How to Hedge Against Volatile Markets
There is a lot of talk out there today about what’s happening in the economy and the markets. People are concerned. We’re seeing rising…
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!
How Is Your Retirement Plan Working?
I have calls with many professionals (dentists, orthodontists, doctors, and other professionals) who are looking for an alternative way to maintain…
Why You Shouldn’t Abdicate Your Financial Future to Financial Advisors
Right now, the markets are rolling over. This is bad news for dentist retirement plans. We’ve seen since January the volatility that we’ve been…
Should I Start Investing in Real Estate Now?
I was in Vegas recently speaking at a large dental conference. I spoke three different times on topics that are not at all related to clinical dentistry…
Freedom: A Thinking Game vs. a Running Game
Let’s talk today about wealth building and financial freedom. To anybody that’s reading today, wealth building and ultimate financial freedom…
There Will Never Be a Perfect Time
In life, I have found that there’s essentially three categories of people – and I’ve been in a couple of these categories myself. When it comes to…
I want Freedom, but I’m Debt-averse
I speak with many people who are playing it safe today when it comes to financial planning for dentists, retirement and more. They want to…
What You Don’t Know May Hurt You
“What you don’t know may hurt you.” We hear this phrase all the time. We are people who like to be “in the know.” We like to learn. We like to be in control…
Do You Have A Viable Plan?
I have the blessing to work with a lot of professionals in healthcare – usually dentists – and over the years what I find is most struggle with having…
The Dentist Retirement Plan Lock Box
Is your dentist retirement plan actually a lock box? I recently read an article in the Kiplinger Tax Letter; Kiplinger has been in the marketplace for…
