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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!

November 4, 2025November 4, 2025Dentist Mastermind, Financial Planning Resources

Wealth Is What You Don’t Need

We often chase tactics, tools, and strategies—thinking the next one will unlock freedom. But real wealth isn’t found in what you gain; it’s found in what you no longer need. This post explores why clarity, vision, and alignment—not accumulation—are the true keys to freedom.

October 22, 2025October 22, 2025Economic Insights, Financial Planning Resources, Wealth Creation

The Post Easy Money Decade: Five Wealth Rules for a New Era

The next era won’t be worse—it will simply require new thinking, new strategies, and a greater level of personal responsibility.

August 26, 2025August 26, 2025Financial Planning Resources

When to Pay Debt, When to Invest

Debt and Investing have been living together in your wallet for years, and frankly, they don’t get along.

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…

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