Best Momentum Wealth Management Podcasts (2025)

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Lazy and Loving It: My Secret to Practice Growth 12:58

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2d ago12:58

12:58

The myth of discipline has perpetuated an enormous lie about what drives success in dental practices. Drawing from personal experience, I reveal why traditional definitions of discipline aren't necessary for extraordinary practice growth. Through vulnerable admissions about my own "undisciplined" habits (25 years of smoking, late-morning wake-ups, …

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64 | Bite-Sized Budgeting 5 of 10: How to Keep Your Family Budget on Track: Money-Smart Safeguards, Stay Within Limits, and Protect Your Financial Goals for Lasting Security 11:50

2d ago11:50

11:50

Are you tired of seeing your well-intentioned family budget slip off course month after month? In this episode, we break down the practical secrets to not only sticking with your plan, but building real, lasting financial security for your family. You’ll discover: The most effective money-smart safeguards you can put in place to protect your spendi…

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Selling vs. Staying: The Eight-Figure Practice Decision 38:50

6d ago38:50

38:50

Your practice is thriving, so why not sell? DPH coach Dr. Steve Markowitz owns a six-practice dental group and seriously considered cashing out, but he realized he wasn't ready to let go. In this episode, he shares why he decided not to sell even after hitting his $10M revenue goal and what changed about his approach to ownership. You'll hear the c…

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Built to Last: Steve Smithwick on Culture, Continuity & the Founder’s Mindset 51:18

7d ago51:18

51:18

What starts in a garage doesn’t always stay there. In this episode of Fountain City Founders, Steve Smithwick shares how he built Master Wall from a small local operation into a national brand. We talk about early risks, outgrowing your beginnings, navigating partnerships, and the quiet discipline it takes to grow something that lasts. This is a st…

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Q & O: Your Melbourne Property Investor Questions Answered 31:42

8d ago31:42

31:42

Momentum is building in Melbourne’s property market – and with it, intensified focus and queries from buyers and sellers alike. In this week’s episode, Wakelin Advisors Jordan Telfer and Brenton Potter dive into the real issues that matter – answering seven of the most practical and pressing questions facing investors right now. In this episode: Ke…

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Stop Problem-Solving, Start Validating: A Gamechanger 10:52

8d ago10:52

10:52

Validation might be the most powerful leadership tool you're not using. This often-overlooked skill—distinct from praise, problem-solving, or agreement—has the remarkable ability to transform your dental practice from the inside out. When team members bring concerns or patients express frustration, our instinct as dentists and practice owners is to…

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How to Fix the 3 Biggest Ownership Stressors 14:07

13d ago14:07

14:07

Ever feel like your dental practice is an endless cycle of putting out fires, managing team drama, and squeezing in "just one more patient"? That overwhelming weight on your shoulders isn't just in your head—and you're definitely not alone in feeling it. Dr. Paul Etchison breaks down the three fundamental stressors that make practice ownership feel…

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Step 4: Financing your investment properties 28:18

14d ago28:18

28:18

How can smart financing strategies help you build a larger property portfolio while poor loan structuring can limit your growth potential? Host Damian Collins continues Season 2 of the Property Investing Roadmap podcast with step four of his proven nine-step framework: Financing your investment properties. Joined by Caylum Merrick, Manager of Prope…

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Playing The Dental Insurance Game: How To Slash Your Denial Rate 38:51

15d ago38:51

38:51

Claims keep getting denied? Here’s a hard truth: it’s probably your fault. But in this episode, Dr. Travis Campbell shares everything he's learned about how to master the insurance game, get your denial rate under 2% and stop wasting hours on appeals. His insights cover everything from the common reasons SRP claims get denied to the simple step tha…

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63 | Bite-Sized Budgeting 4 of 10: Smart Spending Strategies: Save More, Stress Less, and Enjoy Summer Guilt-Free 10:46

