The Retirement Tax Playbook™ | Freedom Founders
⚡ Live Workshop — Tuesday, May 19th — 7PM Central | Only $100 — Recording Included | Limited Seats
Live Workshop · May 19th

Stop Paying
Taxes
You Don't Owe.

The decisions you make about taxes today will determine how free you are in 10, 20, and 30 years. Most dentists are making those decisions by default — and paying for it quietly, every year.

Hosted by
Dr. David Phelps
Dr. David Phelps
Founder · Freedom Founders
Nate Hare
Nate Hare
Directed IRA
Workshop begins in
00Days
00Hours
00Minutes
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DateMay 19th
Time7 PM CT
Duration2 Hours
Investment$100
Save My Seat → See What's Covered
Can't attend live? Full recording included with registration.
The Hard Truth

The Bill You Accept
Every April Is Costing
You Decades.

$50K+
Annual gap between reactive and strategic tax planning
20 yrs
How long tax drag silently erodes your retirement
40%
Of lifetime earnings the average high-income practice owner loses to taxes

Every April you accept a number. You write the check. You carry the frustration into spring and make the same promise: “I'll be more proactive next year.” And then you don't. Because the year gets busy — and no one forces the conversation.

But here's what that annual routine is really costing you: every dollar lost to unnecessary taxation is a dollar that never compounds. Never builds. Never works for you while you sleep. Multiply that across a career and you're not talking about tax friction. You're talking about years still on the treadmill.

“Every dollar lost to taxes is a dollar that never compounds.”
  • 01
    You're reacting, not planning. Every decision about your tax exposure was made — or not made — twelve months before the bill arrived.
  • 02
    Your CPA is not your strategist. They report what happened. Architecting the next decade is your job — and no one told you that.
  • 03
    The finish line keeps moving. You thought $X would be enough. Now you're at $X. The number changed. The problem didn't.
  • 04
    Tax drag compounds the wrong direction. It's not what you lose this year — it's what that loss never becomes over the next 20.
The Uncomfortable Truth

Your CPA Is Not
Your Retirement
Strategist.

That's not a criticism — it's a job description. CPAs report what happened: file, comply, look backward. Their job is not to architect the next 10 years of your financial life.

That's yours. And if you don't know what's possible — what the tax code legally allows for people in your position — you can't ask the right questions or hold your advisors to a higher standard.

Proactive tax strategy has to be demanded. To demand it, you have to understand what's possible.
Same Income. Different Strategy. The 20-Year Gap.
Strategic Planner
Reactive Planner
Workshop Curriculum

Two Hours.
No Fluff.
Just Results.

One live session with one purpose: move you from the reactive end of the bell curve to the far end — where intentional decisions compound into real financial freedom.

01
Step One
Register

$100 gets you the live session and the full recording. Watch it as many times as it takes.

02
Step Two
Show Up

Two hours with David and Nate. No pitch. No product. Just the strategies — delivered straight.

03
Step Three
Act on It

Walk away with the questions to ask your CPA and a clear sense of exactly where to focus first.

  • ✓
    The J-Curve Roth Conversion
    Why timing matters as much as the decision to convert — and how to use market conditions to dramatically reduce the tax cost.
  • ✓
    Your HSA as a Retirement Weapon
    The triple tax advantage and the withdrawal strategy most high earners get completely wrong.
  • ✓
    Self-Directed Retirement Accounts
    How to legally hold real estate, private lending, and alternative assets inside your 401(k) or IRA — diversification your traditional advisor won't mention.
  • ✓
    Solo 401(k) vs. Self-Directed IRA
    Which structure gives practice owners the highest contribution limits and maximum flexibility.
  • ✓
    Backdoor Roth Strategies
    The legal workaround for dentists above traditional income thresholds — most don't know it exists.
  • ✓
    The 10-Year Questions
    What to ask your CPA and financial planner to shift the conversation from reporting to strategy.
Who This Is For

Are You The Right
Person For This?

✓   This Is You
  • ►You're a high-income practice owner who has never mapped what tax optimization requires over the next decade.
  • ►You send everything to your CPA in March, wait for the number, and know it's costing you.
  • ►You want to know what's possible inside the existing rules before the window closes.
  • ►You're ready to stop reacting and start making decisions that compound.
✗   This Isn't For You
  • —You want someone to make every decision. This gives you the framework — you have to act.
  • —You're shopping for financial products. We don't sell them.
  • —You're not willing to look honestly at where your tax strategy stands today.
  • —You want a polished slide deck with no substance. This is real strategy.
Meet Your Hosts

Who's In The
Room With You.

Dr. David Phelps
Dr. David Phelps
Founder · Freedom Founders

David built Freedom Founders after a personal crisis forced him to answer a question most dentists never prepare for: what happens when you can't practice? He wasn't ready. So he fixed it — and spent the years since helping 400+ practice owners build financial sovereignty. He speaks from the other side of decisions he made, and mistakes he watched others make too late.

Nate Hare
Nate Hare
Directed IRA

Nate is the technical architect in the room. When the question shifts from “should I do this?” to “how does it work and what are the compliance guardrails?” — Nate is who you want answering. He specializes in self-directed retirement structures and makes the complex clear without condescension.

The Cost of Waiting

Next April Is Coming.
How Will You Feel
When It Arrives?

Your CPA will file your taxes again next April. The question is whether you'll feel the same way you did this April — or whether you spent the intervening year making decisions that changed the number for good.

Every year of reactive planning is a year the tax code worked against you — legally, predictably, expensively. It's not an emergency. It's a slow leak. And slow leaks are the most dangerous kind.

It's not what you lose this year. It's what that loss never becomes.
100%
Money Back
Guarantee
Our Full Guarantee

If you walk away without a clearer picture of how to reduce your tax burden and build a more strategic retirement plan, we'll refund every dollar. We know this content works. We stand behind it completely.

Register Today and Receive

3 Free Bonus Resources

Yours instantly when you register — before the workshop even starts.

Bonus 01
The Financial Health Panel
Your full financial blood panel — across 8 systems
  • AI-powered diagnostic across 8 financial systems
  • Benchmarked against 2,700+ dental practice owners
  • Identifies your biggest wealth leaks in minutes
  • Tax efficiency score with specific gaps flagged
  • Retirement readiness rating across income, assets, and structure
  • You don't diagnose a patient from blood pressure alone — stop making retirement decisions the same way
Bonus 02
The Freedom Number Calculator
The exact number that makes work optional
  • Custom AI tool — not a generic spreadsheet
  • Calculates your personal Freedom Number in under 5 minutes
  • Maps the gap between where you are and where you need to be
  • Models multiple income replacement scenarios
  • Shows exactly how much passive income replaces your production income
  • Most dentists guess at this number — this gives you the real one
Bonus 03
The High Earner's Tax Strategy Checklist
Stop overpaying (use this)
  • Income limit strategies
  • Backdoor Roth setup
  • Mega backdoor Roth opportunities
  • Charitable deduction maximization
  • Business structure optimization
  • Asset protection strategies
  • Estate planning integration
Register Now

One Evening.
The Clarity You
Carry for Decades.

Stop reacting. Start making decisions that compound in your favor — beginning this year.

$100
One-time · Recording Included · Fully Guaranteed
DateMay 19th
Time7 PM CT
Duration2 Hours
Claim Your Seat → Can't attend live? Registration includes the full recording.
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