In our new TL;DR series episode, Jake reads his article where he explores how dentists can understand the right balance between saving for the future and spending intentionally today. Learn how to align your money with what matters most—so you can enjoy life now without compromising your long-term 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....
Jul 21, 2025•4 min
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 the current state of the economy by analyzing inflation, jobless claims, and consumer spending. They explore the rise of AI-related bubbles, the craze around Labubus, and how psychology drives behavior in uncertain times. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial...
Jul 19, 2025•43 min
On this episode of the Dentist Money Show, Matt and Ryan reflect on the key takeaways from the 2025 Dentist Money Summit. They discuss why financial planning should focus on enjoying the present—not just preparing for the future. They talk about the widespread issues of burnout and boredom in dentistry and how small changes like health tracking can lead to meaningful improvements in well-being. Tune in for a recap of highlights and lessons from the summit’s speakers that you can apply to both yo...
Jul 16, 2025•43 min
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 the current economic climate as summer kicks in. They discuss the Federal Reserve's recent actions, market behavior during slower months, and how new tariff policies and changes to SALT deduction rules could affect high earners. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective fi...
Jul 12, 2025•45 min
On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans following the recently passed reconciliation bill. They focus on the revised SAVE plan and the newly introduced RAP plan—two programs that could significantly impact dentists with student debt. With interest accrual changes taking effect on August 1st, Jake and Taylor explain why it’s critical to understand your options now. They cover the key differences between repayment plans, th...
Jul 11, 2025•46 min
On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning high incomes. They unpack the emotional toll of peer comparison, the often-overlooked impact of debt and taxes, and the critical role of financial awareness. They also touch on the long-term wealth-building journey for dentists and why true financial freedom takes time, clarity, and patience. Book a free consultation with a CFP® advisor who only works with dentists. Get an...
Jul 09, 2025•53 min
In this special edition, we are sharing Dental A Team's podcast episode where Ryan joins Kiera Dent of Dental A Team Kiera to dive into DSOs. They discuss such questions as: Are they the best financial choice for your practice? The best life choice? Are the horror stories true? And so many more. 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....
Jul 07, 2025•49 min
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 dive into a mix of timely economic news and patriotic fun. They break down the latest trade developments involving the U.S., China, and Vietnam, and unpack the potential ripple effects of Canada’s new digital services tax. The duo also weighs in on the economic implications of the so-called “Big Beautiful Bill” (BBB) and what it cou...
Jul 05, 2025•43 min
This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They explore how to determine the right amount of coverage, the risks of being under- or over-insured, and why spousal income and business value matter in the equation. They also touch on the history of life insurance and some common rules of thumb. Tune in for insights about the importance of planning for risks and having regular financial reviews to protect your family’s financial fut...
Jul 02, 2025•55 min
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 explore the wide-ranging impact of AI on the economy, including its effects on interest rates, unemployment, and overall productivity. They also talk about some of the challenges AI poses for the job market—particularly for new graduates. Finally, they discuss the role of active investment management in a changing market and stress ...
Jun 28, 2025•44 min
On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist who was approached with a roll-up offer from a DSO. They discuss the fine print behind private equity deals, the financial structure, emotional impacts, and the long-term implications of selling to private equity. This episode explores what dentists need to know before signing a deal and why protecting independent ownership still matters. If you’re considering a DSO offer, tune in to h...
Jun 25, 2025•1 hr 2 min
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, LIVE from the 2025 Dentist Money Summit in Park City, UT, Matt and Rabih unpack recent economic developments—including the Fed's decision to hold interest rates steady. They also talk about Warren Buffett's retirement from Berkshire Hathaway and the long-term challenges facing Social Security. Book a free consultation with a CFP® advisor who only ...
Jun 21, 2025•34 min
On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the risks of applying general financial advice to highly specific situations–especially for dentists. Context matters when listening to advice, tips, and tricks given out on social media and playing the long game is especially important. Tune in to hear why timeless financial principles still matter, how to vet advice online and what to watch out for in the age of influencers. Book a free consultati...
Jun 18, 2025•59 min
In our new TL;DR series episode, Jordan reads his article where he explains how dentists often retire late due to lifestyle inflation, underestimating retirement needs, and poor financial planning. He offers some strategies, like the “30x Rule” and highlights how better spending habits can help dentists retire on 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....
Jun 16, 2025•6 min
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 discuss the latest trade deal with China and its potential impact on tariffs and consumer prices. They examine rising geopolitical tensions between Israel and Iran and what these developments could mean for global markets. Finally, they dive into consumer trends in air travel preferences and answer the ongoing question: sho...
Jun 14, 2025•41 min
Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the vital role clinical management plays in the success of dental practices. Sharing his experience, Dr. Solanki unpacks the impact of poor clinical leadership on both patient care and business outcomes. He talks about the balance dentists must find between clinical excellence and business strategy. Tune in to hear insights on the challenges of shifting practice culture and why collabor...
Jun 11, 2025•47 min
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 the latest jobs report and what it reveals about the economy. They dive into current consumer spending trends and key economic indicators, then unpack the public feud between Elon Musk and Donald Trump—discussing its potential market impact and why it's crucial to stay diversified and avoid distractions when invest...
Jun 07, 2025•42 min
This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes us see problems even when things are going well. They explore how this ties into the concept of hedonic adaptation, and they explain how dentists and high earners can fall into the trap of “never enough.” Tune in for some insights on managing financial stress, improving decision making, and staying motivated. Book a free consultation with a CFP® advisor who only works with dentists. G...
Jun 04, 2025•45 min
In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses what qualifies as a "living wage.” He highlights the wide variation of different wages across U.S. states and stresses that personal financial needs vary greatly. Jake emphasizes that financial planning should be individualized and not based on broad averages. 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 ...
Jun 02, 2025•5 min
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 talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: whether to buy a car now or wait, as tariffs, new car models, and raw material prices continue to rise each month. They wrap up with a conversation on ...
May 31, 2025•57 min
Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and making sure your money reflects your values. Tune in to help bring clarity and intention to your spending habits, ultimately leading you to more freedom...
May 28, 2025•47 min
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 Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from what they learned in school) and what the largest individual cost to raise a child is. They wrap up with a conversation about the unprecendented challen...
May 24, 2025•53 min
How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for some tax tips, stress-reducing strategies, and financial planning insights every dentist should know. Book a free consultation with a CFP® advisor ...
May 21, 2025•39 min
In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can control, such as optimizing tax strategies. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial asses...
May 19, 2025•7 min
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses and your everyday life—and wrap up with insights on the proposed federal budget and its potential economic impact. Book a free consultation with a CF...
May 17, 2025•32 min
On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. He highlights some strategies to overcome burnout, create a strong team culture, and embrace mentorship. Tune in for strategies on how to create a mean...
May 14, 2025•50 min
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' commitment to philanthropy and his announcement that he will give away all of his money. They delve into the philosophy of money, exploring its purpose ...
May 10, 2025•42 min
On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discomfort and ambiguity can be catalysts for personal growth and why building resilience is essential in today’s changing world. Whether you’re navigating ...
May 07, 2025•49 min
In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And he highlights the value of staying the course and avoiding emotionally driven decisions. Book a free consultation with a CFP® advisor who only works ...
May 05, 2025•4 min
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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners to offset losses against active income. And finally, they emphasize the importance of focusing on long-term asset ownership over short-term market move...
May 03, 2025•48 min
