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Author: AlexLerma

September 1, 2020April 22, 2022Financial Planning Resources

Warning! 5 Year Window at Best

Warning! 5 Year Window at Best Facebook Linkedin Youtube Book David Now I ’ve got a bit of a warning today, and I’m going to keep this apolitical. Over the past several years (and even […]

August 25, 2020April 22, 2022Real Estate Investing

Should I Own My Own Practice Building

Should I Own My Own Practice Building? Facebook Linkedin Youtube Book David Now A great question I often get is: Should I make it a goal to own my practice Real Estate?  Real Estate is inherently […]

August 18, 2020April 22, 2022Financial Planning Resources

Learning to Play a New Game

Learning to Play a New Game Facebook Linkedin Youtube Book David Now T he coronavirus government-mandated shutdown is turning into a recession, perhaps a depression – we don’t know yet.  However, we do know these […]

August 11, 2020April 22, 2022Real Estate Investing

Where’s My Best Return on Investment?

Where’s My Best Return on Investment? Facebook Linkedin Youtube Book David Now A  question I get asked a lot is: Would I be better off investing in more businesses (such as opening another dental practice), […]

August 4, 2020April 22, 2022Financial Planning Resources

Syndications – And What You Don’t Know

Syndications – And What You Don’t Know Facebook Linkedin Youtube Book David Now A ll of us are witnessing volatility in the marketplace, triggered by the coronavirus, but exacerbated by the reactions of the government […]

July 28, 2020April 22, 2022Real Estate Investing

Beware Aggregators and Promoters

Beware Aggregators and Promoters Facebook Linkedin Youtube Book David Now A  lot of people get excited about Real Estate when they’re looking for investment opportunities outside the Wall Street arena. Historically, Real Estate has always […]

July 21, 2020April 22, 2022Financial Planning Resources

Millions of Dollars But Very Little to Show

Millions of Dollars But Very Little to Show Facebook Linkedin Youtube Book David Now I  often hear longtime dentists asking: Do I have enough investable assets to transition out of my practice? Do I have […]

July 14, 2020April 22, 2022Self Development

Paralysis by Analysis

Paralysis by Analysis Facebook Linkedin Youtube Book David Now I ’ve always been a fact-finder by nature, which was reinforced by my education in becoming a dentist. And wanting to know everything before making a […]

July 7, 2020April 22, 2022Financial Planning Resources

You Need a Different Model

You Need a Different Model Facebook Linkedin Youtube Book David Now F or the last 4 months, the U.S. has been consumed by the coronavirus pandemic. It’s caused turmoil throughout our entire economy – and […]

June 30, 2020April 22, 2022Self Development

Crisis: Lessons in Leadership

Crisis: Lessons in Leadership POSTED JUNE 30, 2020 Facebook Linkedin Youtube Book David Now L ife hits us with curveballs: events we didn’t plan for come up out of the blue, causing crises we have […]

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