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The Dentist Freedom Blueprint

English, Finance, 1 season, 491 episodes, 3 days, 3 hours, 23 minutes
About
Podcast for dentists – practice transformation and passive cash flow generation.
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Exiting Practice on Your Own Terms - Martin & Debra Crombie: Ep #491

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: Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! – Frances Stacy: Ep #490   Deciding Whether to Sell—and How to Sell – Perrin DesPortes: Ep #486   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. 
7/12/202431 minutes, 23 seconds
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Investor Alert! Navigating Market Turbulence - What You Don’t Know May be Harmful to Your Financial Future! - Frances Stacy: Ep #490

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: Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475 Chadwick Johnson - A Day is Worth More Than a Dollar - Ep #433 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. 
7/5/202431 minutes, 42 seconds
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Building Wealth and Legacy in Inflationary Times [Encore Episode] - David McAlvany

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: Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475 David Phelps - Creating Your Own Economy in the Midst of Volatility in 2024 - Ep #463 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. 
6/28/202428 minutes, 49 seconds
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Formal Education vs Street Learning - Life Experience Wins Every Time - David Phelps: Ep #488

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: Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep #475 Chadwick Johnson - A Day is Worth More Than a Dollar - Ep #433 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. 
6/21/202425 minutes, 44 seconds
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Creating Your Own Success - Breaking Society's Expectations - David Phelps: Ep #487

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: Chris Ryan - From Success to Significance - Ep #370 Dr. Mark Costes - Failing Forward to Success - Ep #257 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.
6/14/202425 minutes, 10 seconds
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Deciding Whether to Sell—and How to Sell - Perrin DesPortes: Ep #486

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: Achieving Financial Freedom in Dentistry - David Phelps - Ep 479 Is It the Time to Sell or Not? - Brannon Moncrief - Ep 477 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.
6/7/202442 minutes, 9 seconds
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Get Your Time Back - Building an Effective Team and Improving Efficiency - Bob Lachance: Ep #485

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: Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466 Clockworking Your Business – Mike Michalowicz: Ep #395 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.
5/31/202424 minutes, 13 seconds
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What’s Next? - Life After Exiting Clinical Practice - Daniel Sage: Ep #484

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: Burt Copeland - Why You Need a CFO (Part 1) - Ep #482 Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372 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.
5/24/202433 minutes, 23 seconds
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Understanding and Finding Credible Investments (Part 2) - Burt Copeland: Ep #483

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: Burt Copeland - Why You Need a CFO (Part 1) - Ep #482 Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372 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.
5/17/202423 minutes, 9 seconds
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Why You Need a CFO (Part 1) - Burt Copeland: Ep #482

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: Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480 Clockworking Your Business – Mike Michalowicz: Ep #395 Running the Numbers to Support Your Business Vision – Jake Conway: Ep #390 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.
5/10/202420 minutes
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The Journey to Free For Life - Dr. Cindy Rider & Scott Densmore: Ep #481

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! If you like this episode, here are more episodes we think you’ll enjoy: Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479 Freedom – Living Life on Your Terms – Hiru Mathru: Ep #452 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.
5/3/202433 minutes, 3 seconds
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Changing The Business and Investment Models - Adapt or Lose Money - Dr. David Phelps: Ep #480

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: Practice Transitions Don't Always Start With DSO - Jake Conway: EP #451 Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479 Building Wealth and Teaching Financial Wisdom in Today's Economy (Part 2) – Anna Kelley: Ep #476 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.
4/26/202422 minutes, 44 seconds
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Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479

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.
4/19/202425 minutes, 55 seconds
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Shifting Perspective – From Building a Practice to Selling It – Rick and Cindy Ostler: Ep #478

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.
4/12/202427 minutes, 57 seconds
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Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477

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.
4/5/202429 minutes, 42 seconds
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Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 2) - Anna Kelley: Ep #476

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.
3/29/202421 minutes, 20 seconds
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Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1) - Anna Kelley: Ep #475

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.
3/22/202431 minutes, 7 seconds
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My Blueprint For Financial Freedom – Dr. David Phelps: Ep #474

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.
3/15/202418 minutes, 27 seconds
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Financial Freedom For Medical Professionals - Overcoming Bad Money Habits – Dr. David Phelps: Ep #473

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.
3/8/202424 minutes, 57 seconds
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Embracing Change and Building Resilience: How to Shape Better Decisions in a Fast-Changing World - Dustin Burleson: Ep #472

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.
3/1/202424 minutes, 56 seconds
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Elevating to Time Freedom - Dr. Steffany Mohan: Ep #471

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.
2/23/202429 minutes, 8 seconds
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Career Paths and Financial Freedom – Dr. David Phelps: Ep #470

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.
2/16/202417 minutes, 32 seconds
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What I Would Do Differently: Wisdom from 50 Years of Pursuing Freedom – Dr. David Phelps: Ep #469

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.
2/9/202423 minutes, 7 seconds
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The Evolution of Real Estate and the Markets – Eddie Speed: Ep #468

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. He began his real estate career back in 1980 and has a great understanding of not only real estate, but 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.
1/27/202424 minutes, 10 seconds
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Pursuing Freedom in a Dynamic & Fast-Changing World (Part 2) - Dr. Mike Abernathy: Ep #467

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.
1/26/202427 minutes, 23 seconds
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Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) - Dr. Mike Abernathy: Ep #466

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.
1/19/202441 minutes, 38 seconds
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Finding Freedom through Practice Evolution - Creating Margin Right Now, Without Waiting for a Mystical Someday – Alastair MacDonald: Ep #465

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.
1/12/202419 minutes, 11 seconds
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Canaries in the DSO Coal Mine - Analyzing Trends in the DSO and Private Equity Marketplaces – Alastair MacDonald: Ep #464

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.
1/5/202426 minutes, 25 seconds
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Creating Your Own Economy in the Midst of Volatility in 2024 – David Phelps: Ep #463

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.
12/29/202329 minutes, 13 seconds
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Shifting Perspectives, Finding Purpose, and the True Definition of Wealth – David Phelps: Ep #462

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.
12/22/202324 minutes, 3 seconds
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The Credit Market Today and Its Impact on Real Estate - Chris Litzler: Ep #461

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.
12/15/202327 minutes, 49 seconds
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Living with Legacy In Mind - Ted Oakley: Ep #460

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.
12/8/202328 minutes, 30 seconds
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Is Your Financial Advisor Up to the Task?: The Dentist's Guide to Financial Freedom Without Wall Street – Paul Goodman: Ep #459

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.
12/1/202350 minutes, 6 seconds
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A Future Without 401(k)s: The Major Threats Facing the Conventional Retirement Model – Austin Hair (Part 2): Ep #458

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.
11/24/202317 minutes, 45 seconds
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The Freedom Way: How Crisis Became My Path to Freedom in My 40s - Austin Hair (Part 1): Ep #457

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.
11/17/202328 minutes, 2 seconds
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Canaries in the DSO Coal Mine - Analyzing Trends in the DSO and Private Equity Marketplaces (Part 1) – Alastair MacDonald: Ep #457

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. You will learn how to best structure negotiations at a professional level, important contract terms to focus on when negotiating with DSOs, how to conduct due diligence, 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.
11/10/202327 minutes, 23 seconds
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My Freedom Path - David Phelps: Ep #456

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.
11/3/202321 minutes, 2 seconds
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The Danger of Market Cycles, Trends and Fads – David Phelps: Ep #455

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.
10/27/202318 minutes, 45 seconds
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Solo to Group to DSO - Which Path Is Right for You? - Perrin DesPortes (Part 2): Ep #454

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.
10/20/202329 minutes, 1 second
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Solo to Group to DSO - Which Path Is Right for You? - Perrin DesPortes (Part 1): Ep #453

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.
10/13/202325 minutes, 9 seconds
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Freedom – Living Life On Your Terms – Hiru Mathur: Ep #452

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.
10/6/202322 minutes, 14 seconds
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Practice Transitions Don’t Always Start with DSO – Jake Conway: Ep #451

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.
9/29/202329 minutes, 22 seconds
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DSO Mania - The End of an Era? - Brannon Moncrief: Ep #450

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.
9/22/202332 minutes, 26 seconds
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Navigating the Current Market Conditions – David Phelps (Part 2): Ep #449

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.
9/15/202321 minutes, 22 seconds
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Navigating the Current Market Conditions – David Phelps (Part 1): Ep #448

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.
9/8/202323 minutes, 26 seconds
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The Economy is Worse Than You Think – Eddie Speed: Ep #447

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.
9/1/202330 minutes, 12 seconds
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Finding Joy and Happiness in a World of Complaint – Paul Goodman: Ep #446

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.
8/25/202334 minutes, 1 second
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The Definition of Wealth: Vision, Gratitude, and Relationships – Jason Medley: Ep #445

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.
8/18/202331 minutes, 3 seconds
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The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 2) - Daniel Marcos: Ep #444

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.
8/11/202318 minutes, 23 seconds
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The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 1) - Daniel Marcos: Ep #443

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.
8/4/202316 minutes, 50 seconds
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The Velocity of Money - Building and Maintaining Wealth in a Dynamic Market - Mart McClellan: Ep #442

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.
7/28/202331 minutes, 24 seconds
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Maximum Impact with a Pay-It-Forward Mindset - Jeffrey Danielson: Ep #441

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.
7/21/202334 minutes, 28 seconds
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The Hidden Dangers of the DSO Zeitgeist (Part 2) - Alastair Macdonald: Ep #440

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.
7/14/202334 minutes, 52 seconds
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The Hidden Dangers of the DSO Zeitgeist (Part 1) - Alastair Macdonald: Ep #439

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.
7/7/202319 minutes, 40 seconds
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Understanding Market Cycles and Investing in Tangible Assets – David Phelps: Ep #438

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.
6/30/202325 minutes, 23 seconds
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The Decathlon Dentist - Case Study of a Practice Transition - Kyle Francis, Bill Ladd, Jared Duckett: Ep #437

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.
6/23/202340 minutes, 46 seconds
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Culture Wars - How to Engage The Disengaged Labor Force - Alastair Macdonald: Ep #436

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.
6/16/202325 minutes, 31 seconds
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Preparing for Recession - How to be a Full Cycle Entrepreneur - Alastair Macdonald: Ep #435

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.
6/9/202322 minutes, 57 seconds
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Stress Testing Your Practice for the Pending Recession – Jake Conway: Ep #434

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.
6/2/202331 minutes, 5 seconds
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A Day is Worth More Than a Dollar - Chadwick Johnson: Ep #433

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.
5/26/202334 minutes, 56 seconds
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The Market at a Turning Point - What You Don’t Know Could Hurt You – Jeff Watson: Ep #432

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.
5/19/202336 minutes, 9 seconds
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The Entrepreneurial Dentist and The Changing Dynamics of Dentistry - Mark Costes: Ep #431

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.
5/12/202331 minutes, 8 seconds
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Becoming Your Own Financial Advocate - Dr. Ryan Toponce: Ep #430

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) : 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. 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.
5/5/202326 minutes, 17 seconds
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The Dentist's Financial "Plan B" - Navigating to Freedom Decades Ahead of Retirement (Part 2) - Dustin Burleson: Ep #429

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) : 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. 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.
4/28/202329 minutes, 46 seconds
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The Dentist's Financial "Plan B" - Navigating to Freedom Decades Ahead of Retirement (Part 1) - Dustin Burleson: Ep #428

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) : 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. 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.
4/21/202329 minutes, 35 seconds
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Building Your Freedom Plan - Utilizing Your Practice as the Economic Engine to Freedom (Part 1) - Christopher Sands: Ep #427

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) : 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. 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.
4/14/202322 minutes, 52 seconds
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Building Your Freedom Plan - Utilizing Your Practice as the Economic Engine to Freedom (Part 1) - Christopher Sands: Ep #426

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) : 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. 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.
4/7/202321 minutes, 20 seconds
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Complete Dental Marketing - Boots on the Ground Strategies that Actually Work - Dr. Christopher Phelps: Ep #425

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) : 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. 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.
3/31/202331 minutes, 12 seconds
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From Business Owner to Investor - Accelerating Your Progression to Freedom - Dr. David Phelps: Ep #424

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) : 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. 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.
3/24/202327 minutes, 3 seconds
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Navigating the DSO World - Should I Stay or Should I Go? - Brannon Moncrief: Ep #423

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) : 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. 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.
3/17/202331 minutes, 15 seconds
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State of the Markets - Real Estate Recession and Creative Financing Opportunities (Part 2) – Eddie Speed: Ep #422

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) : 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. 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.
3/10/202326 minutes, 21 seconds
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State of the Markets - Real Estate Recession and Creative Financing Opportunities (Part 1) - Eddie Speed: Ep #421

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) : 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. 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.
3/3/202325 minutes, 49 seconds
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Full Cycle Business Exits - How to Navigate the Pitfalls - Alastair Macdonald: Ep #420

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) : 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. 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.
2/24/202334 minutes, 21 seconds
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The Integrator Superpower - Systematizing the Execution of Your Vision – Zach Hoskins: Ep #419

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) : 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. 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.
2/17/202332 minutes, 14 seconds
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7 Investments the Government Will Pay You to Make (Part 2) - Tom Wheelwright: Ep #418

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) : 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. 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.
2/10/202319 minutes, 30 seconds
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7 Investments the Government Will Pay You to Make (Part 1) - Tom Wheelwright: Ep #417

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) : 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. 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.
2/3/202318 minutes, 35 seconds
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“Retire to What, Exactly?” - Removing the Fear of Testing Different Career Models - Dr. Zahid Ahmed: Ep #416

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) : 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. 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.
1/27/202331 minutes, 26 seconds
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Where Are We Now? Where Do We Go From Here? - Navigating the Turbulence of Market Cycles – David Phelps, Kandace Phelps, and Alastair Macdonald: Ep #415

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) : 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. 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.
1/20/202326 minutes, 16 seconds
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Playing the Practice Arbitrage Game - Is the Window Closing? - Kyle Francis: Ep #414

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) : 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. 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.
1/13/202329 minutes, 44 seconds
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Orchestrating Real Estate Profits in a Turbulent Economy - Eddie Speed: Ep #413

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) : 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. 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.
1/6/202330 minutes, 50 seconds
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The Future of Dental Consolidation - Bruce Baird & David Porritt: Ep #412

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) : 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. 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.
12/30/202228 minutes, 57 seconds
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From Health to Wealth - How Adversity Becomes a North Star - Michelle Jorgensen: Ep# 411

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) : 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. 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.
12/23/202229 minutes, 21 seconds
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Reading the Tea Leaves - Credit, Financing and Leverage Considerations in a Disruptive Market - Chris Litzler: Ep #410

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) : 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. 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.
12/16/202231 minutes, 19 seconds
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Practice Sale Options and Liquidity Events - What You Need to Know - Bob Winder: Ep #409

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) : 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. 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.
12/9/202227 minutes, 51 seconds
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The Journey is the Destination - Peter Urling: Ep #408

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) : 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. 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.
12/2/202227 minutes, 17 seconds
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Fail Forward Fast - Lessons of an Entrepreneur – Mark Costes: Ep #407

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) : 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. 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.
11/25/202230 minutes, 15 seconds
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Questions and Answers with David - David Phelps: Ep #406

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) : 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. 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.
11/18/202225 minutes, 55 seconds
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Achieving Freedom by Working Smarter, Not Harder - Vanessa Horn: Ep #405

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) : 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. 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.
11/11/202233 minutes, 55 seconds
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Following the Breadcrumbs - The Power of Decision - Vanessa Horn: Ep #404

Vanessa Horn is a long-time friend, colleague, and mentor who helps a lot of people with their businesses. She joins the show today to share her unique insight on a key element of sales: finding out what you do well. This episode is full of mindset shifts and important ideas for homing in on what works best for you, your business, and your 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) : 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. 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.
11/4/202232 minutes, 46 seconds
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David's Response to Objections of Certified Financial Planner - David Phelps: Ep #403

Today you’ll hear my response to a financial planner who was giving his client feedback on my latest book, Inflation: The Silent Retirement Killer. Listen in to hear me destroy everything that the financial advisors talk about when it comes to markets, real estate, Wall Street, and training their clients into abdicating their financial future to the marketplace and hoping for the best. Listen in to find out what you can control that will help you navigate market cycles rather than just hanging in there, as many advisors recommend. 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) : 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. 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.
10/28/202223 minutes, 17 seconds
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Navigating Life, Legacy and Wealth - David McAlvany: Ep #402

My friend and mentor, David McAlvany, joins the show today. He served as the CEO of the McAlvany Financial Group since 2008, and he has some incredible insight from his years of successfully managing financial portfolios during severe downturns and times of crisis. His years in the financial field are a goldmine of knowledge 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) : 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. 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.
10/21/202228 minutes, 49 seconds
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The Current State of the Real Estate Market - Caveats of a Veteran Investor - Jim Ingersoll: Ep #401

