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

4 Unsexy Truths of Comprehensive Financial Planning – Episode 279

When you need to make tough money decisions, it’s critical that you have your financial house in order. On this...

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...

When it Makes Sense to Buy Your Practice Location – Episode 278

Owning your practice location is a good investment only if it helps maximize your business. On this episode of the...

What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Taxable income and gross cash flow. What’s the difference and why is it important? On this episode of the Dentist...

Should You Listen to an Advisor Who Earns Less Than You? – Episode 275

You make a high income, should you only get financial advice from someone who makes as much—or more? Many people...

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...

Keys to Managing Lifestyle Creep

When we see ourselves every day it’s easy to miss the subtle changes that happen over years. Then in a...

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.

You’ve Reddit in the News; Now Get Our GameStop Take – Episode 269

As you accumulate wealth, you need to know the difference between speculation and investing Hedge funds, financial justice, short squeeze,...

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...

A Warren Buffett Investment Secret You Can Mimic – Episode 267

If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered...