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Author: AlexLerma

May 12, 2020April 29, 2022Financial Planning Resources

Moving from Wall Street to Main Street

Moving From Wall Street to Main Street POSTED MAY 12, 2020 Facebook Linkedin Youtube M oving your investments from Wall Street to Main Street is something a lot of people think about.   But why don’t […]

May 5, 2020April 29, 2022Financial Planning Resources

The State of the Market

The State of the Market POSTED MAY 5, 2020 Facebook Linkedin Youtube A s the founder and CEO of Freedom Founders, I’m often asked for my prediction, my prognostication on the State of the Market. […]

April 29, 2020April 29, 2022Financial Planning Resources, Self Development

It’s Time to Fire Your Financial Advisor

It’s Time to Fire Your Financial Advisor POSTED APRIL 29, 2020 Facebook Linkedin Youtube IF  you’re like a lot of doctors I’ve spoken to in the last few weeks, you are probably frustrated.   I get […]

April 21, 2020April 29, 2022Dental Practice Optimization, Financial Planning Resources

Should you Participate in the CARES Stimulus Package?

Should you Participate in the CARES Stimulus Package? POSTED APRIL 21, 2020 Facebook Linkedin Youtube A fter some investigation, I’ve decided not to participate in the coronavirus CARES Act.  That doesn’t mean you shouldn’t apply […]

April 14, 2020April 30, 2022Financial Planning Resources

Strategic vs Tactical

Strategic vs Tactical POSTED APRIL 14, 2020 Facebook Linkedin Youtube R ight now, there’s a lot of thinking going on about what’s next, after the first several weeks of the coronavirus pandemic.  We’ve quickly had […]

April 8, 2020April 30, 2022Dental Practice Optimization

Is it Time to Hang up the Handpiece?

Is it Time to Hang up the Handpiece? POSTED APRIL 08, 2020 Facebook Linkedin Youtube I f you didn’t HAVE to go back… IF there was a way for you to step away from the […]

March 31, 2020April 30, 2022Financial Planning Resources

Rebound Opportunities

Rebound Opportunities POSTED APRIL 14, 2020 Facebook Linkedin Youtube T he last two weeks have brought an unprecedented amount of wealth destruction, nationally and globally. The Dow Jones had its worst loss since 1987, with […]

March 25, 2020May 18, 2022Financial Planning Resources

5 Crisis Lessons I Learned from Interviewing Dentistry’s Top Experts

5 Crisis Lessons I Learned from Interviewing Dentistry’s Top Experts POSTED MARCH 25, 2020 Facebook Linkedin Youtube I t doesn’t matter who you are, what business you’re in, or where you are from – the […]

March 17, 2020May 18, 2022Self Development

It’s Day One!

It’s Day One! POSTED MARCH 17, 2020 Facebook Linkedin Youtube A  lways make it Day One. What does that mean? Think back to the last time you started something – the first day of school, […]

March 10, 2020May 18, 2022Self Development

Picking Winners from Losers

Picking Winners from Losers POSTED MARCH 10, 2020 Facebook Linkedin Youtube H  ow do you pick winners from losers? Well, winners in what? How to invest money, pick the best stocks, find Real Estate deals? […]

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