The Real Measure of Financial Freedom
There comes a moment—sometimes it’s subtle, sometimes it strikes like lightning—when you realize your time is not truly your own. I remember mine like it was…
To Succeed You Need to Fail
To Succeed You Need to Fail Perfection Isn’t the Goal—Progress Is Facebook-f Linkedin-in Youtube “Perfection is the enemy of greatness.” That statement has echoed in my life more times than I can count. Like many […]
DIY vs DFY
D. I. Y. Do It Yourself. That’s one side of the pendulum. The other side is D. F. Y. Done For You. Which do you default to, and is one better than the other, especially as it relates to investing?…
The #1 Investment Strategy in 2025
Today’s market is shifting before our very eyes. If I had to give one word of advice to investors right now, it would be this: Patience. Not a sexy answer, I know…
Complexity is the Enemy of Your Freedom
Complexity. It’s the silent thief of freedom. We often chase growth, wealth, and scale without asking a simple yet profound question: What kind of life am I actually…
Stop Trading Time for Dollars
Your practice is your #1 asset. I talk to so many enthusiastic doctors who are eager to dive into real estate, stocks, or alternative investments—and that’s…
“I Just Don’t Have Time”
“I just don’t have the time.” I hear it all the time—from hardworking, dedicated professionals who’ve built businesses, supported families, and followed the rules…
Income Reigns Supreme When Markets Seize
The coming years—and likely decades—won’t look like the ones behind us.
That’s not a prediction. I’m no economist with a crystal ball, but as someone who’s…
A Review on Tax Mitigation Strategies
We all want to save on taxes. There’s nothing wrong with that. After all, the U.S. tax code is over 6,000 pages long, and within those pages are countless opportunities for…
Golden Opportunities Are Often Right In Front of You
Too often, we miss golden opportunities—not because they aren’t there, but because we aren’t ready for them. A significant part of my work is helping high-earning professionals…
