About these summaries
Octagon has summarized 103 episodes of The Dentist Money Show published between Jan 7, 2026 and Nov 11, 2026. The companies discussed most often are Dentist Advisors, Aquire Wealth Advisors, LLC and Aquire Wealth Advisors. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned companies
- Dentist Advisors 41
- Aquire Wealth Advisors, LLC 24
- Aquire Wealth Advisors 15
- SpaceX 4
Episodes
- What Should You Do When You're Nervous About the Stock Market?
The host, Jake, and Robbie argue that feeling nervous about the stock market is normal, but moving to cash because of political or geopolitical headlines is usually the wrong…
- Two Cents 11/7 - What's Driving Economic Growth?; Elections Break The Market?; Tax Bracket Changes
The host and a guest argue that the economy looks sturdier than headlines suggest because growth is being supported by consumers and, more importantly, a surge in business…
- Is a 3-Day Workweek Possible for Dentists?
Dentists can often reduce chairside time without automatically reducing income, but the episode argues that the result depends on production, scheduling, and practice design…
- Two Cents 10/31 - AI Bubble In China; How Should You Use Your HSA?; 2026 Halloween Spending Trends
The episode opens with a discussion of China’s sharp AI and tech stock selloff, which a guest frames as a mix of government control, retail speculation, and deteriorating profit…
- The Biggest Mistakes Dentists Make With Social Security
The hosts frame Social Security as a retirement income program, not an investment, and argue that dentists often misunderstand both how benefits are funded and how their own…
- Two Cents 10/24 - France & Japan's Economy; Do Stocks Ever Go Down?; Rising Property Taxes
The hosts frame the episode around three practical questions: why France and Japan are flashing similar macroeconomic warning signs, whether individual stocks can suffer…
- 5 Questions to Ask Before You Hire a Financial Advisor
Matt Mulcock argues that dentists are frequent targets for high-fee sales pitches disguised as advice, so the best protection is to ask pointed questions before hiring anyone.
- Dentist Advisors Q4 2026 Update: Year-End Tax Checklist, Benchmark Survey, Market & Economy Trends
The host and panelists focused on year-end planning for dentists, starting with reminders to use the firm’s study clubs, benchmark survey, and educational library.
- Listener Q&R #12: Protecting Your Assets, Planning for Retirement, and Navigating Inflation
The hosts use three listener questions to walk through practical planning issues for dentists: umbrella liability coverage, the tax mix inside a retirement portfolio, and whether…
- Two Cents 10/17 - How Is Inflation Affecting Us?; Why Are Older Americans Richer; Top of the Market?
The episode argued that inflation is still above target, but the bigger issue is where the pressure is coming from: energy is running hot at 20% year over year, while food at…
- Are Vacations Worth the Money?
The episode weighs whether vacations are worth the money, with one adviser arguing that travel has become so normalized that people rarely question its price.
- Two Cents 10/10 - Market Warning Signs; Nike's Declining Stock; Why Are Americans Socializing Less?
The hosts argue that the market is showing a real but still early warning sign in credit: yields on the riskiest junk bonds, especially triple-C names, have jumped sharply while…
- The 6 Things That Can Lead Dentists to Burnout
Burnout in dentistry is presented as more than just being busy.
- Two Cents 10/3 - History & Current Market; Ready For Retirement?;AI Helpful For Financial Decisions?
The hosts frame the current market as a textbook-style period of higher borrowing costs, widening credit spreads, and rising volatility, then test that framework against history.
- Are You Properly Insured? A Dentist’s Guide to Risk
The hosts frame insurance as part of a broader risk-management problem, not a product-shopping exercise.
- Two Cents 9/26 - Trading 24/7?; Is Inflation Necessary?; 2026 Market Performance So Far
The hosts focused first on the push toward 24/7 stock trading and argued that more access is not automatically better for investors.
- 10 Questions To Ask Your Dental Broker Before Selling: Part Two
Matt Mulcock closes out a two-part guide to choosing a dental broker by focusing on the transaction itself: who the broker sells to, how they protect confidentiality, how long a…
- How Dentists Can Prepare Their Practice for a Successful Sale
Brannon Moncrief says dentists should think about a sale long before they plan to exit, because a practice has to be built to be sell-ready whether the timeline is five years or…
- Two Cents 9/19 - New Interest Rate Cycle?; Do Dentists Hate Paying Taxes More Than Making Money?