17d ago10:46

10:46

Ready to enjoy summer treats and family fun—without blowing your budget? In this episode of Bite-Sized Budgeting, Shanalei reveals her top smart spending strategies for busy families who want to eliminate debt and live with less stress. Discover how to master mindful spending, avoid impulse buys, and use powerful cashback tools to score real money …

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Running Toward Purpose: Reggie Luther on Community, Coffee & Going All In 48:08

21d ago48:08

48:08

After building a successful tech company, Reggie Luther took an unexpected turn — opening a running store and a coffee shop in downtown Columbus. In this episode, he shares why he made the leap, what it means to build community through business, and how purpose became his new bottom line.By Momentum Wealth Management

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Property Downsizing: Strategies for a Smooth Transition 22:20

21d ago22:20

22:20

For many, the property journey is about climbing the ladder. But what happens when it’s time to take a step down? Downsizing is a major transition that comes with its own set of challenges and opportunities. In this episode, Jarrod explores: Why Melburnians downsize: managing space, lifestyle changes, and releasing equity The pros and cons of house…

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Beyond Words: When Your Actions Contradict Your Values 12:19

21d ago12:19

12:19

Leadership's echo effect shapes dental practice culture far more than we realize. As practice owners, even when we're not actively leading, our behavior creates rippling effects that influence team dynamics long after we've left the building. True practice culture isn't what you declare in mission statements or team meetings—it's the accumulation o…

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How to Mentally Shut Off the Practice 20:17

23d ago20:17

20:17

You get it, you need to let go. But how do you actually step back, stop micromanaging and see what your team can really do? In this episode, we share actionable ways to reduce your workload, delegate the right tasks, and leave work stress at the office. Learn how you might be getting in your own way and why letting your practice fail is the first s…

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Step 3: Protect yourself – structures and strategies to build and protect your wealth 27:33

28d ago27:33

27:33

How can the right investment structure save you tax and protect your assets for the long term? Host Damian Collins continues Season 2 of the Property Investing Roadmap with step three of his nine-step framework: Protect yourself – structures and strategies to build and protect your wealth. Joined by Jemma Sanderson, Director of Cooper Partners Fina…

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Why Patients Start Treatment But Never Finish: Understanding the Psychology of Momentum 9:32

28d ago9:32

9:32

Discover the psychological key that unlocks patient follow-through with the endowed progress effect—a powerful concept that transforms how dental professionals communicate about treatment plans. This game-changing approach doesn't require changing your fees, procedures, or recommendations—just the way you frame patient progress. Through a fascinati…

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It's Monday, June 23, 2025 29:23

30d ago29:23

29:23

In this episode, Garrett and Matt dig into the pulse of today’s markets. From recent shifts on Wall Street to the growing impact of artificial intelligence in the workplace, they unpack what investors need to know right now. The conversation explores how AI is beginning to reshape entire industries, raising important questions about the future of e…

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Introducing Fountain City Founders 0:46

30d ago0:46

0:46

A new voice is coming to Columbus. Fountain City Founders is a podcast about the people building the businesses you know—and the ones you haven’t heard of yet. This is a quick preview of what’s ahead: honest conversations with local entrepreneurs about risk, resilience, and what it really takes to grow something from the ground up. First episode dr…

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Making Multi-Doctor Practices Work: Partnership Risks and Rewards 22:38

30d ago22:38

22:38

Thinking about making your associate a partner? This episode will help you decide if it’s the right move for you and what other options you have to keep associates in your practice without giving up equity. You'll learn the must-haves of a successful partnership, the common reasons they fail, and what to look for in a potential partner. Listen now …

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62 | Bite-Sized Budgeting 3 of 10: Debt Reduction & Savings Strategies: Proven Family Budgeting Tips for Financial Security 14:48

1M ago14:48

14:48

Ready to kick debt to the curb and build a safety net for your family? This episode reveals practical, family-friendly strategies to pay off debt faster, grow your emergency savings, and prepare for unexpected expenses. Learn how to turn everyday habits into powerful financial wins and create a secure future together. Whether you’re just starting o…

