Best Dentist Advisors Financial Planning Podcasts (2023)

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#384: DAP2 3. A “Why Not” Philosophy for Business with Brian Harris 1:05:32

3h ago1:05:32

1:05:32

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris. The founder of Smile Virtual, Brian describes the philosophies that drive his life and businesses, and what entrepreneurial risks taught him lessons that ultimately defined his successful career.…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#383: Adapting to the Changing Hygienist Market 38:31

3h ago38:31

38:31

Is it time to reevaluate how your practice approaches its hygiene department? Labor shortages and demand for higher wages are changing the hygienist market. So what can you do to stabilize hygiene and ensure it’s not merely a loss-leader? On this episode of the Dentist Money™ Show, Ryan welcomes Wendy Briggs of Hygiene Diamonds to talk about why th…

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Wealth Planning for the Modern Physician

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Insights from Practice Consultant Catherine Maley, MBA 14:51

9d ago14:51

14:51

Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices. Catherine starts with an explanation of what she does in her business with medical pract…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#382: How to Diversify Your Deposits for More FDIC Protection 54:53

14h ago54:53

54:53

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur if people lose faith in that fact. On this episode of the Dentist Money™ Show, Ryan and Matt examine why there was a run on Silicon Valley Bank deposits, the history of bank failures, and the role of the FDIC to ensure people have co…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#381: DAP2 2. Lessons I Learned From Disney with Meredith Papadea 1:13:08

2h ago1:13:08

1:13:08

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan welcomes Meredith Papadea. A pediatric dentist from South Carolina, Meredith shares with Ryan the unusual path that brought her to dentistry, her love of serving children, of running races, of pursuing happiness … and of the Disney way!…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#380: Do You Have What It Takes to Build a Group Practice? 50:34

3h ago50:34

50:34

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and outs of building a group practice. On this episode of the Dentist Money™ Show, Ryan talks with Perrin DesPortes of Polaris Healthcare Partners, a strategic advisory firm focused exclusively on helping entrepreneurial dentists b…

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Wealth Planning for the Modern Physician

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An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 34:24

18d ago34:24

34:24

An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from being a business executive as well as a clinician. Shammi begins with his background – wher…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#379: 5 Common Blind Spots to Financial Progress 49:24

13d ago49:24

49:24

When someone is unable to fully grasp the importance of something, it’s called a blind spot. While we all have them, early recognition of personal financial blind spots can prevent us from making costly mistakes. On this episode of the Dentist Money™ Show, Ryan and Matt warn about five common blind spots every dentist should consistently guard agai…

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The Dentist Money™ Show | Financial Planning & Wealth Management

1
#378: DAP2 1. Stoicism and Entrepreneurship with Mark Costes 1:20:19

26d ago1:20:19

1:20:19

On the inaugural episode of Dentists Are People Too, a Dental Money Show Series podcast, Ryan welcomes Mark Costes. Writer, coach, serial entrepreneur, podcaster, and dentist, Mark shares stories about his entrepreneurial successes … and failures, his personal passions, and why he loves the philosophy of Stoicism.…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#377: Two Steps Every Dentist Can Take to Avoid Fraud 58:19

17d ago58:19

58:19

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists who get embezzled by a staff member. On this episode of the Dentist Money™ Show, Ryan talks about fraud in the dental industry with David Harris, founder of Prosperident, a forensic investigation firm that specializes in protecting de…

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Wealth Planning for the Modern Physician

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Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA 33:00

26d ago33:00

33:00

In this episode, orthopaedic surgeon Dr. Selene Parekh joins David to discuss his career path, academic medicine, entrepreneurship, finance and more. Selene begins with his background – where he grew up, what got him interested in medicine and orthopaedics in particular. He then explains his early exposure to and interest in financial topics, and w…

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The Dentist Money™ Show | Financial Planning & Wealth Management

1
#376: Should You Hold, Sell, or Find a Partner? 49:13

27d ago49:13

49:13

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling a practice is a huge financial and emotional decision. On this episode of the Dentist Money™ Show, Ryan talks with Kyle Francis of Professional Transition Strategies about industry consolidation, how DSOs make money, and if selling, finding a partner, or j…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#375: What Do Your Core Values Have to Do With Money? 46:48

1M ago46:48

46:48

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align those core values with your finances. On this episode of the Dentist Money™ Show, Ryan and Matt welcome back Reese Harper to talk about the philosophy behind the Elements app and how it can help people connect their financial decisions to …

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Wealth Planning for the Modern Physician

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Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett 41:05

1M ago41:05

41:05

In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private practice, financial decisions and more. Richard begins with his background—where he grew up, what got him interested in medicine and surgery in particular—and his lack of interest in finances as he went through medical and surgical training…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#374: An In-Depth Look at the Elements Scorecard 39:26

29d ago39:26

39:26

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for the development of Elements. The Elements app is now ready and Dentist Advisors is using it with clients. On this episode of the Dentist Money™ Show, Ryan and Matt explain how Elements helps people get organized and fin…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#373: How Much Stock Should You Put In Market Predictions? 40:47

1M ago40:47

40:47

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know analysts pour over numbers and trends to come up with their predictions. So are they accurate? On this episode of the Dentist Money™ Show, Ryan and Rabih discuss what economists base their predictions on—and what can en…

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Wealth Planning for the Modern Physician

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Private Practice and Private Investing Insights from Dr. Charlie Eifrig 42:05

2M ago42:05

42:05

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path, private practice, private investments, financial decisions and more. Charlie begins with his background, including what got him interested in medicine and ophthalmology in particular and his exposure to and interest in financial topics, both in college and…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#372: How to Maximize Your Outcome in a DSO Deal 47:53