The host and a guest focus first on whether the recent move in interest rates marks a new cycle.
- Why Dentists Need Their CPA and Financial Advisor Working Together
The conversation argues that dentists do best when their CPA and financial advisor are working from the same playbook, especially around practice cash flow, taxes, debt, and…
- Two Cents 9/12 - Where Are Interest Rates Going?; Permanent Life Insurance; Net Worth Across Ages
The hosts argue that the market has already priced in higher interest rates, so the next Federal Reserve move matters less than the broad repricing that has already happened…
- Putting It All Together: How Dentists Can Invest With Confidence
The episode closes the show’s investing series by tying together account type, investment selection, diversification, and portfolio management into one practical framework for…
- Two Cents 9/5 - NVIDIA's Rapid Growth; What Tennis Can Teach Us About Investing; Is Debt A Problem?
The episode opens with a look at NVIDIA’s extraordinary growth and the broader AI trade.
- 10 Questions To Ask Your Dental Broker Before Selling: Part One
Selling a dental practice is framed as the biggest financial transaction most dentists will ever make, so Matt Mulcock argues that choosing the right broker is a critical part of…
- Why Dentists Get Financially Stuck
The episode argues that financial inaction can be more expensive than making a wrong decision, especially for dentists who leave money, planning, and organization on autopilot.
- Two Cents 8/29 - How Much Does The U.S. Debt Cost?; Are 401(k)s Underrated?; Rise In Hobby Spending
The hosts open with a warning that U.S. national debt has crossed $40 trillion and is growing faster than expected, with the next trillion projected in 152 days.
- What It's Like to Work With Dentist Advisors: A Year in the Life of a Client
The hosts lay out Dentist Advisors’ client journey as a deliberate, multi-step planning process rather than a one-time product sale.
- Two Cents 8/22 - When is the next recession?; Invest or Gamble?; Lifetime Cost of a Dog
The hosts argue that a recession is still inevitable, but the pattern has changed: recessions have become less frequent and shorter, while bear markets remain a recurring feature…
- Should You Go Out of Network? Part 2: How Dentists Can Make the Transition
The episode argues that going out of network is a business transition, not a snap decision, and that the action phase only works if the team is aligned before patients are asked…
- Two Cents 8/15 - Does Mood Affect Returns?; Most Expensive Housing; Is Ownership Still For Dentists?
The episode tied together three themes: consumer mood, housing affordability, and the durability of dental ownership.
- Why Dentists Should Work With A Dental-Specific Financial Advisor
The host argues that dentists usually need financial advice in the context of dentistry, not generic planning.
- What Should Be Inside a Dentist's Investment Portfolio?
The episode lays out the core building blocks of a public-market investment portfolio, starting with the difference between account types and the investments held inside them.
- Two Cents 8/8 - Earnings Season; Do You Pay More in Taxes or Necessities?; Dentists' Confidence 2026
The host and a guest argued that the latest earnings season looks broadly healthy: GDP tracking came in a bit softer than expected at 1.5%, but consumer spending still appears to…
- Should You Go Out of Network? Part 1: Where to Start
Rising PPO write-offs were framed as a business-level problem, not just an irritation.
- Two Cents 8/1 - Interest Rate Confusion; Is Debt Making You Unhappy?; Decline of Reading
The hosts begin with the Federal Reserve’s latest decision to hold rates steady and use it as a case study in how markets and central banks communicate under uncertainty.
- What Most Dentists Get Wrong About Real Estate
Adam Watts argues that dentists often approach real estate with too much confidence and too little diligence, especially after reading books like Rich Dad Poor Dad or hearing…
- Two Cents 7/25 - What Are Rates Telling Us?; South Korea's Market; Are Screens Really The Problem?
The hosts open with a macro read on rates, arguing that the recent steepening of the yield curve and the move in the 10-year Treasury back toward 4.7% are a warning sign for…
- Why Dentists Retire Later Than The Average American
The episode argues that dentists retire later than the average American not because they earn too little, but because high income, complexity, and behavior can work against early…
- Dentist Advisors Q3 2026 Update: End of SAVE Plan, Trump Accounts, & Healthy Markets
The update focused on three client questions: student loans, Trump accounts, and the market backdrop.
