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Freedom Founders

Dentists Building Wealth & Freedom Outside Wall Street

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Freedom Founders

Author: AlexLerma

Stress Testing Your Financial Models

Posted December 10, 2019December 10, 2019 AlexLermaLeave a commentPosted in Uncategorized

When was the last time you stress tested your models? Let’s break it down into personal life, business/practice, and investment models.     We live in a time with a lot of volatility in our […]

Who Are Your 5?

Posted December 3, 2019 AlexLermaLeave a commentPosted in Uncategorized

Do you know who your five are?  I’m talking about the five people in your life who have your back (and you have theirs).     Yes, you’re smart and you’re not afraid of work. […]

The Other Mayflower

Posted November 28, 2019November 27, 2019 AlexLermaLeave a commentPosted in Uncategorized

Four hundred years ago, two ships began the journey to a new world. 300 miles out to sea, one sprang a dangerous leak, forcing a hasty return.  The already sea-weary passengers were faced with a […]

How Much is Enough?

Posted November 26, 2019 AlexLerma2 CommentsPosted in Uncategorized

I want to give you an anonymous case study today: This person is probably about 45-50ish, with kids at home and a combined household income of $850,000. He wants to get up to a yearly […]

Orchestrating Your Wealth is NOT a Second Job

Posted November 19, 2019November 26, 2019 AlexLermaLeave a commentPosted in Uncategorized

Dr. Jim Dahle, blogger and owner of White Coat Investor, recently said that orchestrating your future wealth is like having a second job.     Since it’s difficult to keep up with that “second job,” […]

Change Your Environment

Posted November 12, 2019November 26, 2019 AlexLerma1 CommentPosted in Uncategorized

Great technicians rarely have real freedom in life. Why is that?      Being an artist in your expertise – your skill sets that you went to school for and trained arduously for – can […]

Do You have a Business or a Job?

Posted November 5, 2019November 26, 2019 AlexLermaLeave a commentPosted in Uncategorized

Most of you have worked hard for many years to get your degree, open your practice, and start making money to improve your lifestyle. But here’s the problem: for most professional practice owners (health care, […]

Becoming Vulnerable

Posted October 29, 2019 AlexLermaLeave a commentPosted in Uncategorized

How do you get clarity on where you want to go and get the help you need to get there?     I’ve found that just trying to figure things out on my own is […]

Tax Deferrals

Posted October 22, 2019October 22, 2019 AlexLermaLeave a commentPosted in Uncategorized

I want to bring you a message about taxation today. There are a lot of tax strategies and schemes out there – “helping people save today by deferring current taxes until later.” Considering the law […]

Is Investing Like Rocket Science?

Posted October 15, 2019October 15, 2019 AlexLermaLeave a commentPosted in Uncategorized

“Is investing like rocket science? Is it something you have to study and get an MBA or Ph.D. in to truly understand what you’re doing?”     The answer – it depends. Where are you […]

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Copyright © Freedom Founders 2019
  • Freedom Founders
  • Our Story
    • What We Believe
    • Founder David Phelps’s Story
  • Case Studies
  • Podcast
  • Blog