Best Dentist Advisors Financial Planning Podcasts (2025)

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#690: Two Cents of 9/20 - Are You Ready For The New Cycle?; New All-Time Highs; How Rich Are We? 53:11

Play Pause

4h ago53:11

53:11

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 Rabih discuss what the Federal Reserve's latest interest rate moves mean for inflation, unemployment, and the broader market. They also talk about how financial markets are reacting t…

1
WCI #437: Getting Your Work Benefits Right 36:56

4h ago36:56

36:56

Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think about when signing up for benefits at work including selecting disability insurance and the tax implications of that. We answer a question about a specific type of insurance called an SPDA. We end the ep…

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#689: Why Dentists Need to Talk About Mental Health 1:03:19

1h ago1:03:19

1:03:19

On this episode of The Dentist Money Show, Ryan speaks with Melissa-Sue Methven, RDH, author, and advocate for mental health awareness in dentistry. Melissa shares her personal journey through grief, financial stress, and the pressures of running a practice after the loss of her husband to mental health. She offers insights on recognizing signs of …

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The Journey from Solo Practice to Industry Leader with Special Guest, Dr. Cynthia Matossian 42:32

2h ago42:32

42:32

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ulti…

1
688: How to Grow Your Net Worth 5:11

2h ago5:11

5:11

In our new TL;DR series episode, Jake reads his blog post where he breaks down the three key drivers of net worth growth: saving consistently, reducing debt, and asset growth. He explains why tracking your own progress matters more than comparing yourself to others and how discipline is the foundation of long-term wealth. Book a free consultation w…

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MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School 28:54

1d ago28:54

28:54

Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance is bliss mindset and opted to avoid worrying about his loans at all. Once he had a bit of a financial awakening, got married and started a family he realized he needed to get after the loans and take …

1
#687: Two Cents of 9/13 - Supreme Court Influencing Economy; The Real Risk Of Your Portfolio; Dentistry Trends 39:16

2h ago39:16

39:16

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 potential impact of the Supreme Court on the economy and how policies can ripple through financial markets. They break down the hidden risks of holding too much cash in an …

1
WCI #436: Retirement and Decumulation 43:25

4d ago43:25

43:25

This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We talk about when and if you should increase your bond allocation as you are nearing or entering retirement. We talk about gift taxes, generational wealt…

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#686: Is Your Car Payment Wrecking Your Budget? 54:42

11h ago54:42

54:42

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising car payments to the hidden impact of depreciation, they explain how cars can quietly derail your budget and financial goals. They push back on the idea that success is measured by what you drive and offer practical rules of thumb to keep your…

1
MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls 20:21

1d ago20:21

20:21

Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 years out of training. They are debt averse and excel at tackling their goals. He said they have worked hard to pay off their mortgage, saved to build wealth, and they have also started their real estat…

1
#685: Two Cents of 9/6 - Stability of Current Economy; Should You Buy A Lottery Ticket?; Why Is Timing Everything? 43:07

3d ago43:07

43:07

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 the stability of current economic data to the transformative power of AI on productivity and jobs. They explore the complexities of lottery winnings, investment tim…

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WCI #435: Becoming a Millionaire by Reducing Your Taxes 47:17

5d ago47:17

47:17

Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes and Dr. Dahle explains how to limit those taxes but also reminds you, life is going well if this is something you are having to navigate. We answer a…

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#684: Why Exit Planning Should Start Long Before You Sell 1:03:31

9d ago1:03:31

1:03:31

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should …

1
Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell 37:08

9d ago37:08

37:08

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 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 …

1
#683: Selling your Dental Practice? Here’s What You Need to Know 7:03

7d ago7:03

7:03

In our new TL;DR series episode, Jake reads his article where he breaks down some essential steps dentists should take when preparing to sell their practice. From organizing financial statements and patient records to gathering staff documentation, lease agreements, and legal paperwork. He highlights how preparation not only streamlines the transit…

1
MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities 33:54

8d ago33:54

33:54

Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially secure. He is a great example of not having to do it perfectly the second you get out of training. Slow and steady learning, growth and savings will pa…

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#682: Two Cents of 8/30 - Politics Influencing Interest Rates; Logo Redesign Disaster; Taylor Swift Moving Markets 37:47

10d ago37:47

37:47

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, Will, and Rabih explore how political pressures may be shaping interest rate decisions. They also discuss Cracker Barrel's logo redesign and how it triggered a decline in its stock price—showin…

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WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer 43:49

12d ago43:49

43:49

Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and money problems. The key to all of this is identifying your core values and living by them. We think you will find this conversation inspirational and…

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#681: 4 Money Mistakes Every New Dentist Should Avoid 1:03:16

13d ago1:03:16

1:03:16

On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid stories of financial missteps, mounting debt, and the stress that comes with both. From tracking every dollar to negotiating stronger contracts, Tony shares tips to help new dentists avoid costly mistakes. Whether you’…

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MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists 24:51

15d ago24:51

24:51

Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career saving, paying off his mortgage, and pouring money into his childrens 529 accounts. Education is hugely important to this doc and he wants to be sure hi…