In today's episode, I’m back with one of my long-time friends who shifted his career from engineering to real estate and entrepreneurship. Jim Ingersoll had a rough start in real estate, and he joins me today to share what helped him grow and improve over the years. You will also get a really valuable run-down of the current state of the real estate market from someone who has seen it all. 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) : 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. 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.
10/14/202225 minutes, 16 seconds
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The Next Generation of the Business of Dentistry - Design Your Future by Choice - Bruce Baird: Ep #400

My good friend, longtime colleague, and entrepreneur in the dental space joins the show today to share valuable insight on innovation, change, and decision-making. Dr. Bruce Baird is a former military member who built a very successful dental practice from scratch after leaving the service—and has gone on to lecture across the U.S. and internationally for years. For those who may feel stuck right now, wherever you are in dentistry and whatever you are dealing with in your business, this episode is full of inspiration and insight that will get you moving. 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) : 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. 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.
10/7/202234 minutes, 24 seconds
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Dynamics of Being Married to an Entrepreneur - Ashley Pearson: Ep #399

Today I'm joined by Ashley Pearson, the wife of entrepreneur Caleb Pearson, who plays a huge role both at home and in their businesses. I'm so excited to have Ashley here to share some extremely valuable insight into finances, playing a supporting role, and balancing the demands of family 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) : 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. 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.
9/30/202230 minutes, 9 seconds
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Leveraging Your Practice to Create More Freedom - Scott Manning: Ep #398

Mentor, friend, and fellow entrepreneur Scott Manning joins the show today to share his journey in business. Having started a business when he was in high school, Scott discusses the value of having a coach or mentor, as well as the importance of knowing the money math and what it means to have a team-driven system. 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) : 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. 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.
9/23/202229 minutes, 22 seconds
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Marketing on a Mission - How Your What, Why and How Becomes Your Unique Differentiator in a Sea of Commoditization - Dacia Coffey: Ep #397

What’s your differentiator? We all have them, but we often have trouble finding them. That's where Dacia Coffey of The Marketing Blender comes in. She joins the show today to talk about how people can use their words to unleash potential and use their work to bless the world.  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) : 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. 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.
9/16/202228 minutes, 4 seconds
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Turning Your Practice Vision into Reality - Dr. Summer Kassmel: Ep #396

Getting into a career out of spite but then becoming an influencer, inspiration, and incredible asset to the field may be rewarding, but for today's guest, there’s so much more to it. In this episode, I get to connect with Dr. Summer Kassmel, and we really dig into mindset and what drives her in dentistry. You will get an awesome inside look into her career and the valuable tools she provides to help other dentists succeed within 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) : 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. 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. 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.
9/9/202227 minutes, 41 seconds
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Clockworking Your Business - Mike Michalowicz: Ep #395

Bestselling author, speaker, and entrepreneur Mike Michalowicz joins the show today to share some of his famous insights for entrepreneurs, including the important things he recently changed in his book, Clockwork. If you're ready to learn how to get your time back so you can live in financial and personal freedom, then don't miss this episode! 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) : 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. 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. 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.
9/2/202227 minutes, 16 seconds
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Practice Model Redux - Living Your Vision Without the PPO High Volume Model - Dr. Ron Schefdore: Ep #394

Many of the things we are taught to believe in life end up not being true, so it’s important to push back or try something different in order to find what works. The no-hygiene method is a controversial one that Dr. Ron Schefdore has gotten a lot of pushback for, but he has found success in it. He joins the show today to share the most important things he has learned throughout his dental career, and you don’t want to miss 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) : 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. 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. 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.
8/26/202230 minutes, 42 seconds
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Reinvention and Permission to Pivot - The Entrepreneurial Frontier - Alastair Macdonald: Ep #393

So often in life, we follow a path that has been deemed ‘for us’ and down the road, we wonder if this path is really what we’re meant to be doing. My good friend Alastair Macdonald joins me on the show to talk about reinvention and the importance of taking responsibility for your education and evolution. You will learn about how to choose the right path, the importance of mentorship, and how to succeed in the right 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) : 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. 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. 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.
8/19/202233 minutes, 34 seconds
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The World of Private Transactions: What, Why and How - Larry Pino (Part 2): Ep #392

This week is a continuation of last week’s conversation with Dr. Larry Pino on private transactions. (If you missed last week's episode, make sure to go back and check it out!) Today, we're diving into specific details on some of the private transactions we’ve been working on. You'll come away with a better understanding of the ins and outs of making deals like this work well, the motivations behind the deals, and—most importantly—how these deals ended up being a win-win. 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) : 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. 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. 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.
8/12/202222 minutes, 8 seconds
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The World of Private Transactions: What, Why and How - Larry Pino (Part 1): Ep #391

This episode is part of a 2-part series on private transactions (primarily in the real estate world). My good friend Larry Pino helps me dig into the world of private transactions, how to go about them correctly, and ways to be hedging against market 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) : 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. 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. 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.
8/5/202227 minutes, 30 seconds
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Running the Numbers to Support Your Business Vision - Jake Conway: Ep #390

The business side of a dental practice is often an area that is neglected or simply misunderstood by many dentists. Joining the show today is Jake Conway, a dental business analyst who aims to help dentists identify opportunities in their practices. He discusses the important aspects that go into a successful practice and how you can begin to find clarity and solutions that level up what you do and how you do 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) : 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. 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. 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.
7/29/202228 minutes, 31 seconds
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The Most Important Geopolitical Trends That Will Affect Your Future - Daniel Marcos: Ep #389

This week, I continue my discussion with Daniel Marcos of the Growth Institute. Last week was all about entrepreneurship, but this week he will be addressing the economy and markets we’re currently seeing. Daniel talks about the major trends he sees going forward that we, as entrepreneurs, business owners, and investors, need to pay attention to in order to navigate the volatility and disruption of 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) : 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. 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. 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.
7/22/202234 minutes, 37 seconds
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The Life Cycle and Lessons of an Entrepreneur - Daniel Marcos: Ep #388

In the next two episodes, my good friend Daniel Marcos from the Growth Institute joins me for some incredible conversations about entrepreneurship. He gives us a glimpse into his past and formative times that taught him essential lessons and shaped his career and life. From politics to fast-growing fintech, you will get insight into the high-highs and low-lows of his career. 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) : 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. 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. 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.
7/15/202231 minutes, 30 seconds
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Ep #387: Jim Rachor - From Student to Practitioner, to Master, to Teacher - What’s Your Next?

Jim Rachor is part of the Freedom Founders tribe who has gone down his own path and developed a blueprint to help others find freedom, success, and significance in life. He joins the show today to talk about giving back and how to create more confidence and capacity to give back. You will also hear a lot about the importance of mindset and how to really curate the people that work with you—and for you—to ensure 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) : 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. 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. 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.
7/8/202223 minutes, 54 seconds
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Ep #386: Nancy Huyhn - Creating Plan B Wealth Through Real Estate Syndications

The value of vision is huge when it comes to creating a life of freedom and balance through time management, investing, and more. Today, I have Dr. Nancy Huynh with me to talk about real estate and vision. An eye surgeon, entrepreneur, and an impact real estate investor who started Clear Vision Investing, Nancy is passionate about helping other people realize the power of investing in real estate. Listen in to hear how she helps women physicians understand investing and create a solid financial foundation, as well as how investing can generate great returns for you while making a positive social impact. 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) : 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. 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. 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.
7/1/202230 minutes, 31 seconds
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Ep #385: Dennis Perry - Retirement with Confidence - Abundance vs. Scarcity

Freedom Founders member Dr. Dennis Perry joins me on the show today to talk about his retirement journey and how he got into real estate investing. From exiting his partnership to the meetings with his financial advisor, he shares how he navigated the financial issues that came in early 2020 and how he found confidence again in his retirement. 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) : 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. 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. 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.
6/24/202233 minutes, 19 seconds
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Ep #384: Mike Zlotnik - Stress Testing Your Investments During Uncertain Times

Mike Zlotnik is the CEO and Founder of the Tempo Management group, dealing with investments and funds in the real estate field. He has an incredibly analytical mind that is so valuable when it comes to understanding what’s going on with the market and how to navigate your investments during an uncertain time. In today's episode, you'll get a glimpse into what he is seeing, predicting, and planning for with the currently developing “party is over” recession. 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) : 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. 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. 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.
6/17/202231 minutes, 39 seconds
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Ep #383: James Miller - Breakthroughs in Life - You Are the Expert

With all of the uncertainty and increasing concerns in the world today, it can be easy to get stuck or feel lost. Today I'm joined by James Miller, licensed psychotherapist and mental health expert, who joins the show to talk about breakthroughs and becoming the expert in your own life. He discusses the importance of going back to learn (or re-learn) previous lessons from your life and gives us a glimpse into his method for doing that. 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) : 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. 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. 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.
6/10/202224 minutes, 18 seconds
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Ep #382: Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships

How we think really shapes our behaviors and the actions we take in life. Dr. Cody Cowen, one of our Freedom Founders members, joins me on the show today to discuss his journey in life (and with Freedom Founders), as well as what it takes to break out of a fear-based mentality and be open to growth. 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) : 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. 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. 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.
6/3/202231 minutes, 4 seconds
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Ep #381: Sherrie Rose - Your Life Post-COVID - Focusing on What Matters

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) : 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. 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. 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.
5/27/202235 minutes, 9 seconds
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Ep #380: Practice Transition Panel (Part 3)

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) : 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. 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. 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.
5/20/202225 minutes, 20 seconds
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Ep #379: Practice Transition Panel (Part 2)

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) : 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. 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. 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.
5/13/202220 minutes, 44 seconds
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Ep #378: Practice Transition Panel (Part 1)

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!
5/6/202223 minutes, 54 seconds
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Ep #377: Inflation: The Silent Retirement Killer (Part 2)

Like never before, you need to look at your financial future through a totally different lens. Today I’ll be continuing the conversation I started last week about inflation and my new book, Inflation: The Silent Retirement Killer. Be sure to go back and check out the first part of this 2-part series if you haven’t already because I laid the groundwork on how this inflation cycle came to be. In this episode, you will hear about how you can better position yourself against today’s volatility. Check out the show notes for more information!
4/29/202216 minutes, 2 seconds
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Ep #376: Inflation: The Silent Retirement Killer (Part 1)

We have been in a declining inflationary market since 1982, and since then, we have gone through many deflationary market cycles, including the 2008 recession and the recent pandemic. So, what’s different about today? Why are we dealing with inflation now when we didn’t in previous years? In this episode, I will be explaining the current state of the marketplace, sharing how we got where we are today and what we can expect to come. Check out the show notes for more information!
4/22/202226 minutes, 53 seconds
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Ep #375: James Miller – Owning Your Freedom [Lifeology Interview]

Listen in for a lively interview on James Miller’s platform, Lifeology, where I got to share my insight on freedom. We discuss our common philosophies on life, freedom, and moving into what’s next. Don’t miss this illuminating discussion on determining priorities, making room for what matters, and building a life and career that empowers, fulfills, and lifts up your family. Check out the show notes for more information!
4/15/202227 minutes, 59 seconds
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Ep #374: Carol Roth - The War on Small Business (Part 2)

This week we’ll be jumping back in for part 2 of my interview with bestselling author Carol Roth. She joins me to discuss her new book, The War on Small Business, where she covers the impact of government mandates and overreach. Carol also dives into what we can do as small business owners to forge ahead and take advantage of the disruptions in the marketplace. Check out the show notes for more information!
4/8/202224 minutes, 29 seconds
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Ep #373: Carol Roth - The War on Small Business (Part 1)

Amidst the COVID panic of the last few years, the government came out and determined which businesses are essential—and we’re finding out more and more that capitalism has been changed to cronyism. The next two episodes are from my interview with the bestselling author, Carol Roth, who joins me to discuss her new book, The War on Small Business, and share the insight she gained from the last few years of government overreach. Check out the show notes for more information!
4/1/202226 minutes, 5 seconds
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Ep #372: Darlene Fitzgerald Root - It’s All Good Until It Isn’t - The Due Diligence that Most Investors Fail to Do

Due diligence is extremely important because it’s too easy to slip up and get lazy in certain areas. That's why I've got today's guest, Darlene Root, on the show. A veteran in the investing space—and someone who also got caught in a situation that nobody wants to be in—Darlene joins me to discuss these types of situations, how both of us fell into them, and how we navigated through and past them. Check out the show notes for more information!
3/25/202241 minutes, 31 seconds
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Ep #371: Brett Snodgrass - Sitting in the Owner's Box

So much of our lives as entrepreneurs, we are driven to support our families, do something different than the majority, find freedom, and find peace of mind. Today on the podcast, I have someone I met through a mastermind and someone I have so much respect for: Brent Snodgrass. He joins me for this episode to share what it took for him to step aside in his business and into the “owners box,” as well as why that was so pivotal to his success in business and his personal life. Check out the show notes for more information!
3/18/202238 minutes, 2 seconds
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Ep #370: Chris Ryan - From Success to Significance

What is it that takes entrepreneurial spirits and moves them into the next phase of life—beyond scarcity and into abundance? In this episode, I get to talk with my good friend Chris Ryan about life’s purpose and how we can find, secure, and act on that purpose. As the CEO of Gobundance, Chris shares the key to finding success that is significant and meaningful. Check out the show notes for more information!
3/11/202233 minutes, 42 seconds
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Ep #369: John Way - The Monkey Wrench

John Way brings something to the table that every business owner wants to figure out. He’s the founder and Chief Productivity Officer at Pipelineapp.io, and he joins the show to share his passion for helping people in organizations work smarter and grow faster. After 20 years of building, managing, and refining enterprise systems and processes for Fortune 100 clients and small businesses, John has a ton of incredibly useful insight that you'll get to hear today. Check out the show notes for more information!
3/4/202223 minutes, 39 seconds
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Ep #368: Jay Conner - Investing in the Private Capital Markets (Part 2)

In this episode, you’ll hear the second part of my conversation with Jay Conner about using private capital to invest in real estate. If you missed the first part of the discussion, including how Jay helps other investors to succeed in this area, be sure to check it out. Today, he will discuss the importance of relationships when it comes to putting together solid deals and how he is helping people get into the market. Check out the show notes for more information!
2/25/202223 minutes, 59 seconds
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Ep #367: Jay Conner - Investing in the Private Capital Markets (Part 1)

If you’re interested in doing business with private lenders or even using your private funds to invest in real estate, this is an episode you won't want to miss. My good friend Jay Conner joins me today to discuss how private capital works and share insight into how he has found massive success in that area. Jay is known as the private money authority—and for good reason—so be sure to listen in and hear his tips on investing in the private capital markets. Check out the show notes for more information!
2/18/202226 minutes, 48 seconds
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Ep #366: Steven Anderson - Lessons From a Boy, His Father, and a Paper Route

Lessons learned at an early age often have a huge impact that carries us through the rest of our lives. Steven Anderson joins the show today to share his story and key life lessons from his book, The Bicycle Book, that helped lead to greatness. You will come away from this episode with some extremely valuable ideas and insight that you can implement with your family, business, and personal life. Check out the show notes for more information!
2/11/202235 minutes, 7 seconds
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Ep #365: Will Moreland - Where There is a “Will,” There is a Way

I’m looking forward to this episode because my friend, mentor, and colleague of many years is joining me to talk about speaking into potential and developing barrier-shattering habits. Dr. Will Moreland is a business and transformational leadership coach and the founder of Will Moreland International LLC. He joins the show today to share inspiration with us on how to break through barriers and achieve personal greatness through life harmony. Check out the show notes for more information!
2/4/202240 minutes, 31 seconds
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Ep #364: Trey Taylor - A CEO Only Does Three Things

Today we’re going to talk about the business ownership position—a.k.a. the CEO position. Many of us aspire to be there, and many are there, either out of default because someone had to fill that position or because we were the ones who decided to build the business. Trey Taylor has been through each of those situations, and he joins me on the podcast to share his wisdom when it comes to being an effective CEO. Check out the show notes for more information!
1/28/202237 minutes, 35 seconds
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Ep #363: Daisy McCarty - Your Brand Messaging - Differentiation in a Commoditized Marketplace

I’m excited to have Daisy McCarty on the show today so she can give us some insight into branding, messaging, and how to set yourself apart from the crowd. Daisy is a branding and marketing strategist and FCO of the Marketing Blender. In this episode, she gives us her take on the dental marketing scene so we can gain insight into what we might be missing (especially when it comes to branding) and where we can step up our game. Check out the show notes for more information!
1/21/202230 minutes, 44 seconds
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Ep #362: Vivek Kinra - Navigating the PPO Conundrum - Pain or Profit?

