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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!

February 28, 2023March 7, 2023Create Freedom, Dental Practice Optimization, Financial Planning Resources

The Three Most Common Mistakes When Selling Your Dental Practice

Many hardworking practice owners and high income earners cling dearly to their identity as someone who is well respected, needed by their…

Learn about retirement planning for dentists
February 28, 2023March 2, 2023Financial Planning Resources

Retirement for Dentists — Why Your Financial Advisor Dislikes Real Estate

Insights on Investing for Dentists When it comes to the subject of retirement for dentists, I receive many emails. Last week, I heard from a dentist who shared some of the concepts from my recent […]

Practice Transitions: Selling Your Dental Practice
February 21, 2023February 22, 2023Financial Planning Resources, Passive Income

Practice Transitions: What Happens After The Sale?

Selling your dental practice or business is a critical step in one’s life. Do it right and it can give you all the freedom of time you’ve always…

Are you prepared for crisis? Dr. David Phelps - Freedom Founders
February 14, 2023February 22, 2023Financial Planning Resources, Passive Income

Are You Prepared For Crisis?

One of the darkest times of my life was when my daughter, Jenna, was very sick. She was ill, not just once, but multiple times throughout her…

Do you have a lack of financial certainty with your dentist investment plan?
February 7, 2023February 24, 2023Financial Planning Resources, Passive Income

Lack of Financial Certainty

One of the biggest motivators for dentists, doctors, and business owners (including myself earlier in my life) to keep working in their practice…

Burned Out With Dentistry? There are alternatives to reach freedom!
January 31, 2023February 24, 2023Create Freedom, Financial Planning Resources, Self Development

What To Do When You Are Burned Out With Dentistry

Many doctors and dentists are burned out today. They are exhausted from being a practicing dentist – fixing the same problems…

Is Passive Income Actually Passive? -Taking Control of Your Financial Future - Freedom Founders
January 17, 2023February 24, 2023Financial Planning Resources, Passive Income

Taking Control of Your Financial Future

Many business professionals call me because they want, what they believe is, passive income. What is passive income? It sounds like income that…

Real Estate Investing for Dentists - Freedom Founders - Dr. David Phelps
December 12, 2022August 30, 2024Create Freedom, Financial Planning Resources, Real Estate Investing

Retirement Planning for Dentists – Time vs. Money

Back in 2010, I spent almost two years running the pricing desk for a large note buying operation. During that time, I reviewed up to 8-10 real estate note deals per day. It wasn’t long before I could evaluate a real estate note in my sleep. I learned a lot about the time value of money.

How's Your Retirement Scorecard? - Dr. David Phelps Freedom Founders
November 29, 2022February 24, 2023Financial Planning Resources, Passive Income

How’s Your Retirement Scorecard?

How’s your “retirement scorecard”? Well, let’s first define retirement. There’s an age-old industrial term used generations ago about retirement…

David Phelps, DDS - Insights on financial planning for dentists
November 16, 2022November 16, 2022Financial Planning Resources, Real Estate Investing

Insights on Financial Planning for Dentists

When it comes to financial planning for dentists, doctors and more, I believe we are seeing the initial signs of a significant unraveling of the…

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