leadership is shifting beyond the Magnificent Seven, and what current trends in stocks, bonds, commodities, and currencies may be signaling about the economy. They also discuss how the S&P 500 has evolved over time, why today's biggest companies look very different than before, and what these changes mean for investors.  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.

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success. Using the NBA draft lottery as an example, they discuss the difference between luck and skill, why investors often mistake one for the other, and how gratitude can be a better response to success. They share lessons on market performance, risk, financial planning, and the importance of focusing on what you can control when building long-term wealth. Tune in to learn how understanding the role of luck can help you make better financial decisions and build a more adaptable, long-term plan. 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.

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, Will, and Rabih discuss the Federal Reserve's latest interest rate decision, what it could mean for inflation and market volatility and Elon Musk's trillion-dollar net worth following the SpaceX IPO. They also talk about the difference between paper and liquid wealth, and how dentists should think about allocating their investment portfolios between stocks, bonds, and cash. 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.

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO of Studio Eighty Eight, to break down what drives practice growth in today's dental market. They discuss the difference between branding and marketing, how private practices can compete with DSOs, the biggest marketing mistakes dentists make, and why authentic storytelling and patient experience matter more than ever. Whether you're a startup or an established practice, tune in for practical insights on attracting ideal patients and building long-term momentum in your practice. You can check out Studio Eighty Eight here! 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.

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 SpaceX's business model, the company's valuation, and explain the hype around the new IPO. They break down how IPOs work, why excitement and innovation don't always translate into strong investment returns, and what investors should consider before chasing the next big opportunity. Additionally, they discuss the hidden cost of holding too much cash and why "playing it safe" can sometimes be riskier than it seems. 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.

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists realize. They break down the hidden costs of doing everything yourself, the importance of automation and delegation, and the financial systems that can reduce stress, save time, and help dentists make smarter decisions with their money. From bookkeeping and tax savings to tracking spending and building long-term wealth, listen to this episode to learn practical ways to simplify your financial life and create more freedom both inside and outside the practice.  Read Lauren's full article here! 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.

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 why markets reacted negatively to a strong job growth, what shifting inflation and interest rate expectations could mean for investors, and whether today's AI boom is creating the next big market bubble. They also explore the long-term impact of emerging technologies, explain Trump Accounts, and how dentists may be able to use them as part of a tax-efficient strategy for their children's future. 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.

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today's housing market and share practical guidelines for making a smart home purchase. From mortgage payments and down payments to savings goals and debt management, they explain how dentists can evaluate what fits their financial situation. Whether you're buying your first home, considering an upgrade, or simply wondering if your housing costs are on track, tune in for a framework to make a confident decision. 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.

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 Jake discuss whether crypto has officially "lost the plot," why investors should be cautious about following billionaire advice, and what today's AI boom could mean for speculative investing. They also talk about retirement planning, where they break down how Social Security taxes work, why many dentists will likely pay taxes on their benefits, and how strategies like Roth conversions can help create more tax-efficient retirement income over time. 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.

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how implementing sustainable practices in his dental office has helped reduce waste, improve efficiency, lower overhead, and strengthen patient loyalty. From going paperless and upgrading technology to rethinking everyday office waste, Jackson shares practical changes that have made a meaningful impact on both his practice and the environment. Whether sustainability is a personal passion or you're simply looking for ways to run a more efficient business, tune in for valuable insights for any practice owner. 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.

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 Lauren discuss why interest rates may stay higher for longer, what strong market performance means for long-term investors, and whether hyped IPOs like SpaceX are worth the excitement. They break down the dangers of trying to time the market, explain why consistent investing remains the best strategy for building wealth, and explore how investor hype can sometimes lead to disappointing returns. 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.

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They discuss where simplicity can be helpful, where it can become a limitation, and how dentists can find the right balance between staying organized and optimizing financial opportunities. From cash management and investing to tax planning, insurance, and practice decisions, they share examples of where "keeping it simple" can quietly leave money on the table. 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.