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#680: Two Cents of 8/23 - Jackson Hole Symposium; Retiring at 55?; Are You Smart Enough To Invest In Private Assets? 49:37

17d ago49:37

49:37

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, Cody, and Rabih discuss the key takeaways from the Jackson Hole Symposium, including Jerome Powell’s latest comments on the economy. They also explore how younger generations are redefining fin…

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WCI #433: Investing Questions 1:01:10

19d ago1:01:10

1:01:10

This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We answer a question about investing in bonds for the first time, then discuss if it is worth investing in gold. We answer a questions about investing in p…

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#679: Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth 55:58

23d ago55:58

55:58

On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to unpack some of the most common misunderstandings in the world of tax planning for dentists. They explore the trade-offs that come with chasing deductions, the critical role of liquidity, and why long-term wealth building should take priority over s…

1
Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 36:25

23d ago36:25

36:25

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 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 …

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#678: Do You Need a Vacation from Your Vacation? 6:11

22d ago6:11

6:11

In our new TL;DR series episode, Taylor reads his article where he explores why so many people come home from vacation feeling more exhausted than when they left. From the rise of “vacation guilt” to the constant restraint of smartphones, modern travel often fails to deliver true rest. Taylor unpacks surprising stats on how often Americans vacation…

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MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk 34:23

1M ago34:23

34:23

Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial security has allowed him to change his work schedule to make enough time for family and coaching. He is a great example of the power of getting your finance…

1
#677: Two Cents of 8/16 - Government Debt; Private Equity in 401(k) Plans; Why Is No One Talking About Bitcoin? 37:42

24d ago37:42

37:42

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 Rabih break down the state of government spending, budget deficits, and what they mean for the economy. They explore the potential risks of private equity entering 401(k) plans, and e…

1
WCI #432: 529s and Spending for College 42:53

1M ago42:53

42:53

Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529 accounts, loans, other savings and cash flow. If you have access to a 529 account it is generally recommended to spend that down before moving to oth…

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#676: How to Budget Without Feeling Like You’re Cutting Back 51:03

29d ago51:03

51:03

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…

1
MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School 28:49

1M ago28:49

28:49

Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground running. He has a savings rate of over 40% and has done an amazing job keep their fixed expenses low. He has no car payment, no kids, cheap rent, and …

1
#675: Two Cents 8/9 - Fed Drama; Does Trump Only Care About The Stock Market?; Grocery Store Prices 43:31

1M ago43:31

43:31

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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WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris 32:21

1M ago32:21

32:21

Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping docs avoid burnout. He and Dr. Dahle discuss why so many physicians are struggling with burnout, why we should talk about burnout on a financial podcast, how perfectionism and stoicism plays into all o…

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#674: The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel 1:00:30

1M ago1:00:30

1:00:30

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…

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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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

1
#690: Two Cents of 9/20 - Are You Ready For The New Cycle?; New All-Time Highs; How Rich Are We? 53:11

1
WCI #437: Getting Your Work Benefits Right 36:56

1
#689: Why Dentists Need to Talk About Mental Health 1:03:19

1
The Journey from Solo Practice to Industry Leader with Special Guest, Dr. Cynthia Matossian 42:32

1
688: How to Grow Your Net Worth 5:11

1
MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School 28:54

1
#687: Two Cents of 9/13 - Supreme Court Influencing Economy; The Real Risk Of Your Portfolio; Dentistry Trends 39:16

1
WCI #436: Retirement and Decumulation 43:25

1
#686: Is Your Car Payment Wrecking Your Budget? 54:42

1
MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls 20:21

1
#685: Two Cents of 9/6 - Stability of Current Economy; Should You Buy A Lottery Ticket?; Why Is Timing Everything? 43:07

1
WCI #435: Becoming a Millionaire by Reducing Your Taxes 47:17

1
#684: Why Exit Planning Should Start Long Before You Sell 1:03:31

1
Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell 37:08

1
#683: Selling your Dental Practice? Here’s What You Need to Know 7:03

1
MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities 33:54

1
#682: Two Cents of 8/30 - Politics Influencing Interest Rates; Logo Redesign Disaster; Taylor Swift Moving Markets 37:47

1
WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer 43:49

1
#681: 4 Money Mistakes Every New Dentist Should Avoid 1:03:16

1
MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists 24:51

1
#680: Two Cents of 8/23 - Jackson Hole Symposium; Retiring at 55?; Are You Smart Enough To Invest In Private Assets? 49:37

1
WCI #433: Investing Questions 1:01:10

1
#679: Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth 55:58

1
Summer Rewind 2025 #5: An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 36:25

1
#678: Do You Need a Vacation from Your Vacation? 6:11

1
MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk 34:23

1
#677: Two Cents of 8/16 - Government Debt; Private Equity in 401(k) Plans; Why Is No One Talking About Bitcoin? 37:42

1
WCI #432: 529s and Spending for College 42:53

1
#676: How to Budget Without Feeling Like You’re Cutting Back 51:03

1
MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School 28:49

1
#675: Two Cents 8/9 - Fed Drama; Does Trump Only Care About The Stock Market?; Grocery Store Prices 43:31

1
WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris 32:21

1
#674: The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel 1:00:30