The Dentist Freedom Blueprint Podcast

The Journey to Freedom and Fulfillment After Dentistry: Learning How to Invest and Exit on Your Terms – Dr. John and Joy Russo: Ep #542

robertbrace — Fri, 27 Jun 2025 06:00:35 +0000

Dr. John and Joy Russo share their journey from running a highly profitable solo dental practice in Orlando to achieving time and financial freedom through alternative investing and a strategic partnership with MB2 Dental. Dissatisfied with the risks and limitations of traditional exit strategies, they discovered Freedom Founders and were introduced to the concept of alternative investments and private partnerships. This shift enabled them to maintain autonomy in their practice while offloading administrative burdens, and access investment opportunities that generate passive income.

Now members of Freedom Founders, the Russos describe their transition as life-changing. With a significant portion of their practice sold and no contractual work requirements, John still practices three days a week by choice, not necessity. Joy, who was once uninvolved in financial matters, is now actively engaged, enjoying conversations about investing, cash flow, and lifestyle planning. It’s never too late to make a change—even if you’re starting late or burdened by debt. Their key takeaway: Seek education, align with the right community, and take control of your financial future before it’s too late. Their only regret? Not starting sooner.

Minute Markers:

01:40 – When the Practice Starts Owning You.
04:32 – Reimagining the Exit Strategy: Why traditional associateships fall short.
06:37 – Discovering MB2 and Freedom Founders.
08:00 – Selling A Practice Without Losing Control.
11:45 – First Real Vacation in 29 Years.
12:41 – Speaking a New Financial Language.
13:15 – How they avoided past market collapses.
15:00 – The Power of Education and Net Work, Not Just ROI.
18:30 – From “Cut Back” Mentality to “Enjoying Life” Strategy.
20:06 – Redefining Alternative Investments.
23:00 – Advice to the Younger Generation (Even With Debt).
24:30 – You Don’t Need Two Incomes to Be Free.
26:44 – What’s Next? Living With Clarity and Options.
29:30 – What Real Financial Advocacy Looks Like.

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

Ep #539 – Dr. Matt VanderMolen: – Building People First: Creating a High-Performance Dental Practice and Business
Ep #538 – Jake Conway – Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies

Featured on the Show:

#johnrusso #DentalPracticeTransition #DentistFinancialFreedom #MB2DentalPartnership #PassiveIncomeForDentists #ExitStrategiesForDentists #DentistRetirementPlanning #TimeFreedom #BurnoutRecovery #LifeAfterDentistry #InvestingOutsideWallStreet #RealEstateForDentists

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!

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. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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 doctorphelps.com to book David now.

Power Concepts:

We feel like we can drive the ship better… we’re not just seeing where the money lands.” – Joy Russo
Click To Tweet

We’ve worked on knowing what our burn rate is. And now we live comfortably while investing intentionally.” – Dr. John Russo
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Get the Full Episode Transcript:

The post The Journey to Freedom and Fulfillment After Dentistry: Learning How to Invest and Exit on Your Terms – Dr. John and Joy Russo: Ep #542 first appeared on Dentist Freedom Blueprint Podcast.

Discussing Wealth and Relationships with the Next Generation – David McAlvany – Ep# 494

Pavel Amelishko — Fri, 02 Aug 2024 06:00:25 +0000

Real legacy is so much more than just the financial—it’s about passing down values, family identity, and hard-earned wisdom. Baby Boomers and the Silent Generation are expected to pass down a combined $84.4 trillion in assets to younger generations over the next 2 decades. Will the younger generations be ready to receive, maintain, and grow that wealth? This week, David McAlvany joins the show to share how you can successfully pass down that intangible wealth to the next generation.

As a leader of the McAlvany Group, David is an expert in precious metals and has a great amount of insight to share on not just passing on and managing wealth, but also the principles of creating wealth. (His weekly commentary is one of the few podcasts I religiously listen to when it releases.) Make sure to tune in today and hear some incredibly valuable lessons in generational wealth, vision, and legacy.