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How to Make your Membership Plan Win-Win for Everyone 23:21

1M ago23:21

23:21

There’s an easy solution for patients who can’t afford treatment: membership plans. In this episode, you’ll learn how to structure your plan, price it so patients sign up, and get your team on board. The DPH coaches share what’s worked in their practices and easy mistakes you can avoid, whether you're creating a plan or revamping one you already ha…

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The Power of Patience: A Case Study in Strategic Property Buying 17:44

1M ago17:44

17:44

Patience pays off in property – and this week’s episode proves it. In this episode, Jarrod is joined by Wakelin’s Manager of Property Advisory, Brenton Potter to discuss: How a Sydney investor navigated Melbourne’s market The value of walking away when the numbers don’t stack up Why methodical due diligence pays off Negotiation tactics that led to …

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It's Monday, June 16, 2025 27:02

1M ago27:02

27:02

Garrett and Matt are back after a summer break to tackle what's been moving the markets — and what might be coming next. They break down last week’s market pullback, what’s driving gold and crypto higher, and why small caps are still lagging. Plus, they dive into the evolving role of Bitcoin in modern portfolios, the challenges of traditional bond …

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Leaving Clinical to Mentor Doctors Into Partners w/ Dr. Sten Erickson 34:22

1M ago34:22

34:22

Most owners manage the day-to-day; Dr. Sten Erickson is turning doctors into partners. He joins me in this episode to share how he stepped into a true leadership role and expanded his practice after leaving clinical work behind. From scheduling weekly meetings across multiple practices to case reviews, we talk about the strategies and systems that …

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Step 2: Create a plan and take action! 28:17

1M ago28:17

28:17

How do you create a property investment plan that’s both practical and actionable, and build a team that genuinely works in your best interests? In the latest episode of Season 2 of the Property Investing Roadmap podcast, Damian continues with step two of his proven nine-step framework, joined again by Robin Ram, Property Acquisitions Manager at Mo…

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The Hybrid Ownership Model for Ultimate Work-Life Balance w/ Dr. Jennifer Haddad 32:56

1M ago32:56

32:56

Practice ownership doesn’t have to mean running an office or signing a lease. Dr. Jennifer Haddad designed her practice around a hybrid model that keeps her schedule and clinical decisions all within her control. In this episode, she shares how it works inside an existing practice, the benefits of this non-traditional path, and how she began buildi…

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61 | Bite-Sized Budgeting 2 of 10: Track Your Spending and Cut Costs: Practical Money Management Tips for Families 8:19

1M ago8:19

8:19

Ready to take control of your spending without sacrificing summer fun? Discover simple, effective strategies to take control of your finances this summer—without the overwhelm of tracking every expense. Learn how weekly reflections and spending buckets can help you proactively manage your money, avoid overspending, and stay on top of your goals. Ex…

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5 Scheduling Hacks that Allow you to Easily Cut Clinical Days 10:25

1M ago10:25

10:25

Feeling trapped in the operatory five days a week? Imagine reclaiming an entire workday without sacrificing income or patient care. That's exactly what today's episode delivers—a practical blueprint for dental practice owners who want to work smarter, not harder. I break down five seemingly small schedule adjustments that combine to create massive …

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Why Your Practice Keeps Taking From You 14:57

2M ago14:57

14:57

Ever felt that mounting frustration when someone keeps crossing a line you never actually drew? That's exactly what happens in dental practices without clear boundaries. When you're constantly putting out fires, feeling resentful toward team members, or watching work bleed relentlessly into your personal time, it's not just about difficult people—i…

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Winter is Here, but Melbourne's Property Market is Warming Up 13:32