- Can Your Retirement Plan Survive The Unexpected?
The episode explains Monte Carlo simulations as a way to measure retirement risk under uncertainty rather than forecast a single future.
- Two Cents 7/18 - Why Oil Prices Matter; Is The Market Too Big?; What Makes Work Fulfilling?
Oil prices were the first major topic, with the panel arguing that the jump from about $68 back to the low $80s after conflict in the Middle East matters because it feeds…
- How Dentists Should Prepare For The End Of The SAVE Plan
The episode argues that the post-COVID student loan landscape is finally snapping back toward something more normal, and dentists need to prepare for higher required payments.
- Two Cents 7/11 - Is The Stock Market Justified?; World Cup Final Prices; Are You Saving Enough?
The hosts argued that the stock market’s recent gains are being driven less by hype around valuation and more by actual earnings growth.
- Why Does Everyone Think The Economy Is So Bad?
The hosts argue that Americans’ mood about the economy is far worse than the underlying data, with the University of Michigan consumer sentiment index falling to its lowest…
- Two Cents 7/4 - Interest Rates Lowering?; Is Life Better Now Than 1776?; NBA Draft & Picking Stocks
The hosts opened with a look at Federal Reserve signaling and the likely path for interest rates, arguing that recent data points point away from near-term cuts.
- How Much Should a Dentist Be Saving?
The conversation centers on why the usual “save 20%” rule is too blunt for dentists and how saving should be tied to life stage, cash flow, and goals.
- Two Cents 6/27 - Where Is Money Being Made?; How Has The S&P Changed?
The hosts argue that 2026’s market leadership is broadening beyond the Magnificent Seven.
- What the NBA Draft Lottery Can Teach You About Investing
The discussion uses the NBA draft lottery to show how much of success is driven by luck rather than pure skill.
- Two Cents 6/20- Fed's Interest Rate Decision; Elon Is A Trillionaire; How To Allocate Your Portfolio
The hosts argued that the Fed’s latest decision signaled a more cautious backdrop for rates and inflation, with projected growth slipping to 2.2% in 2026, core PCE rising to…
- Marketing Mistakes Holding Your Practice Back
Joshua Scott argues that dental marketing only works when it grows out of a real brand, not a pile of disconnected tactics.
- Two Cents 6/13 - SpaceX's IPO Explained; Is Holding Too Much Cash Actually Hurting You?
The hosts break down why the hype around a SpaceX IPO is not the same thing as an attractive investment.
- How Dentists Can Build Smart Financial Systems
The conversation argues that dentists usually lose more by trying to do everything themselves than they save by avoiding help.
- Two Cents 6/6 - Why Was Job Growth Bad News?; AI Market Bubble; Are Trump Accounts Legit?
The hosts argued that a stronger-than-expected labor report was bad news for markets because it may force interest rates higher.
- How Much House Can a Dentist Afford?
The hosts argue that housing has become the biggest financial pressure point for many households, and especially for younger buyers, because prices and interest rates rose so fast.
- Two Cents 5/30 - Is Crypto Dead?; Is SpaceX IPO Worth The Hype?; Your Retirement Tax Bill
The hosts argue that crypto’s cultural momentum has faded, especially for Bitcoin, which they say is down about 30% over the past 12 months while other markets have rallied.
- How Sustainability Can Improve Your Dental Practice
Taylor Sutterfield talks with practice owner Dr. Jackson Boone about how sustainability became both a values-driven choice and a business strategy in his four-op dental practice.
- Two Cents 5/23 - Rates Going Down?; Taking Advantage Of The Market?; Big IPOs Equal Big Returns?
The hosts argued that higher-for-longer rates may be more likely than widespread cuts, especially because inflation has ticked back up and the Fed is still holding its policy…
- Are Dentists Keeping Their Finances Too Simple?
The episode argues that “keep it simple” is good advice for dentists only up to a point.
- Two Cents 5/16 - Rising Inflation Concerns; World's Best Dental Schools; Are DSO Deals Ramping Up?
The host and a guest open by focusing on a hotter-than-expected inflation print and what it could mean for rates.
- Investing Basics Every Dentist Should Know
The host and guest break down a basic but often misunderstood distinction: an account is not an investment.
- How to Design a Schedule That Works For Your Dental Practice
Christine Uhen argues that a dental schedule should be built around two priorities: great patient care and hitting production goals.
