In this episode, Matt Mulcock, CFP® of Dentist Advisors breaks down the most common financial and tax pitfalls dentists face, highlighting how disorganization and short-term thinking can undermine long-term wealth. He shares why the right advisors, financial clarity, and a focus on overall life design—not just tax savings—lead to better outcomes both financially and personally. Episode 347 is available for download now on all of the top podcast platforms, or listen now by clicking the player above!
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Episode highlights:
The biggest mistakes dentists make and why chasing deductions can hurt more than help
How lack of organization leads to random financial decisions and missed opportunities
Why working with dental-specific advisors can improve decision-making and outcomes
Why high income doesn’t always translate to financial peace and what’s often missing
The importance of aligning your business, finances, and lifestyle to avoid burnout and regret
Meet this week’s guest:
Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist Money™ Show podcast and author of the “Money Matters” blog.
Our self-study courses offer the opportunity to earn continuing education credit by listening to specific episodes of our podcast, and then taking an online quiz for certification.
Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond.
