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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!

July 12, 2022July 12, 2022Financial Planning Resources

Warnings from a Full Cycle Investor

Let’s talk about market cycles. If you’ve been alive in the real world for any period of time, you’re aware that we always go through various…

July 5, 2022August 2, 2022Financial Planning Resources

S&P Off To Worst Start Since 1970 – What are your options?

The first half of 2022 is officially over. We just passed the Midmark of the year. A lot has happened so far. A lot of volatility. A lot of disruption…

June 28, 2022June 28, 2022Financial Planning Resources

Avoiding Complexity

Frequently I have the privilege of talking to a lot of our colleagues in dentistry and business, and I enjoy those calls because we have…

June 14, 2022June 28, 2022Financial Planning Resources

Three Ways to Make Money

There are three ways to make money. The first one is trading time for dollars, also known as active income or labor produced income…

June 7, 2022June 7, 2022Financial Planning Resources

Late to the Party? Seek Higher Ground

There’s a behavioral axiom in the investing world that goes back ages and ages. It’s been prevalent since the beginning of time when people…

May 31, 2022May 31, 2022Financial Planning Resources, Real Estate Investing

Due Diligence: Expense or Investment?

A lot of what I have the privilege of doing today is taking my experiences in life, business, and investing, and transferring those into..;

Passive Income for Dentists - Time vs. Money
May 24, 2022May 24, 2022Financial Planning Resources

Equity + Passive Cash Flow = Time

I just finished a great Group Blueprint Days here in Dallas. I do these with my wife Kandace about once per month, and we always have…

May 17, 2022May 17, 2022Financial Planning Resources

S&P Off To Worst Start Since 1939

Big business news as of late is that the S&P is having its worst start to a year since 1939. That’s over 80 years ago. Since the beginning of the…

May 10, 2022May 10, 2022Financial Planning Resources

No Gameplan, No Freedom

I am privileged to work with many people in our Freedom Founders membership – helping them transform their lives, build a freedom…

May 3, 2022May 9, 2022Financial Planning Resources, Self Development

Why W-2 Income is the Most Expensive

Your regular income, which comes from trading your labor for money (i.e. your profession or career) is the most expensive way to earn a living. Here’s why…

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