Videos Archives

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...

The student loan landscape is changing, and many dentists will soon need to decide what comes next. Beginning July 1,...

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...

By Matt Mulcock, CFP®, Dentist Advisors & Tom Whalen, CPA, Edge Advisors

The difference between tax filing and tax planning, why your CPA and financial advisor should talk, and the latest tax...

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists...

By Jake Elm, CFP® , Financial Advisor

At the beginning of April, I wrote about how the stock market had taken a tumble largely due to the...

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today’s housing market and...

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how...

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...

Videos