Are You Investing in Products or Assets?

My question for today: Are you investing in products or assets? By products, I mean things like annuities, mutual funds, and life insurance products. Everybody in the financial markets has a product. They want to sell you a product that’s supposed to take you from point A (where you are in your investing life) to point B (where you want to be).



Financial products are sold by people who need to make money – as we all do, and I don’t have a problem with that. But do you know what you’re doing when you’re buying a product from someone who’s selling products as investment advice?

Then there’s assets. Tangible assets are real businesses and Real Estate. You can buy or invest in them; you can lend money or go into joint ventures. Investing in assets is the way to go, but it’s not easy. It takes learning about how to do it well and building connections with a network of people who are already doing what you want to do.

I get that you may be so focused on your career, paying off debt, or building your business or practice that the time is not now. And that’s okay. But you do need to start thinking ahead and building your tribe because at some point you will have to figure out how to orchestrate your own wealth. Tangible assets – business and Real Estate – are tried and true, but it is semi-active investing, not totally passive income.

You have to be involved in the orchestration of your financial future. Invest in “products” only to your own degree of risk.

To your freedom!



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. 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. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.

2. Attend A Workshop:

If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!

3. Apply To Visit The Mastermind:

If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a guest seat.

4. Want to Work Directly with Me?

If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.

Leave a Reply

Your email address will not be published. Required fields are marked *