Today I’m joined by Vivek Kinra, owner of two large and fast-growing dental insurance consulting companies. He discusses how he got into the dental insurance industry and provides insight from his experience in building successful companies in a short amount of time. Vivek also helps to clarify the options available to dentists who want to better navigate insurance and negotiate more reasonable reimbursement. Check out the show notes for more information!
1/14/202233 minutes, 16 seconds
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Ep #361: Rob Swanson - The Eight Rules of Investing (Part 2)

In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction. Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. Check out the show notes for more information!
1/7/202221 minutes, 37 seconds
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Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)

Rob Swanson has 8 rules of investing that ensure he makes the best possible and most worthwhile investing decisions. He joins us on the podcast to talk about these rules and give you important insight into what you need to know about investing in this economic climate. In this first episode of the two-part series, Rob will go over rules 1 through 3, sharing the keys to stop billing hours and start investing intelligently. Check out the show notes for more information!
12/31/202121 minutes, 37 seconds
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Ep #359: Jason Hartman - The Hartman Index - Everything is More Expensive...Compared to What?

I’ve really been looking forward to having this conversation with my longtime friend and colleague in the space, Jason Hartman. Jason has an incredible amount of insight into the real estate and investing fields, and he shares some important advice on money management, inflation, and investing long-term. He also discusses key changes we've seen over time and throughout history that we need to keep track of and learn from. Check out the show notes for more information!
12/24/202141 minutes, 44 seconds
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Ep #358: Jim Sheils - Making the Most of Your 18 Summers

Many of us are big on finding freedom in our lives and think that working hard, grinding it out, and making more money is serving our families really well. Although our intentions can be great and family-focused, this can be a tricky thing to navigate when it comes to time, being busy, and ultimately delegating out things that are crucial to the health and happiness of our families. In this episode, my good friend Jim Sheils joins me to talk about just this and how he found a way to put family first and make this time of life count. Check out the show notes for more information!
12/17/202130 minutes, 59 seconds
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Ep #357: Ken Wimberly - Building Your Legacy Today

We often work hard and stay busy because we think it’s the right thing to do and we want to support our families. Yet, often, busy isn’t the answer. I am excited to share Ken Wimberly with you today because he comes with an extremely important message and something slightly different to share with you. Today, he talks about setbacks, turnarounds, having it all figured out, and—most importantly—building a family legacy. Check out the show notes for more information!
12/10/202131 minutes, 55 seconds
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Ep #356: Mike Michalowicz - Get Different - How to Get Noticed in All of the Noise

Today, I’ll be bringing back one of my favorites to the show: Mr. Mike Michalowicz. Mike is a prolific writer who really understands the business mindset and is able to take complexity and make it simple, fun, and innovative. In this episode, he’ll be sharing some incredible insight into standing out from the crowd in business while staying true to yourself. Check out the show notes for more information!
12/3/202125 minutes, 1 second
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Ep #355: Alastair Macdonald – Dropping Fences on Possibility (Part 2)

Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works. Check out the show notes for more information!
11/26/202135 minutes, 13 seconds
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Ep #354: Alastair Macdonald – Dropping Fences on Possibility (Part 1)

Would you jump at the chance to hear from someone who has experienced five recessions, one national currency implosion, three global pricing bubbles, the greatest hyperinflation, the largest asset deflation in history, and violent, social, and political upheaval? Join me today to hear part one of a conversation I recently had with Alastair Macdonald at the Freedom Founders Mastermind. He is a good friend, mentor, and very thoughtful person who will be sharing some gems with us about uncertainty, seeking guidance, risk, and group-think. Check out the show notes for more information!
11/19/202126 minutes, 13 seconds
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Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday

For those who are looking for a different path to their freedom and retirement goals, this episode will be extremely insightful and helpful. Today I’m joined by Jim Rachor, a Freedom Founders member who decided to take things into his own hands rather than abdicate that to other platforms and institutions. You will hear about his incredible journey to finding a new way to tackle his goals and gain true financial freedom. Check out the show notes for more information!
11/12/202130 minutes, 44 seconds
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Ep #352: Barbara Stackhouse - Eliminate Stress and Increase Time with a Profit First System for Freedom

Today, my good friend Barbara Stackhouse joins me on the show to talk about the Profit First system and how you can use it to stay on track, get ahead, and be less stressed. Barb is someone who has been in the industry a long time and has been helping dentists boost their revenue and profits. In this episode, she explains how she does this and what you can do to get started doing the same through a combination of wellness, accounting processes, and knowledge. Check out the show notes for more information!
11/5/202131 minutes, 36 seconds
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Ep #351: Daniel Marcos - Scaling Intentionally and Conquering Crisis (Part 2)

Today’s episode is part two of the interview I did with my good friend and mentor, Daniel Marcos, co-founder and CEO of the Growth Institute. (If you didn’t catch last week's episode, I encourage you to listen to that first.) In this follow-up, you'll hear more about Daniel’s journey into disciplined entrepreneurship and gain insight on scaling a business the right way. Check out the show notes for more information!
10/29/202143 minutes, 57 seconds
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Ep #350: Daniel Marcos - Scaling Intentionally and Conquering Crisis (Part 1)

This week, you’ll get to listen to the first episode of a two-part series of sessions I did with my good friend and mentor, Daniel Marcos. Daniel is the co-founder and CEO of the Growth Institute and the epitome of someone who knows how to grow and scale businesses. Today, he’ll be giving us a glimpse into his own life and entrepreneurial journey. Check out the show notes for more information!
10/22/202132 minutes, 38 seconds
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Ep #349: Chris Salcedo - Turning The USA Around

I’m excited to have a guest joining me today who really advocates for our freedom and our country. Chris Salcedo is a radio and television personality who has spent a lot of his life studying what it means to be an American citizen. He shares his point of view as a liberty-loving Latino and insight on how we got to where we are right now in America. Check out the show notes for more information!
10/15/202128 minutes, 31 seconds
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Ep #348: Ed Boran - Giving Back to Those Who Protect Our Freedom

Ed Boran is the Co-President of the Marine Corps-Law Enforcement Foundation (MC-LEF),  an organization with the mission to educate every child who has lost a parent serving in the Marines or any Federal Law Enforcement Agency. He began his career in 1967 when he enlisted in the United States Marine Corps and was commissioned a second lieutenant. He then spent 25 years with the FBI. Today he joins the show to discuss the amazing work his organization is doing for the community. Check out the show notes for more information!
10/8/202129 minutes, 21 seconds
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Ep #347: Dane Espegard - How to Thrive Post-Pandemic Through Team Dream Achieving

In this incredible episode, I speak with Dane Espegard about his emphasis on company culture and why it’s so important to the success of your business. Dane is a culture consultant who teaches, assists, and executes the implementation of a culture centered around achieving dreams. He joins the show today to dive into what that means and how the system he helps companies build places great emphasis and importance on the lives of the team members. Listen in as he discusses how culture is more important than ever in a post-pandemic world, as well as how the options and choices available will affect your ability to retain employees and grow a business. Check out the show notes for more information!
10/1/202131 minutes, 53 seconds
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Ep #346: Brett Judd - Balancing Life, Business, and Success

When you’re dealing with stress, pressure, and complications with your business or personal life, it’s easy to feel alone—but you’re not! I met my good friend Brett Judd at a mastermind quite a few years ago, and he is a force to be reckoned with when it comes to running a profitable, ethical practice, bringing together effective teams, and providing clarity through stress and mindset management. Brett’s background and the insight he has to share are so relevant to business owners and entrepreneurs who want to build their practice, teams, and life in a way that makes an impact. Check out the show notes for more information!
9/24/202137 minutes, 2 seconds
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Ep #345: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 2)

Welcome back to the second half of the series taken from one of our Freedom Founders member events. If you missed the first half, head back to episode #344 to hear the beginning of the talk I did on risk with my wife Kandace. In part two, we jump right back into Kandace sharing wisdom on how each of us has key differences and perspectives on time and how we can use that to work for us rather than against us. Check out the show notes for more information!
9/17/202129 minutes, 13 seconds
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Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)

This week, I’m going to take you inside one of our Freedom Founders member events, where I did a presentation with my better half, Kandace. We talked about risk and how important it is to our development and ultimate ability to succeed. Although we are naturally taught to avoid risk, Kandace and I share a different perspective on how to incorporate risk, not get too caught up in details, and step out of our comfort zones. Check out the show notes for more information!
9/10/202125 minutes, 48 seconds
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Ep #343: Steven J. Anderson - Creating a Fast-Start for Next Generation Entrepreneurs

Steven J. Anderson is back on the podcast, and this time we are talking about investing in the next generation of entrepreneurs. We talk about return on investment all the time, but in this episode, we are focusing on our return on legacy. Check out the show notes for more information!
9/3/202136 minutes, 20 seconds
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Ep #342: Alastair J. Macdonald - Understanding The Full Market Cycle (Part 2)

With the current movement of increased government spending and gaining of control, what does an entrepreneur who wants to stay sovereign do? Alastair Macdonald joins me for this second half of our conversation on understanding the full market cycle, and he shares valuable insight and information that will help you understand what’s going on in the current market and make a plan to succeed through it. Check out the show notes for more information!
8/27/202123 minutes, 33 seconds
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Ep #341: Alastair J. Macdonald - Understanding The Full Market Cycle (Part 1)

Alastair Macdonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. He is also the owner of the consulting firm Parallax Strategic Advisors, as well as the publisher of the Parallax Report, an economic, social, and market forecasting service. He joins the show today to dive into the importance of understanding—and being able to weather—the full economic cycle as an entrepreneur and business owner. Check out the show notes for more information!
8/20/202128 minutes, 40 seconds
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Ep #340: Andy Baber - Finding Freedom at Age 42

Today I'm joined by oral surgeon and Arkansas native Dr. Andy Baber. I’m excited to share his story with you, as he has been with Freedom Founders for a very long time and has some great insight to share for those who want to find more time for family. In this episode, he opens up about his freedom journey, including how he got away from the lifestyle creep and focused on his family and creating a fulfilling life. Check out the show notes for more information! 
8/13/202135 minutes, 16 seconds
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Ep #339: Gertrude Lee & Bob Dubanski – Transitioning Into Something New

In this episode, I’m going to share the story of two people who decided to change their "next" in their lives. Dr. Bob Dubanski and Dr. Gertrude Lee join me today to share how they transitioned out of dentistry after 35 years of practicing together. They also offer great insight into burnout, hard decisions, transitions, and more. Check out the show notes for more information! 
8/6/202129 minutes, 37 seconds
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Ep #338: Jim Palmer - Legacy Changes Everything

Today I’m sharing an interview I did with a good friend of mine named Jim Palmer. Jim and I discussed my book, What’s Your Next?, and talked about the value of moving from a very constrained life to a life of purpose, including how to create your legacy today—and not wait until it’s too late. Check out the show notes for more information! 
7/23/202112 minutes, 18 seconds
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Ep #337: David Phelps - Lessons on the Street

There is so much information available to us, but if we are not primed and ready to accept this knowledge, it can be easily missed. We have the ability to learn from those around us and gain wisdom from new experiences or environments. So in this episode, I will be sharing the lessons I have learned from being in real estate, describing how you can implement some of these lessons into your life today. Check out the show notes for more information! 
7/16/202119 minutes, 38 seconds
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Ep #336: David Phelps - Are Your Limiting Beliefs Limiting Your Freedom?

Lately, it is hard to feel optimistic about the state of our country, and I feel as though there is cause for concern. Now is the optimal time to take a look at the things we believe, assess whether they are true, and be open to the possibility that they may not be. There is so much misinformation spread down through the generations, but times have changed and we need to be open to changing too. So in this episode, I will be sharing my thoughts on limiting beliefs, as well as how I have learned to pivot my mindset and values to focus more on the people in my life—not just the money. Check out the show notes for more information!
7/9/202122 minutes, 26 seconds
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Ep #335: Ben Rao - Living Life by Design - The Entrepreneur's Opportunity

As an entrepreneur, it’s easy to get caught up in the rat race, constantly searching for the next big win and forgetting the things that truly matter. Our guest today has experienced this himself but has managed to find that perfect balance between success in work and success in life. Ben Rao is an author, business coach, and senior care advocate, and he joins the show to share the serious wake-up call he experienced that changed his outlook on the world and catapulted him into a new way of living. Check out the show notes for more information!
7/2/202134 minutes, 53 seconds
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Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle

As you grow your wealth, your lifestyle expenses grow as well—and the stress follows. So how do you plan for a true lifestyle of freedom? Today Justin Donald, author of The Lifestyle Investor, joins the show to discuss this and share his story about learning, networking, and intentionally growing in a way that aligns with the lifestyle and freedom he needs. Check out the show notes for more information!
6/25/202135 minutes, 1 second
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Ep #333: Lee Milteer - Capitalizing on Change - The Key to Your Security and Freedom

In this episode, you’ll get to hear from Lee Milteer, a long-time mentor and friend who has helped me grow beyond my comfort level and go beyond self-limiting beliefs about what I could potentially do in life and the influence I could have. Lee is an entrepreneur, best-selling author, TV personality, and business mentor—among other things. She draws from her experience and gives incredible insight on refocusing priorities, developing operations, and implementing systems in order to succeed in business. Check out the show notes for more information!
6/18/202140 minutes, 16 seconds
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Ep #332: Barbara Stackhouse - Profit First for Dentists - How to Stop the Cash Flow Volatility

Our natural human behavior around money affects the decisions we make more than we think. Barbara Stackhouse is a mastery level profit-first certified advisor who has helped many dentists add thousands in revenue each month and boost profits by 5-10%. Today she joins the show to share her valuable insight and tricks for cutting expenses and increasing profit margins without compromising patient care. Check out the show notes for more information!
6/11/202135 minutes, 34 seconds
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Ep #331: Amber Vilhauer - No Guts, No Glory

There has been a massive change in social media marketing over the last year, and Amber Vilhauer joins the show today to discuss where you need to adjust your marketing focus. She does this through sharing her story, from loneliness, insecurity, and feelings of inadequacy to helping create meaningful and effective transformations through marketing and communication. Listen in as Amber shares how a pivotal low moment in her life led to a massive mindset shift that allowed her to pull herself out of the mess and take steps toward incredible achievement. Check out the show notes for more information!
6/4/202131 minutes, 32 seconds
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Ep #330: Lance Pederson - Trust But Verify: The Key to Due Diligence

Today, we’re going down the rabbit hole of how you, as a potential real estate investor, can invest with better diligence and security. Joining me on the show is Lance Pederson, the founder and managing partner of Verivest, an end-to-end real estate investing platform designed to bring transparency and trust to middle-market investing. Check out the show notes for more information!
5/28/202129 minutes, 10 seconds
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Ep #329: Dr. Nathan Ho - How to Stop Missing Opportunities and LIVE Your Freedom

What I love about Dr. Nathan Ho and his family is that they came from such difficult conditions to America and have such a “no excuses” kind of mindset. Nathan talks about how his parents talked about education being the key to their future and how he made it into dentistry and practice ownership at a young age. You will get some incredible insights from the mindset, values and work ethic that he shares. Check out the show notes for more information!
5/21/202139 minutes, 17 seconds
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Ep #328: Dr. Tom Jovicich - Broaden Your Perspective To Discover Your Freedom

I recently had the privilege of catching up with one of my former Freedom Founders members, Dr. Tom Jovicich. He’s an endodontist who learned about the different paths he could pursue in gaining more freedom and flexibility in his life. You will hear about his development as an investor, how he got to his freedom number and the important lessons he has learned along the way. Check out the show notes for more information!
5/14/202139 minutes, 46 seconds
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Ep #327: James Miller - Fearlessly Living Your Fullest Life

I recently got to meet James Miller when he invited me to be interviewed on his podcast. He is a licensed psychotherapist and a piano composer who has been in the mental health field for 23 years and will be sharing some really interesting insight with us on this show. You will get to learn about reinventing your life, career changes, how to focus on what truly matters and what it means to live a full life. Check out the show notes for more information!
5/7/202135 minutes, 27 seconds
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Ep #326: Greg Hughes – Secrets to Discovering Your "Next" (Part 2)

In this episode you will hear the second part of a two-part podcast I'm doing with Greg Hughes to discuss my new book, What’s Your Next: The Blueprint For Creating Your Freedom. I’ll be exposing the flawed retirement model and explaining how you can better use and leverage your wealth and time in order to build wealth and a legacy that lasts. Check out the show notes for more information!
4/30/202128 minutes, 43 seconds
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Ep #325: Greg Hughes – Secrets to Discovering Your "Next" (Part 1)

Today's episode is the first of a two-part podcast I'm doing with Greg Hughes to discuss my new book, What’s Your Next: The Blueprint For Creating Your Freedom. In part one, we cover the five freedom assets and why they matter, as well as how to discover your passion and zeal in life and channel it into what you do. Check out the show notes for more information!
4/23/202125 minutes, 41 seconds
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Ep #324: Meghna Dassani - Airway is Life

