The Freedom Founders Podcast - Investing and Financial Freedom for Dentists

For most of us, we go through school and develop certain interests or an affinity toward particular skillsets, and we follow that path to degrees, a job, a practice, etc. We learn to trade our time and our skills for finances and security, but the ultimate goal is freedom. So today I want to get you thinking about one question: “what’s your next?” In other words, what other skills or interests are you developing in order to make yourself more diversified?

You can find show notes and more information by clicking here: https://bit.ly/37B3bs6

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After a year of unprecedented disruption, we are standing at the end of 2020 with uncertainty about the economic and political future. Given all that has happened, creating wealth, building wealth, and keeping up with inflation will be much harder than it has been in the last several decades. So in this episode, I’m going to focus on what’s next for you as a business owner and breadwinner of the family.

You can find show notes and more information by clicking here: https://bit.ly/38j04UX

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So much in life is built on false promises, limiting beliefs, and ideas that are not rooted in the truth. We can set ourselves up financially to live a comfortable life, but if there is an accident or an unforeseen event—such as the coronavirus pandemic—we don’t have a game plan. So today, I want to discuss your best insurance policy and the importance of planning ahead, so when something unexpected happens in life, you’re prepared.

You can find show notes and more information by clicking here: https://bit.ly/3n0me4m 

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This episode is the second of a two-part series featuring Alastair MacDonald, a private advisor and expert in economic, social, market, and financial forecasting. (If you missed last week, be sure to go back and listen to part 1.) This week we continue the conversation by diving into inflation vs. deflation and which route we are more likely to go down—and what to do to prepare.

You can find show notes and more information by clicking here: https://bit.ly/3fPu9hT

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We are now finding ourselves in a place where there’s a lot of speculation regarding what will happen next in the markets. Alastair MacDonald is a private advisor and expert in economic, social, market, and financial forecasting, and he joins me on the show to discuss and expose a lot of these speculations. He also shares some solid methods to plan for the future and make sure you’re paying attention to the right things in order to secure your finances.

You can find show notes and more information by clicking here: https://bit.ly/2JgYaLi

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This week’s podcast should be an inspiration to anyone of any age or any career path who wants to learn how to own their own freedom. Dr. Roshan Kalra joins me on the show to discuss how he has built such a formidable portfolio of cash flowing single-family houses at his young age. He also shares many different ways this process can be done, whether it’s early or late in your career.

You can find show notes and more information by clicking here: https://bit.ly/3nnh1mO

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This is the second part of my conversation with Marcus Crigler, founder and CEO of BEC CFO. This episode is can be listened to on its own, but I still recommend that you check out our previous episode because it has some great information. In this second part of the conversation, we focus on the differences between active and passive real estate investors, as well as the implications that has on your taxes.

You can find show notes and more information by clicking here: https://bit.ly/3mYqssH

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You may have seen Donald Trump in the news recently for more than just election coverage. It turns out he paid very little taxes in 2017-2018, and we’re diving into how that is even possible in part one of my interview with Marcus Crigler. Marcus is the founder and CEO of BEC CFO, a tax expert, and a mentor, and he also runs a CFO Organization for high-income and high-net-worth businesses and individuals.

You can find show notes and more information by clicking here: https://bit.ly/3kP1BXw

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What is Freedom Founders? This is a question I get asked all the time, and in this episode, I’ll be giving you some insight into what Freedom Founders is all about. If you’re one of the many people who have been wondering about this—or if you're looking for a way to create your plan B or passive income streams—this is definitely an episode you won’t want to miss.

You can find show notes and more information by clicking here: https://bit.ly/3ojSeBj

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Today I’m continuing a conversation with Eddie Speed of Colonial Funding Group. (If you missed the previous episode, make sure to go back and check it out because it's full of great advice about how to own debt as an asset.) This week, we’re talking about where the opportunities and challenges are in the real estate alternative market.

You can find show notes and more information by clicking here: https://bit.ly/3494oFg

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Today I’m having a conversation about owning debt as an asset with Eddie Speed of Colonial Funding Group. Eddie has been on the note side of real estate for many years, and he will be sharing how smaller, individual investors can have a space of real estate. He'll also dive into alternative investments and what we can learn from the past and apply to how we find opportunities now.

