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, Sean, and Rabih talk about the major ruling from the United States Supreme Court that reclassified tariffs as a form of tax and discuss why the recent tariff reversal may be more market noise than a meaninful economic shift. They also explore the tax benefits of Health Savings Accounts (HSAs) and long-term value for covering medical costs in retirement. And finally, they unpack how solo 401(k)s and SEP IRAs work, why contributions limits matter, and the challenges of managing finances across multiple business entities.

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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.

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On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the five points of productivity and shares a proven framework for growing your dental practice's top line. From attracting more patients and improving case acceptance to financing treatment and building a consistent, high-producing schedule, she explains how smart systems and intentional strategy can help you increase productivity without simply getting busier.

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 selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down part two of the four common mistakes dentists make when selling their practice. They discuss the importance of early planning, the difference between usable and non-usable net worth, and the psychological shifts around spending in retirement. They highlight the need for clarity and purpose in transitioning out of ownership and encourage self-reflection, practical goal-setting, and a deep understanding of your personal values when considering a practice sale of alternative paths. Whether you're considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully. Listen to part one!

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

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, Matt and Rabih discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. And finally, they offer advice on vacation budgeting and how to have a balance between enjoying life and maintaining financial health.

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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the benefits of joint ventures. Tune in to hear insights on how to maximize your practice's value and better understand the consolidation trends in the dental industry.

Check out our Dental Practice Valuation Calculator to get an estimate of your practice's worth. Use this easy tool if you're considering selling your dental practice, merging with a DSO, or planning your financial 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.

In our new TL;DR series episode, Will reads his article where he explains that disability insurance is essential for dentists. Dentists ability to earn income heavily depends on physical skills and an unexpected injury or illness can jeopardize this ability. This type of policy provides benefits if you're unable to perform your specific duties as a dentist. It's important to assess your coverage needs to ensure your income is adequately protected.

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, Matt and Rabih break down a turbulent week in financial markets, discussing earnings season, the PE ratio, and key economic data. They talk about consumer behavior amid inflation, bond market dynamics, and the impact of trade tensions. Tune in to hear insights on navigating uncertainty through long-term investment strategies.

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 selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to maximize practice value before selling. Whether you're considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully.

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

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, Matt, Jake, and Rabih talk tariffs and the impact of broad trends across different asset classes. They talk about the human emotions that factor into the unpredictable nature of the markets and how economic insights don't guarantee future returns. Finally, they shift to "timing the market" with studies showing how missing the 10 best days of the stock market can severely impact the returns you could make. 

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On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvesting, portfolio rebalancing, and how to stay strategic in turbulent times.

Stay informed on 2025 market updates here or watch the full live video.

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, New York Times Columnist Carl Richards, CFP® joins Matt to explore the deeper side of financial planning and how to align money with what truly matters. Carl discusses the complexities of uncovering personal values, the importance of experimentation in financial planning, and how a statement of financial purpose can serve as your guide. They highlight why societal pressures can lead to financial dissatisfaction and why your skills are your greatest asset. Tune in to learn how to shift your focus and build a financial life that truly reflects your values.

Carl Richards, CFP® will be a keynote speaker at the 2025 Dentist Money Summit June 20-21 in Park City, UT. Join us to hear him and other amazing featured speakers to help you navigate the now. Register HERE (clients of Dentist Advisors receive complimentary registration at checkout).

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 our new TL;DR series episode, Jordan reads Jake's blog post where he explains that saving money isn't sufficient for long-term financial security, especially considering factors like inflation and increasing life expectancies. Tune in to hear how the importance of investing savings can achieve growth over time to effectively build 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.

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 break down the topic surrounding Jerome Powell and the race for the next Fed chair, explain what the market is really pricing in for future interest rate cuts, and discuss why inflation still feels painful even as wage growth has technically kept up. They also react to Trump's proposal to cap credit card interest rates and what it could mean for credit access, rewards programs, and consumer behavior.

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.

