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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 fee-only, fiduciary advisor, focused exclusively on dentists.

Personal CFO Service

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

  • Transparent, fee-only pricing
  • Objective, fiduciary advice
  • Dental-specific financial coaching
  • Long term investment strategy

Service Features

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

Learn More

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

Learn More

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

Personal CFO pricing reflects our comprehensive approach to financial planning and investing. Our fee is calculated on a percentage of your investments. Instead of requiring a minimum investment balance, we allow you to offset the cost of planning with a monthly fee until your investment fee is enough to cover our services.

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

Associate & New Owner

For associates and early-career practice owners

Investment fee +
​​​​​​​$195 $0-195 / 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*

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Explore Our Most Popular

Educational Library Content

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


Is Your Advisor a Data Nerd or Just Taking Your Word? – Episode 238

There are many ways to deliver financial advice. So how can you know you’re getting advice that’s right for you? ...

The Stress Test: How Enduring Volatile Markets Leads to Success – Episode 237

Find out what it takes to keep your poise during turbulent times. Investors are tense, the public seems restless. Where...

The Marketing “Don’ts” that are Killing Your Practice? – Episode 236

The point of marketing is to gain new business. Is that what’s happening for you?  On this episode of the...

What Dentists Want to Know — Listener Q&A #15 – Episode 235

How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...

How to Determine if Your Retirement Goals Are on Track – Episode 234

Here’s what you need to do today to retire happily tomorrow.  On this episode of the Dentist Money™ Show, Reese...

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

Explore Full Education Library

Personal CFO Fee Schedule

Investment Fee for

Personal CFO Service

For Associate & New Owner, Practice Owner, and Advanced Owner services

Investment BalanceAnnual Fee
First $1M$0 - $1M1.5%
Next $1M$1M - $2M1.0%
Next $1M$2M - $3M0.75%
Above $3M0.5%

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