सर्वश्रेष्ठ Wealth Planning पॉडकास्टस (2025)

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

8h 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 …

1
Childfree Wealth: Breaking Financial Norms for a Growing Population with Dr. Jay Zigmont 36:56

10d 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

11d 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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Episode 93: Maxing Out for 2025 8:52

28d ago8:52

8:52

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

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

3d 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

5d 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

7d 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

10d 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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#598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen 1:12:04

16d 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

19d 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

21d 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

23d 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

24d 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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#594: Two Cents 12/21 - Economic Projections; Jim Carrey's Financial Situation; 2025 Market Predictions 45:07

28d 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

1M 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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#592: TL;DR - 3 Common Biases that Lead to Big Money Mistakes 5:57

1M ago5:57

5:57

TL;DR - Too Long; Didn't Read - "3 Common Biases that Lead to Big Money Mistakes" In our new TL;DR series episode, Matt reads his article where he discusses how cognitive biases can lead to poor decision making in financial matters. The three common biases that are highlighted are: overconfidence bias, the bandwagon effect, and the sunk cost fallac…

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Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles 18:32

1M ago18:32

18:32

In this conversation, we’re joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspir…

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#591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show? 35:54

1M ago35:54

35:54

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 discuss how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer senti…

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#590: What Every Dentist Should Know About Private Equity Opportunities - Part Two 52:45

1M ago52:45

52:45

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…

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Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part 1) 24:25

1M ago24:25

24:25

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to g…

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Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery 20:57

1M ago20:57

20:57

We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion …

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#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold 41:01

1M ago41:01

41:01

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 explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…

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#588: What Every Dentist Should Know About Private Equity Opportunities - Part One 51:09

2M ago51:09

51:09

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in…

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#587: TL;DR - 4 Ways Dentists Get Duped 6:55

2M ago6:55

6:55

TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped" In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes. Book a free consul…

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#586: Two Cents 11/30 - Market Resilience; The Cost of Thanksgiving; Living without Regrets 41:35

2M ago41:35

41:35

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 run through current economic updates, and they analyze the federal reserve's recently released financial stability report. They continue with the annual tradition of breaking down how much a Thanksgiving me…

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Episode 92: The Time Is Now 8:59

2M ago8:59

8:59

In this episode we discuss why now might be the most important time for socially responsible investingद्वारा Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#585: Understanding the DSO Landscape: A Conversation with McLerran & Associates 36:40

2M ago36:40

36:40

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors th…

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Insights on Bridging Medicine and Business with Consultant Jessica Jones 35:43

2M ago35:43

35:43

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jess…

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Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors 20:07

2M ago20:07

20:07

True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides …

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Episode 91: Why Should I Hire A Financial Planner 8:57

2M ago8:57

8:57

In this episode we discuss the reasons one might need to hire a financial planner.द्वारा Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#584: Two Cents 11/23/24 - Stock Runs; Fluoride Frenzy; What is Inflation? 46:36

2M ago46:36

46:36

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 run through the current stock market analysis. Without much change in market news, they remind us that it's good reminder to check-in with your long-term investment strategy. They also react to news about the surg…

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