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 unpack the intricate web of tariffs, trade deficits, and the evolution of the U.S. economy. They talk about the shifting meaning of "being a millionaire" and how value is increasingly defined by usage rather than dollar amount. And finally, they highlight the traditional approaches to portfolio diversification, questioning standard investment models, and how to craft more adaptable financial strategies in today's evolving economy.

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On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association's Dental Industry Expert Panel at their Life Summit in Nicaragua. Joined by other professionals, they all discuss the role of leadership in dentistry and the challenges that come with managing a practice and a team. The panel also explores the different seasons in a dentist's career, the struggle for work-life balance, and the transformative shifts happening in the industry. They highlight the influence of private equity and DSOs to the moral responsibilities of today's practitioners. Don't miss this insightful discussion on taking control of your leadership journey and shaping the future of your practice.

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, Matt, Jake, and Rabih break down the complexities of auto tariffs and the ripple effects on the economy, pricing, and consumer behavior. They also explore the psychology of financial decision-making, looking at historical market corrections and the role of fear in economic downturns. Finally, they discuss the concept of a living wage and how financial realities differ across states and lifestyles along with the emotional impact of financial comparisons.

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On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities of large dental practices and explain what an invisible DSO is. He highlights the importance of selecting the right DSO partner and how to avoid common pitfalls in these transactions. Whether you're a dentist considering a partnership or just looking to understand how these organizations work, tune in to hear some valuable insights of the current market landscape, the factors that can help maximize practice value, and the future dynamics of DSOs.

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TL;DR - Too Long; Didn't Read - "Managing Tradeoffs"

In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the concept of financial trade-offs. He uses examples like daily coffee purchases and family vacations to illustrate how small, regular expenses can accumulate over time. He emphasizes the importance of making conscious spending decisions to align with long-term financial goals.

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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 break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflation. They also cover the labor market, consumer confidence, fiscal policy, and the dismantling of the Department of Education. Tune in to hear some of the implications for student loans and the economy.

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On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. The finale of the benchmark series includes insights about commercial real estate holdings, personal and practice debt averages, and insurance coverage. They explore the emotional weight of homeownership, some of the misconceptions surrounding real estate investments, and share key insights on student loans, life insurance, and disability insurance. Don't miss this wrap-up of 2024's dentist financial benchmarks, packed with valuable takeaways for dentists at any stage in their journey.

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, Matt, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology behind "doom spending." Tune in for insights on the future of technology and how to navigate financial decisions in an uncertain economy.

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.

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexities of estate planning, the impact of the great wealth transfer, and how clear conversations can prevent future conflicts among heirs. They review essential estate planning topics like trusts, wills, guardianship designations, life insurance, and asset protection. Tune in to understand why estate planning is important to secure your legacy and protect your loved ones.

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.

TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths"

In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase over time. Tune in to hear the most common inflation myths.

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, Ryan, Matt, and Cody reflect on 2025's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. They unpack the results of the qualitative benchmark data and what it reveals about dentists' burnout, work schedules, vacations, and financial satisfaction. They discuss how dentists are defining their workload beyond clinical days, why leadership days can feel just as draining, and why burnout often persists even when dentists work fewer clinical days. Tune in to hear key takeaways about how dentists are feeling about their careers, work-life balance, vacations, savings, and more. And stay tuned for part two (coming soon!) which includes quantitative data like dentists' average savings rate, investment balance, net worth, and 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.

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 break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventories, and how businesses are adjusting their strategies in response to the shifting consumer sentiment and global trade policies. Tune in for a deep dive into the forces shaping today's economy and what it means for investors and businesses.

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, Ryan sits down with Elevation Association's Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear vision and core values to build a collaborative team environment. Finally, he discusses the importance of leaving a lasting legacy through service and the opportunities for engagement and growth within the dental community.

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, Matt, Jake, and Rabih talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401(k) plans. They emphasize the importance of understanding financial strategies beyond arbitrary comparisons.

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, Ryan and Matt continue to reflect on the past year's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings rate matters, and which benchmarks are more indicative of financial success. Tune in to hear the valuable takeaways for dentists at any stage of their journey and stay tuned for a part three, where Ryan and Matt will talk about debt, insurance, and real estate!

