
2566: How Dentists Can Build Wealth With Intention
transcript
show notes
On today's episode, Dr. Mark Costes sits down with Matt Mulcock, CFP and Managing Partner at Dentist Advisors, for a practical conversation on financial planning throughout the full arc of a dentist's career. Matt breaks down how new graduates should think about student debt, liquidity, retirement savings, and preparing for practice ownership without rushing the process. He and Mark also discuss mid-career priorities like emergency funds, maximizing retirement accounts, profit sharing, and building liquidity both personally and inside the practice.
Later, they explore what late-career dentists should consider when preparing for an exit, including how much to rely on the sale of the practice, why rural practices can be harder to liquidate, and the importance of building assets outside the business. Matt emphasizes that intentional planning, organization, and smart investing early on can help dentists reduce financial stress and create more options for the future.
Be sure to check out the full episode from the Dentalpreneur Podcast!
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