Best Dentist Advisors Financial Planning Podcasts (2025)

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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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1d 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

4d 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

6d 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

8d 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

11d 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

11d 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

15d 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

18d 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

20d 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

22d 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

25d 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

25d 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

29d 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

1M 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

1M 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…

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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview 32:19

1M ago32:19

32:19

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses…

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#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist 50:12

1M ago50:12

50:12

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. H…

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From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press 42:17

1M ago42:17

42:17

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journe…

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#643: Two Cents 5/10 - Trade Deal?; Fed Update; Bill Gates 41:52

1M ago41:52

41:52

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 recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' co…

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#642: Why Uncertainty Feels So Hard and What to Do About It 48:49

2M ago48:49

48:49

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discom…

1
#641: Navigating Stock Market Volatility 4:16

2M ago4:16

4:16

In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And…

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#640: Two Cents 5/3 - New Economic Data; Short-term Rental Loophole; Fear Of Market Downturns 48:12

2M ago48:12

48:12

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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners t…

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#639: 4 Mistakes to Avoid during a Dental Practice Transition: Part Two 54:45

2M ago54:45

54:45

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 shif…

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Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2) 35:28

2M ago35:28

35:28

In this second episode of a two-episode interview, host David Mandell continues his conversation with Corey Kleinschmidt, an industry veteran in the locum tenens space. The episode kicks off with a recap of Part 1 and a reintroduction to Cory’s extensive background in the industry, including his work with Jackson Healthcare and his current role at …

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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation? 41:40

2M ago41:40

41:40

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. A…

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#637: What Every Dentist Should Consider Before Merging or Partnering 1:01:07

2M ago1:01:07

1:01:07

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 b…

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#636: What Every Dentist Should Know About Disability Insurance 5:53

2M ago5:53

5:53

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 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

1
#658: Two Cents 6/21 - Maintaining Interest Rates; Is Berkshire In Trouble?; Social Security Math 34:27

1
#657: The Cost of Following Finfluencers 59:12

1
#656: Why Dentists Struggle To Retire On Time 5:52

1
#655: Two Cents 6/14 - The China Deal; Flying First Class; Extra Mortgage Payments 40:45

1
#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

1
#652: The Psychology Trick That Helps Dentists Stress Less and Focus More 45:14

1
#651: How Much Money Is Considered A "Living Wage"? 4:34

1
#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

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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview 32:19

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#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist 50:12

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From Scalpel to Strategy: Empowering the Next Generation of Physicians with Dr. Mark Figgie and Dr. Joel Press 42:17

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#643: Two Cents 5/10 - Trade Deal?; Fed Update; Bill Gates 41:52

1
#642: Why Uncertainty Feels So Hard and What to Do About It 48:49

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#641: Navigating Stock Market Volatility 4:16

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#640: Two Cents 5/3 - New Economic Data; Short-term Rental Loophole; Fear Of Market Downturns 48:12

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#639: 4 Mistakes to Avoid during a Dental Practice Transition: Part Two 54:45

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Locum Tenens Uncovered: Insights from Industry Expert Corey Kleinschmidt (Part 2) 35:28

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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation? 41:40

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#637: What Every Dentist Should Consider Before Merging or Partnering 1:01:07

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#636: What Every Dentist Should Know About Disability Insurance 5:53