Beste Financial Management podcaster (2024)

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How Parents Can Teach Teens About Investing 16:15

18h ago16:15

16:15

Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more…

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#504: In Pursuit of a Balanced Life: Wealth vs. Health 44:44

1d ago44:44

44:44

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist M…

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100 | Saving Money by Living an Environmentally Friendly Lifestyle - Earth Day Special Episode! 24:09

2d ago24:09

24:09

One myth about “going green” is that it’s more expensive, and while in some instances that is true – there are many ways you can go green and immediately start saving money! In this episode we're discussing some of our personal lifestyle choices and philosophies as consumers that help us lower our carbon footprint while saving money. We also talk a…

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April FM: Sustainability, credible leadership, delivering bad news 7:43

15d ago7:43

7:43

This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the April digital edition of the magazine. Rowe explains how members can access the most recent edition of the online magazine. He also highlights several articles, including this edition’s theme of sustainability. One noteworthy column, on businesses increasing…

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#503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams 37:02

4d ago37:02

37:02

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of…

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99| This is The Worst Thing to Spend Your Money On - Monday Micro Money Tip 3:51

4d ago3:51

3:51

This common expense is one of the worst things to spend your money on! Which is why we're warning you about this wasteful expense. Plus sharing a few easy swaps that will help you save small amounts of money that add up over time! DID YOU FIND THIS EPISODE USEFUL? 📸 Share this episode and tag us on Instagram @radcoaches CONNECT WITH US! 💰 Book your…

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#502: How AI Can Enhance Dental Care Delivery 34:34

7d ago34:34

34:34

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs. On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform…

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#501: Risks You Don’t See Coming: A Review of "Same as Ever" by Morgan Housel 54:03

9d ago54:03

54:03

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant. “Want to understand the changing world? Start with what stays the same.” So counsels Housel, a name you’ve heard many times on our podcast. And now he gets a show devoted specifically to…

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98 | Financially Self-Sufficient - Tiny Living to Reach Financial Freedom Fast! 29:17

9d ago29:17

29:17

Have you ever thought about what it would be like to live in a Tiny Home? If you’re like us, you’ve definitely watched shows about tiny living, and considered if it was right for you. Especially in the past few years with the cost of living and the average price of a home having skyrocketed! That’s why this week we welcomed guest Laura Lynch CFP® A…

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#500: Two Cents Week of 4/8/24 - High Gold Prices; Apple's Antitrust Lawsuit; Investing During Mercury Retrograde 48:00

11d ago48:00

48:00

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Me…

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97 | How to Build Healthy Money Habits - Monday Micro Money Tip 4:40

11d ago4:40

4:40

Have you tried to start a new habit like budgeting, cutting up your credit cards and vowing only to eat at home...only to give up a week later and return to all of your old habits that you wanted to change? If so, you're not alone! There is a better way to go about sustainably changing your financial habits so that you can consistently get results!…

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#499: Fan Favorite - What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276 30:44

14d ago30:44

30:44

Enjoy a replay of another one of our most popular Dentist Money Show episodes. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There…

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Why Working With a Wealth Advisor Is Important 18:09

15d ago18:09

18:09

It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and what they've learned since.…

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#498: The Essential Building Blocks of Estate Planning 33:33

16d ago33:33

33:33

As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate pla…

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96 | This is Worth Over $100K - Are you Investing In It? 28:05

16d ago28:05

28:05

A recent study reported the value of a High School course on Personal Finance. Based on the research, a single-semester course is worth an estimated $100,000 over the course of a lifetime! This demonstrates what we’ve always known to be true. That investing in your financial education is the best investment you can make. But that begs the question …

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#497: Two Cents Week of 4/1/24 - Stock Market in Q1; Overall World Happiness; The Human Brain and Retirement 41:07

18d ago41:07

41:07

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they …

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95 | STOP Making This Huge Mistake Trying to Save Money - Monday Micro Money Tip 4:57

18d ago4:57

4:57

When most people try to save money they simply try to cut back on spending, hoping that they will have money left over at the end of the month to put in their savings. But this approach is completely backwards! There is a better, more effective way to save money that helps guarantee your success and ensure that you reach your savings goals. It's ca…

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#496: Reimagining Retirement: Strategies for a Fearless Transition 48:35

23d ago48:35

48:35

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits th…

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94| Debunking Common Budgeting Myths 18:46

