INNOVATION·IN·DENTISTRY

The Dentist Money Show | Financial Planning & Wealth Management

#801: Why Dentists Need Their CPA and Financial Advisor Working Together

16 September 2026 · 57:04

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What it is about

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor working together. They explore how better communication and coordination can help prevent costly mistakes, improve financial decision making, and keep a dentist's personal finances and practice finances working toward the same goals. They also talk about why dentists shouldn't have to play middleman…

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