Beste Wealth Planning podcaster (2025)

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#613: Two Cents 2/15 - Federal Reserve 2024 Predictions; Chicken Wing Consumption; Top Vacation Destinations 51:05

1d ago51:05

51:05

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss the Federal Reserve's 2024 outlook, covering GDP growth, consumer spending, and policy impacts. They also explore the SuperBowl's cultural and economic influence, from chicken wing consumption to …

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The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter 38:06

11d ago38:06

38:06

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc. David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress. Carole begins with a discussion of potential c…

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Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC 20:10

14d ago20:10

20:10

In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distr…

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Episode 94: Monday Blues 8:09

20d ago8:09

8:09

In this episode we discuss the stock market movement on 1/27/2025Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1) 47:40

4d ago47:40

47:40

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. Tune in to hear the key takeaways from the survey including how dentists feel about their careers, work-life balance, vacations, home buying, and more. Ke…

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#611: TL;DR - Love and Money: How Couples Can Have Healthy Money Conversations 7:24

6d ago7:24

7:24

TL;DR - Too Long; Didn't Read - "Love and Money: How Couples Can Have Healthy Money Conversations" In our new TL;DR series episode, Jordan reads Jake's article where he uncovers why finances are so hard to talk about and share tips for improving communication, managing joint finances, and building trust. Book a free consultation with a CFP® advisor…

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#610: Two Cents 2/8 - Tariffs; Market Volatility; Is Your Spending Too High? 46:31

8d ago46:31

46:31

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 the economic and market impacts of tariffs based on economic theory. They highlight market volatility, the importance of long-term investing, and the need for tracking spending habits to ensure fina…

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#609: An Interview with Chad Hymas: Embracing Life’s Challenges 30:01

11d ago30:01

30:01

On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident to becoming an internationally acclaimed speaker, best selling author, and an advocate for safety awareness and personal empowerment. He discusses leadership, personal transformation, and the influence of life-mentors. Chad shares his…

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#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme 43:18

15d ago43:18

43:18

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih disuss the growing AI landscape, highlighting the competitive dynamics between th U.S. and China. They also talk about the current trends in renting versus buying and the economic factors influencing these …

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#607: Should You Pursue Financial Independence or Financial Freedom? 41:43

18d ago41:43

41:43

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial freedom, emphasizing the importance of purpose-driven financial goals and proactive planning. They share insights on gaining control over your finances, aligning habits with your personal values, and finding clarity in…

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#606: TL;DR - Financial Vegetables 3:40

20d ago3:40

3:40

TL;DR - Too Long; Didn't Read - "Financial Vegetables" In our new TL;DR series episode, Jordan reads Jake's blog post where he compares eating vegetables as a child and maintaining healthy financial habits as an adult. He talks about how "financial vegetables" like budgeting, saving, and consistent investing are crucial for long-term financial heal…

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#605: Two Cents 1/25 - Inauguration & The Market; Student Loans Update; Vanguard's Lawsuit 42:41

22d ago42:41

42:41

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih explore how the inauguration impacts the market, the effects of tariffs on trade, and updates on student loans, including income-driven repayment plans and recent legal developments. They also discuss Van…

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#604: Why Retirement Spending Is More Than a Budget for Dentists 42:09

25d ago42:09

42:09

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting how habits often continue or increase during retirement. They talk about the psychological aspects, the gradual nature of retirement, and the importance of purpose beyond financial independence. Tune in for practical t…

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Balancing Medicine and Entrepreneurship: A Blueprint for Success with Dr. Jude Pierre 36:00

25d ago36:00

36:00

Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, …

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Crafting a Life by Design with c of Ellie Thompson & Co Jewelry 17:33

28d ago17:33

17:33

Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s…

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#603: Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions 48:46

29d ago48:46

48:46

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 delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the …

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#602: Love & Money: Building Financial Compatibility Together 45:28

1M ago45:28

45:28

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing fina…

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#601: TL;DR - The Dichotomy of Goals 4:53

1M ago4:53

4:53

TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating we…

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#600: Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs 43:43

1M ago43:43

43:43

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They t…

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#599: What Your Financial Advisor Expects From You 54:56

1M ago54:56

54:56

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive …

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Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont 36:56

1M ago36:56

36:56

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read’s Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay’s background and how he came to direct his career around helping ch…

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Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones 20:54

1M ago20:54

20:54

We’re joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longe…

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#598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen 1:12:04

2M ago1:12:04

1:12:04

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership i…

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#597: TL;DR - Living Your Rich Life 5:26

2M ago5:26

5:26

TL;DR - Too Long; Didn't Read - "Living Your Rich Life" In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful rela…

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#596: Two Cents 12/28 - Santa Claus Rally; Scams; Getting Rich vs. Staying Rich 38:48

2M ago38:48

38:48

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transf…

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#595: The Business of DSOs: A Conversation with Accelerate Dental 1:06:44

2M ago1:06:44

1:06:44

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in ra…

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Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 2) 30:53

2M ago30:53

30:53

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller. Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice. Here, they tackle Sue’s difficult decision to file bankruptcy for the practice after more than 20 years -- and th…

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Episode 93: Maxing Out for 2025 8:52

2M ago8:52

8:52

In this episode we discuss retirement plan contribution limits for 2025Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#594: Two Cents 12/21 - Economic Projections; Jim Carrey's Financial Situation; 2025 Market Predictions 45:07

2M ago45:07

45:07

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 the Federal Reserve's economic projections and their impact on the economy, including GDP, umemployment, and inflation. They also talk about Jim Carrey's financial habits, highlighting the importanc…

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#593: What Dentists Wish They Learned in Dental School 41:06

2M ago41:06

41:06

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors Facebook Discussion group about the skills they wish dental school had taught them. From mastering the business side of dentistry and effective patient communication to building leadership capabilities, financial acumen, and leveragi…

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