The Freedom Founders Podcast - Investing and Financial Freedom for Dentists (general)

How will the rate cut play out? My guest today is Anna Kelley, who holds a wealth of information on real estate investing, reading the market, mitigating risk, overcoming limiting beliefs, and sharing what she’s learned with the next generation. In this episode, she'll break down the potential impacts of the rate cut and how it may affect you and your finances. 

Check out the show notes for more information!

Top ten most downloaded episodes:

  1. Ep #476 - Anna Kelley: Building Wealth and Teaching Financial Wisdom in Today's Economy (Part 2)
  2. Ep #475 - Anna Kelley: Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1)

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

 

Direct download: FF_Episode_504_-_Anna_Kelley_-_Audio_Version_2.mp3
Category:general -- posted at: 6:00am EDT

Get ready to go down the rabbit hole of private credit lending with my friend Tom Berry. This is something we’ve been doing in Freedom Founders since the beginning, and in this episode, you will get to hear the most important elements that allow you to be successful and profitable in any stage of the market. If you want to know how private lending might fit into your asset allocations, this episode is for you!

Check out the show notes for more information!

Top ten most downloaded episodes:

  1. Ep #382: Dr. Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships
  2. Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization
  3. Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle
  4. Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)
  5. Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)
  6. Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday
  7. Ep #364: Trey Taylor - A CEO Only Does Three Things
  8. Ep #238: Dr. Cherry Chen - The Real Estate Physician
  9. Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt
  10. Ep #343: Steven J. Anderson - Creating a Fast Start for Next-Generation Entrepreneurs

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF503.mp3
Category:general -- posted at: 6:00am EDT

If you want to be successfully invested for the long term, you need to understand the impact of credit shifts and rate cuts on the markets. Joining the show today is Chris Litzler, Senior Director at commercial real estate financing corporation Marcus & Millichap. Chris is well versed in the credit cycles and one of my barometers when it comes to credit shifts and how banks need to adjust to the current economy. You won’t want to miss what he has to say about the real estate market, rate changes, upcoming opportunities, and more.

Check out the show notes for more information!

Top ten most downloaded episodes:

  1. Ep #382: Dr. Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships
  2. Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization
  3. Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle
  4. Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)
  5. Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)
  6. Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday
  7. Ep #364: Trey Taylor - A CEO Only Does Three Things
  8. Ep #238: Dr. Cherry Chen - The Real Estate Physician
  9. Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt
  10. Ep #343: Steven J. Anderson - Creating a Fast Start for Next-Generation Entrepreneurs

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF502.mp3
Category:general -- posted at: 6:00am EDT

Dr. Karen Tindall and Dr. Laura Schwindt are dentists and certified life coaches who combine their love of people, life-changing transformations, and dentistry in partnership with The Mint Door. They join the show today to share some of the important mindset shifts that they help their clients achieve in order to start enjoying life today and creating momentum toward an ideal future.

Check out the show notes for more information!

Top ten most downloaded episodes:

  1. Ep #382: Dr. Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships
  2. Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization
  3. Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle
  4. Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)
  5. Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)
  6. Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday
  7. Ep #364: Trey Taylor - A CEO Only Does Three Things
  8. Ep #238: Dr. Cherry Chen - The Real Estate Physician
  9. Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt
  10. Ep #343: Steven J. Anderson - Creating a Fast Start for Next-Generation Entrepreneurs

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF501.mp3
Category:general -- posted at: 6:00am EDT

There is a gap between what most financial advisors suggest and what it takes to achieve true financial freedom. In this episode, my wife Kandace and I will discuss how and why we created the Freedom Founders community. You will learn how the community we created replicates the success I’ve had in my own life with real estate investing, self-discovery, financial planning, education, and creating more time off for what matters the most.

Check out the show notes for more information!

Top ten most downloaded episodes:

  1. Ep #382: Dr. Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships
  2. Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization
  3. Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle
  4. Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)
  5. Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)
  6. Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday
  7. Ep #364: Trey Taylor - A CEO Only Does Three Things
  8. Ep #238: Dr. Cherry Chen - The Real Estate Physician
  9. Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt
  10. Ep #343: Steven J. Anderson - Creating a Fast Start for Next-Generation Entrepreneurs

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF500.mp3
Category:general -- posted at: 6:00am EDT

What does success look like after dentistry? If you are considering a career transition or thinking about selling your practice, this question is key to ensuring you make the right decision in the long run. With over 35 years of business and dental industry experience, Dr. David Porritt of the Productive Dentist Academy joins the show to share what it takes to ensure you have the right experts on your side to make the best decision for your practice and life after selling.

Check out the show notes for more information!

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

  1. Dustin Burleson - Are You Winning the Wrong Game? True Wealth is Time and Freedom: Ep #498
  2. Drs. Martin & Debra Crombie - Exiting Practice on Your Own Terms: Ep #491
  3. Perrin DesPortes - Deciding Whether to Sell—and How to Sell: Ep #486

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF499.mp3
Category:general -- posted at: 6:00am EDT

How much is enough? Have you ever sat down and truly considered what would be enough for you? Founder and CEO of Burleson Seminars, Dustin Burleson, joins the conversation today to discuss this vital aspect of our careers that can determine the longevity and enjoyment of our lives. Listen in to learn how important it is to be intentional, understand your why, and make sure you’re not just checking societal boxes.

Check out the show notes for more information!

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

  1. Ted Oakley: The White Collar Recession - How to Preserve Wealth in Uncertain Times - Ep 495
  2. Alastair Macdonald: Circumventing Economic Crises and the Pursuit of Wisdom - Ep 493
  3. Frances Stacy: Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! - Ep 490

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF498.mp3
Category:general -- posted at: 4:05pm EDT

Time and profitability are key components to doing dentistry on your own terms. Scott Manning joins the show today to talk about the importance of rethinking conventional dentistry models and how you can turn limitations into assets in your practice. A valuable mentor and cohort of mine, Scott has valuable insight into the dentistry industry that you don't want to miss!