23d ago18:46

18:46

There are a lot of myths about budgeting that need to be debunked. Because believing these myths can prevent you from taking action on something that will help you improve your finances! We see these budgeting myths perpetuated in a lot of ways. From money conversations and spending pressures in your circles of friends. To advice from family member…

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#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement 32:33

25d ago32:33

32:33

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore…

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93 | Do you Hate the "B" word? It's Time to Change How You Think About Budgets - Monday Micro Money Tip 4:01

25d ago4:01

4:01

If you want to build wealth, but you don’t like the idea of a budget, you’re due for an upgrade on your Money Mindset! Because budgets aren’t limiting, your mindset is! This week we’re sharing why getting to budget is not only important for those who are serious about Financial Freedom. It’s also an opportunity to align your money with your values …

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Davos debrief: A firm CEO shares her unforgettable experience 24:29

29d ago24:29

24:29

Avani Desai, CPA, attended the World Economic Forum’s annual meeting in Davos, Switzerland, in January. It was her first visit to the mountain town’s famed event that brings together world leaders and subject matter experts. In this episode of the FM podcast, Desai reflected on the lessons she learned and on the perspective she gained — as an atten…

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#494: DSO Dynamics: The Trends You Need to Understand 40:51

30d ago40:51

40:51

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth. On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into t…

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92 | It's Time to Spring Clean Your Finances! | 5 Financial Chores to Take Care of Now! 20:45

30d ago20:45

20:45

This week we’re going to take advantage of the extra Spring energy to check in on our overall financial health. We’re getting organized, closing out tax season to-do’s, and checking in with our goals for the year! Now is the perfect time to check-in on your progress and strategically adjust your strategy to get the results you really want. Take car…

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#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments 33:21

1M ago33:21

33:21

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. …

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91 | Why You Need to Schedule Money Dates (even if you think you don't) - Monday Micro Money Tip 3:55

1M ago3:55

3:55

This week we’re sharing our favorite reasons for weekly money dates. Before you tell yourself "I don't need to do that" hear us out! Because scheduling money dates can be a game changer when you’re trying to get intentional about your finances. Especially if you struggle to be consistent, or one (possibly both of you) tend to avoid talking about mo…

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#492: Fan Favorite - “What I Wish I Knew When I Was 22” Episode 272 32:29

1M ago32:29

32:29

Enjoy a replay of another one of our most popular Dentist Money Show episodes. As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examin…

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Tax Implications of Roth IRAs and Roth 401(k)s 16:19

1M ago16:19

16:19

IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distri…

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#491: Succeeding at the Business of Dentistry with Dr. John Meis 47:44

1M ago47:44

47:44

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life. On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of …

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90 | Stop Having These 3 Common Money Arguments! 29:03

1M ago29:03

29:03

Having a different opinion than your spouse about financial issues is perfectly normal. But when talking about money turns into arguing about money, that can make building wealth impossible. Even if you don't argue about money but you struggle to agree on a strategy and can't see a clear path forward - that is costing you big time! The longer you g…

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#490:Two Cents Week of 03/11/24 - Trading in uncertain times; Bitcoin; Structured investment products; Spending habits 38:47

1M ago38:47

38:47

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih discuss trading in uncertain times and the use case for Bitcoin. They explore the benefits of structured investment products, like structured notes, and the role of marketing in selling these products. Fina…

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89 | Should You Pay off Debt or Invest First? - Monday Micro Money Tip 3:58

1M ago3:58

3:58

"Should I invest or pay off debt first" is one of the top questions we hear from our clients and audience. It's no wonder when it can feel almost impossible to do both at the same time. So this week we're sharing our perspective on one of the top debated issues in personal finance! We'd love to hear your thoughts on the topic! Share what you think …

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#489: Dr. Daniel Crosby: Human Behavior's Influence on Investing 1:04:31

1M ago1:04:31

1:04:31

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral finance. Dr. Crosby explains why our brains are wired for survival and not for the complexities of investing—and what you can do to navigate that limitation. Plus he explores the influence of the media on our fin…

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Inspire inclusion: Amplifying women’s voices, seizing the future 13:12

1M ago13:12

13:12

Sarah Ghosh, FCMA, CGMA, is most of the way through her one-year term as CIMA president. In this episode of the FM podcast, intended to recognise International Women’s Day, she reflects on people she’s met, questions she’s asked, and progress made on numerous fronts. Ghosh discussed the launch of an AICPA & CIMA mentoring programme, reflected on he…

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