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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*

Join us at

Upcoming Events

Monthly Financial Elements® Webinar

August 25, 2020
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.


Do These 3 Things to Reboot Your Team post-COVID – Episode 244

For many practices, coming back from COVID has been hard. Learn how your team can innovate to overcome the new...

Dental Finance 101: You’re a Dentist First, Do What You Do Best

You’re a busy dentist who has put a decade and several hundred thousand dollars or more into schooling. And many...

Monthly Financial Elements® Webinar – Practice (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

Can You Out-Earn Your Bad Spending Habits?

Is it time to put an end to your bad spending habits? In this podcast, Reese Harper and Ryan Isaac...

What comes first? Spending or Saving?

In this podcast, Reese Harper and Ryan Isaac explain why establishing a healthy, automated savings rate can ease budgeting worries....

This is Why You Can’t Out-Earn Your Bad Spending Habits – Episode 243

If you never examine how you spend money, there’s really no reason to make a financial plan.  On this episode...

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