Living with Legacy In Mind – Ted Oakley: Ep #460 - Dentist Freedom Blueprint Podcast

Today I’m sharing a live conversation that I had at a recent Freedom Founder’s event with Ted Oakley, founder and managing partner of Oxbow Advisors in Austin, Texas. Ted has the incredible ability to grasp the larger economic picture. He shares how to set your priorities to remain fulfilled and other wisdom from Ted’s four-plus decades of being in the financial markets.

Listen in as we discuss his legacy managing money for others and as a father to his children. He gives insight on selling a business and retirement; Both from a mental aspect and maintaining cash flow from investments that allow you to thrive. Don’t miss this valuable look at how Ted helps his clients navigate the chaos of the current markets.

Minute Markers:

2:00 – Who Ted Oakley is and why you should listen to him.
7:56 – What motivated him to change locations and his life.
9:34 – What got him into the financial field.
11:03 – Ted’s view of retirement.
13:06 – How to navigate and prepare for a business sale (especially the mental side of it).
17:46 – How Ted helps people navigate the ups and downs of the market.
23:30 – How much attention we should pay to the Federal Reserve.
24:55 – How to pass on a legacy to your children.

Featured on the Show:

Ted Oakley: LinkedIn | Website | Amazon

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!

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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 the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include 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 report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

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

Power Concepts:

I’ve found that people have one thing—just one—that they lived their life to make money, and those people are not happy. That’s my experience. If you were balanced, you were okay, but if you weren’t, it was really hard on…

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I have to tell you, I’m not afraid of many things because I’ve been through so much adversity. Things don’t bother me. I’m pretty resilient. – Ted Oakley