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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.

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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

For aspiring practice owners and career associates

AUM fee +
​​​​​​​$195 $0-195 / Month
+ $1,500 for initial plan*

Practice Owner

For small to medium-sized practice owners

AUM fee +
$495 $0-495 / Month
+ ​​​​​​​$2,500 for initial plan*

Advanced Owner

For large or multi-location practice owners

AUM Fee +
$695 $0-695 / Month
+ $3,500 for initial plan*

Dental Enterprise

For enterprise level ​​​​​​​dental entrepreneurs

AUM Fee +
Custom Monthly Fee
+ ​​​​​​​$5,000 for initial plan*

Join us at

Upcoming Events

Associates Anonymous: Speed Dating – Denver, CO

November 20, 2019
6:00 PM to 8:00 PM
Denver, CO

Dental Influencers Alliance

December 6 - 7, 2019
8:00 AM to 6:00 PM
Scottsdale, AZ

Jumpstart 2020

January 9 - 11, 2020
Phoenix, AZ

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.


Are You Smart? Or Did You Just Get Lucky? – Episode 205

“Pure luck.” “The luck of the Irish.” “Some people have all the luck.” Does the idea of “luck” really play...

Scary Tales of a Dentist’s Financial Troubles – Episode 204

Things that may frighten you about finances … and the things that should really scare you. On a Halloween edition...

Here’s How to Control Your Spending Without Budgeting – Episode 203

What do Hurricane Iniki, wild chicken, and your spending have in common?  A recent trip has Ryan pondering hurricanes, wild...

Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...

Monthly Financial Elements® – Financial Independence (Tt)

Join Ryan Isaac, for a discussion about Financial Independence (Tt), one of the key Elements® of an optimized financial plan.

Consultants: Yea or Nay?

By Reese Harper, CFP® , CEO of Dentist Advisors

As a dentist, you do it all (or attempt to)—your own books, financial analysis, marketing strategies, investment management, HR, and...

Explore Full Education Library

Personal CFO Fee Schedule

Investment Fee for

Personal CFO Service

For Associate, Practice Owner, Advanced Owner, and Dental Enterprise services

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