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

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...

Maximizing Returns: The Role of Time in Investing – Episode #515

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But...

Why Less Is More: Insights from ‘The Paradox of Choice’ – Episode #513

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The...

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun...

Understanding the Basics of Invisible DSO Partnerships – Episode #508

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes...

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...