Best Dentist Advisors Financial Planning Podcasts (2025)

1
#599: What Your Financial Advisor Expects From You 54:56

28d ago54:56

54:56

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 …

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

1h 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

9h 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
#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme 43:18

4d 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

7d 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
#606: TL;DR - Financial Vegetables 3:40

9d 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

11d 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

14d 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…

1
Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre 36:00

14d ago36:00

36:00

Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, …

1
#603: Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions 48:46

18d ago48:46

48:46

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 …

1
#602: Love & Money: Building Financial Compatibility Together 45:28

21d ago45:28

45:28

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 fina…

1
#601: TL;DR - The Dichotomy of Goals 4:53

23d ago4:53

4:53

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 we…

1
#600: Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs 43:43

25d ago43:43

43:43

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 t…

1
Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont 36:56

28d ago36:56

36:56

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read’s Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay’s background and how he came to direct his career around helping ch…

1
#598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen 1:12:04

1M ago1:12:04

1:12:04

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 i…

1
#597: TL;DR - Living Your Rich Life 5:26

1M ago5:26

5:26

TL;DR - Too Long; Didn't Read - "Living Your Rich Life" In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful rela…

1
#596: Two Cents 12/28 - Santa Claus Rally; Scams; Getting Rich vs. Staying Rich 38:48

1M ago38:48

38:48

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 market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transf…

1
#595: The Business of DSOs: A Conversation with Accelerate Dental 1:06:44

1M ago1:06:44

1:06:44

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in ra…

1
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2) 30:53

1M ago30:53

30:53

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller. Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice. Here, they tackle Sue’s difficult decision to file bankruptcy for the practice after more than 20 years -- and th…

1
#594: Two Cents 12/21 - Economic Projections; Jim Carrey's Financial Situation; 2025 Market Predictions 45:07

2M ago45:07

45:07

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 Federal Reserve's economic projections and their impact on the economy, including GDP, umemployment, and inflation. They also talk about Jim Carrey's financial habits, highlighting the importanc…

1
#593: What Dentists Wish They Learned in Dental School 41:06

2M ago41:06

41:06

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors Facebook Discussion group about the skills they wish dental school had taught them. From mastering the business side of dentistry and effective patient communication to building leadership capabilities, financial acumen, and leveragi…

1
#592: TL;DR - 3 Common Biases that Lead to Big Money Mistakes 5:57

2M ago5:57

5:57

TL;DR - Too Long; Didn't Read - "3 Common Biases that Lead to Big Money Mistakes" In our new TL;DR series episode, Matt reads his article where he discusses how cognitive biases can lead to poor decision making in financial matters. The three common biases that are highlighted are: overconfidence bias, the bandwagon effect, and the sunk cost fallac…

1
#591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show? 35:54

2M ago35:54

35:54

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 discuss how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer senti…

1
#590: What Every Dentist Should Know About Private Equity Opportunities - Part Two 52:45

2M ago52:45

52:45

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…

1
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1) 24:25

2M ago24:25

24:25

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to g…

1
#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold 41:01

2M ago41:01

41:01

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 explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…

1
#588: What Every Dentist Should Know About Private Equity Opportunities - Part One 51:09

2M ago51:09

51:09

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in…

1
#587: TL;DR - 4 Ways Dentists Get Duped 6:55

2M ago6:55

6:55

TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped" In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes. Book a free consul…

Podcasts Worth a Listen

Dentist Advisors Financial Planning Podcasts

Podcasts Worth a Listen

1
The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management

1
Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

1
#599: What Your Financial Advisor Expects From You 54:56

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

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

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

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

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

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

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

1
Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre 36:00

1
#603: Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions 48:46

1
#602: Love & Money: Building Financial Compatibility Together 45:28

1
#601: TL;DR - The Dichotomy of Goals 4:53

1
#600: Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs 43:43

1
Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont 36:56

1
#598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen 1:12:04

1
#597: TL;DR - Living Your Rich Life 5:26

1
#596: Two Cents 12/28 - Santa Claus Rally; Scams; Getting Rich vs. Staying Rich 38:48

1
#595: The Business of DSOs: A Conversation with Accelerate Dental 1:06:44

1
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2) 30:53

1
#594: Two Cents 12/21 - Economic Projections; Jim Carrey's Financial Situation; 2025 Market Predictions 45:07

1
#593: What Dentists Wish They Learned in Dental School 41:06

1
#592: TL;DR - 3 Common Biases that Lead to Big Money Mistakes 5:57

1
#591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show? 35:54

1
#590: What Every Dentist Should Know About Private Equity Opportunities - Part Two 52:45

1
Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1) 24:25

1
#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold 41:01

1
#588: What Every Dentist Should Know About Private Equity Opportunities - Part One 51:09

1
#587: TL;DR - 4 Ways Dentists Get Duped 6:55

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