{"podcast":{"title":"The Dentist Money Show | Financial Planning & Wealth Management","slug":"the-dentist-money-show-financial-planning-wealth-management-1425769","podcast_index_feed_id":1425769,"rss_url":"https://dentistmoney.libsyn.com/rss","website_url":"https://dentistadvisors.com","image_url":"https://static.libsyn.com/p/assets/6/d/a/9/6da9dfd4f1f8f46888c4a68c3ddbc4f2/DentistMoneyShow_CoverArt_2024.png","author":"Dentist Advisors","episode_count":786,"summary":"Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.","last_synced_at":"2026-07-23T02:20:22.410209+00:00","page_url":"https://stenobird.com/podcast/the-dentist-money-show-financial-planning-wealth-management-1425769"},"episode":{"title":"#755: Inside a Dentist's Investment Portfolio: What We Changed (and Why)","slug":"755-inside-a-dentist-s-investment-portfolio-what-we-changed-and-why","published_at":"2026-04-15T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-dentist-money-show-financial-planning-wealth-management-1425769/755-inside-a-dentist-s-investment-portfolio-what-we-changed-and-why","show_page_url":"https://stenobird.com/podcast/the-dentist-money-show-financial-planning-wealth-management-1425769","url":"https://dentistmoney.libsyn.com/755-inside-a-dentists-investment-portfolio-what-we-changed-and-why","audio_url":"https://traffic.libsyn.com/secure/dentistmoney/riverside_dms_755_client_case_study_dentist_money_show.mp3?dest-id=329605","summary":"On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real dentist's investment portfolio to show how even a solid portfolio can have hidden gaps and missed opportunities when it's not aligned with a clear financial plan. They break down the specific changes we made and why they mattered, showing how thoughtful, tailored investment management aligned with long-term goals can improve diversification, reduce unnecessary complexity, and create a more confident path to retirement.. Tune in to hear how aligning your investments with your life goals can lead to a more confident and optimized path to retirement. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.","meta_description":"On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real dentist's investment portfolio to show how even a sol…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2664,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-dentist-money-show-financial-planning-wealth-management-1425769/episodes/755-inside-a-dentist-s-investment-portfolio-what-we-changed-and-why/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-dentist-money-show-financial-planning-wealth-management-1425769/755-inside-a-dentist-s-investment-portfolio-what-we-changed-and-why.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}