INNOVATION·IN·DENTISTRY

The Dentist Money Show | Financial Planning & Wealth Management

#779: How Much Should a Dentist Be Saving?

1 July 2026 · 56:04

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What it is about

Using a real client case study, Matt, Will, and Jake explore why the standard "save 20%" rule isn't always the right answer, how savings goals should evolve over time, and what actually counts as saving. They also discuss the relationship between saving and spending, the role of brokerage accounts and retirement plans, and how to build a financial strategy that supports both future security and present-day…

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