2M ago13:32

13:32

Winter is coming, but Melbourne’s market signals are burning bright. In this episode, Jarrod covers: Why winter is a window for smart buyers and sellers The five signals revealing hidden demand How to position yourself before the spring rush A real-life example of success through preparation Tune in to learn how to turn the quieter months into your…

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Why Are DSO's Failing? What's Happening Inside Dentistry with Jake Berry 34:24

2M ago34:24

34:24

Why have dozens of DSOs collapsed? What’s the impact on the dental industry? And how can you protect yourself, even if you never plan to sell? Tune in to learn what’s really happening in the DSO market, and what YOU should look for if you're considering a DSO! Topics discussed in this episode: Why so many DSOs are failing What investors look for in…

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Built to Sell: Increasing the Value of Your Practice 22:14

2M ago22:14

22:14

A sellable practice runs smoother, earns more, and stresses you less. But what does it mean to have a sellable practice? In this episode, the DPH coaches share the seven signs your practice is sellable and explain why you should build a sellable practice even if you never plan to sell. Learn how to increase the value of your practice, what metrics …

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Step 1: Research, learn, set goals 29:58

2M ago29:58

29:58

How critical is proper research and goal setting to property investment success, and how can you distinguish reliable information from misleading advice? Host Damian Collins kicks off Season 2 of the Property Investing Roadmap podcast by exploring the first step in his proven nine-step framework: Research, Learning and Goal Setting. Joined by Robin…

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The Drinking Game that Taught Me Practice Culture 14:22

2M ago14:22

14:22

Ever have one of those nights where you're exhausted but someone talks you into staying up anyway—and it turns into the most fun night ever? That's exactly what happened when my family convinced me to play our ridiculous Italian-themed drinking game called "Garlic and Oil" at the lake house. The truth is that strong practice cultures aren't built t…

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60 | Bite-Sized Budgeting Tips - 1 of 10: Budgeting Basics for Families: Financial Goals and a Strong Money Foundation 11:04

2M ago11:04

11:04

Short on time because you’re busy enjoying summer with the kids? No problem—these bite-sized tips are designed for your busy lifestyle! Start your journey toward financial freedom by focusing on what truly matters for your family’s money. Learn how to create a strong foundation that adapts with you, gain new insights to keep your plan on track, and…

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Practice Policies: Cell Phones, Tattoos, and Staff Discounts 17:17

2M ago17:17

17:17

When’s the last time you reviewed your office policies? Regular check-ins keep your practice running smoothly and your team on the same page. In this episode, the DPH coaches share how they've updated their own policies to reflect today’s workplace, cut down stress, and avoid playing favorites. Get tips on managing cell phone use, stopping patients…

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Villa Units: Melbourne’s Overlooked Investment Gem 15:35

2M ago15:35

15:35

Jarrod shines a light on Melbourne’s villa units – a property type quietly gaining traction for its unique blend of affordability, scarcity, and broad appeal. In this episode: Why villa units offer strong land value and real scarcity How they appeal to first home buyers, investors, and downsizers alike Key features to look for: location, floor plan…

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It's Monday, May 19, 2025 17:40

2M ago17:40

17:40

On this week's Momentum Mondays, Matt and Garrett dive into Moody’s latest credit rating downgrade of U.S. debt, aligning it with other major rating agencies. Is this a sign that market volatility is easing, or are we just experiencing a temporary break? They also discuss recent bond market moves, explore what’s driving Fed speculation, and highlig…

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What If Your Entire Team Quit Tomorrow? 12:21

2M ago12:21

12:21

What would happen if your entire dental team quit tomorrow? Rather than just a nightmare scenario, this thought experiment reveals critical insights about your practice's foundation. I share the story of a dentist who actually experienced this situation—when he laid out his vision for the practice and gave his team of seven the option to leave if t…

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Beyond the Operatory: Why Some Dentists Make Millions 26:08

2M ago26:08

26:08

You can be a great dentist and still struggle to grow — and here's why: your mindset. It's what keeps some practice owners stuck and helps others build the type of practice they want. In this episode, find out how to shift out of "survival mode" and run your business instead of just working in it. From perfectionism and fear to day-to-day fundament…

