INNOVATION·IN·DENTISTRY

The Dentist Money Show | Financial Planning & Wealth Management

#762: What Is Your Financial Advisor Doing With Your Money?

6 May 2026 · 1:04:57

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What it is about

On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don't need an advisor to beat the market, they need one to help them avoid costly mistakes and stay invested. They explore the gap between investment returns and investor returns, why behavior often hurts long-term performance, and how advisors add value through portfolio construction, rebalancing, tax efficiency, withdrawal strategy,…

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