In this episode, I’m catching up with Dr. Meghna Dassani and discussing her new book, Airway is Life. You will hear how important it is to have a strong reason why and how her particular specialty differentiates her from the rank and file commoditization of dentistry that is happening on a big scale today. Meghna also shares how what she offers to her patients gives her team the ability to come together on a common, fulfilling mission, why she decided to learn about and specialize in airway issues, and what she has learned along the way. Check out the show notes for more information!
4/16/202130 minutes, 28 seconds
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Ep #323: Dr. Hiru Mathur - How to Differentiate Your Leadership with Patients, Staff and Community

I’m excited to have Dr. Hiru Mathur on the show today. Hiru is a periodontist based in Houston, and she has a lot of wisdom and insight to share on how to think about growth, life, family, and your practice. She sheds a unique light on leadership and the things that came out of COVID. Check out the show notes for more information!
4/9/202118 minutes, 36 seconds
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Ep #322: Dr. Drew Ballard - The Adventure of “World-Schooling” our Kids with a Freedom Lifestyle

Today Dr. Drew Ballard joins the show to share some really incredible inspiration and insight into living a life of meaning and impact. Listen in as he shares his passions for restorative cosmetic dentistry and gives us a fascinating look at his adventurous family dynamic and career path. Check out the show notes for more information!
4/2/202133 minutes, 3 seconds
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Ep #321: Frank Rolfe - Essential vs. Non-Essential Investing Strategies

Today I’m bringing a long-time friend back on the show to share his expertise on the affordable housing sector. With 25 years of experience in the industry, Frank Rolfe is a key principle at Affordable Housing Community Funds (AHCF) Management and MHP Funds, and he’s involved in one of the biggest mobile home companies in the country. In this episode, Frank shares great insight into the history of mobile home parks and affordable housing, as well as how the industry has changed over the years. You can find show notes and more information by clicking here: https://bit.ly/3lFRZ2F
3/26/202127 minutes, 26 seconds
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Ep #320: Ben Glass - Family First - Everything Else Flows from There

So many of us have learned a lot in life, and we like to look back at the lessons we’ve learned and put them to use. In this episode, Ben Glass joins me for a conversation about the importance of building your life intentionally, putting family first, and creating good habits that allow for a more fulfilling life. You can find show notes and more information by clicking here: https://bit.ly/30RgsZv
3/19/202131 minutes, 53 seconds
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Ep #319: Austin Hair - Your Business Real Estate - Opportunities and Pitfalls

Austin Hair is the business development manager for Leaders Real Estate, an experienced investor, a previous business owner, and more. Today he joins the show to discuss the importance of having the right real estate for your business and how to go about finding the right space. You can find show notes and more information by clicking here: https://bit.ly/3rk27Ag
3/12/202130 minutes, 29 seconds
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Ep #318: Gina Dorfman - From Clinical Practitioner to CEO to Innovator

Today Gina Dorfman joins the show to share how she started and grew her practice, opening up about her transitions from delegating tasks in her practice to moving into other innovative fields of work. She has a lot of insight on time and task management, and she shares how she learned to optimize her time throughout her career journey. You can find show notes and more information by clicking here: https://bit.ly/3syCaNw
3/5/202132 minutes, 56 seconds
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Ep #317: John Hyre - Navigating the Biden Tax Proposals

With tax season upon us, what better time than now to have a discussion with an expert in the industry? John Hyre is a tax attorney with 22 years of experience, and today he joins the show to discuss the probability of tax changes and what impact that will have on capital markets, willingness to invest, and people’s behavior around money. You can find show notes and more information by clicking here: https://bit.ly/3qQKveV 
2/26/202135 minutes, 50 seconds
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Ep #316: Rob Swanson - Creating and Maintaining Wealth (and Freedom) Through the Coming Financial Storms

Financial planning is important, and financial security is attainable through hard work and learning where to put your money. Rob Swanson is an expert in lead generation and has bought, fixed, flipped, and held real estate in over 20 states. Today he joins the show to share his wisdom on real estate and his entrepreneurial journey to starting FreedomSoft, a real estate investment software company that helps investors source discount income properties nationwide. You can find show notes and more information by clicking here: https://bit.ly/3aozZpE  
2/19/202132 minutes, 20 seconds
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Ep #315: Daniel Marcos - 2021 - Opportunities Going Forward - Lessons from the Past

Today we’ll be taking a look into the past. Why? Because the past provides us with valuable lessons. Alongside today’s guest, CEO and co-founder of Growth Institute, Daniel Marcos, I’ll be diving into what we learned from the adversity and the tumultuous economy that COVID-19 delivered to us in 2020. Listen in as we discuss the key things we can learn from this experience, as well as how to move forward this year as small business owners. You can find show notes and more information by clicking here: https://bit.ly/36Ph0SW
2/12/202132 minutes, 13 seconds
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Ep #314: Tony Rubleski - Positive Disruption in 2021

We have all experienced change in our lives—particularly in the last year—causing uncertainty and stress. So how do you embrace the chaos of change and become a better leader, family member, and colleague? Our guest today is trailblazer and Mind Capture Group owner Tony Rubleski, and he joins the show today to share how to navigate the incredible amount of information we receive in today’s world while capturing and holding the attention of our desired audiences. You can find show notes and more information by clicking here: https://bit.ly/2Leaspn 
2/5/202131 minutes, 39 seconds
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Ep #313: Derreck Long - Using Retirement Accounts to Invest in Real Estate

Today we’re going to peel back the layers on how you can self-direct your retirement accounts. My good friend Derreck Long from Quest Trust Company joins me on the show to share his expertise on utilizing 401(k), IRA, and other similar funds to work for you in bigger and better ways. If you’re interested in learning more about self-directing your retirement funds and you aren’t sure where to start, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/3pngeDX
1/29/202131 minutes, 35 seconds
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Ep #312: Brannon Moncrief - Post COVID Practice Acquisition and Transition Opportunities - Here's What You Need to Know

As we transition into 2021, it’s important to be looking at the unique opportunities this year will bring. Brannon Moncrief, owner of McLerran & Associates Practice Transitions, joins the show today to share his insight into the coming year and how to navigate post COVID practice acquisitions and transition opportunities. You can find show notes and more information by clicking here: https://bit.ly/38QGil0
1/22/202128 minutes, 54 seconds
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Ep #311: Lindsay Harkey - Taking Advantage of Financing Opportunities for Real Estate Acquisition, Development or Expansion in a Dental Practice Model

We rely on referrals and connections to lead us to our greatest advantages in our businesses and lives, and today’s guest is someone who came highly recommended to me because of our shared love of real estate. Lindsay Harkey is the Head of Healthcare Financing for Live Oak Bank, where she helps provide finance for real estate in the healthcare industry. In this episode, Lindsay explains how her team is able to provide creative, time-efficient, and transparent solutions for their clients through a focus on their niche. You can find show notes and more information by clicking here: https://bit.ly/2XzgTpx  
1/15/202132 minutes, 54 seconds
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Ep #310: Steven J. Anderson - Creating a Culture by Design; Not by Default (Encore Episode)

*Original air date: July 24, 2020.* How do you create a culture of success that makes your dental practice the place where everybody wants to work? Steven J. Anderson is the co-founder of the Crown Council Dental Association, founder of the Total Patient Service Institute, entrepreneur, presenter, and author, and he joins us today to share how to create a culture that gets your employees excited to come into work and your patients more satisfied than ever. You can find show notes and more information by clicking here: https://bit.ly/38feINS 
1/8/202142 minutes, 28 seconds
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Ep #309: Jim Sheils - Using Real Estate as the Vehicle to Fund Your Life Mission (Encore Episode)

*Original air date: Sept 11, 2020.* Jim Sheils has been in the real estate game for many years now, and even through the 2008 recession, he was able to keep his investors on top. Today he joins the show to discuss the current state of real estate investing and how, in the end, everything we do in our lives is truly about our connection with people. You can find show notes and more information by clicking here: https://bit.ly/2KG3JEx   
1/1/202133 minutes, 57 seconds
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Ep #308: David Phelps - What's Your Next?

For most of us, we go through school and develop certain interests or an affinity toward particular skillsets, and we follow that path to degrees, a job, a practice, etc. We learn to trade our time and our skills for finances and security, but the ultimate goal is freedom. So today I want to get you thinking about one question: “what’s your next?” In other words, what other skills or interests are you developing in order to make yourself more diversified? You can find show notes and more information by clicking here: https://bit.ly/37B3bs6
12/25/202011 minutes, 44 seconds
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Ep #307: David Phelps - Where Do We Go From Here? Navigating an Uncertain Future

After a year of unprecedented disruption, we are standing at the end of 2020 with uncertainty about the economic and political future. Given all that has happened, creating wealth, building wealth, and keeping up with inflation will be much harder than it has been in the last several decades. So in this episode, I’m going to focus on what’s next for you as a business owner and breadwinner of the family. You can find show notes and more information by clicking here: https://bit.ly/38j04UX
12/18/202021 minutes, 58 seconds
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Ep #306: David Phelps - Your Best Insurance Policy

So much in life is built on false promises, limiting beliefs, and ideas that are not rooted in the truth. We can set ourselves up financially to live a comfortable life, but if there is an accident or an unforeseen event—such as the coronavirus pandemic—we don’t have a game plan. So today, I want to discuss your best insurance policy and the importance of planning ahead, so when something unexpected happens in life, you’re prepared. You can find show notes and more information by clicking here: https://bit.ly/3n0me4m 
12/11/202014 minutes, 41 seconds
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Ep #305: Alastair MacDonald - Economic Analysis in a Highly Volatile Market (Part 2)

This episode is the second of a two-part series featuring Alastair MacDonald, a private advisor and expert in economic, social, market, and financial forecasting. (If you missed last week, be sure to go back and listen to part 1.) This week we continue the conversation by diving into inflation vs. deflation and which route we are more likely to go down—and what to do to prepare. You can find show notes and more information by clicking here: https://bit.ly/3fPu9hT
12/4/202041 minutes, 24 seconds
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Ep #304: Alastair MacDonald - Economic Analysis in a Highly Volatile Market (Part 1)

We are now finding ourselves in a place where there’s a lot of speculation regarding what will happen next in the markets. Alastair MacDonald is a private advisor and expert in economic, social, market, and financial forecasting, and he joins me on the show to discuss and expose a lot of these speculations. He also shares some solid methods to plan for the future and make sure you’re paying attention to the right things in order to secure your finances. You can find show notes and more information by clicking here: https://bit.ly/2JgYaLi
11/27/202043 minutes
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Ep #303: Dr. Roshan Kalra - Owning Your Freedom

This week’s podcast should be an inspiration to anyone of any age or any career path who wants to learn how to own their own freedom. Dr. Roshan Kalra joins me on the show to discuss how he has built such a formidable portfolio of cash flowing single-family houses at his young age. He also shares many different ways this process can be done, whether it’s early or late in your career. You can find show notes and more information by clicking here: https://bit.ly/3nnh1mO
11/20/202037 minutes, 48 seconds
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Ep #302: Marcus Crigler - Real Estate Tax Advantages for Passive vs. Active Investors

This is the second part of my conversation with Marcus Crigler, founder and CEO of BEC CFO. This episode is can be listened to on its own, but I still recommend that you check out our previous episode because it has some great information. In this second part of the conversation, we focus on the differences between active and passive real estate investors, as well as the implications that has on your taxes. You can find show notes and more information by clicking here: https://bit.ly/3mYqssH
11/13/202016 minutes, 32 seconds
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Ep #301: Marcus Crigler - How to Pay Taxes Like Donald Trump

You may have seen Donald Trump in the news recently for more than just election coverage. It turns out he paid very little taxes in 2017-2018, and we’re diving into how that is even possible in part one of my interview with Marcus Crigler. Marcus is the founder and CEO of BEC CFO, a tax expert, and a mentor, and he also runs a CFO Organization for high-income and high-net-worth businesses and individuals. You can find show notes and more information by clicking here: https://bit.ly/3kP1BXw
11/6/202029 minutes, 7 seconds
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Ep #300: Dr. David Phelps - What is Freedom Founders?

What is Freedom Founders? This is a question I get asked all the time, and in this episode, I’ll be giving you some insight into what Freedom Founders is all about. If you’re one of the many people who have been wondering about this—or if you're looking for a way to create your plan B or passive income streams—this is definitely an episode you won’t want to miss. You can find show notes and more information by clicking here: https://bit.ly/3ojSeBj
10/30/202024 minutes, 25 seconds
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Ep #299: Eddie Speed - Where the Opportunities Are in Real Estate Investment in 2021

Today I’m continuing a conversation with Eddie Speed of Colonial Funding Group. (If you missed the previous episode, make sure to go back and check it out because it's full of great advice about how to own debt as an asset.) This week, we’re talking about where the opportunities and challenges are in the real estate alternative market. You can find show notes and more information by clicking here: https://bit.ly/3494oFg
10/23/202016 minutes, 37 seconds
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Ep #298: Eddie Speed - Owning Debt as an Asset - Be the Bank

Today I’m having a conversation about owning debt as an asset with Eddie Speed of Colonial Funding Group. Eddie has been on the note side of real estate for many years, and he will be sharing how smaller, individual investors can have a space of real estate. He'll also dive into alternative investments and what we can learn from the past and apply to how we find opportunities now. You can find show notes and more information by clicking here: https://bit.ly/3jY9TvR
10/16/202032 minutes, 36 seconds
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Ep #297: Michelle Mudge Riley & Laura Brenner Studholme – Shifting Careers and Finding a New Direction

Things change in life, and much of the time things don’t go how we planned. Obstacles come up, challenges appear, and sometimes we simply wonder if we're meant to do what we're doing right now. Today I'm joined by two friends of mine, Dr. Michelle Mudge Riley and Dr. Laura Brenner Studholme, to talk about how they have changed up their career paths in different ways and found really cool collaborations and solutions along the way. You can find show notes and more information by clicking here: https://bit.ly/33zAbyI
10/9/202044 minutes, 54 seconds
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Ep #296: Kevin Fechtmeyer - Business and Investment Strategies in the New (Post-Election) Economy - Part 2

In this episode, we continue the discussion on investment strategies for today’s shifting economy with Kevin Fechtmeyer, an expert in private equity business. He goes more in-depth about what they look for in investors and how to find the right people and businesses to invest in. You will learn some of the best investment strategies for the current market and why Kevin recommends targeted vs. blind pool. You can find show notes and more information by clicking here: https://bit.ly/3i5ETZ7
10/2/202022 minutes, 22 seconds
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Ep #295: Kevin Fechtmeyer - Business and Investment Strategies in the New (Post-Election) Economy - Part 1

Kevin Fechtmeyer is the founder and managing partner of Cave Creek Capital and has over 25 years of experience in the private equity business. He works with founders who have built up their companies and are looking for liquidity to help them grow and move their management teams to the next generation. Kevin joins the show today to give his best advice for anyone who wants to grow, consolidate, liquidate, or start the process of transitioning their practice. You can find show notes and more information by clicking here: https://bit.ly/33LSzDI
9/25/202030 minutes, 2 seconds
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Ep #294: Pat Precourt - Using Adversity to Create Opportunity and Impact

Patrick Precourt is not someone who speaks from theory; he is someone who gives advice on what he has truly lived. After growing up in an entrepreneurial family and learning what it was like to earn a dollar for himself, Pat discovered his passion for helping others find their own path to abundance. Today he joins the show to discuss how to avoid letting crisis hinder you from achieving your goals, as well as how to see the opportunity for learning and growth. You can find show notes and more information by clicking here: https://bit.ly/2FrqxFq 
9/18/202037 minutes, 13 seconds
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Ep #293: Jim Sheils - Using Real Estate as the Vehicle to Fund Your Life Mission

Jim Sheils has been in the real estate game for many years now, and even through the 2008 recession, he was able to keep his investors on top. Today he joins the show to discuss the current state of real estate investing and how, in the end, everything we do in our lives is truly about our connection with people. You can find show notes and more information by clicking here: https://bit.ly/2F9kPHW 
9/11/202034 minutes, 31 seconds
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Ep #292: Marilee Sears - Working Hard, But For What?