Check out the show notes for more information!

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

  1. Ted Oakley: The White Collar Recession - How to Preserve Wealth in Uncertain Times - Ep 495
  2. Alastair Macdonald: Circumventing Economic Crises and the Pursuit of Wisdom - Ep 493
  3. Frances Stacy: Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! - Ep 490

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF497.mp3
Category:general -- posted at: 11:42am EDT

Today, I’ll be speaking with the founder of Growth Institute, Daniel Marcos. Daniel works with high-level business owners around the world, and he brings a global perspective on the markets as he breaks down the international trends that affect us here in the U.S. Don't miss hearing his key wisdom on what business owners and investors can do to preserve wealth and prepare for uncertainty.

Check out the show notes for more information!

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

  1. Ted Oakley: The White Collar Recession - How to Preserve Wealth in Uncertain Times - Ep 495
  2. Alastair Macdonald: Circumventing Economic Crises and the Pursuit of Wisdom - Ep 493
  3. Frances Stacy: Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! - Ep 490

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF496.mp3
Category:general -- posted at: 6:00am EDT

Ted Oakley is a seasoned investment expert with over 40 years of experience helping high-net-worth individuals preserve their wealth. In this episode, we delve into the complexities of today’s economic landscape, focusing on inflation, deflation, and the volatility in various markets. This conversation is packed with valuable advice for investors and business owners looking to navigate uncertain times and protect their financial future.

Check out the show notes for more information!

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

  1. David McAlvany - Building Wealth and Legacy in Inflationary Times - Ep# 489
  2. Alastair Macdonald - Circumventing Economic Crises and the Pursuit of Wisdom - Ep# 493
  3. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep# 475

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF495.mp3
Category:general -- posted at: 6:00am EDT

Real legacy is so much more than just the financial—it’s about passing down values, family identity, and hard-earned wisdom. Baby Boomers and the Silent Generation are expected to pass down a combined $84.4 trillion in assets to younger generations over the next 2 decades. Will the younger generations be ready to receive, maintain, and grow that wealth? This week, David McAlvany joins the show to share how you can go about passing down that intangible wealth to the next generation.

Check out the show notes for more information!

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

  1. David McAlvany - Building Wealth and Legacy in Inflationary Times - Ep# 489
  2. Alastair Macdonald - Circumventing Economic Crises and the Pursuit of Wisdom - Ep# 493
  3. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep# 475

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF494.mp3
Category:general -- posted at: 6:00am EDT

Alastair J. Macdonald is an entrepreneur and philosopher with an extensive amount of experience discerning signal amongst overwhelming noise. Today, we discuss the opportunity and value of mining your own experience, seeking wisdom from those who came before, and what to focus on in today's volatile economy. 

Check out the show notes for more information!

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

  1. Bob Repass - Leveraging Relationships and the Current Market Dynamics - Ep #492
  2. Frances Stacy - Investor Alert! Navigating Market Turbulence... - Ep #490
  3. David Phelps - Formal Education vs Street Learning – Life Experience Wins Every Time – Ep #488

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF493V2.mp3
Category:general -- posted at: 6:00am EDT

Today, I'm joined by Bob Repass, COO of Revolve Capital, to discuss the current state of the real estate and credit markets. Bob's been in the distressed mortgage game for over 30 years, and he’s here to offer his perspective on affordability challenges, consumer debt, and potential market shifts ahead. We talk about the importance of relationships in business, how the market differs from 2008, and where we are in the current credit cycle.

Check out the show notes for more information!

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

  1. Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep #475
  2. David Phelps – Creating Your Own Economy in the Midst of Volatility in 2024 – Ep #463
  3. Eddie Speed – The Economy is Worse Than You Think – Ep #447

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: DFB492.mp3
Category:general -- posted at: 6:00am EDT

Today, I'm joined by Drs. Martin and Debra Crombie to discuss their success in selling their practice and how they are developing their skills to invest their capital. They share how they overcame the anxiety of an uncertain financial future and their discovery of a path to financial freedom through the Freedom Founders community.

Check out the show notes for more information!

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

  1. Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! – Frances Stacy: Ep #490
     
  2. Deciding Whether to Sell—and How to Sell – Perrin DesPortes: Ep #486
     
  3. What’s Next? – Life After Exiting Clinical Practice – Daniel Sage: Ep #484

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: FF491.mp3
Category:general -- posted at: 6:00am EDT

Busy business owners and investors everywhere are trying to figure out how to better navigate these uncertain and turbulent times. Today, I’m joined by Frances Stacy, a market analyst and trading expert who appears in the financial media, advises policymakers, and manages portfolios at Optimal Capital. She discusses some important principles that will help us to better understand what’s going on in order to position ourselves and our businesses in the right way to weather the storms.

Check out the show notes for more information!

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

  1. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475
  2. Chadwick Johnson - A Day is Worth More Than a Dollar - Ep #433
  3. Alastair Macdonald - Reinvention and Permission to Pivot - The Entrepreneurial Frontier - Ep #393 

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: DFB490.mp3
Category:general -- posted at: 6:00am EDT

Today, I'm bringing back an encore episode with David McAlvany, CEO of the McAlvany Financial Group. We discussed the nature and persistence of inflation, a conversation that took place a year and a half ago but is still relevant to today's economy. Listen in to learn the effects of inflation on our wealth and investing and how the next generation can prepare to handle the responsibility of shepherding wealth and standing out in today's job market.

Check out the show notes for more information!

