puzzle

Why Uncertainty Feels So Hard and What to Do About It – Episode #642

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the...
Topics: Behavioral Finance, Getting Organized

How To Make Money In A Bear Market

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...
Topics: Finance 101, Investing, Market

When do Dentists Start Making Money?

By Matt Mulcocks, CFP® , Managing Partner / Sr. Advisor

After years of working with dentists, I hear the same question again and again: “Why don’t I feel like I...
Topics: Retirement Plans

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...
Topics: Practice Transitions, Retirement Plans

A Dentist’s Guide to Personal & Business Insurance Coverage

Choosing the right insurance coverage is essential to protecting your future. Join Will and Cody for a webinar where they...
Topics: CE, Insurance

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...
Topics: Finance 101, Saving

What Every Dentist Should Consider Before Merging or Partnering – Episode #637

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down...
Topics: Practice Management, Practice Transitions

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...
Topics: Behavioral Finance, Finance 101

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...
Topics: Practice Transitions, Retirement Plans

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...
Topics: Cash Management, CE, Finance 101, Getting Organized

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...
Topics: Market

April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
Topics: 2025 Tariffs Market Commentary, Economy