Marilee Sears started working in her father's dental office when she was just 12 years old, allowing her to see the business side of dentistry and how to be a great dental hygienist. Today she joins the show to discuss the family crisis that pushed her to want to positively impact people’s lives and help them reach a place where they no longer have to work extreme hours to make a living wage. You can find show notes and more information by clicking here: https://bit.ly/2DqEdiS 
9/4/202037 minutes, 36 seconds
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Ep #291: Bill Blatchford - Building a Practice to Serve Your Lifestyle

Bill Blatchford is the Co-CEO of Blatchford Solutions with his daughter Christina, where their philosophy is to build your practice around putting life first. For 35 years, Bill has helped thousands of doctors to achieve their dream practice and stay in the game, and he joins us today to discuss why putting a focus on more net return, more time away, and living the life you desire should be your top priorities. You can find show notes and more information by clicking here: https://bit.ly/31fqqEJ
8/28/202031 minutes, 31 seconds
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Ep #290: Rod Khleif - Adversity Is Only A Mindset

We have been going through some tough times lately that demand an extra level of versatility, ingenuity, and mental strength. That's why I've got Rod Khleif on the show today to talk about how important your mindset is when it comes to dealing with trials and adversity. He emphasizes the importance of knowing and working on the psychological side that comes with investing and how he made it through the biggest challenges and losses. You can find show notes and more information by clicking here: https://bit.ly/31SVJnR
8/21/202029 minutes, 54 seconds
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Ep #289: Frank Rolfe - Investing in Affordable Housing

Today I have Frank Rolfe on the show to share his expertise on investing in affordable housing. A Stanford educated economist and highly experienced investor, Frank understands the importance of making the right investment, and he offers his recommendations for how to go about it in a way that minimizes risk as much as possible. He also discusses why it’s a good idea to focus on the affordable niche and why he thinks it’s key for America’s future. You can find show notes and more information by clicking here: https://bit.ly/2XHhN3F
8/14/202025 minutes, 39 seconds
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Ep #288: Marck de Lautour - Creating Wealth and Legacy Through Single Family Residential Real Estate Investments

When making money is your prime focus, it can be easy to get into bad habits with the goal of getting rich quick. Real estate, however, is a long-term game—and not one that brings in cash flow overnight. Marck de Lautour, CEO of SBD Housing Solutions, has seen this firsthand, and he joins the show today to share how he has made a business out of real estate and flipped over one thousand homes to his clientele. You can find show notes and more information by clicking here: https://bit.ly/2Pipxoa 
8/7/202031 minutes, 34 seconds
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Ep #287: Barb Stackhouse - Profit First for Dentists

Is it possible to increase your profit by up to 10% without burning out or overworking yourself? Today’s guest has been helping dentists achieve this since 2005. Barbara Stackhouse is the owner of Profit First for Dentists at More to Life Coaching, and in this episode, she is sharing how she has helped over 400 dentists add thousands in revenue to their practice. You can find show notes and more information by clicking here: https://bit.ly/30TkEYg 
7/31/202032 minutes, 52 seconds
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Ep #286: Steven J. Anderson - Creating a Culture by Design; Not by Default

How do you create a culture of success that makes your dental practice the place where everybody wants to work? Steven J. Anderson is the co-founder of the Crown Council Dental Association, founder of the Total Patient Service Institute, entrepreneur, presenter, and author, and he joins us today to share how to create a culture that gets your employees excited to come into work and your patients more satisfied than ever. You can find show notes and more information by clicking here: https://bit.ly/30lAScp
7/24/202043 minutes, 10 seconds
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Ep #285: Burt Copeland - Do You Need a CFO Coach?

Burt Copeland is the founder and CEO of New Life Services, where he helps smaller businesses gain access to financial services that they might not have otherwise. He learned early on that cash is king and sales produce real income – not accounting. He joins the show today to share his expertise and experience in the field, as well as resources that are beneficial to any business. You can find show notes and more information by clicking here: https://bit.ly/308zCsY
7/17/202029 minutes, 4 seconds
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Ep #284: Adam Witty - How to Differentiate Your Business in an Era of Commoditization

How do you make your product or service stand out when the consumer is overwhelmed with choice? Adam Witty, the founder and Chief Executive Officer of Advantage Media Group, specializes in helping entrepreneurs grow their businesses and become the authority in their field, and he joins the show today to share his advice. You can find show notes and more information by clicking here: https://bit.ly/3gBNlPx 
7/10/202031 minutes, 4 seconds
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Ep #283: Steve Parker - Coming Back Stronger

What does it look like to come back in your practice and do it in a strong way? My good friend, Dr. Steve Parker of The Profitable Dentist, recorded a show with me to discuss the steps it takes to stage a comeback amidst the current crisis—and get through future challenges, as well. We shed light on the future vision of what a practice should look like on the other side of this and what you can do to get there. You can find show notes and more information by clicking here: https://bit.ly/2NIFtPO
7/3/202035 minutes, 11 seconds
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Ep #282: Jared Duckett and Bill Ladd - Navigating a New Post COVID Economy

Jared Duckett and Bill Ladd are the creators of Duckett Ladd, an advisory firm designed to help clients grow their businesses without working the extra hours. Today they both join the show to discuss the foundations of building a great business and how to become a better business owner—even through seemingly tough times. You can find show notes and more information by clicking here: https://bit.ly/3hXRPl3 
6/26/202033 minutes, 42 seconds
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Ep #281: What's Happening in the Capital Markets with COVID-19 - Part 2

Today, we’ll be continuing the conversation from the previous episode with three gentlemen who are greatly involved in the capital financing markets. Their insights on the effects of COVID-19 are truly valuable, and today you will hear more about how things are moving forward with the economy and investments. We will be discussing how the government has been stimulating the economy and what happens when it stops. You can find show notes and more information by clicking here: https://bit.ly/2XWk6jU
6/19/202030 minutes, 15 seconds
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Ep #280: What's Happening in the Capital Markets with COVID-19 - Part 1

Jerome Powell stated that there’s no limit to the stimulus they can put out in relief of the coronavirus. So in this episode, I am bringing in three gentlemen who have a lot of experience in what I call the capital markets: Justin Bunch, Aaron Chapman, and Stuart Denyer. All three of them will be addressing the stimulus situation, as well as the changes in the markets as it relates to their various businesses and investments. You can find show notes and more information by clicking here: https://bit.ly/2zbRj1b
6/12/202021 minutes, 27 seconds
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Ep #279: Dr. Mike Burgdorf - How You Can Differentiate in a Commoditized Marketplace

Getting your priorities straight when it comes to taking care of yourself, your business, and your customers is extremely valuable. Dr. Mike Burgdorf is a cosmetic surgeon from Nashville who has a unique backstory that will bring us some new and important insight around building a powerful business. His story is full of resiliency, humility, and determination, and he has a finger on the pulse of practice growth and entrepreneurship. You can find show notes and more information by clicking here: https://bit.ly/2MgUEPp
6/5/202034 minutes, 30 seconds
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Ep #278: Emmet Scott - Scaling Your Business in a Post-COVID Economy

I love talking to people in dentistry who didn’t start out in the industry, and my guest today is one of those people. Currently the CEO and co-founder of Community Dental Partners, Senior Faculty at the Dentist Entrepreneur Organization, and host of the DSO Secrets podcast, Emmet Scott is at the forefront of what dental practices should look like. He joins the show today to share his insights on why it's so important for dentists to embrace entrepreneurship, as well as what we need to do to scale—especially at a time like this. You can find show notes and more information by clicking here: https://bit.ly/3ec53I9
5/29/202036 minutes, 10 seconds
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Ep #277: Dr. Steven Wingfield - Your Dental Practice Post-COVID - What You Should be Doing Now

So many of us are affected by the shutdown and closures due to COVID-19, and lots of people are wondering where to go from here. But the truth is, this is the time to learn what kind of value you can provide. Today I'm joined by Dr. Steven Wingfield to discuss what you should be doing now to find your biggest value points with your employees, team members, customers, and even vendors. You can find show notes and more information by clicking here: https://bit.ly/3dVhtE6 
5/22/202031 minutes, 49 seconds
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Ep #276: Robert Montgomery - Practice Valuation Post COVID - What You Need to Know

Making decisions for the future of your practice—whether it is a basic transaction or a major sale or transfer—can be especially confusing right now when the future is so uncertain. Robert Montgomery has been counseling dentists and others in the healthcare fields for over 20 years, and he joins the show today to share his insight on what is coming and what to do next. You can find show notes and more information by clicking here: https://bit.ly/3bnIxdw
5/15/202028 minutes, 27 seconds
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Ep #275: Dr. Brady Frank - 5 Recession Rebound Strategies

A lot of people are suffering and dealing with mental anguish as they try to figure out what to do during this pandemic and economic crisis. All levels of the spectrum and people from all walks of life are affected right now, and guidance is needed more than ever. So today, my great friend, Dr. Brady Frank, joins the show to discuss strategies that will help you and your practice rebound from a recession. You can find show notes and more information by clicking here: https://bit.ly/3bW7P3D
5/8/202044 minutes, 2 seconds
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Ep #274: Darin Acopan - Designing Your Practice Model Post COVID-19

We're all waiting for things to go back to normal and to be able to fully open up our practices again, but in the meantime, there are things you can do now to proactively build a strong and sustainable post-pandemic practice. Darin of the Dentist Entrepreneur Organization has been working in the DSO space for over 6 years, and he joins me today to share his expertise in this area, including current pain points and what solutions work best to scale group practices. You can find show notes and more information by clicking here: https://bit.ly/2xPBlJD
5/1/202032 minutes, 43 seconds
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Ep #267: Loic LeMener - Market Cycles - Is This Time Really Different?

Loic LeMener is the founder and president of Opus Wealth Management, where he and his team dedicate themselves to providing genuine advice to their clients under the rule that they only preach what they practice themselves. Today Loic joins the show to share his financial expertise and discuss the current market, as well as what to expect in the coming years. You can find show notes and more information by clicking here: https://bit.ly/2zhhqU1 
4/24/202031 minutes, 43 seconds
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Ep #272: Dr. David Maloley - Relentless Leadership

Dr. David Maloley, host of the Relentless Dentist podcast, joins me on the show today to share his incredible ability to help people lead through a crisis, change, or disruption. After going through his own series of challenges, David has the insight that will help you find direction and purpose, even in the midst of a global pandemic. His concrete method will help you work through the situation you’re in—no matter what it is. You can find show notes and more information by clicking here: https://bit.ly/2RFxFk7
4/17/202025 minutes, 29 seconds
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Ep #271: Vin Cardillo - Opportunities in Crisis

Vin Cardillo is a part of Maeva Dental Advisors and an incredibly forward-thinking leader in our industry. With years of experience as an entrepreneur, he has a lot of knowledge about growth in the dental industry, and he joins the show today to discuss a very current topic: how we can come out of this pandemic as stronger and better leaders. You can find show notes and more information by clicking here: https://bit.ly/2wtxwsH 
4/14/202030 minutes, 3 seconds
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Ep #270: Justin Bhullar - To Grow, First Clarify Why

True growth and success are often determined by finding clarity and direction. Dr. Justin Bhullar took a unique approach to entering the dentistry and practice ownership field and it paid off. He currently owns and operates six 7-figure dental practices (all with negligible team turnover and thousands of happy customers), and he has helped multiple dental colleagues acquire, transition from, or start practices of their own. You can find show notes and more information by clicking here: https://bit.ly/3c1G4WR 
4/10/202033 minutes, 17 seconds
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Ep #269: Mike Abernathy - Facing the New Reality

Dr. Mike Abernathy is a veteran in the industry that people look up to, and I’m so excited to have him join me on this episode. Listen in as we discuss dealing with the coronavirus pandemic and what we as practice owners need to do now, as well as what we need to prepare for in the future in order to have the opportunity to move forward. You can find show notes and more information by clicking here: https://bit.ly/3dTDnZ6
4/7/202025 minutes, 49 seconds
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Ep #268: Mike Michalowicz - Marketing, Profit, and Debt Management During Crisis

My good friend and mastermind colleague Mike Michalowicz joins us today to share his take on how to survive and thrive throughout the current coronavirus crisis. Mike is an author, entrepreneur, and keynote speaker who has devoted his life to the research and delivery of innovative entrepreneurial strategies that ensure permanent and healthy business growth. He’s here to help us filter through all of the confusing information out there so we can skip over panic mode and put strategies in place to ensure business growth and stability despite current economic challenges. You can find show notes and more information by clicking here: https://bit.ly/2UlwGaH
4/3/202027 minutes, 6 seconds
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Ep #267: Joe Maio - Fear vs Opportunity Mindset

After proudly serving in the U.S. Air Force for eight years, Joe Maio was the owner and CEO of the fastest-growing dental organization for nine consecutive years. He built his empire from only six employees to over one hundred across eight practices, and he has utilized his entrepreneurial mindset to develop fourteen companies, earning him numerous accolades. Today Joe joins the show to discuss how best to navigate our way through the current state of dentistry and come out the other side of this pandemic stronger than before. You can find show notes and more information by clicking here: https://bit.ly/2QWDEka 
3/31/202035 minutes, 19 seconds
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Ep #266: Scott Leune - Leadership and Making The Tough Decisions

Scott Leune is the co-founder of Dental Whale, an innovative dental company that is carving a new category of group private practice ownership and management. Listed as the most subscribed-to person on the largest social media platform for dentists, Scott has built approximately 90 start-up practices nationwide. Today he joins the show to help me discuss where we should be focusing while the world around us is panicking. You can find show notes and more information by clicking here: https://bit.ly/2wsAwWw 
3/27/202033 minutes, 10 seconds
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Ep #265: Robert Nickell - The Advantages of Leveraging an Outsourced Team

In business, we often fall into the trap of thinking that everyone who does work for us needs to be within the same building. This is especially the case in dentistry and more hands-on businesses, but today Robert Nickell, founder and CEO of Rocket Station, joins me on the show to talk about how most businesses can benefit greatly from outsourcing. You can find show notes and more information by clicking here: https://bit.ly/3cDged7
3/20/202032 minutes, 46 seconds
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Ep #264: Trevor Maurer - Saving Private Practice Through Group Leverage

After graduating from the University of Saskatchewan, Trevor Maurer was recruited by Procter & Gamble and went on to become their top sales rep. He spent the next 12 years working his way up to CEO in numerous companies through rapid and successive promotions in sales and marketing. Today, he serves as the president and CEO of Smile Source, a franchise group of Signature Dental Providers. You can find show notes and more information by clicking here: https://bit.ly/2Tmnh1V   SPECIAL WEBCLASS: Join Dr. David Phelps for a special live session on creating a wartime strategy to protect your practice, investments, and retirement from the coronavirus pandemic - Monday, March 16th at 8pm EST. www.freedomfounders.com/webclass 
3/13/202028 minutes, 40 seconds
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Ep #263: Steve Anderson - Mastering Risk the Amazon Way

One of the best risk-takers in the marketplace today is Jeff Bezos of Amazon. In this episode, author Steve Anderson joins the show to give us a closer look at the risks, failures and wins taken by the famous Amazon founder. By understanding the principles and deciding factors were behind Amazon’s success, Steve points out important ways that we as business owners can successfully implement that in our own practices. You can find show notes and more information by clicking here: https://bit.ly/3a5wilw
3/6/202029 minutes, 6 seconds
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Ep #262: Dr. Nathan Ho - Leveraging Through Collaboration

Dr. Nathan Ho is an incredibly inspiring dentist with a contagious, constant smile. After being in practice for 11 years, he still manages to bring joy to his clients and make anyone who walks into his office feel special and welcome. Today Nathan joins the show to share how he remains so positive through the hardships and curveballs that life can throw your way as a dentist. You can find show notes and more information by clicking here: https://bit.ly/39FYzPF 
2/28/202028 minutes, 41 seconds
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Ep #261: Dr. Chris Griffin - Going Against the Majority with a Practice That Fits YOUR Lifestyle

Dr. Chris Griffin is an innovator and thought-leader in dentistry who is always authentic in what he says and inspiring in the way he works. Today Chris joins the show to discuss how he has set up his office to suit his ideal lifestyle, ensuring he's doing things the way he wants to and he's exactly where he wants to be. You can find show notes and more information by clicking here: https://bit.ly/2SswdBs 
2/21/202027 minutes, 43 seconds
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Ep #260: Jeffrey Watson - Investing Due Diligence in a Low-Yield Environment

Jeffrey Watson is an attorney who has been practicing active trial for more than 27 years. As a trial lawyer, he has a unique perspective on real estate investing, wealth building, and asset management protection. Today Jeff joins the show to discuss the current environment of real estate, how to use a self-directed IRA, and more. You can find show notes and more information by clicking here: https://bit.ly/2RCza31 
2/14/202030 minutes, 28 seconds
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Ep #259: Dr. Josh Cochran - Associates, Partnerships and Practice Exit Strategies

After our fantastic conversation a few episodes back, I could not wait to have Dr. Josh Cochran on the show again. Dr. Cochran opened Dr. C Family Dentistry in 2014, and his office now welcomes 125 new patients every month. With his practice earning over 400 five-star reviews on Google, it's clear he is doing something very right, and he's back to talk about overcoming the challenges we face every day in the business of dentistry. You can find show notes and more information by clicking here: https://bit.ly/2GiogJk 
2/7/202034 minutes, 6 seconds
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Ep #258: Mike Capuzzi - Leveraging your Authority Through Direct Response Marketing

Many people don’t understand the power of leveraging your credibility by creating authority—or how this can be the best marketing tool for your practice. Today Mike Capuzzi joins me to break down this topic for us. Mike is someone I have looked up to in the marketing field for a long time, and he has created specific formulas and solutions to help you make maverick marketing moves in your field. You can find show notes and more information by clicking here: https://bit.ly/30MMIvG
1/31/202028 minutes, 48 seconds
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Ep #257: Dr. Mark Costes - Failing Forward to Success