Minute Markers:

2:27 – David McAlvany’s experience in generational wealth and the difference between theory and practice.
3:54 – Doing life with other people and navigating both tangibles and intangibles.
5:28 – The importance of being curious and intentional about your growth and legacy.
6:49 – How to deal with the negativity in technology and culture that pulls the family apart.
14:18 – How to be intentional about creating family connection, communication, and growth.
25:12 – Redemption and the moment of truth that changed David’s relationship with his father.
27:48 – The healing process for relationships and how intentionality comes into play.
32:40 – How to navigate challenges and obstacles.
34:47 – The importance of investing in yourself.
36:38 – A cautionary tale of how simply receiving wealth can be debilitating.

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

David McAlvany – Building Wealth and Legacy in Inflationary Times – Ep# 489
Alastair Macdonald – Circumventing Economic Crises and the Pursuit of Wisdom – Ep# 493
Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep# 475

Featured on the Show:

David McAlvany: Website | Twitter | Facebook | Podcast
The Intentional Legacy by David McAlvany
McAlvany Wealth Management
Get your free copy of my new book: FreedomFounders.com/HowMuchIsEnough
Sign up for my next webinar at FreedomFounders.com/Webclass

#legacy #familywealth #intangibles #nextgeneration #generationalwealth #DavidMcAlvany

Watch full length Interviews on video!

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:

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:

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:

“It’s important to look and say, if we want to build a legacy, what is this that carries beyond us?” – David McAlvany
Click To Tweet

“When we think about culture, that’s what we’re really talking about when we talk about that intangible balance sheet. How are we cultivating? How are we curating? How are we inspiring? How are we guiding?” – David McAlvany
Click To Tweet

Get the Full Episode Transcript:

The post Discussing Wealth and Relationships with the Next Generation – David McAlvany – Ep# 494 first appeared on Dentist Freedom Blueprint Podcast.

Circumventing Economic Crises and the Pursuit of Wisdom – Alastair Macdonald and David Phelps: Ep #493

Pavel Amelishko — Fri, 26 Jul 2024 06:00:30 +0000

Alastair J. Macdonald is an entrepreneur and philosopher with an extensive amount of experience discerning signal amongst overwhelming noise. Today, we discuss the opportunity and value of mining your own experience, seeking wisdom from those who came before, and what to focus on in today’s volatile economy.

Expect to hear how Alastair predicted the previous real estate market crash and grew his wealth throughout the 2008 Great Financial Crisis. In a world that’s been trained to follow the herd, I reflect on the value and impact of the people you surround yourself with and how the challenges you face can lead to positive change.

Minute Markers:

03:15 – The #1 job in business and the value of mentorship and experience.
07:14 – Why lowering interests won’t make things better and the Ponzi scheme many fall for.
14:14 – The value and opportunity of your own experience.
16:58 – How Alastair predicted the 2008 market bubble.
22:11 – Preparing for changes in our economy and culture.
24:52 – Who you surround yourself with matters.
28:43 – How challenges and failures can make you a better person.
32:42 – What you should focus on during economic instability.

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

Bob Repass – Leveraging Relationships and the Current Market Dynamics – Ep #492
Frances Stacy – Investor Alert! Navigating Market Turbulence… – Ep #490
David Phelps – Formal Education vs Street Learning – Life Experience Wins Every Time – Ep #488

Featured on the Show:

Get your free copy of my new book: FreedomFounders.com/HowMuchIsEnough
Sign up for my next webinar at FreedomFounders.com/Webclass

#realestate #bobrepass #capitalstack #investing #marketchanges #distressedloans

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“When an old man dies, a library burns. Culturally, your elders are the source of all wisdom, and it’s up to you whether or not to extract it.” – Alastair MacDonald
Click To Tweet

“If there’s anything you teach your kids, allow them to be unique in life. Allow them to take their skillsets, what they’re interested in, and let them be them instead of trying to force fit them into the crowd.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Circumventing Economic Crises and the Pursuit of Wisdom – Alastair Macdonald and David Phelps: Ep #493 first appeared on Dentist Freedom Blueprint Podcast.

Leveraging Relationships and The Current Market Dynamics – Bob Repass: Ep #492

Pavel Amelishko — Fri, 19 Jul 2024 06:00:01 +0000

Today, I’m joined by Bob Repass, COO of Revolve Capital, to discuss the current state of the real estate and credit markets. Bob’s been in the distressed mortgage game for over 30 years, and he’s here to offer his perspective on affordability challenges, consumer debt, and potential market shifts ahead. We talk about the importance of relationships in business, how the market differs from 2008, and where we are in the current credit cycle.