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

  1. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475
  2. David Phelps - Creating Your Own Economy in the Midst of Volatility in 2024 - Ep #463
  3. Eddie Speed - The Economy is Worse Than You Think - Ep #447 

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: DFB402Encore.mp3
Category:general -- posted at: 6:00am EDT

This week, similar to last week, I’m going to take you inside a special project I’ve been working on this year. I'll give you some things to think about when it comes to formal education vs. “street smarts”, and share why real-life experience—learned while you’re doing it and being around other people who can share their thoughts and insights—is so important to your success in business.

Check out the show notes for more information!

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

  1. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475
  2. Chadwick Johnson – A Day is Worth More Than a Dollar – Ep #433
  3. Alastair Macdonald – Reinvention and Permission to Pivot – The Entrepreneurial Frontier – Ep #393

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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. 

Direct download: DFB488.mp3
Category:general -- posted at: 6:00am EDT

This week, I’m giving you an inside look at a special project I’ve been working on. I’ll be talking about my early insights into entrepreneurship, mindsets, and how I decided I was not going to follow the traditional path. Hopefully, this episode will give you some motivation and ideas that will help you and guide you on your own path to freedom.

Check out the show notes for more information!

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

  1. Chris Ryan - From Success to Significance - Ep #370
  2. Dr. Mark Costes - Failing Forward to Success - Ep #257
  3. Kelsey Ramsden - Getting Past Your Success Hangover to Your Amazing Next - Ep #214

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB487.mp3
Category:general -- posted at: 6:00am EDT

Today's guest has deep experience in all things dentistry. Perrin DesPortes helps dentists build group practices, bring associates and executives into the ownership of their practices, and assist in the transition process. If you’re moving towards a transition with your practice, then be sure to tune in.

Check out the show notes for more information!

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

  1. Achieving Financial Freedom in Dentistry - David Phelps - Ep 479
  2. Is It the Time to Sell or Not? - Brannon Moncrief - Ep 477
  3. Embracing Change and Building Resilience ... - Dustin Burleson - Ep 472

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB486.mp3
Category:general -- posted at: 6:00am EDT

Bob Lachance is someone I’ve known for many years through various masterminds, and he joins me on the show today to talk about how you can better leverage your time by using the skills and talents of other people. If you're interested in using virtual and executive assistants to buy back your time and create an effective team, don't miss this episode!

Check out the show notes for more information!

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

  1. Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466
  2. Clockworking Your Business – Mike Michalowicz: Ep #395
  3. Profit First - A Better Way to Build Your Financial Future - Mike Michalowicz: Ep #224

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB485.mp3
Category:general -- posted at: 6:00am EDT

Have you hit that point in your career and practice where you’re wondering what’s next? Daniel Sage joins me on the show today to share his evolution from clinical practice to exiting the practice and figuring out what’s next for him. He sheds light on his experience selling his practice, going through Freedom Founders, and understanding the options and passions that contributed to his “next.”

Check out the show notes for more information!

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

  1. Burt Copeland - Why You Need a CFO (Part 1) - Ep #482
  2. Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372
  3. Lance Pederson – Trust But Verify: The Key To Due Diligence - Ep #330

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB484.mp3
Category:general -- posted at: 6:00am EDT

We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we're discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for investing.

Check out the show notes for more information!

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

  1. Burt Copeland - Why You Need a CFO (Part 1) - Ep #482
  2. Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372
  3. Lance Pederson – Trust But Verify: The Key To Due Diligence - Ep #330

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB483.mp3
Category:general -- posted at: 6:00am EDT

This week, you’ll be hearing a great conversation that I had with a person who is not only a friend, but has also been an incredible business mentor to me and many others. Burt Copeland is the founder of New Life CFO, and he joins the show to talk about what a CFO is, how he became one, and what a CFO can do for your business.

Check out the show notes for more information!

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

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB482.mp3
Category:general -- posted at: 6:00am EDT

Today we have the privilege of talking to two of our Freedom Founders members, Dr. Cindy Rider and Scott Densmore. They join us to talk not only about their journey to financial freedom, but also the key motivations and priorities they have held to throughout it all and how they were able to prioritize family, quality time, and pursuing purpose.

Check out the show notes for more information!

Episodes we think you’ll enjoy:

  1. Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
  2. Freedom – Living Life on Your Terms – Hiru Mathur:  Ep #452
  3. The Adventure of “World-Schooling” Our Kids With a Freedom Lifestyle - Dr. Drew Ballard: Ep #322

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB480.mp3
Category:general -- posted at: 6:00am EDT

In today’s episode, I dive into the complexities of the current economic environment and its implications on financial freedom and practice management. My discussion zeroes in on identifying market cycle signals, reevaluating financial models, and preparing for the impending shifts that could significantly transform both professional and financial landscapes.

Check out the show notes for more information!

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

  1. Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
  2. Building Wealth and Teaching Financial Wisdom in Today's Economy (Part 2) – Anna Kelley: Ep #476
  3. Practice Transitions Don't Always Start With DSO - Jake Conway: Ep #451


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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB4801.mp3
Category:general -- posted at: 6:00am EDT

Today I want to share a critical—yet often overlooked—inflection point in career planning that impacts not just dentists, but professionals across various industries. It's about understanding how much capital you truly need to alleviate pressure and gain financial freedom. Whether you're at the start, middle, or end of your career, the challenge lies in determining this capital base, as well as knowing how to make your money work for you. In this episode, I explain why passive income is essential and how to break free from average results to embrace true financial independence.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB479.mp3
Category:general -- posted at: 6:00am EDT

