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
10 Questions to Ask Before Hiring a Financial Advisor – Episode #467
There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...
Year-End Advice for Practice Owners – Episode #464
On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The...
5 Tax Write-offs Every Dentist Should Know – Episode #462
As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...
One Dentist’s Journey From Associate to Owner – Episode #459
You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...
Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457
I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Is Dave Ramsey’s Latest Advice ‘Dangerously Wrong’? – Episode #454
Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and...
Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449
I want to sell my practice to an associate. What issues should I be considering if I want to finance...
5 Tax Write-offs Every Dentist Should Know About
Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447
America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Personal Finance Horrors: 13 Frightening Facts – Episode #441
Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can...
Creating Your Year-End Checklist: What Can and Cannot Wait
As the end of another year approaches, it is always a good time to check in on your finances and...
What are the tax advantages of a 401(k)?
Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...