Bob has a unique ability to break down complex market dynamics in practical terms. You can expect to hear his thoughts on key factors affecting the real estate market, including equity positions, consumer sentiment, and potential government interventions.

Minute Markers:

4:14 – Maintaining long-term business relationships.
7:07 – Collaboration vs. competition.
9:11 – How did relationships help Bob during market changes?
12:45 – Current real estate market vs 2008.
15:31 – Affordability issues in the current housing market.
18:14 – COVID’s impact on market and government response.
19:26 – Overview of economic cycles and market trends.
25:11 – What is the capital stack, and how it’s helpful for investors.

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

Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep #475
David Phelps – Creating Your Own Economy in the Midst of Volatility in 2024 – Ep #463
Eddie Speed – The Economy is Worse Than You Think – Ep #447

Featured on the Show:

Bob Repass: Linkedin
The Fourth Turning: An American Prophecy by William Strauss and Neil Howe
Revolve Capital
Capital Stack Framework

#realestate #bobrepass #capitalstack #investing #marketchanges #distressedloans

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Relationships can matter and make a difference going through your life. It’s something to respect, something we need to teach our kids as well.” – Bob Repass
Click To Tweet

“When you get to be at least my age and you want to downsize, you can’t downsize because wherever you’re going to downsize to, you’re going to pay more for less.” – Bob Repass
Click To Tweet

Get the Full Episode Transcript:

The post Leveraging Relationships and The Current Market Dynamics – Bob Repass: Ep #492 first appeared on Dentist Freedom Blueprint Podcast.

Exiting Practice on Your Own Terms – Martin & Debra Crombie: Ep #491

Pavel Amelishko — Fri, 12 Jul 2024 06:00:20 +0000

Today, I’m joined by Drs. Martin and Debra Crombie to discuss their success in selling their practice and how they are developing their skills to invest their capital. They share how they overcame the anxiety over financial security and their discovery of a path to financial freedom through the Freedom Founders community.

Martin and Debra have a unique ability to articulate the emotional and practical aspects of significant life decisions. Expect to hear about key resources that helped them successfully close the deal and the critical role of due diligence in ensuring a successful practice sale. Listen to this episode to learn how to navigate the complexities of a practice transition and take control of your financial future.

Minute Markers:

1:48 – Committing to a practice sale and dealing with second thoughts.
3:40 – How to leverage counsel and outside eyes to create the transition you desire.
8:01 – How to negotiate effectively with DSOs.
10:38 – The benefits of direct negotiation vs using attorneys.
13:45 – Taking charge of your investing post-sale to create certainty and control.
14:24 – Why the outdated retirement model wasn’t enough to create certainty.
22:11 – Financial Freedom vs Freedom of TIME
23:50 – You’ve sold your practice… now what? How to invest post-sale.
26:33 – Eliminating your blindspots – how to make better decisions and achieve your goals

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

Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! – Frances Stacy: Ep #490
Deciding Whether to Sell—and How to Sell – Perrin DesPortes: Ep #486
What’s Next? – Life After Exiting Clinical Practice – Daniel Sage: Ep #484

Featured on the Show:

#financialfreedom #practicesale #investingcapital #overcominganxiety #freedomfounders

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“”I felt like I was drowning, and I knew there had to be another way. The blueprint weekend at Freedom Founders gave us the ability to have the life we envisioned. Not this, ‘Hope you have enough’ and ‘Glad you saved all your money…
Click To Tweet

“It was the lack of knowledge that gave us anxiety… Knowledge is power, and the relationships we gained gave us the knowledge and confidence.” – Martin and Debra Crombie
Click To Tweet

Get the Full Episode Transcript:

The post Exiting Practice on Your Own Terms – Martin & Debra Crombie: Ep #491 first appeared on Dentist Freedom Blueprint Podcast.

Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! – Frances Stacy: Ep #490

Pavel Amelishko — Fri, 05 Jul 2024 06:00:06 +0000

Busy business owners and investors everywhere are trying to figure out how to better navigate these uncertain and turbulent times. Today, I’m joined by Frances Stacy, a market analyst and trading expert who appears in the financial media, advises policymakers, and manages portfolios at Optimal Capital. She discusses some important principles that will help us to better understand what’s going on in order to position ourselves and our businesses in the right way to weather the storms.

Frances has the unique ability to take complex concepts and put them into simple terms, so don’t miss her breakdown of what’s happening and what to do with the information we have. You’ll hear what history can tell us about what’s going on and what warning signs to look for when we’re observing changes in policy, debt, inflation, and spending. Frances also explains asset distribution trends, inflation direction, and what data we should be looking at, as well as what to do with it.

Minute Markers:

3:31 – What asset distribution can tell us about what’s going on.
5:42 – COVID’s effect on the cycle.
8:01 – How the FED and the bond market are reacting to the current challenges.
9:28 – What to look for when it comes to CPI.
11:40 – How high rates relate to inflation.
15:34 – How to better understand the way debt and liquidity interact.
18:54 – Equity vs. debt and what to be looking for when it comes to deals and investment opportunities.
22:17 – What to look for when it comes to percentage of consumer fall-off and FED response.
24:36 – What’s happening right now in the markets.
26:48 – The people who make it through the recession (and how to position yourself the best you can).
28:39 – What to do when things collapse.

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

Achieving Financial Freedom in Dentistry – David Phelps – Ep 479
Is It the Time to Sell or Not? – Brannon Moncrief – Ep 477
Embracing Change and Building Resilience … – Dustin Burleson – Ep 472

Featured on the Show:

#francesstacy #marketdownturn #marketturbulence #navigatingrecession #investoralert

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“When people are desperate, they do desperate things. We will increasingly see that as we move forward because the cycle gets worse before it gets better.” – Frances Stacy
Click To Tweet

“Debt is a short-term solution. … People would argue that that’s a sustainable thing, but from my perspective—and I think Dalio’s, as well—you reach a threshold where that’s just not sustainable anymore.” – Frances Stacy
Click To Tweet

Get the Full Episode Transcript:

The post Investor Alert! Navigating Market Turbulence – What You Don’t Know May be Harmful to Your Financial Future! – Frances Stacy: Ep #490 first appeared on Dentist Freedom Blueprint Podcast.

Building Wealth and Legacy in Inflationary Times [Encore Episode] – David McAlvany: Ep #489

Pavel Amelishko — Fri, 28 Jun 2024 06:00:25 +0000

Today, I’m bringing back an encore episode with David McAlvany, CEO of the McAlvany Financial Group. We discussed the nature and persistence of inflation, a conversation that took place a year and a half ago, but is still relevant to today’s economy.

Listen in to learn the effects of inflation on our wealth and investing and how the next generation can prepare to handle the responsibility of shepherding wealth and standing out in today’s job market.

Minute Markers:

1:57 – The importance of leaving a legacy and why legacy is more than money.
4:30 – Secular trends vs. cyclical trends and their effect on the economy
6:32 – Why real estate needs to be managed carefully.
11:30 – What happens if we go into a recession.
16:20 – The pattern of growth in gold and metal investments.
20:12 – Is the U.S. moving toward a more European model?
24:16 – How to inspire the younger generations to be creative, solve problems, and pursue success.

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

Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep #475
David Phelps – Creating Your Own Economy in the Midst of Volatility in 2024 – Ep #463
Eddie Speed – The Economy is Worse Than You Think – Ep #447

Featured on the Show:

David McAlvany: Website | Twitter | Facebook
The Intentional Legacy by David McAlvany
McAlvany Wealth Management
Tactical Short

#bigpicture #davidmcalvany #investing #legacy #marketchanges #perspective #recession

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“It’s not just the dollars and cents we leave to the next generation, it’s more about the culture we create, the small decisions we make every day that aggregate and end up reflecting our values and leave a lasting impact.” -…
Click To Tweet

“Whether you’re a real estate investor, a gold investor, or an equity investor – to understand these major trends in the macro picture is so important.” – @DavidMcAlvany
Click To Tweet

Get the Full Episode Transcript:

The post Building Wealth and Legacy in Inflationary Times [Encore Episode] – David McAlvany: Ep #489 first appeared on Dentist Freedom Blueprint Podcast.

