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
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...
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...
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...