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
Starting From Scratch with Dr. Mike and Stephanie Walton – Episode #424
Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and...
Why One Big Mistake Can Ruin Your Retirement – Episode #422
“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...
5 Tips for Overcoming the Fear of Investing – Episode #420
Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...
The Many Sides to Stocks: Understanding Factor Investing
Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...
The New Math for Old Student Loan Debt – Episode #416
The government added some new twists to old student loan debt. Now there are numerous reasons why you may need...
Student Loans: Consider applying for the new SAVE plan
Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...
How should you approach private real estate investments?
People often trust their ‘gut’ instincts, but when it comes to investing, should they? Here are a few cautions you...
What Dentists Want to Know — Listener Q&R #2 – Episode #406
While 401(k)s aren’t common at dental practices, they are available to many dentists’ partners or spouses. So what are the...
Are you too focused on planning for retirement?
Learn how to unburden yourself from your financial worries even as you build a secure financial foundation that supports your...
3 Steps to Building a Solid Financial Foundation – Episode #404
Building a secure foundation that supports your money decisions doesn’t require constant stress about finances. Follow these three steps to...
The Critical Link Between Lifestyle and Retirement
Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...
3 Steps to Building a Solid Financial Foundation
By Matt Mulcock, CFP® , CEO / Sr. Advisor
Earlier this year, two homes in Utah collapsed and fell down the hillside they were built on. Neighbors caught the...