Relying on a big business sale or high-risk investment to fund your future? Learn how rising debt, changing interest rates, and outdated financial models demand a new approach—one rooted in clarity, sustainability, and replacement income.
We put in a lot of hard work. We spend so much time and money on education and acquiring skill sets to give the best care we can to…
No matter the market cycle, every financial salesperson (selling real estate, crypto, insurance, annuities, etc.) talks their own book…
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 […]
Just Say “No” to Retirement https://youtu.be/zP84DsWH8I0 Facebook Linkedin Youtube T raditional retirement is a box that no longer fits our society. What do I mean by that? Retirement for dentists has long relied on traditional […]
Oftentimes people ask, “David, how can you be so bullish about real estate investing for dentists? Real estate crashes and goes into…
