Episodios

  • Building Wealth and Legacy in Inflationary Times [Encore Episode] - David McAlvany
    Jun 28 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    29 m
  • Formal Education vs Street Learning - Life Experience Wins Every Time - David Phelps: Ep #488
    Jun 21 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    26 m
  • Creating Your Own Success - Breaking Society's Expectations - David Phelps: Ep #487
    Jun 14 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    25 m
  • Deciding Whether to Sell—and How to Sell - Perrin DesPortes: Ep #486
    Jun 7 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    42 m
  • Get Your Time Back - Building an Effective Team and Improving Efficiency - Bob Lachance: Ep #485
    May 31 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    24 m
  • What’s Next? - Life After Exiting Clinical Practice - Daniel Sage: Ep #484
    May 24 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    33 m
  • Understanding and Finding Credible Investments (Part 2) - Burt Copeland: Ep #483
    May 17 2024

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

    Check out the show notes for more information!

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

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

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

    1. Schedule a Call with My Team:

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

    2. Become a Full-Cycle Investor:

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

    3. Get Your Free Retirement Scorecard:

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

    Más Menos
    23 m
  • Why You Need a CFO (Part 1) - Burt Copeland: Ep #482
    May 10 2024

    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:

    1. Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480
    2. Clockworking Your Business – Mike Michalowicz: Ep #395
    3. 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.

    Más Menos
    20 m