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.

TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?"

In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how true wealth isn't about the amount of money one has but about having a healthy, worry-free relationship with it.

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, Matt and Rabih discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer spending, and the ongoing discussions surrounding student loans.

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, Ryan and Matt record live from Nicaragua during Elevation Association's Summit Retreat where they talk about the "gap" between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial growth should serve a purpose beyond just accumulating wealth. Finally, they touch on the intersection between the physics and philosophy of money and conclude by encouraging dentists to find harmony in their careers and lives rather than only chasing financial growth.

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, Matt, Taylor, and Rabih discuss the Federal Reserve's 2024 outlook, covering GDP growth, consumer spending, and policy impacts. They also explore the SuperBowl's cultural and economic influence, from chicken wing consumption to Amazon's role in the NFL through AWS (Amazon Web Services). Finally, they highlight some of the most underrated travel destinations around the world to keep in mind for your next vacation.

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, Ryan and Matt reflect on the past year's biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors' clients. Tune in to hear the key takeaways from the survey including how dentists feel about their careers, work-life balance, vacations, home buying, and more. Keep an ear out for part two of our 2024 benchmark series which will include key financial benchmarks for dentists like savings rate, investment balance, net worth, and 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.

TL;DR - Too Long; Didn't Read - "Love and Money: How Couples Can Have Healthy Money Conversations"

In our new TL;DR series episode, Jordan reads Jake's article where he uncovers why finances are so hard to talk about and share tips for improving communication, managing joint finances, and building trust.

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, Taylor, and Rabih give a market update from a cooling job market and slowing GDP growth to the global implications of Venezuela's massive oil reserves. They also discuss the newly introduced "Trump accounts" for kids, exploring how these accounts aim to promote early saving and investing, along with the potential tax drawbacks families should understand before signing up. Finally, they talk about the U.S. housing crisis, including the shortage of single-family homes, new policies targeting institutional investors, and how future interest rate cuts could impact buyers.

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.

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 discuss the economic and market impacts of tariffs based on economic theory. They highlight market volatility, the importance of long-term investing, and the need for tracking spending habits to ensure financial stability. They also highlight the challenges faced by high-income earners, such as managing lifestyle inflation and maintaining a healthy savings rate.

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, Chad Hymas joins Ryan to share his journey from a life-altering accident to becoming an internationally acclaimed speaker, best selling author, and an advocate for safety awareness and personal empowerment. He discusses leadership, personal transformation, and the influence of life-mentors. Chad shares his insights and experiences with loss, mental health, mentorship, and serving others. The interview highlights the power of resilience, perspective, and finding passion amidst adversity. Chad Hymas will be a featured speaker at the 2025 Dentist Money Summit in Park City, UT. Register here to hear Chad Hymas share his full story of obstacles and success.

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, 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 share an investment fraud scheme story highlighting the red flags to watch for in investment opportunities and the risks associated with investment scams.

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 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 for a fresh perspective on achieving true financial freedom.

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.

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 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, 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 implication for investors, stressing the need for informed financial strategies and personalized advice.

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 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.

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 Chinese social media apps. Finally, they examine concerns about the S&P 500 and its diversification, explaining Dentist Advisors' investment strategy and the profitability of top companies. 

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, 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 power of education, effective communication, and open dialogue, they offer insights into how couples can successfully navigate challenging financial discussions. Tune in to hear personal stories and actionable strategies that can help you achieve financial harmony and deeper engagement with your partner.

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.

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 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 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.

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 how many people make and stick to New Year's resolutions and why the numbers are so low. Finally, they discuss the idea of focusing on what you haven't been focusing on this year.

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 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 clients, and share some lessons. Whether you're considering hiring a financial advisor or already working with one, tune in to hear valuable perspectives that will help you maximize your financial journey.

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, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership in dental practice ownership, the importance of visionary and integrator roles, and strategies for effective delegation. Michelle encourages dentists to embrace mentorship and prioritize patient care while growing their practice. Tune in to hear Dr. Jorgensen's valuable advice for personal growth and inspiration to start your own journey toward success and fulfillment.

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.