#446: Fan Favorite - "The Difference Between Holistic Planning and Asset Management" - Episode 222

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. 

 On episode #222, Reese introduces Matt Mulcock. If you've ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors' holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.