The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
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Feb 28, 2026 • 50min

#740: Two Cents of 2/28 - What's Supporting The U.S. Economy?; Assumptions About Tariffs; Venture Capital For Dentists

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 what's really driving the American economy, from strong consumer spending in service sectors to the growing divide in economic experiences across income groups. They discuss the role of government spending, why tariffs haven't significantly reduced the national deficit, and what these trends mean for long-term financial stability. Finally, they talk about venture capital as an investment opportunity for dentists and break down the key differences between private and public markets. 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.
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Feb 25, 2026 • 47min

#739: How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals every dentist needs to build a sustainable and profitable practice, with a focus on paying yourself the right way, managing cash flow, and making intentional money decisions. They explain why compensation should be predictable and tied to clear benchmarks, how new practice owners can navigate the "ugly duckling" phase, and why understanding your numbers is critical for long-term success. Tune in to learn how dentists can avoid common pitfalls and create a practice that works for them. Read the 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.
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Feb 21, 2026 • 38min

#738: Two Cents of 2/21 - Tariff Reversal; HSA Tax Benefits; Retirement For Different Business Entities

They unpack the Supreme Court ruling that reclassified tariffs as taxes and why markets may treat it as noise. The hosts explore Health Savings Accounts, their triple tax benefits, investing strategies, and retirement uses. They also cover retirement plans for multiple businesses, solo 401(k)s vs SEPs, contribution limits, and legal pitfalls when aggregating plans.
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Feb 18, 2026 • 59min

#737: Why Your Finances Feel Complicated—and How to Simplify Them

On this episode of The Dentist Money Show, Matt has a conversation with Carl Richards, CFP® about simplifying money and creating clarity in your financial life. Carl shares insights from his latest book Your Money, including how to spark meaningful conversations about money, why managing finances is a lifelong journey, and how attention plays a powerful role in both wealth-building and relationships. They explore the four sources of capital and discuss how personal values shape financial decisions. Tune in to get practical guidance for reducing financial stress and aligning your money with what matters most. 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.
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Feb 14, 2026 • 50min

#736: Two Cents of 2/14 - Lessons From Japan; The Weak Dollar; How Much Cash Should Be In Your Portfolio?

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 what dentists can learn from Japan's economic history and its ripple effects across global markets, including how forces like the Japanese carry trade and currency fluctuations shape financial stability worldwide. They also talk about the strength of the United States dollar, why asset allocation should evolve over time, and the hidden risks of holding too much cash. Tune in to hear about the importance of aligning decisions with individual goals, risk tolerance, and proactive asset management. 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.
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Feb 11, 2026 • 45min

#735: Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are impacting dentists today, including how direct indexing works, who it's best suited for, and why managing cash reserves has become more nuanced in today's market. They also discuss whether the traditional 4% retirement rule still holds up and explore how personal spending habits shape long-term financial success. Tune in to understand how building a financial plan that balances retirement security and using your money intentionally can create meaningful experiences along the way. 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.
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Feb 7, 2026 • 43min

#734: Two Cents of 2/7 - Dow Jones All-Time High; Bitcoin Crash; Backdoor Roth Conversions

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 market landscape, Dow Jones hitting an all-time high, and they explain why institutional investors are shifting away from technology stocks. They also discuss the recent crash in silver, gold, and bitcoin, the importance of diversification in uncertain markets, and how strategic financial planning can help dentists stay focused on long-term goals. Finally, they talk about backdoor Roth conversions and explain why this strategy can be valuable for high-income earners. 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.
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Feb 4, 2026 • 49min

#733: How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists to be retirement ready and why it's about much more than hitting a savings number. They explore why many dentists retire later than the average American, how spending habits can delay financial independence, and why starting the planning process early is critical for long-term success. Tune in to learn how balancing clear financial systems with meaningful relationships, hobbies, and a gradual transition out of work can help dentists build a retirement they're truly prepared for and excited about. 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.
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Jan 31, 2026 • 46min

#732: Two Cents of 1/31 - Federal Reserve and New Chair; New 2026 Contribution Limits; When should you rebalance your portfolio?

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 kick things off with a few life updates before diving into key takeaways from the latest Federal Reserve meeting. They break down what those insights could mean for mortgage rates in the years ahead and what dentists should be paying attention to right now. They then talk about the changes in contribution rates for 2026 and important updates to be aware of. Finally, they talk about investment portfolio rebalancing and how to think about timing as you move closer to retirement. Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! 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.
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Jan 28, 2026 • 1h 3min

#731: 2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

Cody Barris, data lead who compiled the 2025 financial benchmarks for Dentist Advisors. He walks through income, net worth, savings, debt, and retirement readiness across age groups. Short, data-packed discussions cover specialty pay gaps, the mid-career net worth jump after practice purchases, debt lifecycles, and when savings surge as loans retire.

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