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

Is There Balance in Your Balance Sheet? – Episode #326

What’s your wealth building reality? Are you on the asset-accumulation-fast-path, or a living-for-today-crawl? Here’s how to know how you’re really...

Where Do I Start?

Where do I start? It’s such a simple financial question that most are afraid to ask. The ubiquity of money...

Geopolitical Strife and the Stock Market – Episode #325

As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...

Is it Time to Sell?

Should you be thinking about selling your investments in the stock market? I’m hearing this question more and more lately....

4 Common Mistakes Made in Commercial Real Estate

Matt Mulcock, CFP®, and Adam Watts, discuss how to maximize the value of your practice's real estate and how to...

Gain by Giving

He owned a villa in Tuscany, a private island in New Zealand, and a penthouse in San Francisco. He drove...

What Dentists Want to Know — Listener Q&A #24 – Episode #323

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take on staff bonuses, retirement contributions, and...

Peek into a Portfolio Manager’s Mind: Investment Q&A with Rabih Dimachki

Ryan Isaac, CFP®, and Matt Mulcock, CFP®, with the special guest Rabih Dimachki, offers perspective on recent market and economic...

Things Overlooked

Every martial arts movie is the same. From Kung Fu Panda to The Karate Kid, it’s a story of a...

Why Seasoned Investors Don’t Worry About Down Markets – Episode #322

With its ups and downs, the market is often compared to a rollercoaster. And just like the real thing, your...

Should I Invest or Pay Off Debt?

I get this question a lot. Like most questions about life and money, the real answer is: It depends on...

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...