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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

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

Practice Owner

For small to medium-sized practice owners

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

Advanced Owner

For large or multi-location practice owners

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

Dental Enterprise

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

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

Join us at

Upcoming Events

Monthly Financial Elements® Webinar

January 21, 2020
6:30 PM to 7:30 PM
Online

Fine Food and Financial Faux Pas Event – Seattle, WA

January 22, 2020
6:30 PM to 9:00 PM
Seattle, WA

Fine Food and Financial Faux Pas Event – Portland, OR

January 23, 2020
6:30 PM to 9:00 PM
Portland, OR

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.


Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214

We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...

A Simple Marketing Secret You Need to Know – Episode 213

What are the things that really make your practice stand out to prospective patients?  On this episode of the Dentist...

Monthly Financial Elements® – Taxes (Tr)

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

Why There’s More to ROI Than You Think – Episode 212

How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...

How Charitable Giving Improves Your Financial Health – Episode 211

Charitable giving helps those who receive, but what does it do for those who give? Is there a correlation between...

5 Attributes of Wealthy Dentists

By Reese Harper, CFP® , CEO of Dentist Advisors

I spend most of my time helping dentists grow their wealth as they plan for their futures. But when I...

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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