You can find show notes and more information by clicking here: https://bit.ly/3jY9TvR

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Things change in life, and much of the time things don’t go how we planned. Obstacles come up, challenges appear, and sometimes we simply wonder if we're meant to do what we're doing right now. Today I'm joined by two friends of mine, Dr. Michelle Mudge Riley and Dr. Laura Brenner Studholme, to talk about how they have changed up their career paths in different ways and found really cool collaborations and solutions along the way.

You can find show notes and more information by clicking here: https://bit.ly/33zAbyI

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In this episode, we continue the discussion on investment strategies for today’s shifting economy with Kevin Fechtmeyer, an expert in private equity business. He goes more in-depth about what they look for in investors and how to find the right people and businesses to invest in. You will learn some of the best investment strategies for the current market and why Kevin recommends targeted vs. blind pool.

You can find show notes and more information by clicking here: https://bit.ly/3i5ETZ7

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Kevin Fechtmeyer is the founder and managing partner of Cave Creek Capital and has over 25 years of experience in the private equity business. He works with founders who have built up their companies and are looking for liquidity to help them grow and move their management teams to the next generation. Kevin joins the show today to give his best advice for anyone who wants to grow, consolidate, liquidate, or start the process of transitioning their practice.

You can find show notes and more information by clicking here: https://bit.ly/33LSzDI

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Patrick Precourt is not someone who speaks from theory; he is someone who gives advice on what he has truly lived. After growing up in an entrepreneurial family and learning what it was like to earn a dollar for himself, Pat discovered his passion for helping others find their own path to abundance. Today he joins the show to discuss how to avoid letting crisis hinder you from achieving your goals, as well as how to see the opportunity for learning and growth.

You can find show notes and more information by clicking here: https://bit.ly/2FrqxFq 

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Jim Sheils has been in the real estate game for many years now, and even through the 2008 recession, he was able to keep his investors on top. Today he joins the show to discuss the current state of real estate investing and how, in the end, everything we do in our lives is truly about our connection with people.

You can find show notes and more information by clicking here: https://bit.ly/2F9kPHW 

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Marilee Sears started working in her father's dental office when she was just 12 years old, allowing her to see the business side of dentistry and how to be a great dental hygienist. Today she joins the show to discuss the family crisis that pushed her to want to positively impact people’s lives and help them reach a place where they no longer have to work extreme hours to make a living wage.

You can find show notes and more information by clicking here: https://bit.ly/2DqEdiS 

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Bill Blatchford is the Co-CEO of Blatchford Solutions with his daughter Christina, where their philosophy is to build your practice around putting life first. For 35 years, Bill has helped thousands of doctors to achieve their dream practice and stay in the game, and he joins us today to discuss why putting a focus on more net return, more time away, and living the life you desire should be your top priorities.

You can find show notes and more information by clicking here: https://bit.ly/31fqqEJ

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We have been going through some tough times lately that demand an extra level of versatility, ingenuity, and mental strength. That's why I've got Rod Khleif on the show today to talk about how important your mindset is when it comes to dealing with trials and adversity. He emphasizes the importance of knowing and working on the psychological side that comes with investing and how he made it through the biggest challenges and losses.

You can find show notes and more information by clicking here: https://bit.ly/31SVJnR

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Today I have Frank Rolfe on the show to share his expertise on investing in affordable housing. A Stanford educated economist and highly experienced investor, Frank understands the importance of making the right investment, and he offers his recommendations for how to go about it in a way that minimizes risk as much as possible. He also discusses why it’s a good idea to focus on the affordable niche and why he thinks it’s key for America’s future.

You can find show notes and more information by clicking here: https://bit.ly/2XHhN3F

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When making money is your prime focus, it can be easy to get into bad habits with the goal of getting rich quick. Real estate, however, is a long-term game—and not one that brings in cash flow overnight. Marck de Lautour, CEO of SBD Housing Solutions, has seen this firsthand, and he joins the show today to share how he has made a business out of real estate and flipped over one thousand homes to his clientele.

You can find show notes and more information by clicking here: https://bit.ly/2Pipxoa 

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Is it possible to increase your profit by up to 10% without burning out or overworking yourself? Today’s guest has been helping dentists achieve this since 2005. Barbara Stackhouse is the owner of Profit First for Dentists at More to Life Coaching, and in this episode, she is sharing how she has helped over 400 dentists add thousands in revenue to their practice.

