The Big Shift – 2020 Vision

When I was getting ready to graduate dental school in the early 1980s, the year 2020 seemed too far in the future to even contemplate! But now we’re here, and there’s a lot of uncertainty and pensive turbulence underneath what seems like a relatively strong economy



I’m not an economist, but I do pay a lot of attention to consumer spending and global, national, and Real Estate market cycles. You also have to look at the other side: what our economy is built on. We have unprecedentedly high national debt. Also, our young people are graduating from school chained down with massive student loans.

In the U.S, we’ve also had a tendency toward socialism over the last 4-8 years. I’m not going to be political, but I will say, that’s a construct that hasn’t worked in any other country. Again, remaining apolitical, there are good and bad points to what Trump’s done, but he has given a big boost to consumer and business confidence. The Real Estate market, stock market, and all major assets are now fully priced.

The problem is that it’s all built on unsustainable debt. When it will blow up is hard to say, but the underminings of something historically bad are there.

So how are you looking at 2020 and planning ahead?

Are you preparing like you would for an oncoming hurricane? What are you doing to protect yourself so you won’t just weather the storm, but come out on the other side in good shape? Most people aren’t even reading the tea leaves today and the media doesn’t do it for them. It’s going to be a bad situation when the shift happens.

Our theme at Freedom Founders recently has been The Big Shift – 2020 Vision. What is your vision? How are you positioning yourself? How are you protecting yourself? Are you being opportunistic in your specific areas of opportunity?

On the investment side, think of your positioning, access, and network. Do you know how to take care of the opportunities? With every major market cycle, there’s a wealth transfer. You can choose which side of that transfer you want to be on. 

You can end up giving up a lot of your wealth because you didn’t position yourself well. Or you can be on the receiving side – prepared to take advantage of the opportunities that come through the storm. Our workshops help teach younger people how to set themselves up for this. 

In our Freedom Founders Elite Mastermind, we’re all about positioning for that wealth transfer, with access to the alternative investments that will be there – just like they were after 2008. 

Which side will you end up on? The choice is yours!

To your freedom!



P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.

2. Attend A Workshop:

If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!

3. Apply To Visit The Mastermind:

If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a guest seat.

4. Want to Work Directly with Me?

If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.

Leave a Reply

Your email address will not be published. Required fields are marked *