Best Dentist Advisors Financial Planning Podcasts (2025)

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#623: Two Cents 3/15 - Quantum Chips; Are You Overpaying on Investment Taxes?; Doom Spending 42:19

a day ago42:19

42:19

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 …

1
#622: Why Every Dentist Needs An Estate Plan 51:39

4 days ago51:39

51:39

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 complexi…

1
2025 Trends: Real Estate, Economic Shifts, and Investment Strategies 56:39

5 days ago56:39

56:39

In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Trump's tariffs, inflation, interest rates, and the resulting effects on different asset classes like Class A, B, and C real estate.…

1
#621: Untangling the Most Common Inflation Myths - TL;DR 5:00

6 days ago5:00

5:00

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 ove…

1
#620: Two Cents 3/8 - Are Stocks Selling Off?; Recession Around The Corner?; No More BOI 40:06

8 days ago40:06

40:06

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 inventor…

1
#619: How to Create Core Values and a Collaborative Culture for Your Team 39:40

11 days ago39:40

39:40

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…

1
From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre 34:37

11 days ago34:37

34:37

Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took o…

1
Revisiting My First Podcast: 9 Years Later, What’s Changed? 20:14

12 days ago20:14

20:14

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…

1
#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam? 40:34

15 days ago40:34

40:34

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…

1
#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2) 48:21

18 days ago48:21

48:21

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 ra…

1
Angel Investing 101: A Beginner’s Guide to High-Growth Investments 44:52

19 days ago44:52

44:52

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying i…

1
#616: TL;DR - How Do You Feel About Money? 4:46

20 days ago4:46

4:46

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 t…

1
#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update 38:09

22 days ago38:09

38:09

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 s…

1
#614: Three Ways to Align Wealth with Well-being 47:47

25 days ago47:47

47:47

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 grow…

1
From Practice to Personal Brand: Marketing Strategies for All Doctors, with Kristy LaGourgue and Rachel Varga 39:13

25 days ago39:13

39:13

Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical pract…

1
Net Present Value Method in Retirement Planning 49:07

26 days ago49:07

49:07

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…

1
#613: Two Cents 2/15 - Federal Reserve 2024 Predictions; Chicken Wing Consumption; Top Vacation Destinations 51:05

29 days ago51:05

51:05

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 …

1
#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1) 47:40

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about a year ago47:40

47:40

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. Ke…

1
Why New Investors Should Avoid 'Sexy' Investments and Focus on Real Estate 9:02

about a year ago9:02

9:02

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing th…

1
#611: TL;DR - Love and Money: How Couples Can Have Healthy Money Conversations 7:24

about a year ago7:24

7:24

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…

1
#610: Two Cents 2/8 - Tariffs; Market Volatility; Is Your Spending Too High? 46:31

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about a year ago46:31

46:31

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 fina…

1
#609: An Interview with Chad Hymas: Embracing Life’s Challenges 30:01

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about a year ago30:01

30:01

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…

1
The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter 38:06

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about a year ago38:06

38:06

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc. David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress. Carole begins with a discussion of potential c…

1
The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles 57:30

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about a year ago57:30

57:30

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…

1
#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme 43:18

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about a year ago43:18

43:18

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 …

1
#607: Should You Pursue Financial Independence or Financial Freedom? 41:43

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about a year ago41:43

41:43

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…

1
Tax Benefits: Real Estate Syndication vs Crowdfunding vs REIT 10:37

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about a year ago10:37

10:37

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…

1
#606: TL;DR - Financial Vegetables 3:40

about a year ago3:40

3:40

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 heal…

1
#605: Two Cents 1/25 - Inauguration & The Market; Student Loans Update; Vanguard's Lawsuit 42:41

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about a year ago42:41

42:41

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 Van…

1
#604: Why Retirement Spending Is More Than a Budget for Dentists 42:09

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about a year ago42:09

42:09

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 t…

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Dentist Advisors Financial Planning Podcasts

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