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

Money and Emotions: How feelings can shape our finances – Episode #573

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...

Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry – Episode #570

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and...

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...

Your Portfolio Doesn’t Care That It’s An Election Year – Episode #565

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt...

Flow Like Water: Key Lessons Learned from “Be Water, My Friend” – Episode #563

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings...

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...

The First Financial Question We Ask Every Dentist – Part 2 – Episode #553

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show,...

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...

The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...

4 Rules To Live Your Rich Life – Episode #545

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven...