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Matt Mulcock, CFP®

Director of Financial Services / Sr. Advisor

Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist Money™ Show podcast and author of the “Money Matters” blog.


My Content

Stocks 101: Staying Calm in an Uncertain Market

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about current stock market behavior and how to not only keep a...

Is a Recession Ever a Good Thing? – Episode #335

Post-Covid we saw economic stimulus, now rising interest rates show federal fiscal strategies are changing. Is this a signal that...

A Recession Is Coming

Billionaire investor and activist, George Soros, claims that markets move according to the principle of reflexivity. In his book, The...

Million Dollar Advice to Celebrate One Million Downloads – Episode #333

It was six years and 332 episodes ago that Reese and Ryan recorded the first Dentist Money™ Show. Little did...

Not What You Think

On May 7th, 2002, NBA legend Allen Iverson gave a response to a question that has since become iconic. If...

Are You Beating the Market (and Does It Matter)? – Episode #332

The NCAA’s March Madness basketball tournament is known for its bracket-busting upsets and unexpected, last-second victories. But what if no...

Does This Really Work? Part 2: The Career Path of a Successful Dentist

Ryan Isaac, CFP®, and Matt Mulcock, CFP® discuss about navigating your dental career and how you can achieve your financial...

A Few Thoughts for the Weekend

Three things I’ve been thinking about. 1. Frustration lives in the gap between expectation and reality Stoic philosopher, Epictetus, wrote...

What Dentists Want to Know — Listener Q&A #25 – Episode #331

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer advice on estate plans, Buy-Sell Agreements,...

The Case to Never Retire

The definition of retirement is: “Withdrawal from one’s position or occupation or from active working life.” I can safely say...

Overnight Success

His real name is Jimmy Donaldson. He’s a 23 year YouTube megastar that goes by Mr. Beast. He’s had over...

Looking for a Quick Buck or Real Wealth? – Episode #329

Do you daydream about finding a quick road to riches? Or, like Warren Buffet, do you know, “There is nothing...