- 763: Two Cents 5/9 - Global Markets and Culture; Financial Literacy Tests; Can You Win a Coin Flip?
The episode opened with a look at why emerging markets have outperformed while China has lagged.
- What Is Your Financial Advisor Doing With Your Money?
The hosts argue that the real job of a financial advisor is not to beat the market, but to help clients capture market returns by avoiding costly behavior.
- #761: Two Cents of 5/2 - New Global Normal; Living Paycheck to Paycheck; When Can You Stop Saving?
The hosts argue that the current market backdrop still looks unusually resilient even as oil prices stay high and the Fed changes leadership.
- The Truth About Selling Your Dental Practice
The host and a guest argue that selling a dental practice is rarely quick or simple, and that dentists often make the mistake of waiting until they are forced to exit.
- How to Present Financial Options Patients Actually Accept
Christine Uhen says the fourth productivity point is turning financial discussions into a smooth, patient-friendly handoff from the clinical team to the administrative team.
- Two Cents of 4/25 - Japan's Economy; AI in Dentistry; Are You Tired of PPOs?
The hosts frame the market discussion around Japan: despite weak real growth, aging demographics, and heavy debt, Japanese stocks hit all-time highs, which Robbie argues is less…
- Dentist Advisors Q1 2026 Update: Student Loans, Market Update & AI
The host and the team focused on three practical updates for dentists: student loans, market conditions, and the economy.
- How to Build a Dental Practice That Runs Without You
Dr. Michelle Jorgensen argues that a dental practice can run without the owner only if the owner stops treating ownership like a prize for tenure and starts treating it like a…
- Two Cents of 4/18 - Surprise Market High; How Is Oil Affecting China?; Limits of Financial Advice
Markets surged to all-time highs even as the hosts said the macro backdrop had not clearly improved.
- Inside a Dentist’s Investment Portfolio: What We Changed (and Why)
The episode walks through a real dentist couple’s portfolio and shows how a solid-looking investment account can still miss important pieces of a broader financial plan.
- How to Get Patients to Say Yes to Treatment
Christine Uhen argues that practice growth depends on two linked levers: diagnosing enough dentistry and then getting enough of that treatment accepted.
- Two Cents of 4/11 - Oil Prices & CPI; Unemployment Rate; Do You Hate Paying Taxes?
Oil prices and the latest CPI print were the main inflation story: headline CPI moved up from 2.4% to 3.3%, but the spike was driven mostly by energy, not a broad-based…
- 5 Ways Dentists Can Improve Their Tax Strategy
The episode argues that most dental tax problems are really planning, coordination, and communication problems.
- Two Cents of 4/4 - Where Will Prices Go?; SAVE is Dead?; Insurance Companies Own Dental Practices?
The episode centered on three investor- and dentist-facing questions: where prices may go, whether the SAVE student loan plan is effectively over, and whether insurance companies…
- How Private Equity Is Currently Reshaping Dentistry
Private equity and DSO activity in dentistry has cooled sharply from the 2021-2022 peak.
- Two Cents 3/28: Does Our Economy Match Reality?; $500,000 Middle Class?; Dentists Lives Are Complex
The panel argues that the market and the broader economy are finally starting to line up with a more pessimistic narrative.
- Should Dentists Be Afraid of Debt?
Debt is presented as a normal, structural part of dentistry rather than an automatic red flag.
- 2026 Dentist Money Summit Info Session
The session is a promotional overview of the 2026 Dentist Money Summit, framed around the idea of "practice on your terms." The host says the summit is meant to help dentists…
- Two Cents 3/21 - What's Ahead For Powell?; Cutting Rates?; Are Dentists Ready To Manage A Business?
The episode centers on how politics is complicating the Federal Reserve’s path just as markets are trying to gauge inflation, unemployment, and rate cuts.
- Here’s What You Should Know About How Your Financial Advisor Gets Paid
The host explains how financial advisors are paid and why dentists should care about the incentives behind the advice they receive.
- How to Measure Patient Value and Practice Performance
Christine Uhen argues that patient base is not just a headcount metric, but a core driver of practice value across every stage of a dental business.
- Two Cents 3/14 - Oil and Inflation? What's the ideal tax refund? Is it worth owning a practice?
