Financial Freedom Starts with Purpose
For any couple seeking real financial freedom, the first essential step is a clear and honest conversation. Not just about money, but about purpose, values, and…
Category: Self Development
Are you looking for self-development as a dentist, assistance with a future dental practice transition, retirement information, and more? We’re here to help!
How to Protect Yourself as an Investor
Why do so many intelligent people fall prey to investment traps? The answer lies not in a lack of intelligence, but in a willingness to invest in things that they don’t fully…
The Income Vanishes
There’s a rude awakening waiting at the end of the road for many high-earning professional practice owners: the day the income stops. You’ve built a strong…
To Succeed You Need to Fail
To Succeed You Need to Fail Perfection Isn’t the Goal—Progress Is Facebook-f Linkedin-in Youtube “Perfection is the enemy of greatness.” That statement has echoed in my life more times than I can count. Like many […]
DIY vs DFY
D. I. Y. Do It Yourself. That’s one side of the pendulum. The other side is D. F. Y. Done For You. Which do you default to, and is one better than the other, especially as it relates to investing?…
The #1 Investment Strategy in 2025
Today’s market is shifting before our very eyes. If I had to give one word of advice to investors right now, it would be this: Patience. Not a sexy answer, I know…
Complexity is the Enemy of Your Freedom
Complexity. It’s the silent thief of freedom. We often chase growth, wealth, and scale without asking a simple yet profound question: What kind of life am I actually…
Stop Trading Time for Dollars
Your practice is your #1 asset. I talk to so many enthusiastic doctors who are eager to dive into real estate, stocks, or alternative investments—and that’s…
Golden Opportunities Are Often Right In Front of You
Too often, we miss golden opportunities—not because they aren’t there, but because we aren’t ready for them. A significant part of my work is helping high-earning professionals…
Be the Dumbest Person in the Room
Want to succeed faster? Stop being the smartest person in the room. Instead, put yourself in rooms where others know more, have achieved more, and can…
