The Dentist Freedom Blueprint Podcast

We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we’re discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for investing.

Listen in as Burt and I talk about why we need to have a better understanding of financial management and the allocation of capital. We also talk about the importance of knowing what goes on behind the curtains and how our investments are being carried out. Don’t miss this important conversation that will help you better understand the process of weighing, choosing, and managing the right investments for your goals.

Subscribe: Apple Podcasts | Android | YouTube Music | Spotify | Amazon Music | More

Minute Markers:

  • 2:21 – Where we are in the market cycle.
  • 4:36 – Why people invest in real estate and the key elements that lead to credibility.
  • 8:15 – How to know when to take action on an investment.
  • 11:02 – Important things to remember when deciding to take a risk.
  • 13:12 – Where people often go wrong and what Burt has seen that triggers things to go wrong.
  • 18:11 – Questions to ask when looking into a potential investment.
  • 20:42 – The importance of asking tough questions.

If you like this episode, here are more episodes we think you’ll enjoy:

  1. Burt Copeland – Why You Need a CFO (Part 1) – Ep #482
  2. Darlene Fizgerald Root – It’s All Good Until It Isn’t – The Due Diligence That Most Investors Fail To Do – Ep #372
  3. Lance Pederson – Trust But Verify: The Key To Due Diligence – Ep #330

Featured on the Show:

#burtcopeland #chieffinancialofficer #duediligence #investment #investmentprocess #investmentvetting #newlifecfo #riskmanagement

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

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. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.


Want to know more about David and schedule him as a speaker or podcast guest? Go to to book David now.


Get the Full Episode Transcript:

Download the Transcript