Ep #372: Darlene Fitzgerald Root – It’s All Good Until It Isn’t – The Due Diligence that Most Investors Fail to Do

Due diligence is extremely important because it’s too easy to slip up and get lazy in certain areas. That’s why I’ve got today’s guest, Darlene Root, on the show. A veteran in the investing space—and someone who also got caught in a situation that nobody wants to be in—Darlene joins me to discuss these types of situations, how both of us fell into them, and how we navigated through and past them.

Listen in as we walk you through the most important steps in due diligence, including important techniques that ensure more security and balance in your investments. You’ll learn about fiscal responsibility, the current state of inflation, how to dive deeper into opportunities, and much more.

Minute Markers:

4:37 – Who Darlene is and her passion for financial freedom.
6:48 – The growing importance of fiscal responsibility.
9:07 – The deviant behavior factor and how it affects our finances.
11:11 – Why it’s more important than ever to “get a grip” on your financial future.
15:29 – The opportunity that changed Darlene’s investing mindset forever.
18:10 – Where things go wrong.
20:50 – The deeper dive that could have shown red flags.
29:44 – How Darlene navigated the situation and lessons learned in the process.
35:10 – Insights on how to vet people before something goes wrong.

Featured on the Show:

Darlene Fitzgerald Root: Facebook | LinkedIn
Mutual Investment Holdings
EP #360: ROB SWANSON – THE EIGHT RULES OF INVESTING (PART 1)
EP #361: ROB SWANSON – THE EIGHT RULES OF INVESTING (PART 2)

Want to join David for the 30-Day Blueprint Course?

Go to: www.FreedomFounders.com/BlueprintCourse to learn more about how you can discover the Blueprint that has helped hundreds of practitioners create more Freedom for themselves and their families.

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to www.DentistFreedomBlueprint.com/YouTube. 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!

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 Me:

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, then click the link to schedule a quick call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to schedule a call with me directly. www.freedomfounders.com/schedule

2. 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.

3. Ready to Step Away?

“How Much is Enough?” This simple question keeps hard-working professionals at the hamster wheel of active income far longer than they need to be. Watch this free training, and discover a proven model for determining how much you really need before hanging up the handpiece! www.freedomfounders.com/training

4. 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.