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
Making Sense of a 401(k) Plan at Your Practice – Episode #432
On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...
Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Why is time frame so critical to investing?
Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430
You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...
Is it difficult to build wealth outside of dentistry?
When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...
Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428
Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...
By Jake Elm CFP® , Financial Advisor
There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
How is buying a practice similar to buying stocks?
There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426
If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...
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...