Watch Intro Series

Listen to THE DENTIST MONEY™ SHOW podcast

Listen to THE DENTIST MONEY™ SHOW podcast

Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.

How Do I Get a Podcast?

A Podcast is a like a radio/TV show but can be accessed via the internet any time you want. There are two ways to can get the Dentist Money Show.

  1. Watch/listen to it on our website via a web browser (Safari or Chrome) on your mobile device by visiting our podcast page.
  2. Download it automatically to your phone or tablet each week using one of the following apps.
    • For iPhones or iPads, use the Apple Podcasts app. You can get this app via the App Store (it comes pre-installed on newer devices). Once installed just search for "Dentist Money" and then click the "subscribe" button.
    • For Android phones and tablets, we suggest using the Stitcher app. You can get this app by visiting the Google Play Store. Once installed, search for "Dentist Money" and then click the plus icon (+) to add it to your favorites list.

If you need any help, feel free to contact us for support.

Financial Planning & Investment Management for Dentists

Dentist Advisors is a commission-free, fiduciary advisor, focused exclusively on dentists.

Personal Financial Planning Service

We organize everything in your financial life and run point on your wealth strategy

  • Commission-free pricing
  • Objective, fiduciary advice
  • Dental-specific financial coaching
  • Long term investment strategy

Service Features

Elements Icon
Elements® Comprehensive
Planning System
  • Monthly planning calendar
  • Personal dashboard
  • Retirement progress tracking

Learn More

Elements Icon
Investment
Management
  • Broad diversification
  • Low-cost fund selection
  • Tax efficient trading

Learn More

Pricing assumes your investable assets will be managed by Dentist Advisors. Learn why

Our fee is calculated on a percentage of your investments. Instead of requiring a minimum investment balance, we offset the cost of our comprehensive planning service by charging a monthly fee until your investment balance is high enough to cover the entire cost.

To calculate your monthly fee, click on the approximate amount of your investment balance:

Associate & Basic Owner

For associates and small, early-career practice owners

Investment fee +
​​​​​​​$295 $0-295 / Month
+$495 for initial strategy*

Practice Owner

For established practice owners

Investment fee +
$495 $0-495 / Month
+ $1,995 for initial strategy*

Advanced Owner

For large or multi-location practice owners

Investment Fee +
$795 $0-795 / Month
+$2,995 for initial strategy*

Join us at

Upcoming Events

No results found

View All Upcoming Events

Explore Our Most Popular

Educational Library Content

Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.


“When Should I Hire an Associate?” Gets Answered – Episode #319

As the tectonic shift in practice ownership alters the dental industry, a major question that continues to arise is, “Where...

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...

What Dentists Want to Know — Listener Q&A #23 – Episode 318

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll,...

Is Ownership a Good or Bad Move for You? – Episode 317

Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate...

Staffing Solutions: Bounce Back from Dentistry’s Great Resignation

In this webinar Matt Mulcock, CFP®, and Victoria Peterson, discuss new year goal setting for you and your practice’s financial...

Find Out How Your Finances Compare to Other Dentists – Episode 316

Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives...

Explore Full Education Library

Fee Schedule

Investment Fee

Investment Balance Annual Fee
First $1M $0 - $1M 1.5%
Next $1M $1M - $2M 1.0%
Next $1M $2M - $3M 0.75%
Above $3M 0.5%

The cost of planning will be offset by a monthly fee until your investment fee covers the cost of our planning service. See monthly fee reduction schedule below.

Investment Balance Monthly Fee Reduction
$500k -$100
$750k -$200
$1M -$300
$1.25M -$400
$1.5M -$500
$1.75M -$600
$2M -$700
$2.25 -$795