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Eliminate Hygiene Cancellations with This Simple Policy 11:44

2M ago11:44

11:44

Ever struggled with hygiene cancellations while simultaneously facing a backlog of patients desperate for appointments? You're not alone, and there's a brilliant solution hiding in plain sight. What makes this approach so powerful is its triple benefit structure. Your practice maintains a more predictable schedule and improves productivity. Your pa…

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59 | The Budgeting Hack Everyone Needs to Reduce Financial Stress, Fill the Gaps & Take Control of Your Money 15:30

2M ago15:30

15:30

Life throws surprises at you—last-minute school expenses, unexpected bills, and those tiny costs that somehow add up fast. And when you're working toward debt freedom, every dollar matters. In this episode, we’re tackling the game-changing mindset shift that will finally break the cycle of financial overwhelm: flexible budgeting. Too many people as…

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The right mix: when to add commercial property to your portfolio 34:45

3M ago34:45

34:45

How can commercial property investments help you build a balanced portfolio that delivers income for life? Host Damian Collins welcomes Brad Dunn, Key Relationships Manager at Westbridge Funds Management, to explore how commercial property funds can provide investors with access to high-quality commercial assets without needing millions to invest. …

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Managing Stress and Finding Fulfillment in Dental Practice with Chelsea Myers 21:48

3M ago21:48

21:48

Ever feel like the stress of dental practice is overwhelming? Join us on Dental Practice Heroes as we sit down with the insightful dental life coach Chelsea Myers to explore how dentists can manage stress and avoid feeling trapped in their profession. Chelsea offers practical advice on setting boundaries between work and home life and emphasizes th…

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Empowering First Home Buyers: Melbourne's Market Shifts in Their Favour 10:57

3M ago10:57

10:57

Melbourne’s property market is shifting, and first home buyers are in the driver’s seat. In this episode, Jarrod explores: The new 5% deposit guarantee and higher price caps Why older, boutique apartments in blue-chip suburbs are now within reach Gen Z’s focus on ownership and lifestyle Why more investor sales mean more choice for buyers On-the-gro…

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It's Monday, May 5, 2025 31:34

3M ago31:34

31:34

Markets had a strong week, but the headlines didn’t tell the full story. Garrett and Matt dig into last week’s performance, the surprising negative GDP print, and what it all means for investors. From rising interest rates to the growing influence of tech and shifts in market breadth, they explore the signals, the noise, and how to stay grounded in…

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Creating a Standout Culture with Darci Smith 27:53

3M ago27:53

27:53

In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…

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How Cutting Clinical Days Can Help You Grow Faster & Lead Better w/ Dr. Ryan Bradley 22:45

3M ago22:45

22:45

How can you keep your team, grow your practice, AND reclaim your time? Discover how Dr. Ryan Bradley did all three without burnout, spending big on marketing, or micromanaging his team. We talk about what worked to reduce turnover through a merger, create work-life balance, and scale while cutting back clinical days. Tune in to learn how working le…

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Burnout to Balance: A Dentist's Journey to Wellbeing w/ Dr. Peter Dinh 26:36

3M ago26:36

26:36

What does “biohacking” have to do with dentistry? For Dr. Peter Dinh, figuring out the root cause of his low energy and burnout changed the way he felt in his body and in his practice. In our conversation, he shares how functional medicine helped him heal hidden issues like leaky gut and low dopamine, improve his mental and physical health, and sho…

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It's Monday, April 28, 2025 44:24

3M ago44:24

44:24

Markets roared back last week, and in this episode of Momentum Mondays, Matt and Garrett break down the sharp rally across major indexes, the rare Zweig Breadth Thrust signal that was just triggered, and what it could mean for investors going forward. They also preview the major economic data releases to watch this week, including GDP, jobs numbers…