Today’s conversation is with Freedom Founders members Rick and Cindy Ostler, who have moved from a place of financial struggle to financial freedom. I like to have these chats from time to time because it is not only fun, but also sheds light on what has become my life's mission: to help other people on their path to financial freedom and leadership. These two have gone through a lot on their journey, and their story is an inspiring one that you don’t want to miss.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB478.mp3
Category:general -- posted at: 6:00am EDT

Brannon Moncrief, CEO of McLerran & Associates and expert in DSO transactions, is back for another episode. Today he sheds light on how he helps doctors who want to sell and how his work is similar to what Freedom Founders does in the real estate marketplace. Listen in to hear Brannon’s insight into the current DSO and private equity situations, as well as what to look out for in the coming months.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB477.mp3
Category:general -- posted at: 6:00am EDT

Welcome back to the second half of my conversation with Anna Kelley. Last week, we talked about how she and her family achieved financial freedom. (If you missed it, be sure to go back and listen to that conversation.) This time, we will be diving into the current market, the economy, real estate, and what we’re looking for in terms of opportunity as a recession becomes more likely.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB476.mp3
Category:general -- posted at: 6:00am EDT

Anna Kelley joins the show today to dive into the world of wealth-building, sharing her journey from the corporate world to achieving financial freedom. In this episode, she talks about the importance of mindset and discipline in the wealth-building process, emphasizing the value of perseverance and hard work—especially during the early years.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB475.mp3
Category:general -- posted at: 6:00am EDT

In this episode, you will hear why I started Freedom Founders and how it has evolved into the premier community for financial freedom for dentists. After a major wake-up call shook me out of my routine and into a place of growth, learning, and planning, I transformed my life and learned how to repurpose what I did to help other people transform theirs. Listen in to hear how I started out in real estate and how it gave me my Plan B income when I needed it.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB474.mp3
Category:general -- posted at: 6:00am EDT

Becoming a proficient medical professional leaves little time to figure out the financial side of things. With the abundance of propaganda and misinformation in the healthcare professions today, I thought it worthwhile to dig into “8 Reasons Doctors Suck at Money” by Jim Dahle of the White Coat Investor.

From lack of financial training to lifestyle creep and time management, you’ll learn key principles to apply to your own finances. Listen in as I review this insightful post and address how to find financial freedom as a medical professional.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB473.mp3
Category:general -- posted at: 6:00am EDT

It can be confusing and frustrating trying to figure out how to plan a successful path to reach future goals, but my long-time friend and colleague in orthodontics, Dustin Burleson, joins the show again today to tackle this topic for us. Dustin covers decision-making, action-taking, and doing all of this in a way that considers the long game—even in a fast-paced world. Rather than continuously pushing goals into the future, he breaks down how you can navigate your life and career more intentionally and successfully.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB472.mp3
Category:general -- posted at: 6:00am EDT

Today we are joined by Dr. Steffany Mohan, a significant contributor to the dental audience with incredible insight to share after her shift from practitioner to multi-practice ownership. Listen in as Dr. Steffany discusses her career path and what it takes to succeed as an entrepreneur in the ever-shifting dental arena.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB471.mp3
Category:general -- posted at: 6:00am EDT

What happens after you’ve sunk loads of money and time into something that no longer feels right? Today I’m going to continue the conversation I started last week about how I would do things differently, but this time, I'll go more into what it looks like when you're deep into your business or career path and what to do now that you are where you are, for better or for worse. Listen in to learn how to find true freedom through planning strategies, involving your family, dealing with burnout, and more.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB470.mp3
Category:general -- posted at: 6:00am EDT

What would you do differently if you could go back in time and redo your life? I get asked this question all the time, and in this episode, I’m going to share my answer. For those who want to know what to pass on to their kids or mentees—and for the younger generations—listen in to learn what I would tell my younger self.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB469.mp3
Category:general -- posted at: 6:00am EDT

This week, I’ll be treating you to a special conversation I had with my longtime friend, colleague, and mentor in the real estate space, Eddie Speed. Eddie began his real estate career back in 1980 and has a great understanding of not only real estate, but also the markets and getting funding. Listen in to hear about the changes that have taken place in the last few decades and how to navigate what the markets are doing now.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB468.mp3
Category:general -- posted at: 6:00am EDT

Today you’ll get to hear the second part of my conversation with Dr. Mike Abernathy. (If you missed last week's episode, be sure to go back and listen to the first part of the conversation.) This time, we’ll focus on financial independence, investing outside of your practice, legacy, community support, and so much more.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB467.mp3
Category:general -- posted at: 6:00am EDT

The world is changing rapidly, but I think there are some ideas and concepts that stay constant throughout the years. Over the next two weeks, I’m going to treat you to a great conversation that I had with my good friend Dr. Mike Abernathy. You will hear about some of our experiences as our practices evolved over time, the successes and failures, and the biggest things we’ve learned along the way.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB466.mp3
Category:general -- posted at: 6:00am EDT

Many of us may dream of being able to take our foot off the pedal in our practice and put energy into something else. In this week’s podcast, you’ll hear about the overall mindset and the provocations that a particular doctor took when he exited his practice early in life. Listen in to hear how he executed his transition, built the right team, and invested in the right infrastructure to set his practice up for success.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB463_v2.mp3
Category:general -- posted at: 6:00am EDT

The exit model is changing rapidly and there are a lot of moving parts to be aware of when you’re planning a practice transition. On this podcast, I’m going to share a conversation I had with Alastair Macdonald that happened in a small group setting where we addressed the conundrum about the DSO and private equity exit options.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB462.mp3
Category:general -- posted at: 6:00am EDT

It’s important to look back on the past year in order to move forward effectively. That's why in this episode, I’ll be monologuing again to go over the big picture and provide insight and reflection on 2023. Listen in to hear how you can also reflect, prepare, plan, and build an incredible life—even amid volatility.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB463_NEW.mp3
Category:general -- posted at: 12:00pm EDT