2M ago47:53

47:53

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#371: Fan Favorite – 2022 Financial Benchmarks Are In! 1:02:18

2M ago1:02:18

1:02:18

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart financial decisions. On this episode of the Dentist Money™ Show, Ryan and Matt examine Dentist Advisors’ year-end data for client averages for income, net worth, debt reduction, and more. How do you stack up as you advance on your …

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Wealth Planning for the Modern Physician

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Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA 31:28

3M ago31:28

31:28

This episode focuses on tax and asset protection planning – as OJM Group partner and CPA Carole Foos joins David to highlight tax planning opportunities as we welcome in 2023. David then drills down into a few important developments in asset protection planning. Carole begins with some highlights on new tax developments and opportunities, including…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#370: What Dentists Want to Know — Listener Q&A #29 45:10

2M ago45:10

45:10

Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too. Does the “4% Rule” still work for retirees? On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt illustrate how the 4% Rule is used. Plus, they explain the scary side of kids’ education accounts and where real estate fits…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#369: Creating a Powerful Brand for Your Practice 34:02

3M ago34:02

34:02

When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s the problem with that approach … without a core brand you look just like everyone else. On this episode of the Dentist Money™ Show, Ryan welcomes Grace Rizza, CEO of Identity Dental Marketing, to discuss how branding create…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#368: How to Create an “Investment Grade” Practice 42:49

3M ago42:49

42:49

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Produ…

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Wealth Planning for the Modern Physician

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Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman 36:23

3M ago36:23

36:23

In this episode, plastic surgeon Dr. Joshua Korman joins David to discuss his career path, academic and private practice, innovation, financial decisions and more. Josh begins with his background – where he grew up, what got him interested in medicine and plastics in particular. Josh explains why he took his first job out of training at Kaiser, the…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#367: Could it Make Sense to Downsize Your Practice? 32:48

3M ago32:48

32:48

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry. On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your pract…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#366: What Financial Indicators Should You Track? 47:48

4M ago47:48

47:48

Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track these financial indicators. On this episode of the Dentist Money™ Show, Ryan and Matt highlight Elements scores that quickly help you understand your financial health. There will always be uncertainty on the road to financial freedo…

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Wealth Planning for the Modern Physician

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Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone 42:38

4M ago42:38

42:38

Listen in as David chats with facial plastic surgeon Dr. Steven Dayan and MedSpa Partners (MSP) CEO Dominic Mazzone. They discuss the consolidation in medicine in general and aesthetics in particular and delve into why Steven chose to sell his practice to MSP. David begins the conversation by asking both Steven and Dominic about their upbringings a…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#365: 5 Signs It Could Be Time to Fire Your Advisor 52:31

3M ago52:31

52:31

Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s time to find a new advisor. On this episode of the Dentist Money™ Show, Ryan, Matt, and Amanda talk about why a dentist might not be satisfied with their advisor. The good news is they also explain how to find one who can provide the s…

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The Dentist Money™ Show | Financial Planning & Wealth Management

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#364: The FTX Crypto Collapse and What We Learned 53:43

4M ago53:43

53:43

There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why. On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all shoul…

Podcasts Worth a Listen

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Dentist Advisors Financial Planning Podcasts

Podcasts Worth a Listen

SPONSORED

1
The Dentist Money™ Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management

1
Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

1
#384: DAP2 3. A “Why Not” Philosophy for Business with Brian Harris 1:05:32

1
#383: Adapting to the Changing Hygienist Market 38:31

1
Insights from Practice Consultant Catherine Maley, MBA 14:51

1
#382: How to Diversify Your Deposits for More FDIC Protection 54:53

1
#381: DAP2 2. Lessons I Learned From Disney with Meredith Papadea 1:13:08

1
#380: Do You Have What It Takes to Build a Group Practice? 50:34

1
An Unexpected Career Path and Lessons from the Business Side of Medicine with Dr. Shaminder Gupta 34:24

1
#379: 5 Common Blind Spots to Financial Progress 49:24

1
#378: DAP2 1. Stoicism and Entrepreneurship with Mark Costes 1:20:19

1
#377: Two Steps Every Dentist Can Take to Avoid Fraud 58:19

1
Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA 33:00

1
#376: Should You Hold, Sell, or Find a Partner? 49:13

1
#375: What Do Your Core Values Have to Do With Money? 46:48

1
Understanding One’s P&L and Being a Good Practice Citizen with Plastic Surgeon and Professor Dr. Richard Bartlett 41:05

1
#374: An In-Depth Look at the Elements Scorecard 39:26

1
#373: How Much Stock Should You Put In Market Predictions? 40:47

1
Private Practice and Private Investing Insights from Dr. Charlie Eifrig 42:05

1
#372: How to Maximize Your Outcome in a DSO Deal 47:53

1
#371: Fan Favorite – 2022 Financial Benchmarks Are In! 1:02:18

1
Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA 31:28

1
#370: What Dentists Want to Know — Listener Q&A #29 45:10

1
#369: Creating a Powerful Brand for Your Practice 34:02

1
#368: How to Create an “Investment Grade” Practice 42:49

1
Insights from a Plastic Surgeon, Professor & Innovator with Dr. Joshua Korman 36:23

1
#367: Could it Make Sense to Downsize Your Practice? 32:48

1
#366: What Financial Indicators Should You Track? 47:48

1
Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone 42:38

1
#365: 5 Signs It Could Be Time to Fire Your Advisor 52:31

1
#364: The FTX Crypto Collapse and What We Learned 53:43

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Dentist Advisors Financial Planning Podcasts

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Podcasts Worth a Listen

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