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 rising inflation concerns and what shifting interest rate expectations could mean for the economy. They also discuss the world's top-ranked dental schools, the growing cost of dental education, and whether DSO activity could ramp back up in 2026 despite higher interest rates and increasing scrutiny in the dental industry. 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.

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down the foundational investment concepts every dentist should understand before building a portfolio. They explain the three main types of accounts and discuss how each fits into a long-term financial strategy. They also explore the major categories of investments, including public markets, private investments, and real estate. Tune in to understand the foundation to make smarter investing decisions and avoid some common mistakes dentists make. 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.

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, shares the final point of productivity: how dentists can design a schedule that drives both a great patient experience and consistent production. Christine breaks down why many practices struggle with inconsistent, chaotic days and explains how to shift from reactive scheduling to a structured, goal-driven approach. Learn how to set clear production targets, analyze procedure mix, and build realistic time blocks that reflect the true pace of clinical work. If you would like to watch the fourth point of productivity: financial options patients actually accept, click here! 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

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, Cody, and Rabih talk about emerging markets and how cultural, political, and economic factors impact the decline of the Chinese stock market. They also discuss the results of a financial literacy test across different age groups and what it reveals about how each generation consumes financial content and develops money habits. Finally, they dive into the importance of understanding behavioral streaks and how gambling on money differs from long-term investing. 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.

On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don't need an advisor to beat the market, they need one to help them avoid costly mistakes and stay invested. They explore the gap between investment returns and investor returns, why behavior often hurts long-term performance, and how advisors add value through portfolio construction, rebalancing, tax efficiency, withdrawal strategy, and behavioral coaching. If you've ever wondered what an advisor should be doing with your money, this episode offers a look inside Dentist Advisors' philosophy and how we invest clients' portfolios. 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.

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 talk about the thin bubble of "normal" we're riding, what income range feels the most impactful for living paycheck to paycheck, and the nuances of savings rates and your career goals. Tune in to hear insights from diversification and uncertainty to technology adoption, and practice profitability. 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.

On today's episode, Dr. Mark Costes welcomes Matt Mulcock of Dentist Advisors for a wide-ranging conversation about the financial realities dentists are facing right now. They discuss consumer confidence, economic uncertainty, tax planning, retirement strategies, Roth conversions, donor-advised funds, and what it really takes to build long-term wealth while still enjoying life along the way.   Matt also shares how Dentist Advisors is expanding its support for dentists across every stage of their career, from new grads to practice owners preparing for major transitions. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://dentistadvisors.com/lp/book-free-consultation-dsi https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting their dentistry careers, from unrealistic timelines to overestimating practice value and underestimating the emotional impact. They talk about the three key elements of a successful exit: personal finances, business readiness, and personal readiness. Because leaving dentistry isn't just a financial decision, it's a personal one too. Whether you're early in your career or approaching retirement, this episode will help you understand how to build a practice and a life that allows you to exit on your terms. 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.

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 help patients move forward with care. If you would like to watch the second and third point of productivity: diagnotics and case acceptance, click here! 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

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. 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.

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 practice that truly works for you. 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.

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 behavior ultimately drives outcomes. 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.

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 lead to a more confident and optimized path to retirement. 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.

In this episode, Matt Mulcock, CFP® of Dentist Advisors breaks down the most common financial and tax pitfalls dentists face, highlighting how disorganization and short-term thinking can undermine long-term wealth. He shares why the right advisors, financial clarity, and a focus on overall life design—not just tax savings—lead to better outcomes both financially and personally. Episode highlights: The biggest mistakes dentists make and why chasing deductions can hurt more than help How lack of organization leads to random financial decisions and missed opportunities Why working with dental-specific advisors can improve decision-making and outcomes Why high income doesn't always translate to financial peace and what's often missing The importance of aligning your business, finances, and lifestyle to avoid burnout and regret Ready to thrive as a dentist and a mom? Join a supportive community of like-minded professionals at Mommy Dentists in Business. Whether you're looking to grow your practice, find balance, or connect with others who understand your journey, MDIB is here to help. Visit mommydibs.com to learn more and become a part of this empowering network today!