Dentist Advisors Financial Planning public
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists. They explore how personal money experiences shape financial behavior, why so many people avoid looking at their spending, and how social media fuels unrealistic expectations. Tune in to learn some practical steps to track…
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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 talk about the latest economic headlines—from recent moves at the Federal Reserve and internal disagreements among its members to fresh insights on the labor market and inflation trend…
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Do you need a vacation from your vacation? On this episode of The Dentist Money Show, Matt and Taylor unpack the changing meaning of vacations, from the pressure to plan extravagant getaways to the financial strain and emotional guilt that often tag along. They share personal experiences, explore how technology interferes with true downtime, and hi…
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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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In our new TL;DR series episode, Jake reads his blog post where unpacks the surprising reasons why so many Americans struggle to save for retirement. From rising living costs and stagnant wages to psychological barriers like procrastination and decision fatigue. Tune in as he offers practical strategies—like automating savings and focusing on consi…
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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 discuss the latest economic data, including GDP growth, unemployment rates, and inflation trends. They also provide updates on the August 1st tariff deadline, highlighting the recent n…
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On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the essentials of the tax system and why taxes create so much confusion (and stress) for dentists. They tackle common misconceptions around tax brackets, clarify the difference between deductions and credits, and explain how taxes really impact your take…
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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 the newly passed Genius Act and its potential to legitimize and regulate stablecoins. They break down how this legislation could shape the future of cryptocurrency, they talk…
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On this episode of the Dentist Money Show, Matt and Christine discuss the growing trend of dentists selling their practices to DSOs. They talk about the emotional and financial factors driving these decisions, including stress, boredom, and FOMO. The conversation helps practice owners assess whether they’re truly ready to sell or not. Tune in for s…
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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 …
  continue reading
 
In our new TL;DR series episode, Jake reads his article where he explores how dentists can understand the right balance between saving for the future and spending intentionally today. Learn how to align your money with what matters most—so you can enjoy life now without compromising your long-term goals. Book a free consultation with a CFP® advisor…
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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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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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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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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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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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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 …
  continue reading
 
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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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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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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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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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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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 …
  continue reading
 
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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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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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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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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