Beste Wealth Planning podcaster (2025)

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#619: How to Create Core Values and a Collaborative Culture for Your Team 39:40

1h ago39:40

39:40

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear…

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From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre 34:37

3h ago34:37

34:37

Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took o…

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Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography 17:46

1d ago17:46

17:46

Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaborati…

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#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam? 40:34

4d ago40:34

40:34

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 talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401…

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Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile 6:47

6d ago6:47

6:47

In this episode we discuss the importance of dividendsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2) 48:21

6d ago48:21

48:21

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings ra…

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#616: TL;DR - How Do You Feel About Money? 4:46

9d ago4:46

4:46

TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how t…

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#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update 38:09

11d ago38:09

38:09

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer s…

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#614: Three Ways to Align Wealth with Well-being 47:47

14d ago47:47

47:47

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial grow…

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From Practice to Personal Brand: Marketing Strategies for All Doctors, with Kristy LaGourgue and Rachel Varga 39:13

14d ago39:13

39:13

Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical pract…

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Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress 17:27

16d ago17:27

17:27

Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion…

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

18d 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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#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1) 47:40

21d 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

23d 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

25d 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

28d 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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The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter 38:06

28d 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

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

1M 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

1M 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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Episode 94: Monday Blues 8:09

1M 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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#606: TL;DR - Financial Vegetables 3:40

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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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