Many people are so busy treading water that they miss the opportunity to do something big. In this episode, Dr. Mark Costes joins me to talk about how to avoid falling into that trap. As someone with incredible insight and experiences, Mark will open up about how failure shaped him and prepared him for massive success. You can find show notes and more information by clicking here: https://bit.ly/2R3Sypo
1/24/202031 minutes, 8 seconds
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Ep #256: Ron White - Memory Power - How You Can Multiply Your Profits and Efficiency

Memory power has an incredible impact on your life, and in today’s episode, two-time USA memory challenge winner Ron White is here to give us the scoop. From military service to speaking around the world, Ron has an incredible story and an even more incredible passion for life and helping people. He's here to share what he has learned about the benefits of having a good memory and how you can work to strengthen yours. You can find show notes and more information by clicking here: https://bit.ly/37L6kCX
1/17/202028 minutes, 45 seconds
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Ep #255: Mart McClellan - Myths and Propaganda of Your Retirement Planning

After reading his book on retirement planning, I knew that Mart McClellan had to come on the podcast and share his unique perspective on finance and creating an effective retirement plan. Today Mart joins the show to explain how common misconceptions and bad advice in finance can be detrimental to your plans. He also offers tips and ideas that will help you build retirement savings earlier and faster. You can find show notes and more information by clicking here: https://bit.ly/2rIen3U
1/10/202030 minutes, 17 seconds
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Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt

Aaron Chapman is a good buddy of mine from the Collective Genius, and he joins the show today to discuss everything from good debt and overcoming limiting beliefs to his experiences volunteering with his wife at the local sheriff’s department. His incredible journey to where he is today is inspiring and illustrates how mindset and perseverance can impact our lives in a major way. You can find show notes and more information by clicking here: https://bit.ly/2F3wp3O
1/3/202036 minutes, 41 seconds
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Ep #253: Ron Walraven - Taking What the Market Gives You

Life events often change our plans, and the way we are able to pivot and transition into something new can make all the difference. Ron Walraven joins the show today to discuss his own transition from mechanic work to real estate. He shares how he ended up in the latter industry and the unique perspective that caused him to find massive success. You can find show notes and more information by clicking here: https://bit.ly/35B3MX5
12/27/201938 minutes, 21 seconds
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Ep #252: Josh Cochran - Determining Your Path in a Disruptive Market (Part 2)

Today's episode is the second half of my interview with Dr. Josh Cochran. This week, he’ll continue on with his story about how he made his turnaround to become a success, as well as some of the key principles in getting through those turbulent times.  You can find show notes and more information by clicking here: http://bit.ly/2YFhupx 
12/20/201924 minutes, 40 seconds
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Ep #251: Josh Cochran - Determining Your Path in a Disruptive Market (Part 1)

Today's episode is part one of my interview with someone who has really taken life by the tail and rebuilt his business and lifestyle. Josh Cochran joins us on the show to share his journey through building and growing a practice, as well as his involvement in real estate development. You will learn all about the vision, drive, and focus it takes to grow using dentistry and real estate. You can find show notes and more information by clicking here: http://bit.ly/2Ec78ni 
12/13/201924 minutes, 56 seconds
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Ep #250: Dr. Chris Bowman - Building a Practice by Intention

Dr. Chris Bowman is here today to share his insight in different specialty areas of dentistry, practice management, marketing, community, and more. After initially joining a large practice and ultimately gaining the confidence to start his own, Chris has a wide range of experience and wisdom that can benefit us all. You can find show notes and more information by clicking here: http://bit.ly/34PlMgj 
12/6/201932 minutes, 36 seconds
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Ep #249: Doc Chris Hoffpauir - Going Against the Grain - Creating a Life and Practice Style by Intention

After a painful (and potentially deadly) experience made him decide he wanted to be a dentist, Dr. Chris Hoffpauir went to dental school and opened up his own practice. He joins the show today to share his journey into the field and some great insight into the importance of finding community, managing your thinking, and investing wisely. You can find show notes and more information by clicking here: https://bit.ly/35nkatN
11/29/201931 minutes, 15 seconds
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Ep #248: Dr. David Maloley - The Relentless Pursuit of Your Next

Clarity, honesty, and relentless intentionality are all crucial to meeting your goals, and few people know that better than Dr. David Maloley. The host of the Relentless Dentist podcast, Dave joins me on the show today to share his passion for helping dentists find and work with their strengths. He offers some powerful insight into how to set goals and actually follow through with them. You can find show notes and more information by clicking here: https://bit.ly/32Ihp4v
11/22/201928 minutes, 45 seconds
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Ep #247: Dr. Robert Pick - The Purple Cow Wow Factor

Today Dr. Robert Pick joins the show to share one of his most powerful secrets to success—one that has kept him from experiencing the burn-out that a lot of practitioners face. A popular business practice management consultant, coach, bestselling author, entrepreneur, and professional international speaker, Robert is known for his high energy, fast-moving, motivational, highly educational, and entertaining programs.  You can find show notes and more information by clicking here: https://bit.ly/2C61t12
11/15/201934 minutes, 30 seconds
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Ep #246: Paul Etchison - The 3-Day Dentist Part 2

In this second half of the discussion with Paul Etchison, you will learn more about what it takes to be a 3-day dentist and why it can actually work better than what you’re doing now. One of the most valuable things Paul says he learned from going down to three days per week is the increase in productivity inside and outside the business, and he's here to shed light on how he is able to work less and be there for his team more.  You can find show notes and more information by clicking here: http://bit.ly/2WvAx4e 
11/8/201925 minutes, 26 seconds
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Ep #245: Paul Etchison - The 3-Day Dentist Part 1

No one needs to be stuck in any sort of career their whole lives, and Dr. Paul Etchison is a perfect example of how you can blaze a path to a career that supports your passions and lifestyle. Paul joins the show today to share how putting yourself in the right position to grow and having the right mindset is key to succeeding in your practice. You can find show notes and more information by clicking here: https://bit.ly/2N7K1OU
11/1/201922 minutes, 39 seconds
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Ep #244: Shane Simmons - Storytelling for Differentiation

How can you stand out and differentiate your practice while facing the challenges of commoditization in dentistry? Shane Simmons of Crimson Media is here to answer that question and more. In this episode, we discuss the changes in the industry, as well as and what it takes to establish trust and gain understanding throughout the market. You can find show notes and more information by clicking here: https://bit.ly/2oHa9YG
10/25/201930 minutes, 35 seconds
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Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization

Steven Mautner manages a high-volume practice by paying attention to what patients actually want and serving them with efficiency and care. Today he joins the show to share his unique model and tips on how to run a practice with maximum effectiveness and profit. You can find show notes and more information by clicking here: https://bit.ly/35rtMEJ
10/18/201936 minutes, 18 seconds
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Ep #242: Richard James and Michael Strauch - The Entrepreneur’s Journey

Richard James does what I do for dentists—but with attorneys. His focus is on helping attorneys learn how to run a real business while finding freedom personally and financially. His son, Michael Strauch, aims to empower entrepreneurs, and both men join us today to share some great insight and inspiration. You can find show notes and more information by clicking here: https://bit.ly/2pIynCd
10/11/201937 minutes, 9 seconds
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Ep #241: Jerry Jones - What’s Your Next?

Jerry Jones is back to continue the conversation from the last episode. This time we are focusing on what’s next for your practice and your life. If you are letting yourself be defined by your career, your fears, or other people, Jerry will explain how to control your own reality and build a future that is fulfilling and meaningful. You can find show notes and more information by clicking here: https://bit.ly/2ngywLK
10/4/201938 minutes, 37 seconds
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Ep #240: Jerry Jones Podcast - I'm Ready to Sell My Practice...Or Am I?

Jerry Jones may not be a dentist, but his role in the dentist community is absolutely key. Why? Because he figured out how to work with dentists and market practices in a way that allowed him to successfully operate and own multiple practices. He joins the show today to share his expertise in creating powerful partnerships and thriving office cultures that allow everyone to do what they do best. You can find show notes and more information by clicking here: https://bit.ly/2m0sb6t
9/27/201930 minutes, 32 seconds
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Ep #239: Alan Stern DDS - Better, Richer, Stronger

The decisions you make put you where you need to be in your career—or they keep you from it. Today Alan Stern joins me on the show as a self-anointed late bloomer who has figured out the key to getting past perfectionism to create a better, richer, and stronger life and practice. He discusses the business decisions that got in the way of his success and how he was able to reach a better place. You can find show notes and more information by clicking here: http://bit.ly/2lWbDg3 
9/20/201931 minutes, 22 seconds
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Ep #238: Dr. Cherry Chen - The Real Estate Physician

Many people are unaware of how to start investing, especially outside of Wall Street. My guest today,  Dr. Cherry Chen, is working to educate and assist fellow physicians on the topic and share how to get started in real estate investing. She offers key insight on the importance of truly knowing yourself and the value of your time when deciding how to invest. You can find show notes and more information by clicking here: https://bit.ly/2jXVTbM
9/13/201928 minutes, 7 seconds
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Ep #237: Andre Shirdan - Rowing in the Same Direction - The Crew Process

Andre Shirdan got into dentistry in a less conventional way, and he has made a mark on dentistry that is even more unconventional. Not afraid to do things differently in order to take practices to the next level, Andre has created real transformations in many practices over the years, and he joins the show today to share the insight he has gained along the way. You can find show notes and more information by clicking here: https://bit.ly/2ZrExHI
9/6/201928 minutes, 18 seconds
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Ep #236: Keith Weinhold - Money Myths that are Killing Your Wealth Creation

Mindset is everything when it comes to cultivating wealth, and being able to think differently than the masses is key. That's why I've got Keith Weinhold, host of the Get Rich Education podcast, on the show today to expose the major myths around money that hold you down and explain how to cultivate an abundance mentality through real estate and lifestyle improvement. You can find show notes and more information by clicking here: https://bit.ly/2HpfxpL
8/30/201934 minutes, 18 seconds
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Ep #235: Cory Boatright - How to Survive and Thrive in Market Disruption (Part 2)

We are back with the second part of the conversation on finding your place to thrive despite disruptions in the marketplace. Last week, Cory Boatright and I discussed who your best client is, gathering data, and what tools a dental office can use to get this information efficiently and accurately, and today we're picking up right where we left off. You can find show notes and more information by clicking here: http://bit.ly/2Zfxpxd 
8/23/201928 minutes, 14 seconds
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Ep #234: Cory Boatright - How to Survive and Thrive in Market Disruption (Part 1)

Today’s guest has achieved massive success in real estate, hosts a top-rated real estate podcast, and has helped many entrepreneurs and business owners through his coaching services. His name is Cory Boatright, and he joins the show to discuss how to stay relevant and really find your place amidst all the disruptors in the market. You can find show notes and more information by clicking here: https://bit.ly/2GJvHdd
8/16/201922 minutes, 55 seconds
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Ep #233: Steven Schluentz - The Road Less Traveled

It’s fun talking to people who have chosen a different path or done things differently within the dental space because there’s always something to learn there. Steven Schluentz is one of those people, and he joins the show today to share insight and tips on sales, as well as emphasize the importance of coaching and the impact it could have on your life and practice. You can find show notes and more information by clicking here: https://bit.ly/2LLj2dW
8/9/201935 minutes, 3 seconds
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Ep #232: Giovanni Marsico - Differentiation Through the Creation of Memorable Experiences

Giovanni Marsico hosts the Archangel Summit, where mission-driven entrepreneurs and thought leaders gather, discuss, and learn. Well-versed in finding value in what you do and creating a framework that is unique to you, Giovanni joins the show to teach us how to create something that is so uniquely you that you can’t be compared to anything else. You can find show notes and more information by clicking here: https://bit.ly/2XRTz46 
8/2/201930 minutes, 22 seconds
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Ep #231: Janice Doan - Taking Nothing for Granted - Living a Life of Blessings and Gratitude

After her family was forcefully split up, reunited, and successfully immigrated to the United States, Janice Doan first set foot in the U.S. at 10 years old with no English skills. Today she joins the show to share her experience and her family’s influence on who she is now, including how she found her way into dentistry. You can find show notes and more information by clicking here: https://bit.ly/2XOI9hn
7/26/201930 minutes, 23 seconds
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Ep #230: Dustin Burleson - Don't Get Amazoned in a Commoditized World

Dustin Burleson is a great thought leader in dentistry with a wide array of experience in orthodontics. As an educator and teacher in the dental arena, Dustin's point of influence sets him apart from the pack, and he joins us today to discuss the competition and hurdles that dentists face these days, as well as how to overcome them. You can find show notes and more information by clicking here: https://bit.ly/2Jmn0XR
7/19/201927 minutes, 53 seconds
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Ep #229: Shaun Buck - Standing Out from Market Commoditization Part 2

We are back for round two of chatting with Shaun Buck, and today we will continue the conversation about marketing on a higher level. Shaun discusses the importance of storytelling and explains how you should be using stories in your marketing to communicate strategically and authentically. From gaining the stories you need to learning how to express them in the best way, this episode is packed full of actionable value. You can find show notes and more information by clicking here: https://bit.ly/2XFkq7t
7/12/201921 minutes, 59 seconds
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Ep #228: Shaun Buck - Standing Out from Market Commoditization Part 1

Small businesses face the constant battle of trying not to be seen as a commodity, and they tend to do so while using stale communication and neglecting the fundamentals. Shaun Buck has been rocking the marketing world since his high school days, and he joins the show today to share some really valuable insight on using better communication and storytelling to set yourself apart. You can find show notes and more information by clicking here: https://bit.ly/2FCXYl8
7/5/201921 minutes, 14 seconds
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Ep #227: Scott Leune - The Business of Dentistry - Making the Tough Decisions

In this episode, Dr. Scott Leune will be discussing the forecast of the future of dentistry and what it means to you. Scott is an expert in profitability and scalability of practices and has a lot of experience with helping practice owners connect and scale in a way that is practical and maintainable. This interview comes bearing a ton of valuable knowledge on the important decisions you need to make now and how you can make those decisions in the best way for you and your practice. You can find show notes and more information by clicking here: http://bit.ly/2FhyKZu 
6/28/201928 minutes, 28 seconds
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Ep #226: Dan Kennedy - Making More from Less - Marketing to the Affluent

Changes within the middle class and the markets will have a big impact on dental practices, so Dan Kennedy is on the show today to explain the shift that needs to happen. A successful entrepreneur and marketing advisor, Dan has a lot to share when it comes to marketing to the right clients in order to improve your profit, pricing, and growth for the long term. He talks in detail about the destructive forces and changes that will affect your business and what you can do to guard against them. You can find show notes and more information by clicking here: https://bit.ly/2XupOKi
6/21/201932 minutes, 38 seconds
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Ep #225: Grant Schuette - The 7 Key Elements of a Valuable Business

What makes a valuable business? How can you gauge and evaluate where your business and other businesses rank? Grant Schuette, director of the Oxford Strategic Group and leader of their mergers and acquisitions, joins the show today to discuss how to understand the true value of a business. You can find show notes and more information by clicking here: http://bit.ly/2WAQiug 
6/14/201929 minutes, 47 seconds
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Ep #224: Mike Michalowicz - Profit First - A Better Way to Build Your Financial Future

Everything expands as we grow our income, and often—despite having a large or comfortable income—it can seem like you’re still barely breaking even and constantly struggling to get ahead. Mike Michalowicz is an author, speaker, and massively successful entrepreneur who helps people and businesses with innovative strategies and his famed “Profit First Formula.” He joins the show today to share where he and other business owners went terribly wrong and how to build a more solid financial future. You can find show notes and more information by clicking here: https://bit.ly/2WoVUrd
6/7/201930 minutes, 35 seconds
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Ep #223: Mark Davis - Living an Inspired Life

It’s easy to lose focus when you’re trying to balance work, family, and health, but Dr. Mark Davis has successfully led a full life of meaningful work and family while living a healthy lifestyle. Today he shares how he got to where he is and key insight on keeping grounded and continuing to pursue the important things in life. You can find show notes and more information by clicking here: https://bit.ly/2W1JkOw
5/31/201929 minutes, 10 seconds
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Ep #222: Reese Harper - Flexing Your Wealth Building Muscles Part 2

Making decisions based on advice that is coming from misdirected or wrong places can really damage your financial future. Today Reese Harper continues sharing his wealth-building advice from our last episode and explains why it’s so important to focus on net worth and make sure you're listening to people with the right incentives. Reese's insight is career-changing and eye-opening because he starts with what’s most important and builds a model that helps you grow your net worth year by year. You can find show notes and more information by clicking here: https://bit.ly/2YGYrtK
5/24/201929 minutes, 15 seconds
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Ep #221: Reese Harper - Flexing Your Wealth Building Muscles Part 1

