Dentist Advisors Financial Planning public
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Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
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After working on New Year’s resolutions for a couple of weeks, how are you doing? Do you feel setting goals helps? Or is it an exercise in futility for you? The data shows those who set goals do achieve more, but goal-setting clearly doesn’t work for most people. On this episode of the Dentist Money™ Show, Ryan and Matt look at what to do to ensure…
 
Listen in as David chats with nationally recognized healthcare mergers and acquisitions (M&A) attorney Gary Herschman. Gary begins by describing his firm and practice and then gives some statistics in terms of the number of M&A deals in the medical practice space. David and Gary then dive into the reasons why a medical practice might consider mergi…
 
As the tectonic shift in practice ownership alters the dental industry, a major question that continues to arise is, “Where can I find a good associate?” On this episode of the Dentist Money™ Show, Ryan invites Dan Blair, of Menlo Dental Consulting’s Associate Placement Services, to discuss trends in dentistry and how (and when) to find the right p…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer concerns about divorce, kids on payroll, and retirement withdrawals. When divorce happens, find out why it is imperative that you protect your practice. Putting kids on payroll has its pros … and its cons. Finally, you piled money up for retirement, now make sure you with…
 
Not every dentist is ready to own a practice, but it helps if you know what skills and traits indicate if ownership is a good (or bad) move for you. On this Dentist Money™ Show, Ryan interviews Dr. Richard Low of Shared Practices. There is no such thing as a fail-proof list of skills required to be a successful owner, but Ryan and Richard look at t…
 
Making comparisons to others can be beneficial as knowing how those with similar circumstances are doing provides motivation that drives self-improvement. For the final episode of the Dentist Money™ Show for 2021, Ryan and Matt examine Dentist Advisors client averages for income, net worth, debt, and more. It’s powerful information to help inspire …
 
Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor. They begin by discussing Victor’s career path, leaving the practice of law to join his father in the startup that became American Education Institute (AEI), where Mandell lectures every year. They then explore AEI in more depth – what services it …
 
The growing number of multi-practice owners and DSOs is causing a major shift in the need for career associates. What could this mean for you? On this episode of the Dentist Money™ Show, Ryan and Matt look at what to consider—earning potential, tax strategies, retirement—if a dentist is wondering about the big differences between ownership and bein…
 
You know PPO insurance helps generate practice revenue, but to increase profits you need to learn how to get more out of your current PPO reimbursements. On this episode of the Dentist Money™ Show, Ryan welcomes Vivek Kinra, founder of PPO Profits. Vivek illustrates why insurance payments can get so complex and reveals ways to actually optimize exi…
 
Listen in as David chats with student loan expert Ryan Frailich. David and Ryan begin with Ryan’s career path -- from a teacher to human resources professional to Certified Financial PlannerTM with an expertise and certification in student loans (CSLP). David and Ryan then dive into student loans – discussing Income Driven Repayment plans, the pros…
 
Making random decisions about money over the course of a long career can lead to financial disaster. Isn’t it time you determined exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt explain how to avoid the small errors that cause you to stray off the path of financial success. Following these three steps can hel…
 
It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important answers to your year-end tax questions. On this episode of the Dentist Money™ Show, Ryan welcomes Morgan Hamon of HDA Accounting Group. Morgan provides an end-of-year tax checklist, advice on how to handle EIDL loan money, and his opi…
 
“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s the best overall job in healthcare.” This Thanksgiving, why are you grateful to be a dentist? For this episode of the Dentist Money™ Show, Ryan and Matt polled members of the Dentist Advisors Facebook Group for the reasons why t…
 
Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago. David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than other qualified plans, such as p…
 
You generate income from your practice and your wealth then comes from investing that income. But what are you doing to protect your growing wealth? On a Veteran’s Day episode of the Dentist Money™ Show, Ryan and Matt use a World War II story for their theme. You’ll discover how safeguarding the vital parts of your investments can help keep your we…
 
In this episode, orthopaedic surgeon Dr. Kevin Plancher joins David to discuss his academic and private practice career, experiences with finance and speaking alongside David at an upcoming orthopaedic meeting. Listen in as Kevin explains how he ended up in orthopaedics when coming from a family in finance and building a department with other “youn…
 
It may be the most emotional decision you make in your financial life. And one thing is for sure, rushing into it can be the biggest money mistake you ever make. On this episode of the Dentist Money™ Show, Ryan and Matt look at three things you should consider before buying that dream home. Don’t end up overwhelmed by the unexpected. Find out how t…
 
Does your membership plan encourage patient retention? Maybe it’s time to consider a menu-driven alternative that empowers and excites uninsured patients. On this episode of the Dentist Money™ Show, Ryan welcomes Paul Lowry of Dental Menu. Netflix-type subscription plans enjoy wide acceptance and now you can use this popular payment option to attra…
 
In this episode, orthopaedic surgeon Dr. Matthew Provencher joins David to discuss varied experiences he has had in his career. Listen in as Matthew explains how he ended up in orthopaedics when his dream of being a Navy pilot didn’t work out. He then explains his experience as a Naval surgeon, taking care of the SEALs, and working on humanitarian …
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently wondering or even worrying about. As an associate, should you work as a 1099 contractor or a W2 employee? What questions should you ask when looking at a private investment? Student loan deferment is almost over, what decisions w…
 
As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could be a portfolio that doesn’t match your risk preference or investment timelines. On this episode of the Dentist Money™ Show, Ryan and Matt explain why portfolios need to be rebalanced. As investments get out of alignment over time, l…
 
Listen in as David chats with CPA and financial consultant Jessica Nunn. David and Jessica discuss Jessica’s initial interest in finance and accounting, including her education and initial jobs with larger firms working with public companies. David and Jessica then dive into Jessica’s decision to go out on her own to help smaller clients like medic…
 
So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know how it will help you reach your long-term goals. On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on alternative investments and where and when they might fit. There are many ways to invest, but the downside of so…
 
Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so disorganized it looks like a game of Tetris. On this episode of the Dentist Money™ Show, Ryan welcomes consultant Heidi Mount who has coached dentists across the globe. On this show, Heidi reveals how good coaching can help you unlock the f…
 
Listen in as David chats with author and nationally recognized asset protection attorney Bo Loeffler. David and Bo discuss Bo’s background as a litigator and U.S. Bankruptcy Trustee and how that has helped him as an asset protection attorney. Bo also chats about his experience in representing lottery winners. David and Bo then dive into a few speci…
 
To make it work, you and your spouse or partner need to commit to the goals in a financial plan. Unfortunately, many couples may need money therapy first. On this episode of the Dentist Money™ Show, Ryan and Matt outline 5 ways to bring your financial objectives together. Isn’t it time you became a team, increasing your net worth growth as you prog…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash flow, debt, and investment concerns. Income is finally growing—what comes next? Pay down debt or add to assets? Where do collectibles fit into a portfolio? Should you put more than the minimum down when buying a home? Got a money q…
 
In this episode, orthopaedic surgeon Dr. David Yanoff joins David to discuss varied topics. Listen in as Dr. Yanoff shares why he initially became interested in medicine and how his military service guided him into orthopaedic surgery. He then explains his sudden departure from his first practice for a new town and how that led to building a thrivi…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
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