Matt Mulcock, CFP®

CEO / 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

The Summit Experience: Women’s Money Circle Takeaways – Episode #540

Why does money evoke such deep emotions? Discover what participants in the Women’s Money Circle, held at the recent Dentist...

10 Mistakes That Could Cost You $10K or More – Part 2 – Episode #538

“Some of us learn from other people’s mistakes and the rest of us have to be other people.” So said...

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....

How Investment Returns Are Actually Calculated – Episode #533

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that...

What Dentists Spend Money On: Key Insights From the Summit – Episode #530

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers...

Living a Rich Life: Aligning Your Money With Your Values – Episode #528

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include...

10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...

3 Fitness Principles That Will Improve Your Finances – Episode #523

There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the...

Financial Advisors vs AI: The Power of Human Insight – Episode #520

Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it...

The DSO Landscape: What Dentists Should Know

Navigating the DSO marketplace can be overwhelming for dentists. Join us for an informative webinar with Mike Baird from Accelerate...

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...