Formal Education vs Street Learning – Life Experience Wins Every Time – David Phelps: Ep #488

Pavel Amelishko — Fri, 21 Jun 2024 06:00:17 +0000

This week, (similar to last week) I’m going to take you inside the special project I’ve been working on, and give you some things to think about when it comes to formal education vs. “street smarts”. And share why real-life experience—learned while you’re doing it and being around other people who can share their thoughts and insights—is so important to your success in business.

Listen in as I talk about my personal journey and how real-life experience was so valuable in my development. You’ll hear the biggest learning experiences that stood out and the important aspects that went into my success in business, as well as investing.

Minute Markers:

1:11 – When I started to explore investing and how I got my first real-life experience in real estate investing.
4:51 – The role of academia and self-learning.
8:18 – How I realized what energized me and how to harness that to help my work.
12:01 – My search for having more control over my life.
21:10 – How I realized the value of the time I was trading for dollars.
22:58 – Why it’s so easy to fall into groupthink and the importance of thinking outside of the box.

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

Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation – Ep #475
Chadwick Johnson – A Day is Worth More Than a Dollar – Ep #433
Alastair Macdonald – Reinvention and Permission to Pivot – The Entrepreneurial Frontier – Ep #393

Featured on the Show:

Freedom Founders

#education #streetsmarts #reallifeexperience #investing #financialfreedom #dentalpractice #business #careeraspirations #careerpath #creatingsuccess

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 think I was an entrepreneur disguised as a dentist.” – Dr. David Phelps
Click To Tweet

“I put about 10% of the time into the acquisition and management of this property that I put in for the hours I traded at a good tip amount over the years. That was a 10-1 ratio.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Formal Education vs Street Learning – Life Experience Wins Every Time – David Phelps: Ep #488 first appeared on Dentist Freedom Blueprint Podcast.

Creating Your Own Success – Breaking Society’s Expectations – David Phelps: Ep #487

Pavel Amelishko — Fri, 14 Jun 2024 06:00:47 +0000

This week, I’m giving you an inside look at a special project I’ve been working on. I’ll be talking about my early insights into entrepreneurship, mindsets, and why I decided to not follow the traditional path. Hopefully, this episode gives you motivation and ideas to guide you on your own path to freedom.

What shapes us at a young age and early in our careers can be fascinating to reflect on. Listen in to the moments that were pivotal for my career and, ultimately, my freedom and purpose in my life. You’ll hear about important lessons, decisions, and insights that were a big part of who I am and what I do today.

Minute Markers:

1:28 – The role of safety, certainty, and stability when it comes to career choice.
3:57 – How I started dipping my toes into business early on and what it taught me.
9:23 – A blast from the past that caught my attention and got me interested in health as a kid.
11:10 – What made me want to go into the dental field.
15:50 – The importance of community and what pushed me to choose the school that I did.
16:52 – The issue with dental school and our understanding of failure.
18:31 – How the way you see failure impacts many areas of your life.
21:17 – The way society sees success vs. how you should see success.
23:54 – The conventional path society sets up and why it may not be the path for you.

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

Chris Ryan – From Success to Significance – Ep #370
Dr. Mark Costes – Failing Forward to Success – Ep #257
Kelsey Ramsden – Getting Past Your Success Hangover to Your Amazing Next – Ep #214

Featured on the Show:

Freedom Founders

#passiveincome #investing #financialfreedom #dentalpractice #breakingexpectations #business #careeraspirations #careerpath #creatingsuccess #leadership

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“What we learn from good people who are good guides is that you should be in a position where you’re able to test different aspirations or models, as long as you’re not doing inherent harm to someone else.” – Dr. David Phelps
Click To Tweet

“The look of being wealthy can be an imposter. My definition of success is having enough wealth to have choices in life, irrespective of what materialism you choose.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Creating Your Own Success – Breaking Society’s Expectations – David Phelps: Ep #487 first appeared on Dentist Freedom Blueprint Podcast.

Deciding Whether to Sell—and How to Sell – Perrin DesPortes: Ep #486

Pavel Amelishko — Fri, 07 Jun 2024 06:00:52 +0000

Today’s guest, Perrin DesPortes, helps dentists build group practices, bring associates and executives into ownership, and assist in the transition process. If you’re moving towards a transition with your practice, then be sure to tune in.