The episode weighs three questions: whether the Iran conflict could reignite inflation, why tax refunds are larger this year, and whether dental practice ownership still makes…
- What Financial Rules Should Dentists Take Seriously?
The episode argues that most financial rules of thumb are useful starting points, but too blunt to guide a dentist’s real decisions on their own.
- Two Cents of 3/7 - Iran Conflict & How Does it Affect The Market?; Is Your Home Getting A Tax Break?
The episode opens with an update on the Iran conflict and its market implications, arguing that the key variable for investors is not the politics themselves but whether the…
- Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions
The hosts use a Rotten Tomatoes-style scoring game to rank common financial choices dentists face, contrasting what the advisors think is smart with what dentists are actually…
- Two Cents of 2/28 - What's Supporting The U.S. Economy?; Assumptions About Tariffs; VC For Dentists
The discussion argues that the U.S. economy is being held up less by broad-based growth than by consumer spending concentrated in services, especially among higher-income…
- How Dentists Should Pay Themselves (and Why It Matters)
The conversation argues that dentists should treat their own pay as a planned business expense, not as whatever is left over at month-end.
- Two Cents of 2/21 - Tariff Reversal; HSA Tax Benefits; Retirement For Different Business Entities
The hosts argue that the Supreme Court’s tariff reversal is mostly market noise, not a major shift in the economic outlook.
- Why Your Finances Feel Complicated—and How to Simplify Them
Carl Richards argues that money is less a technical problem than a mirror for values, attention, and identity.
- Two Cents of 2/14 - Lessons From Japan; The Weak Dollar; How Much Cash Should Be In Your Portfolio?
The episode argues that Japan’s long policy experiment matters well beyond Japan.
- Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save or Enjoy Life Now?
The hosts answer listener questions on three planning topics that matter to dentists: direct indexing, short-term cash management, and whether the 4% retirement rule is still the…
- Two Cents of 2/7 - Dow Jones All-Time High; Bitcoin Crash; Backdoor Roth Conversions
The host and a guest frame the market backdrop as a broad rotation rather than a true breakdown: the Dow Jones hits an all-time high above 50,000 even as the NASDAQ and S&P 500…
- How Does a Dentist Know When They Are Ready to Retire?
Dentists are often financially successful but still retire later than the average American because retirement readiness is about more than hitting a savings target.
- Two Cents 1/31 - Federal Reserve; 2026 Contribution Limits; When should you rebalance your portfolio
The hosts say the Federal Reserve left rates unchanged because the economy entered 2026 on a firm footing: spending is still strong, unemployment has stabilized around 4.5%, and…
- 2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two
The discussion centers on Dentist Advisors’ 2025 benchmark survey and how the firm’s client base is tracking across income, net worth, retirement readiness, spending, savings…
- Two Cents 1/24 - Best Investment in 2025; Boomers Have Less Retirement; College Football & Dentistry
The panel argues that 2025 was a year when staying invested mattered more than trying to predict the market.
- Goal Setting for Dentists: How to Build Habits That Stick
The conversation argues that New Year’s resolutions usually fail because people set too many goals, make them too broad, or attach them to outcomes they cannot control.
- The Five Points of Productivity: How to Grow Your Dental Practice
Christine Uhen lays out a five-part framework for growing a dental practice’s top line without simply getting busier: more patients in the chair, stronger diagnostics and…
- Two Cents of 1/17 - Race For Fed Chair; Is Inflation Ruining Our Lives?; Trump & Credit Card Points
The hosts open with Jerome Powell, the Federal Reserve’s independence, and the political fight over who will replace him.
- 2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One
Dentists in the survey generally describe the career as worthwhile, but the conversation emphasizes that the real workload is broader than chairside time.
- Two Cents of 1/10 - New Global Implications; Are You Getting A Trump Account?; The Housing Problem
The hosts opened with a market check: Q3 GDP was revised up to 4.3%, job openings fell to 7.146 million, and December non-farm payrolls rose by only 50,000, which they argued…
- Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career
The episode wraps a five-part tax series by recapping the core framework for dentists: understand marginal versus effective tax rates, avoid chasing deductions that hurt…
The Dentist Money Show, its episodes and artwork belong to Dentist Advisors - Financial Planning and Investment Management. Octagon is not affiliated with the show; these pages are independent summaries.