At the end of the year, it is so important to take a step back to gain not only some perspective, but also gratitude for your life. In today’s podcast, I’m going solo and sharing a bit of an end-of-year monologue that will include my own perspective on the last year, the year to come, and what gratitude looks like amidst all of the challenges and worries.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB462_New.mp3
Category:general -- posted at: 6:00am EDT

Today on the podcast, you’ll get to listen in to another live conversation that I had at a recent Freedom Founder’s event. Chris Litzler is the Senior Vice President of Capital Markets for Marcus and Millichap, and is a stand-out in his knowledge of the commercial real estate space. As we witness the massive upheavals in the commercial market, Chris is here to provide insight into the capital markets so we have a better understanding of what steps to take (or not take) next.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB461.mp3
Category:general -- posted at: 6:00am EDT

Today I'm sharing a live conversation that I had at a recent Freedom Founder’s event with Ted Oakley, founder and managing partner of Oxbow Advisors in Austin, Texas. With his incredible understanding and ability to grasp the larger economic picture, Ted shares tips on how to set your priorities in order to remain fulfilled. You will also get to hear insight and wisdom from Ted’s four-plus decades of being in the financial markets.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB460v3.mp3
Category:general -- posted at: 6:00am EDT

It’s time for every one of you to start taking more control over your financial future. Abdicating important decisions to Wall Street or any single money manager is not going to be the plan that gets you where you want to go. In this episode, you will hear a part of a Dental Nachos webinar with Paul Goodman, where we discuss the role of a financial advisor and shed light on the areas where you may want to be stepping up and taking more control in the next few years.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB459.mp3
Category:general -- posted at: 6:00am EDT

For this week’s episode, I'm sharing the second half of a recent conversation I had with Austin Hair of Leader’s Real Estate. (If you missed the first part of the conversation, make sure to check out last week's episode.) Today, we dig into the major threats facing 401(k)s and what a future without them looks like.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB458_2.mp3
Category:general -- posted at: 6:00am EDT

Today on the podcast, I’m going to share a conversation that I recently had with Austin Hair, managing partner of Leader’s Real Estate. Leader’s Real Estate helps healthcare partners, providers, and operations with their commercial real estate needs. In the first part of this two-part conversation, you will hear about my freedom way and how crisis became my path to freedom in my 40s.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB457_1.mp3
Category:general -- posted at: 6:00am EDT

A lot of people know that I’ve made my way through life by building recurring income through real estate investment. In this episode, I’ll share my own story of navigating real estate investing over the years and the importance of having the right mix of investment education and career or profession. You will hear about what worked really well for me (and hundreds of others) to orchestrate financial freedom. If you have been looking for a way to find freedom in your own life and finances through creating recurring income, this episode is for you.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB456.mp3
Category:general -- posted at: 6:00am EDT

From time to time, I feel the need to go hard on a subject that I feel convicted about, and this is one of those episodes. It will be just me today, talking about market cycles, trends, fads, and how there are dangers that lie within these that affect your investing opportunities going forward. I’ll dive into this to talk specifically about how it may affect your practice transitions and what you can do to steer clear of the traps and mistakes that so many fall victim to.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB455.mp3
Category:general -- posted at: 6:00am EDT

This episode is the second part of a conversation I started last week with Perrin DesPortes. (If you missed last week, be sure to go back and listen as we chatted about the different considerations one needs to make in terms of your pathway, your business model, and your potential exit plan.) In this episode, we will be following up with the backend of all of this, covering the effects of the rising cost of capital and how it’s changing the marketplace.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB454.mp3
Category:general -- posted at: 6:00am EDT

For the next two weeks, I will be sharing a conversation I had with my friend Perrin DesPortes about practice transitions and group practice. In this first half of our conversation, we go over the state of the industry, DSO mania, the changes going on in the marketplace, and where doctors need to be looking to set up a successful game plan and path forward. You'll hear about the changes in opportunities, valuations, private equity, and important things you need to keep in mind as you evaluate your practice transition options.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB453.mp3
Category:general -- posted at: 6:00am EDT

What does it take to have financial freedom and the cash flow needed to maintain your lifestyle while building a fulfilling life? Hiru Mathur and her family have done just that, and she joins the show today to share valuable insight into business, real estate, family, freedom and so much more. 

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB452.mp3
Category:general -- posted at: 6:00am EDT

My good friend Jake Conway is back on the show today to talk about the options out there for practice transitions and how important it is to understand how your numbers can work for you. After starting his career in the hospitality field, Jake realized that the same strategies from the corporate world could be applied to small businesses. He now helps and analyzes dental practices with a focus on empowering them, so listen in if you want to better understand how to interpret and use numbers.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB451.mp3
Category:general -- posted at: 6:00am EDT

Brannon Moncrief brings so much relevance to our space in dentistry, particularly as it relates to the movement of practice transitions in today’s economy. He’s back with me for another episode to talk about the state of the private equity and DSO world and what we can expect when it comes to investing and transitioning in the dental world. If you are considering a practice transition, this conversation will be a valuable way to better understand your options, especially when it comes to DSOs.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB450.mp3
Category:general -- posted at: 6:00am EDT

What does all of this economic change mean for us on a more granular basis? And what can we do to make the right pivots in order to be more sustainable—and even thrive on the other side? I’ll talk about all of this and more today. If you missed last week’s episode, be sure to tune into part one of this series, where I discussed what I see in the marketplace and some specific areas of interest that you should look at in your own life.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB449.mp3
Category:general -- posted at: 6:00am EDT

