Matt Mulcock, CFP®

Managing Partner / 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

Financial Fiery Pits of Hell – Episode #321

Give a small financial flame enough fuel—being careless with multiple accounts, misunderstanding the principle of risk—and soon you have a...

Playing the Wrong Game

In 1626, the king of Sweden, Gustavus Adolphus, decided he wanted a new ship. And not just any ship. He...

Try This if Goal Setting Isn’t Working – Episode #320

After working on New Year’s resolutions for a couple of weeks, how are you doing? Do you feel setting goals...

The Greatest Risk of All

Risk is a tricky topic—a “squishy” term that means different things to different people and situations. The dictionary defines risk...

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you...

Money: The Basics and a Little History

What is money? It’s a simple question—one that former Planet Money host, Ira Glass called, “the most stoner question” he’d...

What Dentists Want to Know — Listener Q&A #23 – Episode 318

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll,...

Find Out How Your Finances Compare to Other Dentists – Episode 316

Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives...

Why the Need for Career Associates Is Booming – Episode 315

The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What...

Dentistry’s Great, But Are You Running in Circles? – Episode 313

Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...

Creating a Year End Checklist: What Can and Cannot Wait

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the year-end preparation you should be doing for your...