May 30, 2023May 31, 2023Economic Insights, Passive Income Beware of Recency Bias Business owners, investors, and operators/sponsors in real estate and passive real estate are all having the same problem right now. I call…
May 9, 2023May 9, 2023Economic Insights, Passive Income Take What the Market Gives You Many investors chase yield, looking for the investment that they think can get them the highest rate of return in passive income. Based on…
May 2, 2023May 9, 2023Create Freedom, Passive Income, Real Estate Investing Dentist Retirement Plan Insights – Accelerate Your Progression to Freedom A dentist retirement plan … that’s what many practitioners ask me about on a regular basis. If I were starting over again today…
March 7, 2023March 7, 2023Passive Income, Wealth Creation Why I Keep “Working” Past “Retirement” I often get asked “David, if real estate was so good to you and allowed you to depart your clinical practice when your daughter was sick, then why…
March 7, 2023March 7, 2023Financial Planning Resources, Passive Income The Passive Income Myth Exposed Many hardworking practice owners and high income earners cling dearly to their identity as someone who is well respected, needed by their…
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…
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…
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…
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…
December 20, 2022February 24, 2023Passive Income, Wealth Creation Lessons from Monopoly – How to Stop Losing the Retirement Game Imagine playing a game of Monopoly, but never buying any assets (properties with hotels or houses) that produced any cash flow…