You can find show notes and more information by clicking here: https://bit.ly/30TkEYg 

Direct download: DFB287.mp3
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How do you create a culture of success that makes your dental practice the place where everybody wants to work? Steven J. Anderson is the co-founder of the Crown Council Dental Association, founder of the Total Patient Service Institute, entrepreneur, presenter, and author, and he joins us today to share how to create a culture that gets your employees excited to come into work and your patients more satisfied than ever.

You can find show notes and more information by clicking here: https://bit.ly/30lAScp

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Burt Copeland is the founder and CEO of New Life Services, where he helps smaller businesses gain access to financial services that they might not have otherwise. He learned early on that cash is king and sales produce real income – not accounting. He joins the show today to share his expertise and experience in the field, as well as resources that are beneficial to any business.

You can find show notes and more information by clicking here: https://bit.ly/308zCsY

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How do you make your product or service stand out when the consumer is overwhelmed with choice? Adam Witty, the founder and Chief Executive Officer of Advantage Media Group, specializes in helping entrepreneurs grow their businesses and become the authority in their field, and he joins the show today to share his advice.

You can find show notes and more information by clicking here: https://bit.ly/3gBNlPx 

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What does it look like to come back in your practice and do it in a strong way? My good friend, Dr. Steve Parker of The Profitable Dentist, recorded a show with me to discuss the steps it takes to stage a comeback amidst the current crisis—and get through future challenges, as well. We shed light on the future vision of what a practice should look like on the other side of this and what you can do to get there.

You can find show notes and more information by clicking here: https://bit.ly/2NIFtPO

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Jared Duckett and Bill Ladd are the creators of Duckett Ladd, an advisory firm designed to help clients grow their businesses without working the extra hours. Today they both join the show to discuss the foundations of building a great business and how to become a better business owner—even through seemingly tough times.

You can find show notes and more information by clicking here: https://bit.ly/3hXRPl3 

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Today, we’ll be continuing the conversation from the previous episode with three gentlemen who are greatly involved in the capital financing markets. Their insights on the effects of COVID-19 are truly valuable, and today you will hear more about how things are moving forward with the economy and investments. We will be discussing how the government has been stimulating the economy and what happens when it stops.

You can find show notes and more information by clicking here: https://bit.ly/2XWk6jU

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Jerome Powell stated that there’s no limit to the stimulus they can put out in relief of the coronavirus. So in this episode, I am bringing in three gentlemen who have a lot of experience in what I call the capital markets: Justin Bunch, Aaron Chapman, and Stuart Denyer. All three of them will be addressing the stimulus situation, as well as the changes in the markets as it relates to their various businesses and investments.

You can find show notes and more information by clicking here: https://bit.ly/2zbRj1b

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Getting your priorities straight when it comes to taking care of yourself, your business, and your customers is extremely valuable. Dr. Mike Burgdorf is a cosmetic surgeon from Nashville who has a unique backstory that will bring us some new and important insight around building a powerful business. His story is full of resiliency, humility, and determination, and he has a finger on the pulse of practice growth and entrepreneurship.

You can find show notes and more information by clicking here: https://bit.ly/2MgUEPp

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I love talking to people in dentistry who didn’t start out in the industry, and my guest today is one of those people. Currently the CEO and co-founder of Community Dental Partners, Senior Faculty at the Dentist Entrepreneur Organization, and host of the DSO Secrets podcast, Emmet Scott is at the forefront of what dental practices should look like. He joins the show today to share his insights on why it's so important for dentists to embrace entrepreneurship, as well as what we need to do to scale—especially at a time like this.

You can find show notes and more information by clicking here: https://bit.ly/3ec53I9

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So many of us are affected by the shutdown and closures due to COVID-19, and lots of people are wondering where to go from here. But the truth is, this is the time to learn what kind of value you can provide. Today I'm joined by Dr. Steven Wingfield to discuss what you should be doing now to find your biggest value points with your employees, team members, customers, and even vendors.

You can find show notes and more information by clicking here: https://bit.ly/3dVhtE6 

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Making decisions for the future of your practice—whether it is a basic transaction or a major sale or transfer—can be especially confusing right now when the future is so uncertain. Robert Montgomery has been counseling dentists and others in the healthcare fields for over 20 years, and he joins the show today to share his insight on what is coming and what to do next.

