Who Are Your 5?

Do you know who your five are? 

I’m talking about the five people in your life who have your back (and you have theirs).

Yes, you’re smart and you’re not afraid of work. But you can’t carry the whole world on your shoulders. You need to have people you can trust to give you unbiased and caring advice, feedback, and perspective when you need it.

Attorneys, CPAs, and financial advisors serve important roles, but I’m talking about people who actually care about you and aren’t going to bill you for hours. You’ve got to have people you can go deep with, to be vulnerable and take off the layers we put on to make our lives look good from the outside. And that’s a hard thing to do, especially for guys.

But everyone, no matter how successful they may seem, has got stuff – from the past, present, or future – that brings them down.

Some things are involuntary, like health issues or external market conditions, and sometimes we make decisions that aren’t so great. But that’s just part of life. We’ve got to get over feeling like we’re supposed to look like the smartest one in the room. You shouldn’t be the smartest one in the room!

Many years ago, one of my mentors asked: “If you were to leave on, say, a six-year mission trip to Africa, who is the person you would trust to be a good steward of your investments, assets, capital base, and all of the things you’ve worked so hard for?”

Very few people in the room could answer that question. Most people said, “I don’t know if I even have that person.” That’s a big problem!

Do you know who the people are that would step in if you were missing, disabled, or even passed away, and would help take care of your loved ones and your legacy?

So where and how do you find your five?

You can find them one-by-one, or look for a mastermind group that’s well-facilitated by people with hearts and a mission beyond just making money. You’ve got to be intentional in seeking them out.

If you haven’t found those people yet, I ask you to make it a focal point and commit to it. It’s not going to happen without intention, so make it happen! Your five are the best insurance you can have in life. Identify them, spend time with them, and know each other’s hearts and missions.

To your freedom!


P.S. I’m holding a 2 day workshop on March 27-28 for dentists who want to beat the average retirement timeline. Reserve your seat now: www.freedomfounders.com/workshop.

P.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 (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a 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.

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