If you’re a business owner, then you know what it’s like to have to make the decisions day-to-day in every aspect of that business. It’s a lot of work, a lot of risk, and it’s challenging—but many of us wouldn’t do it any other way. So… what about our investments? In this episode, I'll discuss how important it is to take your finances and investments into your own hands, just like you do with your business.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB448_New.mp3
Category:general -- posted at: 6:00am EDT

In today’s episode, you’ll get to listen to a conversation I had with my good friend, Eddie Speed, who has been in real estate alongside me since the 80s. We discuss the different approaches we took, as well as an important direction to start moving when the economy takes a downturn. We also break down the current real estate market and why the economy is probably worse than you think.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB447.mp3
Category:general -- posted at: 6:00am EDT

How do we bring joy, teamwork, and collaboration into the dentistry space? Paul Goodman, a.k.a. Dr. Nacho, has the right idea here and joins the show today to shed some light on the topic. A dentist, multi-practice owner, transitions broker, and founder of Dental Nachos and Dentist Job Connect, Paul opens up about his background and why he decided to bring the dental community together to create more collaboration and less competition.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB446.mp3
Category:general -- posted at: 6:00am EDT

A good friend, mentor, and colleague, Jason Medley, joins me on the show today to talk about how to develop a true and lasting sense of gratitude, the power of relationships, and more. Jason is the CEO and founder of the Collective Genius Mastermind, and with 20 years of background in real estate, he comes to us with valuable experience and insight to share.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB445.mp3
Category:general -- posted at: 6:00am EDT

Daniel Marcos is back in this episode to finish off part 2 of the conversation we started last week on the market cycles and how to stay resilient throughout the changes that are coming. If you missed the previous episode, be sure to check that out first! He continues to shed light on what you need to be doing as an investor and business owner to create stability for yourself and those around you.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB444.mp3
Category:general -- posted at: 6:00am EDT

In this week’s podcast, I’m going to bring you into a private conversation I had with one of my mentors, Daniel Marcos. The CEO of the Growth Institute, Daniel coaches businesses on an international level. As someone who comes from a professional finance and mortgage background, his experience is extensive, and today you will get to hear his take on what’s going on in the marketplace.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB443.mp3
Category:general -- posted at: 6:00am EDT

Today Dr. Mart McClellan of Macro Wealth Management is back on the podcast! He brings a unique perspective as not only a financial advisor, but also a practicing orthodontist. In this episode, he shares his own financial journey as an orthodontist and why he decided to go in a less traditional direction.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB442.mp3
Category:general -- posted at: 6:00am EDT

Today’s show is one that I’m excited to share with you because my friend Jeff Danielson, a passionate and creative serial entrepreneur, is joining me for a chat about the power of a pay-it-forward mindset. Jeff has started around 19 LLCs and his life’s mission is to pay it forward to the future of chiropractic through his coaching and training company, Big Fish Enterprises. He has a wide range of experience and expertise to draw from and some incredible insight to share on collaboration and creating maximum impact with people and your business.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB441.mp3
Category:general -- posted at: 6:00am EDT

Back again today is Alastair Macdonald to finish the conversation we started last week about the movement of private equity money into the dental arena. Where did all of it come from? Where is it likely to go? In this episode, you will hear more about the caveats and dangers involved in practice transitions and particularly with DSOs.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB440.mp3
Category:general -- posted at: 6:00am EDT

Many dentists are selling based on the frenzy in the marketplace or FOMO, but are they looking at all the important indicators when choosing to sell? Back again on the show is my good friend and mentor, Alastair Macdonald, who I bring on from time to time to address current topics in the investing, economic, or dentistry environment. In this episode, we discuss the current DSO scene and where we see private equity in dentistry going.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB439.mp3
Category:general -- posted at: 6:00am EDT

I got started in real estate in the early 80s, and now, about 43 years later, a lot has happened. In this episode, I’m going to dip into my experience and the insight that I’ve gained throughout my career to help give you a better understanding of market cycles and how to invest in tangible assets. If you are looking for ways to prepare for the future and use what you have now to invest in and improve your life and the life of your family, this episode is for you.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB438.mp3
Category:general -- posted at: 6:00am EDT

How do you know when to take some chips off the table? Who to sell to? When to sell? And how to do it. Joining the conversation today is Kyle Francis, a longstanding broker in the dental space, and Bill Ladd and Jared Duckett of Ladd Ducket CPAs, who specialize in dental consulting, accounting, and real estate. We take a case study and discuss how this situation is helpful for you as you figure out how to move forward.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB437.mp3
Category:general -- posted at: 6:00am EDT

Alastair Macdonald is back for a second round and if you missed his first episode, be sure to catch episode #435. In this episode, we will be dealing with the many labor force issues that came about during COVID. From the helicopter money that let a lot of people stay home to people who just  don’t want to go back to the office, we will talk about how you can find good people even in an era like this where we’re going into a recession.  

We also discuss relevancy and how businesses can stay relevant while being a lighthouse to their community. Alastair sheds light on how to play the long game rather than focusing on the short game and how that helps you outlast the rest. You will also hear about how important it is to know when to go against herd mentality and zig when others are zagging.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB436.mp3
Category:general -- posted at: 6:00am EDT

Joining me on the show again is my friend Alastair Macdonald, who has a full background in market cycles and understands them well. In this episode, I’ll be picking his brain for insight on how to be prepared for the deeper recession that we are on the forefront of. Listen in to hear how you can become a full-cycle entrepreneur who goes against or circumvents the dangerous group-think mentality.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB435.mp3
Category:general -- posted at: 6:00am EDT

The topic of recession is a big one and deals with something pretty far out of our control, but there are things we can do to ensure our businesses can deal with the stress they may be under when things get tight. Jake Conway is someone I have come to greatly appreciate for his insights and experience in business financial metrics. He started Custom Practice Analytics, where he really focuses on providing guidance and support to private practice owners, helping them thrive in their personal relationships with their team, seize opportunities in their practice, find solutions, and become more profitable.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB434.mp3
Category:general -- posted at: 6:00am EDT

We all want an experience that we can define for ourselves and there are many different pathways to take. Chadwick Johnson joins me today as a younger doctor and someone who is on the frontier of his own experience – a place we all want to be when we set out on a pathway to getting an education, building skillsets, and starting our practices. Chad shares insight into his life and the incredible momentum he has built with his career and goals.