You can find show notes and more information by clicking here: https://bit.ly/3bnIxdw

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We're all waiting for things to go back to normal and to be able to fully open up our practices again, but in the meantime, there are things you can do now to proactively build a strong and sustainable post-pandemic practice. Darin of the Dentist Entrepreneur Organization has been working in the DSO space for over 6 years, and he joins me today to share his expertise in this area, including current pain points and what solutions work best to scale group practices.

You can find show notes and more information by clicking here: https://bit.ly/2xPBlJD

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Loic LeMener is the founder and president of Opus Wealth Management, where he and his team dedicate themselves to providing genuine advice to their clients under the rule that they only preach what they practice themselves. Today Loic joins the show to share his financial expertise and discuss the current market, as well as what to expect in the coming years.

You can find show notes and more information by clicking here: https://bit.ly/2zhhqU1 

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Dr. David Maloley, host of the Relentless Dentist podcast, joins me on the show today to share his incredible ability to help people lead through a crisis, change, or disruption. After going through his own series of challenges, David has the insight that will help you find direction and purpose, even in the midst of a global pandemic. His concrete method will help you work through the situation you’re in—no matter what it is.

You can find show notes and more information by clicking here: https://bit.ly/2RFxFk7

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Vin Cardillo is a part of Maeva Dental Advisors and an incredibly forward-thinking leader in our industry. With years of experience as an entrepreneur, he has a lot of knowledge about growth in the dental industry, and he joins the show today to discuss a very current topic: how we can come out of this pandemic as stronger and better leaders.

You can find show notes and more information by clicking here: https://bit.ly/2wtxwsH 

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True growth and success are often determined by finding clarity and direction. Dr. Justin Bhullar took a unique approach to entering the dentistry and practice ownership field and it paid off. He currently owns and operates six 7-figure dental practices (all with negligible team turnover and thousands of happy customers), and he has helped multiple dental colleagues acquire, transition from, or start practices of their own.

You can find show notes and more information by clicking here: https://bit.ly/3c1G4WR 

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Dr. Mike Abernathy is a veteran in the industry that people look up to, and I’m so excited to have him join me on this episode. Listen in as we discuss dealing with the coronavirus pandemic and what we as practice owners need to do now, as well as what we need to prepare for in the future in order to have the opportunity to move forward.

You can find show notes and more information by clicking here: https://bit.ly/3dTDnZ6

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My good friend and mastermind colleague Mike Michalowicz joins us today to share his take on how to survive and thrive throughout the current coronavirus crisis. Mike is an author, entrepreneur, and keynote speaker who has devoted his life to the research and delivery of innovative entrepreneurial strategies that ensure permanent and healthy business growth. He’s here to help us filter through all of the confusing information out there so we can skip over panic mode and put strategies in place to ensure business growth and stability despite current economic challenges.

You can find show notes and more information by clicking here: https://bit.ly/2UlwGaH

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After proudly serving in the U.S. Air Force for eight years, Joe Maio was the owner and CEO of the fastest-growing dental organization for nine consecutive years. He built his empire from only six employees to over one hundred across eight practices, and he has utilized his entrepreneurial mindset to develop fourteen companies, earning him numerous accolades. Today Joe joins the show to discuss how best to navigate our way through the current state of dentistry and come out the other side of this pandemic stronger than before.

You can find show notes and more information by clicking here: https://bit.ly/2QWDEka 

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Scott Leune is the co-founder of Dental Whale, an innovative dental company that is carving a new category of group private practice ownership and management. Listed as the most subscribed-to person on the largest social media platform for dentists, Scott has built approximately 90 start-up practices nationwide. Today he joins the show to help me discuss where we should be focusing while the world around us is panicking.

You can find show notes and more information by clicking here: https://bit.ly/2wsAwWw 

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In business, we often fall into the trap of thinking that everyone who does work for us needs to be within the same building. This is especially the case in dentistry and more hands-on businesses, but today Robert Nickell, founder and CEO of Rocket Station, joins me on the show to talk about how most businesses can benefit greatly from outsourcing.

You can find show notes and more information by clicking here: https://bit.ly/3cDged7

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After graduating from the University of Saskatchewan, Trevor Maurer was recruited by Procter & Gamble and went on to become their top sales rep. He spent the next 12 years working his way up to CEO in numerous companies through rapid and successive promotions in sales and marketing. Today, he serves as the president and CEO of Smile Source, a franchise group of Signature Dental Providers.

