Best Dentist Advisors Financial Planning Podcasts (2025)

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#667: Two Cents 7/19 - Current State of the Economy; Are We In An AI Bubble?; What are Labubus? 42:52

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12h ago42:52

42:52

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 ho…

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#666: How To Plan For The Present 43:01

4d ago43:01

43:01

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…

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#665: Two Cents 7/12 - Summer Markets; Are The Tariffs Working?; SALT Deductions 44:40

8d ago44:40

44:40

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 cha…

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Emergency Episode: Critical Student Loan News for Dentists 45:46

8d ago45:46

45:46

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 effe…

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#664: Why Do Dentists Feel Like They Don’t Make Enough Money? 53:25

11d ago53:25

53:25

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 dentis…

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Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr 45:33

11d ago45:33

45:33

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …

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#663: Dental A Team: Looking Ahead: __% of the Market Will Go DSO 49:08

13d ago49:08

49:08

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…

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#662: Two Cents 7/5 - Trade Deals; The Impact of the New Bill on Dentists; Student Loan Changes 42:55

14d ago42:55

42:55

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…

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#661: How Much Life Insurance Do Dentists Need? 54:53

18d ago54:53

54:53

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…

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#660: Two Cents 6/28 - Will AI Cut Interest Rates?; Is Active Management Still Alive?; Tracking Progress 43:47

22d ago43:47

43:47

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 po…

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#659: How Much Is Your Practice Really Worth? 1:02:20

25d ago1:02:20

1:02:20

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 wh…

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Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot 41:54

25d ago41:54

41:54

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …

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#658: Two Cents 6/21 - Maintaining Interest Rates; Is Berkshire In Trouble?; Social Security Math 34:27

29d ago34:27

34:27

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 Bu…

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#657: The Cost of Following Finfluencers 59:12

1M ago59:12

59:12

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 hea…

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#656: Why Dentists Struggle To Retire On Time 5:52

1M ago5:52

5:52

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…

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#655: Two Cents 6/14 - The China Deal; Flying First Class; Extra Mortgage Payments 40:45

1M ago40:45

40:45

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 th…

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#654: How to Coach for Better Patient Outcomes and Profits 47:11

1M ago47:11

47:11

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…

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Executive Summary: Highlights of Season 5 with Host, David Mandell 36:26

1M ago36:26

36:26

In this final episode of Season 5, host David Mandell recaps the season’s key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valu…

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#653: Two Cents 6/7 - Jobs Report; Big, Beautiful Breakup; Economics of Movie Theatres 42:27

1M ago42:27

42:27

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…

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#652: The Psychology Trick That Helps Dentists Stress Less and Focus More 45:14

2M ago45:14

45:14

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 man…

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#651: How Much Money Is Considered A "Living Wage"? 4:34

2M ago4:34

4:34

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 …

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#650: Two Cents 5/30 - Japan's impact on the Market; Buying a car right now; The American Dream 56:34

2M ago56:34

56:34

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: w…

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#649: Where’s Your Money Going? How to Track, Cut, and Align Spending 47:13

2M ago47:13

47:13

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 ma…

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ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goettling 41:20

2M ago41:20

41:20

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physicia…

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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis 52:35

2M ago52:35

52:35

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 wh…

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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress 39:14

2M ago39:14

39:14

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 s…

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#646: Do You Hate Paying Taxes? 7:17

2M ago7:17

7:17

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 co…

Dentist Advisors Financial Planning Podcasts

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The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management

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Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

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#667: Two Cents 7/19 - Current State of the Economy; Are We In An AI Bubble?; What are Labubus? 42:52

1
#666: How To Plan For The Present 43:01

1
#665: Two Cents 7/12 - Summer Markets; Are The Tariffs Working?; SALT Deductions 44:40

1
Emergency Episode: Critical Student Loan News for Dentists 45:46

1
#664: Why Do Dentists Feel Like They Don’t Make Enough Money? 53:25

1
Summer Rewind 2025 #2: A Deep Dive Into Real Estate with Colin Carr 45:33

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#663: Dental A Team: Looking Ahead: __% of the Market Will Go DSO 49:08

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#662: Two Cents 7/5 - Trade Deals; The Impact of the New Bill on Dentists; Student Loan Changes 42:55

1
#661: How Much Life Insurance Do Dentists Need? 54:53

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#660: Two Cents 6/28 - Will AI Cut Interest Rates?; Is Active Management Still Alive?; Tracking Progress 43:47

1
#659: How Much Is Your Practice Really Worth? 1:02:20

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Summer Rewind 2025 #1: All Things Real Estate with Trisha Talbot 41:54

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#658: Two Cents 6/21 - Maintaining Interest Rates; Is Berkshire In Trouble?; Social Security Math 34:27

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#657: The Cost of Following Finfluencers 59:12

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#656: Why Dentists Struggle To Retire On Time 5:52

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#655: Two Cents 6/14 - The China Deal; Flying First Class; Extra Mortgage Payments 40:45

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#654: How to Coach for Better Patient Outcomes and Profits 47:11

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Executive Summary: Highlights of Season 5 with Host, David Mandell 36:26

1
#653: Two Cents 6/7 - Jobs Report; Big, Beautiful Breakup; Economics of Movie Theatres 42:27

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#652: The Psychology Trick That Helps Dentists Stress Less and Focus More 45:14

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#651: How Much Money Is Considered A "Living Wage"? 4:34

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#650: Two Cents 5/30 - Japan's impact on the Market; Buying a car right now; The American Dream 56:34

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#649: Where’s Your Money Going? How to Track, Cut, and Align Spending 47:13

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ESOPs for Doctors: A Tax-Advantaged Exit Strategy for Medical Practices with Special Guest, Bob Goettling 41:20

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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis 52:35

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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress 39:14

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#646: Do You Hate Paying Taxes? 7:17