When you’re trying to establish yourself and build wealth, it's so important to break free from the bad, misdirected, and just plain shady advice on investing. Reese Harper found out early on that he had a passion for helping people with their finances, and that passion stretched beyond simply selling financial products and giving generalized recommendations. In this episode, he shares his expertise on building wealth and managing investments, especially as a dental practitioner and business owner. You can find show notes and more information by clicking here: https://bit.ly/309visu
5/17/201915 minutes, 32 seconds
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Ep #220: David Monologue - State of the Union

I’m going solo today to give you a bit of my own perspective on investing and the climate of the market and current cycle based on my experiences. I’ll lay out my thoughts on what’s going on and what I predict for the coming years to give you a better understanding of how to make your money work for you in a turbulent market. You can find show notes and more information by clicking here: https://bit.ly/2H850zr
5/10/201913 minutes, 57 seconds
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Ep #219: Lisa Mergens - Practice + Systems + Processes

When it comes to changes and evolution in dentistry, Lisa Mergens has a finger on the pulse of the industry. She joins us on the show to share how she helps dentists keep up with the times, as well as her method of learning from bigger corporations and using those lessons to help dental practice owners succeed. You can find show notes and more information by clicking here: https://bit.ly/2GUWRhM
5/3/201934 minutes, 10 seconds
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Ep #218: Dr. Robert Toth - The Dangerous Dentist Mindset

In this episode, I am joined by Dr. Robert Toth from the Dangerous Dentist Podcast and blog. Robert encourages his listeners and readers to be bold and live life to the fullest, and today, we’ll touch on the importance of getting out of your comfort zone and surrounding yourself with people who bring out the best in you. You can find show notes and more information by clicking here: http://bit.ly/2VZzBUY 
4/26/201929 minutes, 21 seconds
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Ep #217: Jake Puhl - The Future of Dentistry

In this episode, I am joined by Jacob Puhl. As CEO of the Dentist Entrepreneur Organization (DEO), Jake provides group practice leaders with the resources and support they need to unify their team by thinking like a CEO. After years of guiding entrepreneurs, Jake has plenty of knowledge about running a tight business that he is going to share with us today. You can find show notes and more information by clicking here: http://bit.ly/2Pf4sdl 
4/19/201933 minutes, 29 seconds
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Ep #216: Lisa Mergens - Dentistry is Not a Solo Act

Today I am joined by Lisa Mergens, owner of Ascendant Dental Development, LLC. Lisa recounts the compelling story of how she made the decision to stop her successful career as a dental hygienist and start working toward a new career path within the dental profession, all while fighting Rheumatoid Arthritis. You'll learn how she went into remission and what she did to make the most out of a terrible situation. You can find show notes and more information by clicking here: https://bit.ly/2OTDY0Y 
4/12/201931 minutes, 9 seconds
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Ep #215: Daniel Marcos - Scaling Up

Today I am joined by Daniel Marcos, co-founder and CEO of Gazelles Growth Institute, the leading online executive education company for C-level executives at fast-growing firms. In this episode, Daniel shares what inspired his confidence to get started in CEO coaching and how he has made a name for himself as a scale up expert. You can find show notes and more information by clicking here: https://bit.ly/2TKgufJ 
4/5/201936 minutes, 19 seconds
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Ep #214: Kelsey Ramsden - Getting Past Your Success Hangover to Your Amazing Next

Today I am joined by Kelsey Ramsden, twice named Canada’s top female entrepreneur, mother to three children, cancer survivor and author of the internationally bestselling book, Success Hangover: Ignite your next act. Screw your status quo. Feel alive again. Kelsey shares the unique way she was able to get into one of the top MBA programs in Canada and how she has managed to climb her way to the top of the business chain. You can find show notes and more information by clicking here: https://bit.ly/2HMNlOm 
3/29/201933 minutes, 51 seconds
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Ep #213: Mike Zlotnik and Ryan Parson - Real Estate Syndications - What You Need to Know Before Investing

This episode is all about alternative investments, namely syndications. Here to help me cover what you need to know before you start investing are two people who are incredible in the industry, Mike Zlotnik and Ryan Parson. Mike serves as the Fund Manager at Tempo Opportunity Fund, while Ryan is the Chief Investment Officer of the Mile Marker Club and Heritage Capital. Listen in to hear the three of us break down the basics of syndications, including the benefits and potential caveats of these investments. With their combined specialties of real estate debt and equity investments, investment analysis and portfolio management, risk management, acquisition of REOs, and lots more, Mike and Ryan share key insights you don't want to miss. You can find show notes and more information by clicking here: http://bit.ly/2Czhj5l 
3/22/201937 minutes, 26 seconds
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Ep #212: Justin Short and David Maloley Podcast - The Titans of Dentistry

Today I'm joined by Justin Short and David Maloley, the masterminds behind the book Titans of Dentistry: How the top performers think and act differently. They're here to share key insights into the dental field and the important lessons they learned as they discovered what went into the success of many of the most notable people in dentistry today. You can find show notes and more information by clicking here: https://bit.ly/2ERAVBH
3/15/201932 minutes, 3 seconds
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Ep #211: Bernard Reisz - The Advantages and Caveats of Checkbook Control IRA and QRP Investing

Bernard Reisz is back on the show to continue our conversation about self-directing alternative investments. (Be sure to check out last week’s episode before listening to this one.) Today we're talking about the incredible opportunity in flexibility and the importance of being educated in order to do this effectively. You can find show notes and more information by clicking here: https://bit.ly/2TjL7x6
3/8/201925 minutes, 54 seconds
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Ep #210: Bernard Reisz - Building Wealth Through Self-Directed Alternative Investments

We can’t be experts in everything, so we try to find advisors who can help us with the subject matter we don't know as well. Bernard Reisz is a CPA who provides an integrative approach to tax and financial planning for real estate pros that focuses on unique profiles and opportunities. He took notice of the misalignment of interests and how people are not getting a comprehensive picture of the tools and strategies out there, and he decided to make things clearer. You can find show notes and more information by clicking here: http://bit.ly/2IHRnd1 
3/1/201928 minutes, 37 seconds
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Ep #209: Blaine Oelkers - Your $10,000 Hour

Masterminds are a key component of anyone’s forward movement and progress in both business and life. Blaine Oelkers joins us to talk about the problems with trying to do everything yourself and why you should be committing to a community or mastermind in order to help your growth. He also talks about what the $10,000 hour is, the lost pages of Think and Grow Rich, and how to move past analysis paralysis so you can move into action. You can find show notes and more information by clicking here: https://bit.ly/2T4nOq1
2/22/201933 minutes, 11 seconds
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Ep #208: Dr. Nathan Ho - Trial and Error, Going Debt Free and Referral Marketing

Mindset has a lot to do with not only how you see the world, but also how much you can achieve. Dr. Nathan Ho joins us on the show today to share why controlling your thoughts is crucial when it comes to success. He has been making great strides within the dental industry and dental marketing, so there’s a lot to learn from his experience and expertise. You can find show notes and more information by clicking here: https://bit.ly/2E6BR67
2/15/201933 minutes, 54 seconds
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Ep #207: John Groom - Tax Deferral and the C-Student Advantage

Beliefs around having a business and making money can be a bit muddled when it comes to selling, doing taxes, and managing investments. John Groom joins the show to share his expertise in these areas and how important it is not to make the same mistakes most dentists have a tendency of making. John discusses the problems with your 401k plan and why it's crucial to take charge of your money management. You can find show notes and more information by clicking here: https://bit.ly/2Gl4xK4
2/8/201936 minutes, 27 seconds
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Ep #206: Zack Eller - The Entrepreneurial Exit Plan

As entrepreneurs, we put our hearts and souls into our businesses, but there’s a time when you may want to look into selling or the next step. Zack Eller is an expert in acquisitions, mergers, and exit strategies, and he helps business owners determine what their next steps should be to plan for the future. His expertise and passion for entrepreneurs shine through in his advice and recommendations for business owners who want to have the best plan for their business and legacy. You can find show notes and more information by clicking here: https://bit.ly/2DCBWOO
2/1/201930 minutes, 50 seconds
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Ep #205: Jared Behnke - Options for Selling Your Dental Practice in the World of Private Equity

When the time comes to consider liquidity or retirement, it can be daunting to understand the options available, especially as the market is changing. Jared Behke has a deep understanding of the dental market and has joined us to share his take on the current market trends and what your options are for selling. He explains the benefits that come with these market changes and the opportunities that often get overlooked. You can find show notes and more information by clicking here: https://bit.ly/2W65rQ8
1/25/201932 minutes, 47 seconds
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Ep #204: Heidi Mount - It All Starts With Your Team and Your Leadership

People often seem not to value their teeth, but in reality, this has a lot to do with how well their dentist is educating and communicating with them. Heidi Mount is a consultant and international speaker who helps dentists find what they’re missing, stress less, have happier employees, and profit more from their practices. She emphasizes the importance of working smarter, not harder, as well as why it's crucial to listen to patients and understand what they truly need and want. You can find show notes and more information by clicking here: https://bit.ly/2RvsjtS
1/18/201932 minutes, 43 seconds
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Ep #203: Paul Moore - How to Lose Money

Learning from mistakes and living with faith, generosity, and purpose is a big part of Paul Moore’s life, and he has found ways to mesh this mission with business. In this episode, he shares his rags-to-riches story, as well as how he found his way into real estate. You’ll learn a lot from his perspective on giving, the importance of having a bigger mission, and fighting back against human trafficking. You can find show notes and more information by clicking here: https://bit.ly/2sfJrVy  
1/11/201929 minutes, 47 seconds
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Ep #202: Veena Jetti - Understanding Real Estate Investment Syndications for the Passive Investor

At the end of the day, everything has some amount of risk, but it’s important to know what to look for in an investment deal. Veena Jetti is highly experienced in real estate and putting together investment deals, and she joins the show to share some great advice for investors and give us insight into the behind-the-scenes of her deal-making and funding process. You can find show notes and more information by clicking here: https://bit.ly/2AqVbsF
1/4/201934 minutes, 21 seconds
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Ep 201: Steve Parker Podcast - Creating the Mindset of the Entrepreneur

Many dentists go through school thinking that's the hardest part—until they get hit by the reality of being a business owner with no business training. Steve Parker joins us on the show to discuss why the entrepreneur mindset needs to be developed intentionally and how to do this in the dentistry world in particular. He shares his experience in entrepreneurship and how he discovered and addressed some important parts of the dentist community. You can find show notes and more information by clicking here: https://bit.ly/2Tae4a9
12/28/201833 minutes, 56 seconds
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Ep #200: Thomas Blackwell - The Power of Our Words - Living a Life by Design

Our doubts and limiting beliefs hold all of us back in different ways, but simply changing the language you use can massively affect how your life goes. Thomas Blackwell joins us to share how to change your thinking and your language in a way that opens up your world and presents opportunities. He gives some fantastic advice on how small adjustments in how you communicate with yourself and others will make unbelievable transformations happen. You can find show notes and more information by clicking here: https://bit.ly/2SUj2HS
12/21/201834 minutes, 31 seconds
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Ep #199: Tom Berry - The Risk of Freedom and Legacy

What would you be willing to sacrifice to gain success? Are you willing to take risks and break away from ‘normal’ to live a unique and successful life? Tom Berry joins the show to talk about how important it is to take risks and be willing to make sacrifices in order to reach your goals. He also points out how important family legacy (past and future) is to your success. You can find show notes and more information by clicking here: https://bit.ly/2Bb1j7I
12/14/201835 minutes, 14 seconds
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Ep #198: Justin Krane - Money Strategies for Your Business

When it comes to money, the context in which it is often discussed can be frustrating or overwhelming for busy professionals and small business owners. Justin Krane joins us on the show to share how he works with business owners to build a money strategy that is sustainable, understandable and great for business growth. He is a certified financial planner, speaker, advisor and author who is passionate about using money wisely so you can live your best life. You can find show notes and more information by clicking here: https://bit.ly/2zGcTrU
12/7/201828 minutes, 2 seconds
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Ep #197: Tim Brockman - Is a 401K Always the Best Financial Vehicle?

Tim Brockman is a financial planner with Consolidated Planning who works with dentists across the country to protect, grow, and exit their practices. A native of southwest Ohio and graduate of Xavier University in Cincinnati, Tim grew up fascinated by the business side of his father’s dental practice and began his career in financial services right after college. Over the years, he has developed a unique take on the best way to prepare for retirement. In this episode, Tim shares how his philosophy and advice has changed throughout his career, as well as why we should all rethink the typical 401k approach. Listen in to hear his refreshing take on retirement, how he helps dentists prepare to leave their practices without relying on equity and capital, and the controversial asset he encourages clients to consider. You can find show notes and more information by clicking here: http://bit.ly/2TKDj47 
11/30/201839 minutes, 22 seconds
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Ep #196: Dr. Scott Leune - The Dental Whale

Today's guest is a true innovator in the field and has trailblazed through the industry to become the most subscribed-to person on Dentaltown. Dr. Scott Leune is the founder of the practice management company Breakaway Practice, and the co-founder of Dental Whale, a groundbreaking company that is carving a new category of group private practice ownership and management. Scott has been featured in numerous dental publications and has spoken to thousands of dental professionals and executives over the last nine years, lecturing on data-driven decision-making in dentistry and creating scalable systems and infrastructure. In this episode, Scott opens up about the serious injury that changed the trajectory of his career, and how it ultimately led to his unique path through the field. He also talks about how he separated his income from the actual hours he puts into work, the huge opportunity he sees in dentistry, and the important thing all dentists need to realize when it comes to fostering success. You can find show notes and more information by clicking here: http://bit.ly/2Bhkdeu 
11/23/201830 minutes, 43 seconds
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Ep #195: Tony Rubleski - Trailblazers

When it comes to getting things done and blazing new and innovative trails through life, it’s important to look to the biggest achievers and find out what they do when things go wrong. Tony Rubleski does just this and that is why he’s here on the show to talk about his book Trailblazers and why it is so impactful. You’ll get an inside look at the passion behind his book while learning what it takes to be a massively successful and influential trailblazer yourself. You can find show notes and more information by clicking here: https://bit.ly/2qGWPkM
11/16/201835 minutes, 59 seconds
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Ep #194: Greg Hughes - Hassle-free Real Estate Equity Investing

When it comes to managing real estate, things can get tricky, messy and time consuming so many people prefer a more passive route to investing in real estate. Greg Hughes has a great system to help people do just that – bypassing the hassle of managing real estate while still benefitting from having property in their portfolio. He discusses how the process works and why it is so beneficial to busy people who are interested in being involved in the real estate sector. You can find show notes and more information by clicking here: https://bit.ly/2zrjqpj
11/9/201831 minutes, 15 seconds
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Ep #193: Chris Moriarity - The Psychology of Selling Value

Something that really frustrates dentists, doctors or business owners is trying to understand why clients and customers make the decisions that they do. Chris Moriarity explains how important behavior economics are and why it’s so incredibly helpful to understand it in order to understand your customers better. He lays out some simple steps you can take personally and with your practice to understand who you work with best and how to attract and communicate with those people in the most effective way. You can find show notes and more information by clicking here: https://bit.ly/2OXntEt
11/2/201840 minutes, 1 second
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Ep #192: Wendy Sweet - Making Lemonade from Lemons

Experience and connections are so important to succeeding in any area but in investing, it’s even more important. Wendy Sweet, an expert on investing, trading and real estate, joins the show to talk about the importance of knowing who you’re working with and investing in. She also talks about how her experience and the expertise of her company is crucial to the success of quality real estate investing. You can find show notes and more information by clicking here: https://bit.ly/2PO6Uaj
10/26/201838 minutes, 13 seconds
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Ep #191: Todd Doobrow - The Retirement Gamble

42% of Americans will die broke but most Americans have a different idea of how they will retire and spend the last part of their life comfortably. Todd Doobrow, an excellent source of financial wisdom and insight, joins us to explain where people are going wrong with their saving and planning. He has some great information and tips to share that will help people get on track and get into the right mindset that will allow them to be ready for anything from difficult financial times to retirement. You can find show notes and more information by clicking here: https://bit.ly/2CH4ebt
10/19/201832 minutes, 21 seconds
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Ep #190: Buck Joffrey - From Surgeon to Entrepreneurial Wealth and Freedom

Conventional wisdom can be (surprisingly) frequently wrong and misleading. Buck Joffrey hops on the podcast today to discuss where this wisdom has gone wrong and taken well-meaning people down the wrong path. He also shares why he decided to do things differently and how he helps others do the same thing so they can become wealthy in a better way. You can find show notes and more information by clicking here: https://bit.ly/2yvMKun
10/12/201827 minutes, 35 seconds
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Ep #189: Vicki McManus Peterson - Life is an Adventure with No Limits

