The Freedom Founders Podcast - Investing and Financial Freedom for Dentists

What lessons came out of COVID and the shutdowns that happened? What do you plan to do with them—and where do you plan to go from here? Sherrie Rose, the author of The Cocoon Conundrum, joins the show today to talk about just that. She has some incredible insight to share from her book that will allow you to process and take important lessons from the chaos of the last couple of 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 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.

  1. 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: DFB381.mp3
Category:general -- posted at: 6:00am EDT

We’re back with the third round of the practice transition panel. In today’s episode, we’re going to focus on the business model going forward, the trends in practices, who should be an owner, what ownership looks like, and more. You will get insight into how young people are assessing their practice opportunities now and what that means for you and your practice moving 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 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.

  1. 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: DFB380.mp3
Category:general -- posted at: 6:00am EDT

If you’re considering selling a part or full aspect of the equity in your practice, there are some key things to look at and understand about this process. This week, we will be continuing into the second part of a panel discussion I hosted on practice transitions. (If you haven’t yet, make sure to check out the first part of the discussion!) Today, we’ll be diving into what it takes to take your chips off the table, as well as where to invest that money. 

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.

  1. 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: DFB379.mp3
Category:general -- posted at: 6:00am EDT

If you are mid-career and wondering what’s next for your practice, or if you're at the end of your career looking to exit your practice, this episode will be very relevant and timely for you. The next three weeks will be a behind-the-scenes look into the conversation I had with a panel of experts I had the privilege to host. These experts share insight on practice transitions, especially considering where we are in the marketplace today.

Check out the show notes for more information!

Direct download: DFB376.mp3
Category:general -- posted at: 6:00am EDT

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