If you think selling to a DSO is still a “no-brainer,” this episode will snap you awake. Brannon Moncrief unloads the truth about inflated valuations, duct-tape aggregators masquerading as platforms, and term-sheet fine print sharp enough to slice your future in half. This is a brutally clear roadmap for doctors who want freedom without walking into a trap—and the exact intel you need before signing anything with a dollar sign on it.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #538 - Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies with Jake Conway
2. Ep #499 - You Are More Than a Number – Selling Your Practice and Leaving Dentistry with David Porritt

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’re tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

In this deeply personal and faith-centered conversation, the Kellys share how intentional reflection, courageous restructuring, and the Freedom Founders blueprint helped them reclaim all five freedoms: financial, time, relationship, health, and purpose. Their journey reveals how “free for life” isn’t a finish line but a transformation—one built on living below your means, aligning your marriage and mission, and choosing freedom over fear every single day.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #562 - Stop Playing A Rigged Financial Game And Take Back Control Of Your Money – Anthony Faso and Cameron Christiansen
2. Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David’s Monopodcast

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’re tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Most people spend their lives working harder, saving longer, and praying Wall Street will take care of them. Anthony Faso and Cameron Christiansen—co-founders of Infinite Wealth Consultants—have lived that lie, seen it crumble, and replaced it with something far better.

Today, they expose how conventional financial advice keeps professionals dependent and uncertain—and how the Infinite Banking Concept flips the entire system. Through tax-free growth, liquidity, and self-directed leverage, this approach lets you become your own banker and build assets that serve your timeline, not someone else’s.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #521 - Should I Self-Direct My IRAs? – Alternatives to the 401K and Traditional Investments – Mat Sorensen
2. Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David’s Monopodcast

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’re tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Two decades ago, Shaun McCloskey (visionary coach and founder of Leadership Boardroom) thought he had it all: A thriving real estate empire, 70-hour work weeks, and the external markers of success. Then he realized he was living his mentor's blueprint, not his own, trapped in a business that consumed his life.

His 2007 wake-up call came when he discovered his "successful" mentor was miserable and had lost his family. Within 18 months, Shaun completely transformed using a simple framework he now teaches worldwide.

This raw conversation will challenge everything you think you know about success, productivity, and what it really means to live life on your own terms.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #552 – The Art of Entrepreneurship – Building Legacy and Focus – Ken Wimberly
2. Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David’s Monopodcast
   

Check out the show notes for more information!

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’re tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.