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Category: Financial Planning Resources

Find resources on financial planning for dentists, doctors and more from Dr. David Phelps and his team at Freedom Founders here!

March 25, 2025March 25, 2025Financial Planning Resources, Passive Income

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…

June 25, 2024June 25, 2024Economic Insights, Financial Planning Resources

Where Do You Put Your Faith and Trust?

No matter the market cycle, every financial salesperson (selling real estate, crypto, insurance, annuities, etc.) talks their own book…

Exiting a Practice Requires Education and Experience
April 16, 2024April 16, 2024Dental Practice Optimization, Financial Planning Resources

Exiting a Practice Requires Education and Experience

Many dentists and doctors reach out to us at different times in their careers. They are interested in how we help our doctors and their…

March 5, 2024March 5, 2024Financial Planning Resources, Wealth Creation

Long-Term Investing Leads to Financial Freedom

The first questions I ask doctors who are looking to join Freedom Founders are… “What’s missing for you?” “What are you trying to…

February 20, 2024February 21, 2024Create Freedom, Financial Planning Resources

Tax Mitigation is Not a Viable Financial Plan

Nobody likes to pay taxes, particularly what we might consider excessive taxes. Taxes, however, are a part of our world as much as you…

January 23, 2024January 23, 2024Economic Insights, Financial Planning Resources

The Retirement Gamble: PBS and Frontline Documentary Review

“There has never been a generation yet that has been able to fully retire from a 401(k) or a retirement plan alone.” In 2013, PBS (through their…

It’s Time To Create Your Financial Freedom Blueprint - Dr. David Phelps Freedom Founders
January 2, 2024January 2, 2024Financial Planning Resources, Self Development

It’s Time To Create Your Financial Freedom Blueprint

Many high-net-worth, high-income business professionals, doctors, and dentists that I work with have analysis paralysis when it…

Don't Go It Alone! Steps to Financial Freedom
September 12, 2023September 19, 2023Financial Planning Resources, Real Estate Investing

Don’t Go It Alone!

Do not go it alone. As an investor, a business owner, and a steward of your family’s future financial security and financial freedom, it’s crucial…

selling your practice and received an LOI?
August 29, 2023August 30, 2023Dental Practice Optimization, Financial Planning Resources

So You Have an LOI for Your Practice – Now What?

So You Have an LOI for Your Practice – Now What? Important Considerations For Your Time and Money https://youtu.be/Uj8JmnvHPsM Facebook-f Linkedin-in Youtube In working with many business owners, predominantly in the healthcare industry of dentistry, […]

You are Focusing on the Wrong Number for Retirement
August 15, 2023August 23, 2023Financial Planning Resources, Wealth Creation

You are Focusing on the Wrong Number for Retirement

Too many people are focusing on the wrong number. (If you are hard-working, a high-income earner, and want to be a high net-worth…

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