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

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, and behavioral coaching. If you've ever wondered what an advisor should be doing with your money, this episode offers a look inside Dentist Advisors' philosophy and how we invest clients' portfolios. 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.

You can listen to #762: What Is Your Financial Advisor Doing With Your Money? online on Radio and Podcast. Open the player on this page to stream the available audio.

#762: What Is Your Financial Advisor Doing With Your Money? is an episode from Dentist Money by Dentist Advisors.

This episode is 01:04:57 long.

This episode was published on May 6, 2026.

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