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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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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.
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRAKirjoittanut Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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#496: Reimagining Retirement: Strategies for a Fearless Transition
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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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Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
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36:55
Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space. The discussion starts with Shannon's career, as she explains how she transitioned from publishing and advertising to aestheti…
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#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement
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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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#494: DSO Dynamics: The Trends You Need to Understand
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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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#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments
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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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#492: Fan Favorite - “What I Wish I Knew When I Was 22” Episode 272
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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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#491: Succeeding at the Business of Dentistry with Dr. John Meis
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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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#490:Two Cents Week of 03/11/24 - Trading in uncertain times; Bitcoin; Structured investment products; Spending habits
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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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Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole
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48:22
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian’s career journey, his decision to earn an M.B.A. and his thoughts on the importance of business acumen in the medical field. David as…
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#489: Dr. Daniel Crosby: Human Behavior's Influence on Investing
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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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#488: Two Cents Week of 3/4/2024 - Global Impact of Japan's Economy; Student Loan Repayment Strategies; The Market's Biggest Risk
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35:04
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 revival of Japan's economy and highlight the importance of global diversification in investing. They provide an update on the state of student loan repayments and analyze the most commonly use…
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#487: Fan Favorite - “When to Switch From a Simple IRA to a 401(k)” – Episode 268
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32:21
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Sho…
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#486: Women and Wealth: Overcoming the Investment Gap
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44:51
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44:51
Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women …
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Episode 83: Common Questions
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10:41
In this episode we discuss the most common questions we get asked as financial advisorsKirjoittanut Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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#485:Two Cents Week of 02/26/24 - Stock market & economy correlation; Identifying trustworthy financial advice; Student loan strategies
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41:12
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 ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, t…
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 2)
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33:27
In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices. They delve into what makes a …
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#484: Mastering the Growth Game with Laura Maly & Michael Anderson
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41:36
Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and creates the right reputation. On this Dentist Money Show, Ryan talks with Laura Maly and Michael Anderson of the Wonderist Agency, a dental-specific marketing agency, about why they believe if there is harmony on the inside of…
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#483:Two Cents Week of 02/19/24 - S&P 500 Milestone; Forgotten 401(k)s; Disability Insurance; Home Buying vs. Practice
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38:01
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 factors that contributed to the S&P 500 reaching 5,000 levels. They also explore the importance of not forgetting about old 401(k) accounts and the potential consequences of neglecting them.…
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#482: Fan Favorite - “A Warren Buffett Investment Secret You Can Mimic” – Episode 267
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36:50
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36:50
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Warren Buffett is considered a superstar investor and is probably the most well-known name in the investment world. Numerous books have been written about the fundamentals Buffett has followed on his way to creating a fortune. On this episode of the Dentist Money Show, R…
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#481: Pushing Past Your Limits: Lessons From “The Iron Cowboy”
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45:09
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45:09
James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days in 50 different states chronicling the many challenges he faced, including profound physical exhaustion. On this Dentist Money™ Show, Ryan and Matt illustrate why James' persistence should resonate with every dentist who…
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#480:Two Cents Week of 02/12/24 - American Spending; Magnificent 7; Perils of Sports Gambling
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25:53
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 analyze American spending trends, discuss if the Magnificant 7 companies are in a bubble, and they discuss data from a recently released report on the perils of sports gambling. Book a free consultation w…
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A Deep Dive into Medical Practice M&A With Clint Bundy and Matt Ebbel (Part 1)
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29:52
Listen or watch as host David Mandell takes a deep dive into healthcare mergers and acquisitions (M&A), with investment banker Clint Bundy and private equity firm principal Matt Ebbel. They discuss the advisory and strategic roles they play, aiming to maximize value and find the best partnerships for business or practice owners looking to sell or r…
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#479: Unlock Your Financial Potential: The Power of a Good Coach
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36:20
Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So, who is best equipped to do that, an experienced investor or a skilled financial coach? On this Dentist Money Show, Matt and Victoria explain how a recent company ski trip illustrated the power of good coaching …
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#478:Two Cents Week of 02/05/24 - Federal Reserve Meeting Update; Commercial Real Estate; Super Bowl Bets
35:44
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35:44
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Ryan, Jake, and Rabih discuss the impact of the recent Federal Reserve's meeting on the market, the concerns surrounding commercial real estate, and how a $6 billion company can go bankrupt. They also explore the topics of…
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#477: Fan Favorite - “Why Dentists Underestimate Their Income, and Why That Matters” – Episode 252
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29:09
Enjoy a replay of another one of our most popular Dentist Money Show episodes. “How much money do I even make?” It’s one of the most common questions dentists ask their financial advisors. On this episode of the Dentist Money Show, Ryan and Matt examine why understanding dental income is so complex—and explain why knowing the right number for your …
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In this episode we discuss the rollout of the new streamlined FAFSAKirjoittanut Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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#476: Listener Q&R #6 - Passive Income; Own or Lease?
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50:20
How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office that doesn’t have my active involvement? Should I sell my building, lease it back, and use the money I make to invest? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questio…
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#475: Two Cents Week of 01/29/24 - Year-End Economic Data Analysis; FINCEN and BOI; IRS Filings
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36:39
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this show Matt, Ryan, Victoria, and Rabih discuss what recent economic data tell us about how we ended 2023; what is FinCEN and BOI reports and why should you care; and will the IRS finally let us file taxes directly. Book a free consultation…
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