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’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB433.mp3
Category:general -- posted at: 6:00am EDT

One of my longtime real estate friends, Jeff Watson, joins the show today to talk about the most important things to know right now as an investor. He has been through multiple market cycles as a residential and commercial investor and has great insight when it comes to where the current cycle is heading. For those who are interested in real estate investments, whether active, passive, or boots on the ground, this episode is for you.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB432.mp3
Category:general -- posted at: 6:00am EDT

A familiar face joins the show today! With plenty of experience in building, growing, and selling businesses, Mark Costes is a thought leader and influencer in the marketplace. In this episode, we talk about the program he created for dental assisting and how he views and uses mistakes to shape his many successes in life and business.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB431.mp3
Category:general -- posted at: 6:00am EDT

I've known Freedom Founders member and oral/maxillofacial surgeon Dr. Ryan Toponce for the last few years, and I'm excited to have him as a guest on the podcast. As someone who joined Freedom Founders at a younger age than most and constructed a life of freedom for his family, Ryan has plenty of great insight to share. We discuss the process of taking control of your finances, why we should always be learning, and the importance of surrounding yourself with the right people.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report 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.

Direct download: DFB430.mp3
Category:general -- posted at: 6:00am EDT

This week, we’re going in for the second half of the discussion we started in last week’s podcast with Dustin Burleson. Today's episode is all about how to expedite the learning curve, the state of the market, what “reversion to the mean” means, and more. (Also, be sure to go back and catch last week’s episode if you missed it!)

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB429.mp3
Category:general -- posted at: 6:00am EDT

I recently had an incredible conversation with Dustin Burleson, a thought leader, coach, mentor, and colleague in the orthodontics space for over 12 years. Today, you will hear our discussion about what led to me starting Freedom Founders, how important it is to take on investing and wealth-building yourself, and more. (And this is just the first part of our info-packed conversation, so be sure to stay tuned for part 2 next week!)

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB428.mp3
Category:general -- posted at: 6:00am EDT

We are back with the second half of my interview with Christopher Sands. (If you haven’t heard the first half of the interview, be sure to listen to episode 426 first.) Today we’ll jump into what Chris considers to be the most underutilized business metric, why it’s so important to have an understanding of taxes—even if it’s only from a high level—and more.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB427.mp3
Category:general -- posted at: 6:00am EDT

Christopher Sands joins me on the show today to share from his wealth of knowledge about business and practice management. An accredited wealth advisor with an all-around holistic approach to looking at business and finances, Chris discusses how he learned to dissect businesses for their risks and opportunities, as well as how you can optimize and grow your practice.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB426.mp3
Category:general -- posted at: 6:00am EDT

Today I’m joined by my brother from another mother, Chris Phelps, who is an entrepreneur, general dentist, podcaster, and bestselling author. Also a certified COLBY trainer, certified in ethical influence with the Cialdini method, founder of Golden Goose Scheduling, and much more, Chris joins us to share insight into the strategies he has used and the methods that actually work when it comes to marketing a dental practice.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB425v2.mp3
Category:general -- posted at: 6:00am EDT

Today, if I were to do it all over again, I would never do any of the tax-deferred plans. (Not even necessarily the Roth IRA.) Why? Because the government has rules on that money. In this episode, it’s just me and I’m going to discuss the path of the business owner and entrepreneur, as well as how you can maximize your efforts and profits by using the right strategies and making the right decisions with your investments.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB424.mp3
Category:general -- posted at: 6:00am EDT

My guest today is really deep into the space of dental practice transitions. Specializing in sell-side advisory for dentists who are seeking DSO affiliation or private equity partners, Brannon Moncrief joins the show to share his take on the current state of things and how he recommends dentists look at the options available for transitioning their practices.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB423.mp3
Category:general -- posted at: 6:00am EDT

There’s change coming to the real estate investing world, so it’s more important than ever to understand the new stakes, the new risks, and the new strategies to help you succeed. We’re back with part two of my conversation with Eddie Speed, owner of Colonial Funding Group and founder of NoteSchool. (Be sure to check out part one if you haven’t yet.) Today we dive into the loan origination saga and how underwriting and investment deal flow has changed.

 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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB422.mp3
Category:general -- posted at: 6:00am EDT

As the housing market continues to make headlines with its ups and downs, many wonder what the future holds. In this episode, we have the pleasure of sitting down with Eddie Speed, the owner of Colonial Funding Group and the founder of NoteSchool. Throughout the conversation, Eddie provides a wealth of information on a range of topics, including the rise of seller financing and its impact on the industry, the actual increase in interest rates over the past few decades, and the long-term benefits of innovative financing techniques.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB421.mp3
Category:general -- posted at: 6:00am EDT

Most of you will sell and exit a business at one point in your life, and it’s something you want to get right. Joining the show to talk about business exits is Alastair Macdonald, a longtime guide and advocate for financial freedom with a lot of experience from Wall Street, as well as business sales. In this episode, he shares crucial insight into how to approach a practice sale and navigate the pitfalls that pop up along the way.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB420_NEW.mp3
Category:general -- posted at: 6:00am EDT