You can find show notes and more information by clicking here: https://bit.ly/2Tmnh1V  

SPECIAL WEBCLASS: Join Dr. David Phelps for a special live session on creating a wartime strategy to protect your practice, investments, and retirement from the coronavirus pandemic - Monday, March 16th at 8pm EST. www.freedomfounders.com/webclass 

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One of the best risk-takers in the marketplace today is Jeff Bezos of Amazon. In this episode, author Steve Anderson joins the show to give us a closer look at the risks, failures and wins taken by the famous Amazon founder. By understanding the principles and deciding factors were behind Amazon’s success, Steve points out important ways that we as business owners can successfully implement that in our own practices.

You can find show notes and more information by clicking here: https://bit.ly/3a5wilw

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Dr. Nathan Ho is an incredibly inspiring dentist with a contagious, constant smile. After being in practice for 11 years, he still manages to bring joy to his clients and make anyone who walks into his office feel special and welcome. Today Nathan joins the show to share how he remains so positive through the hardships and curveballs that life can throw your way as a dentist.

You can find show notes and more information by clicking here: https://bit.ly/39FYzPF 

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Dr. Chris Griffin is an innovator and thought-leader in dentistry who is always authentic in what he says and inspiring in the way he works. Today Chris joins the show to discuss how he has set up his office to suit his ideal lifestyle, ensuring he's doing things the way he wants to and he's exactly where he wants to be.

You can find show notes and more information by clicking here: https://bit.ly/2SswdBs 

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Jeffrey Watson is an attorney who has been practicing active trial for more than 27 years. As a trial lawyer, he has a unique perspective on real estate investing, wealth building, and asset management protection. Today Jeff joins the show to discuss the current environment of real estate, how to use a self-directed IRA, and more.

You can find show notes and more information by clicking here: https://bit.ly/2RCza31 

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After our fantastic conversation a few episodes back, I could not wait to have Dr. Josh Cochran on the show again. Dr. Cochran opened Dr. C Family Dentistry in 2014, and his office now welcomes 125 new patients every month. With his practice earning over 400 five-star reviews on Google, it's clear he is doing something very right, and he's back to talk about overcoming the challenges we face every day in the business of dentistry.

You can find show notes and more information by clicking here: https://bit.ly/2GiogJk 

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Many people don’t understand the power of leveraging your credibility by creating authority—or how this can be the best marketing tool for your practice. Today Mike Capuzzi joins me to break down this topic for us. Mike is someone I have looked up to in the marketing field for a long time, and he has created specific formulas and solutions to help you make maverick marketing moves in your field.

You can find show notes and more information by clicking here: https://bit.ly/30MMIvG

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Many people are so busy treading water that they miss the opportunity to do something big. In this episode, Dr. Mark Costes joins me to talk about how to avoid falling into that trap. As someone with incredible insight and experiences, Mark will open up about how failure shaped him and prepared him for massive success.

You can find show notes and more information by clicking here: https://bit.ly/2R3Sypo

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Memory power has an incredible impact on your life, and in today’s episode, two-time USA memory challenge winner Ron White is here to give us the scoop. From military service to speaking around the world, Ron has an incredible story and an even more incredible passion for life and helping people. He's here to share what he has learned about the benefits of having a good memory and how you can work to strengthen yours.

You can find show notes and more information by clicking here: https://bit.ly/37L6kCX

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After reading his book on retirement planning, I knew that Mart McClellan had to come on the podcast and share his unique perspective on finance and creating an effective retirement plan. Today Mart joins the show to explain how common misconceptions and bad advice in finance can be detrimental to your plans. He also offers tips and ideas that will help you build retirement savings earlier and faster.

You can find show notes and more information by clicking here: https://bit.ly/2rIen3U

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Aaron Chapman is a good buddy of mine from the Collective Genius, and he joins the show today to discuss everything from good debt and overcoming limiting beliefs to his experiences volunteering with his wife at the local sheriff’s department. His incredible journey to where he is today is inspiring and illustrates how mindset and perseverance can impact our lives in a major way.

You can find show notes and more information by clicking here: https://bit.ly/2F3wp3O

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