Originally a reluctant recruit into dentistry, Vicki McManus Peterson is now an owner of multiple practices and businesses. She talks about how she navigated through her dental career, partnerships and business development with passion and dedication. Vicki shares a ton of wisdom on partnerships, practice management, business growth and evolve personally as life evolves.   You can find show notes and more information by clicking here: https://bit.ly/2zQVbCb
10/5/201835 minutes, 2 seconds
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Ep #188: Chandler George and Matt Patterson - Business Growth Hacks

Many of us are searching for ways to grow our businesses and our income streams. Two good friends join in on the show today to share some great techniques that will help you reach a whole new level of growth. Chandler George and Matt Patterson share ways to gain credibility and experience while seizing the right opportunities to aid personal and business growth. You can find show notes and more information by clicking here: https://bit.ly/2OSSTrz
9/28/201836 minutes, 24 seconds
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Ep #187: Justin Short - Creating a Lifestyle Practice

Many people dream of working 3 days per week but Justin Short has made it a reality. From the importance of starting early on to understanding your priorities and vision, Justin touches on the important factors that lead to his early success in owning a lifestyle practice. He also gives tips on starting out in real estate investing while learning mistakes and mis-steps along the way.   You can find show notes and more information by clicking here: https://bit.ly/2OzR3eT
9/21/201835 minutes, 22 seconds
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Ep #186: Paul Goodman - Dental Nachos

What do nachos have to do with good dentistry? Dr. Paul Goodman will fill you in on that while discussing important issues with dental school and the future of dentistry. He shares why he thinks dentists need to be nicer and why he’s so passionate about working and collaborating with other dentists. You can find show notes and more information by clicking here: https://bit.ly/2N9KQd6
9/14/201831 minutes, 50 seconds
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Ep #185: M.C. Laubscher - Creating Wealth Without Wall Street

It is well known that the economy goes in cycles and surprises creep up on us that can hurt our savings and stunt our growth. M.C. Laubscher shares his anti-fragile strategies that he uses to help clients to create and build wealth in ANY economy. He addresses the common mindset issues that get in the way of building growth and shares tips and strategies anyone can use to build and maintain wealth. You can find show notes and more information by clicking here: https://bit.ly/2Cnklf2
9/7/201829 minutes, 53 seconds
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Ep #184: Al Williamson - Multiple Streams of Income

Al Williamson joins us today to share his expertise in managing property, multiple businesses and generating various streams of income. From leadership tips and finding to how to be more hands on and involved with tenants, he gives us some great insight on how to turn around a neighborhood. Al gives a brief run-down of a few of the many ways he has found to create new and innovative income streams. You can find show notes and more information by clicking here: https://bit.ly/2MyTO3b
8/31/201831 minutes, 7 seconds
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Ep #183: Dustin Burleson - Follow the Majority at Your Own Risk

It’s not a new concept that we are usually the one getting in the way of ourselves when it comes to making big changes and massive improvement. Dustin Burleson knows this and has lived it. He joins us on the show to talk about how he turned his practice around through doing things differently and focusing on his own personal development. Dustin has lots of experience and great advice that he uses to help other practice owners to step up and do better work – with a purpose. You can find show notes and more information by clicking here: https://bit.ly/2MH9Ffp
8/24/201832 minutes, 22 seconds
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Ep #182: Quincy Long - Next Level Investment Strategies

Self-directing your IRA and investing it properly has huge benefits but it can be a bit intimidating or confusing when starting out. Many investment sources are not prepared to help you but there are many ways you can learn more about self-directed investing. Quincy Long of Quest IRA joins us on the show to explain and help simplify the concept and strategy behind this type of investing. You can find show notes and more information by clicking here: https://bit.ly/2PcZxcH
8/17/201825 minutes, 19 seconds
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Ep #181: Dr. Mike Abernathy - Creating Cultures of Excellence

Leading a motivated team can be very difficult but Dr. Mike Abernathy has an insightful and forward-thinking view on how to do it effectively. If you’re working on your practice management skills this is what you need to hear because he has experience and knowledge to share that is a game changer. From fundamental business principals to hiring, Mike will be discussing what effective leadership looks like and how to implement it in your workplace. You can find show notes and more information by clicking here: https://bit.ly/2nnt4DR
8/10/20181 hour, 3 minutes, 9 seconds
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Ep #180: Chuck Blakeman - Rehumanizing the Workplace

Continuing the four-part summer series edition of the Dentist Freedom Blueprint podcast, Chuck Blakeman is sharing his revolutionary mindset with the Freedom Founders Mastermind (and now you). He explains why the workplace has been dehumanized and gives us the steps that will bring back passion and participation within the business. Chuck states that everybody in your practice should be a leader in some way and shows how that will directly affect how people participate in the business. You can find show notes and more information by clicking here: https://bit.ly/2LOVCDT
8/3/20181 hour, 2 minutes, 35 seconds
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Ep #179: Kandace Phelps – Risk Management

In this next section of this special four-part summer series edition of the Dentist Freedom Blueprint podcast, Kandace Phelps will be presenting at the Freedom Founders Mastermind. She has an impressive background in finance, business and investing and has some incredible insight to share with us regarding risk management. Kandace explains where a skeptical mindset comes in handy and how to see risk in a way that is rarely taught. You can find show notes and more information by clicking here: https://bit.ly/2v8rBVo
7/27/20181 hour, 12 minutes, 33 seconds
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Ep #178: Jim Ingersoll - Manage Risk, Remove Fear, and Take Action!

Welcome to a special edition of the Dentist Freedom Blueprint podcast! In this first episode of our four-part summer series, you'll get a look behind the closed doors of the Freedom Founders Mastermind to hear a never-before-released presentation from real estate author and investor Jim Ingersoll. Listen in to hear Jim’s six steps for minimizing your risk when investing in real estate. You’ll learn what it takes to invest in outside markets, how to maintain your privacy as a property owner, and more. You can find show notes and more information by clicking here: http://bit.ly/2NNDIQd 
7/20/201818 minutes, 49 seconds
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Ep #177: Emily Letran - From Refugee to Renaissance Woman

Investing in yourself is a necessary step to taking your practice to the next level. Emily Letran joins me on the show today and shares some serious inspiration on how to take action in your life and practice. She doesn’t play around and encourages people to get out there and make things happen – specifically through investing your resources and time in the right places. You can find show notes and more information by clicking here: https://bit.ly/2KQ1nBG
7/13/201829 minutes, 38 seconds
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Ep #176: Dr. David Phelps - Building Your Portfolio

Take a seat at the Freedom Founders mastermind with the first of a four-part Summer series where you get to listen in on some of the great advice and insight provided. In this episode Dr. David Phelps will be talking about the different ways you can build your portfolio in sustainable ways that make sense for your lifestyle. From being on the ownership side to taking the lender position, he will be delivering a ton of information that will help you understand the different areas and find out where you fit in best. You can find show notes and more information by clicking here: https://bit.ly/2IXF6fA
7/6/201851 minutes, 10 seconds
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Ep #175: Chris Miles - From Boom to Bust to Freedom!

Mindset has more control over your life and finances than you might believe. On this episode, Chris Miles takes us on a wild ride with his roller coaster of a financial journey. He discusses how his mindset had such a huge effect over how he got into and out of a rough financial time. You can find show notes and more information by clicking here: https://bit.ly/2tyLg0N
6/29/201834 minutes, 25 seconds
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Ep #174: Jesse Green - Plugging Your #1 Profit Leak

In the dental community, there’s a rising shift in focus towards marketing but many people get caught up in this and forget about retention. Jesse Green joins us today to share some great tips on how to ensure that you aren’t allowing patients to slip away. He gives real, practical examples of how to stop the profit leak and provide value that keeps patients coming back. You can find show notes and more information by clicking here: https://bit.ly/2t5Dlrv
6/22/201831 minutes, 10 seconds
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Ep #173: Salena Kulkarni – Wealth Does Not Necessarily Equal Freedom

Seeing things from a different point of view can really refresh how you understand things and change how you do things. On this episode, I’ll be chatting with Salena Kulkarni who is an expert in finance and real estate. She brings a whole new perspective not just from her side of the world but from how she sees leverage and diversification in different ways. You can find show notes and more information by clicking here: https://bit.ly/2LGdugJ
6/15/201833 minutes, 7 seconds
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Ep #172: Sherrie Sokolowski - Leveraging Up with a Rockstar Assistant

Dentists tend to be so detail oriented that it can be difficult to allow someone else to take over tasks they are used to taking care of. Sherrie Sokolowski joins us on the show to explain how important it is to hire a rockstar assistant who you can delegate tasks that take up valuable time and help you catch things you may be missing. She discusses how having the right person at your right hand can really help you make time for things that are more important and help you reach the next level with your business. You can find show notes and more information by clicking here: https://bit.ly/2kHLiyt
6/8/20181 hour, 4 minutes, 46 seconds
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Ep #171: Dr. David Moffet - Finding Your Place in the Market and Crafting a Niche

Dr. David Moffet of The Ultimate Patient Experience works with dentists around the globe to help them transform their practices from just barely getting by to genuinely thriving. With over thirty years in the field, David draws on his experience growing his own highly successful practice in order to help dentists understand what it takes to turn their businesses around. In this episode, he shares crucial advice about serving the right kind of patients for your practice, as well as the key thing dentists should be focusing on to stand out in a crowded market. Listen in to hear his tips on taking your practice to the next level. You can find show notes and more information by clicking here: http://bit.ly/2GWUNCC 
6/1/201825 minutes, 11 seconds
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Ep #170: John Schaub - Opportunities and Pitfalls in the Current Market

My guest today is a nationally recognized real estate author and investor with nearly forty years of experience. He also happens to be a gentleman who got me started in real estate back in my early 20s, so it's a real treat to have him on the show to share his expertise. John Schaub teaches real estate acquisition, management, and investment, and after experiencing multiple recessions and quite a few tax law changes, he has seen it all when it comes to real estate. Listen in to hear his take on the current market, where new investors tend to go wrong, and the opportunities out there for investors today. You can find show notes and more information by clicking here: http://bit.ly/2IpZI0g 
5/25/201835 minutes, 40 seconds
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Ep #169: Brandon Stiles - The Digital Marketing World - What You Must Know Today

Today we’re going to talk about something that is so important for all businesses: digital marketing. You have to know how to reach prospective customers and how to communicate high value to your current ones, but the question is: how do you do it? My guest today is here to tell us. An expert in digital marketing, Brandon Stiles took his struggling entertainment company from no profit to over $100,000 in just three years by taking it upon himself to figure out how to market online. In this episode, he shares valuable advice and tips that any business owner can use to ramp up their digital marketing strategy today. Listen in to hear it all now. You can find show notes and more information by clicking here: http://bit.ly/2jNWOId 
5/18/201832 minutes, 43 seconds
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Ep #168: Jack Bosch - Creating Forever Passive Cash Flow for a Freedom Lifestyle

My guest today is a real estate and business coaching expert, and one of the country’s foremost experts in Tax Delinquent Property Investing. Jack Bosch has been buying and selling mainly unimproved land since 2002, and after realizing this could generate enough passive income to replace his salary from his day job, Jack didn’t look back. In this episode, he shares how he and his wife achieved financial freedom through their unique real estate niche, as well as the lessons they learned along the way. Listen in to hear his story and key advice for making wise investment decisions. You can find show notes and more information by clicking here: http://bit.ly/2wciqqQ   
5/11/201837 minutes, 7 seconds
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Ep #167: Roy H. Williams - The $150,000 Podcast Interview

Roy H. Williams is the world-renowned Wizard of Ads. It’s a well-deserved title, considering that his marketing insight has been stimulating miraculous growth for small business clients for more than twenty-five years. A major thought leader in marketing, advertising, communication, and business strategies, Roy is also the founder of the Wizard Academy and the author of four books, including 1998's Business Book of the Year, The Wizard of Ads, and the Wall Street Journal's #1 Business Book in America in 1999, Secret Formulas of The Wizard of Ads. Roy joins the podcast today to share crucial marketing advice that you definitely don’t want to miss. A day of consulting from Roy costs $7,500 if you go to him—and $25,000 if he comes to you!—but I’ve got him here for thirty minutes, and I promise you, it’s worth at least $150,000—if you utilize it. Listen in, and you'll see why. You can find show notes and more information by clicking here: http://bit.ly/2JvDeeF
5/4/201832 minutes, 41 seconds
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Ep #166: Dave Van Horn Pt. 2 - The Best Place to Start Real Estate Investing

Dave Van Horn is back on the show! If you tuned in to last week's episode, then you had the chance to hear a really phenomenal interview with him, which he'll build on today.  The President and CEO of PPR Note Co. and the author of Real Estate Note Investing, Dave specializes in residential notes. Listen in to hear him speak on how professional practice owners can enter the arena of real estate, specifically in note investing, and what makes it so worthwhile. You can find show notes and more information by clicking here: http://bit.ly/2Ht8Q72 
4/27/201829 minutes, 26 seconds
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Ep #165: Dave Van Horn Pt. 1 - Getting on the Right Side of the Financing Business

Many of us are on the receiving end of financing but Dave Van Horn joins us on the show to share about the other side of financing and why it’s worth learning about. He steps us through his initial introduction to real estate and the note business. You’ll get some great tips and tricks on how to use financing to your advantage rather than let it always take advantage of you. You can find show notes and more information by clicking here: https://bit.ly/2Jb4D5t
4/20/201829 minutes, 27 seconds
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Ep #164: Dr. John Meis - From Private Practice to CEO

My guest today is a pioneer in the industry and someone I’ve been looking forward to interviewing for quite some time! Dr. John Meis is the CEO and co-founder of Smart Choice Dentistry, as well as the CEO and co-founder of The Team Training Institute. He’s also a consultant, an international speaker, and the bestselling author of three books, including The Ultimate Guide to Doubling & Tripling Your Dental Practice Production. John's proven executive coaching process helps businesses strengthen their culture, clarify their strategy, and update their business plan, and he joins the podcast to share some of that wisdom. Listen in to hear his advice for young practitioners, predictions for the future of dentistry, and more. You can find show notes and more information by clicking here: http://bit.ly/2GotBwV 
4/13/201827 minutes, 47 seconds
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Ep #163: David Phelps - Caution! David Goes on a Rant!

Today I’m on a little bit of a rant. I don’t do this often—I normally have guests on this podcast—but sometimes, I’ve got to get my word out. There are just times when certain things hit me, and they hit me because I care. I care so much about helping my colleagues in practice because I understand the frustrations in the industry and that some younger doctors are feeling outright deceived about their choice of profession. I want to help my own generation and the next generation up, and today, I’m going to tell you all what you need to hear. You can find show notes and more information by clicking here: http://bit.ly/2pShuRO 
4/6/201835 minutes, 38 seconds
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Ep #162: Debbie Seidel-Bittke - Driving Your Dental Practice to Its Highest Level of Success

Dental consultant, coach, speaker, and author Debbie Seidel-Bittke is a world-class leader in creating profitable hygiene departments. Well-known as a former clinical assistant professor at USC in Los Angeles and a former hygiene department program director, Debbie currently serves as CEO of Dental Practice Solutions and works closely with dental practices throughout the world to customize individual success plans. In this episode, Debbie shares the integrative approach she and her handpicked team of consultants use, as well as important advice that can help any dental practice thrive. Listen in to learn what it takes to drive a dental practice to its highest level of success. You can find show notes and more information by clicking here: http://bit.ly/2HZ3JZ1 
3/30/201836 minutes, 46 seconds
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Ep #161: Self-Directing Your Future Wealth Building and Financial Freedom with Quincy Long

Today’s guest is all about helping people build their financial future through investing in assets that they actually understand. Quincy Long is the President of Quest IRA, Inc., a third-party administrator of self-directed IRAs and other plans, and his background in law means he has the understanding of the dos and don’ts when it comes to investing. In this episode, Quincy breaks down the basics of alternative investments and self-directed IRAs, as well as the specific opportunities in real estate. Listen in to hear how more traditional investment houses limit investing options, advice for getting started making deals, and Quincy’s predictions for debt and debt spending in the coming years. You can find show notes and more information by clicking here: http://bit.ly/2FGE8Yl 
3/23/201827 minutes, 43 seconds
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Ep #160: Mike Zlotnik - Investing in the Age of Stock Market Volatility and Rising Interest Rates

Today's guest has been a debt and equity investor in real estate since the year 2000. Though he spent nearly fifteen years building a successful career in IT, Mike Zlotnik has always had a passion for real estate because of its predictability of outcome and well-understood risks. In 2014, he assumed the responsibility of CEO for Tempo Funding LLC, and has since founded TF Management Group LLC. A member of multiple real estate and investor mastermind groups, including Collective Genius, Freedom Founders, and California Investors, Mike joins this episode to share his take on the benefits of real estate investing, interest rate predictions, and more. Tune in to hear it all now! You can find show notes and more information by clicking here: http://bit.ly/2oXQpwa