Many entrepreneurs struggle with bringing vision and integration together in an efficient and effective way. In today’s episode, Zach Hoskins joins the show to share how he helps small businesses and startups bring vision and integration together in order to deliver consistent and quality results.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB419.mp3
Category:general -- posted at: 6:00am EDT

You’ve probably heard a lot about diversification when it comes to investing, but there’s more to the story when it comes to making your money work best for your goals. In this episode, we’ll continue with the second part of my discussion with Tom Wheelwright, the CPA to Mr. Robert Kiyosaki. He has some incredible insight, tips, and ideas that help you ensure that you find the right fit when it comes to investing and tax planning.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB418.mp3
Category:general -- posted at: 6:00am EDT

Taxes are an area of life that most of us don’t want to deal with, but we also know there are some advantages to dealing with them in the right way. In today’s episode, Tom Wheelwright joins the show to share some key insights and tax strategies. If you’re interested in how you can achieve your big financial goals faster by permanently (and legally) reducing your taxes, this episode is for you.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB417.mp3
Category:general -- posted at: 6:00am EDT

Dr. Zahid Ahmed is a person who has become a friend and mentor of mine and has a really introspective and thoughtful way of looking at his life, profession, and family. At the age of 38, he’s retired with a sold practice—but he isn’t done yet. Listen in to hear about his journey in dentistry and the intentional way he has pursued a fulfilling life of success, freedom, and family.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB416.mp3
Category:general -- posted at: 6:00am EDT

In this episode, you will get to hear a conversation I had with my wife, Kandace, and Alastair Macdonald. Kandace comes to the conversation with degrees in finance and tons of experience with investing, while Alastair brings his own financial prowess and Wall Street experience. You will hear us discuss how we can navigate the volatility going on in the current markets and why it’s so important to participate in the marketplace—even in unusual times.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB415.mp3
Category:general -- posted at: 6:00am EDT

Today’s conversation is with someone who understands the dental industry, the current market, the financing arbitrage opportunities, and more. Kyle Francis of Professional Transition Strategies joins me for this episode to share his take on the state of the economy and the opportunities presented, as well as insight and tips on dental practice transition.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB414.mp3
Category:general -- posted at: 6:00am EDT

Eddie Speed and I go way back, and I’m excited to have him on the show today to talk about the current state of funding in the real estate market and how to buy and sell notes. Eddie is the founder of NoteSchool and Colonial Funding Group, and he knows how to architect a deal like the back of his hand. In this episode, he shares from his experience purchasing notes and gives us insight into his innovative methods that got him inducted into the Small Balance Real Estate Hall of Fame.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB413_1.mp3
Category:general -- posted at: 6:00am EDT

Today Bruce Baird and David Porritt join me in a conversation focused on the current climate of the dentistry industry and the many options for practice growth and transition. They are truly "boots on the ground" when it comes to this, so don't miss out on their insight into what the consolidation industry looks like and how doctors can use their leverage to take advantage of what’s going on in this marketplace.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB412.mp3
Category:general -- posted at: 6:00am EDT

Dr. Michelle Jorgensen is an author, speaker, and health-based dentist who joins us today to discuss the importance of health in dentistry and the Total Care Way she created as an answer to chronic disease. Integrating dentistry with nutrition and naturopathic care, Dr. Michelle's insight into health and how it works hand-in-hand with dentistry is fascinating, and I know you'll learn a lot from her.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB411.mp3
Category:general -- posted at: 6:00am EDT

Chris Litzler and I participate in a group of high-caliber real estate investors, and he is here on the show to bring valuable introspection into the market. This episode will be an interesting one due to the current volatility of the market, so make sure to tune in as Chris shares his thoughts on key problems that happen in real estate and how to put yourself in the best position possible to buy or sell.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB410.mp3
Category:general -- posted at: 6:00am EDT

Joining me on this episode is Bob Winder, the President and Founder of Logan Growth Advisors, a mergers and acquisitions firm that specializes in healthcare. You will get to hear from his massive experience as a growth strategist for Fortune 500 companies and private equity investor who successfully ran and sold a group of dental practices. If you are interested in selling your practice or learning what options are out there for buying and selling practices, this episode is for you.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB409.mp3
Category:general -- posted at: 6:00am EDT

Peter Urling is a long-time practice owner and someone that I met during one of my online investment courses. One thing that really struck me about him is that he leads a very family-based lifestyle. Today he joins the podcast to share the vision he has for his family and his practice, as well as how he created a highly purposeful and high-impact life.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB408.mp3
Category:general -- posted at: 6:00am EDT

Failure isn’t the end—it is a crucial part of the learning and growing process and something that's important for entrepreneurs to understand. Mark Costes is a long-time mentor, friend, and colleague, and he joins the show today to talk about the idea of failing forward. You will get tons of insight into multi-practice ownership, profitability, culture, leadership, and overcoming the fear of making mistakes.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB407.mp3
Category:general -- posted at: 6:00am EDT

Learning to make your money work for you and finding financial freedom is something I’m passionate about helping people with. In today’s episode, you will hear some excerpts from an interview I did regarding my life, philosophy of investing, philosophy of financial freedom, and why I believe real estate and alternatives are still the best game in town. If you’re ready to take control of your own finances and create an impactful and successful trajectory for your life, business, and family, this episode is for you.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB406.mp3
Category:general -- posted at: 6:00am EDT

My good friend, the sales wizard, Vanessa Horn is back with me again to share some important insight on the role of mindset and conviction. In last week’s episode, she talked about the pathway she took as an entrepreneur and shared key sales insights, so definitely go back and listen to that if you haven’t yet. In this episode, we discuss entrepreneurship and the important elements of a successful close.

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’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

  1. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

Direct download: DFB405.mp3
Category:general -- posted at: 6:00am EDT