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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 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

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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

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 +
​​​​​​​$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*

Join us at

Upcoming Events

Webinar: 3 Ways to Maximize the Value of Your Practice

March 9, 2021
6:30 PM to 7:30 PM
Online

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.


What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...

Dental Finance 101: Every Investor Needs to Take Some Risk

By Dentist Advisors

There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...

4 Profitability Tips from a Dental Intel Executive – Episode 271

When it comes to increasing profits, what’s the lowest hanging fruit in your practice? On this episode of the Dentist...

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.

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