You will hear about what it means to be ‘doctor-founded’ and ‘debt-funded’ and how it has allowed for so much success among the practices that have worked with Perrin. We also discuss the many different aspects that a practice owner needs to consider to do what’s best for their practice and transition aspirations.

Minute Markers:

2:04 – Perrin’s history, his company, and what they set out to do.
8:13 – The best place to be when you’re deciding to transition your business.
15:22 – How many people end up continuing with the process after the consultation.
19:21 – The importance of knowing your true walk-away number.
24:57 – The variations in private equity and what to expect when it comes to working with private equity.
29:57 – What is unknown to most of the marketplace and where to get the right information.
34:02 – A phenomenon in the industry (and why it may be good).
38:54 – Why there’s some hesitancy in the markets and what’s behind it.

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

Achieving Financial Freedom in Dentistry – David Phelps – Ep 479
Is It the Time to Sell or Not? – Brannon Moncrief – Ep 477
Embracing Change and Building Resilience … – Dustin Burleson – Ep 472

Featured on the Show:

Perrin DesPortes: LinkedIn
Freedom Founders

#perrindesportes #practicesale #practicetransitions #decidingtosell #sellingprocess

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“All of our clients are what we call ‘doctor-founded’ and ‘debt-funded.’ That’s a fancy way of saying that these are entrepreneurs who happen to be healthcare providers who want to build a multi-location group using bank…
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“If you own a high-value solo practice or a multi-location group, your transaction is going to be a process or an event, and you need to approach it that way if you intend to get maximum value out of it.” – Perrin DesPortes
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The post Deciding Whether to Sell—and How to Sell – Perrin DesPortes: Ep #486 first appeared on Dentist Freedom Blueprint Podcast.

Get Your Time Back – Building an Effective Team and Improving Efficiency – Bob Lachance: Ep #485

Pavel Amelishko — Fri, 31 May 2024 06:00:12 +0000

I’ve known Bob Lachance for many years through various masterminds, and he joins me on the show today to discuss how you can better leverage your time by using other people’s skills and talents. If you’re interested in using a virtual assistant or executive assistants to buy back your time and create an effective team, don’t miss this episode!

Listen in as Bob shares insight into finding the right tasks to take off your (or your team’s) plate, as well as how to use the right avenues to market more effectively and efficiently. You’ll discover how to apply all of this and more to your practice so you can grow and use your time to focus on the areas that matter most.

Minute Markers:

2:28 – What Bob realized about what was needed in the dental industry and how he created a solution.
4:31 – How Bob recruits and trains his virtual team.
6:34 – How Filipino culture has contributed to the success of his virtual assistant teams.
10:18 – What tasks the assistants handle and how their time is structured.
14:13 – What to track to ensure the success of virtual and executive assistants.
16:51 – The importance of marketing in more efficient ways.
20:32 – How to integrate the virtual team with your current team.

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

Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466
Clockworking Your Business – Mike Michalowicz: Ep #395
Profit First – A Better Way to Build Your Financial Future – Mike Michalowicz: Ep #224

Featured on the Show:

Bob Lachance: LinkedIn | Email
Freedom Founders

#boblachance #timemanagement #buyingbacktime #virtualassistance #executiveassistance #virtualteam #outsourcing

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“It’s a lot about the branding and marketing, being aware, having your face out there, being the expert in your area. That’s what separates you and the doctors from everyone else.” – Bob Lachance
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“We diagnose what the potential problems are and then we find solutions for those.” – Bob Lachance
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Get the Full Episode Transcript:

The post Get Your Time Back – Building an Effective Team and Improving Efficiency – Bob Lachance: Ep #485 first appeared on Dentist Freedom Blueprint Podcast.

What’s Next? – Life After Exiting Clinical Practice – Daniel Sage: Ep #484

Pavel Amelishko — Fri, 24 May 2024 06:00:03 +0000

Have you hit that point in your career and practice where you’re wondering what’s next? Daniel Sage joins me on the show today to share his evolution from clinical practice to exiting and figuring out what’s next for him. He sheds light on his experience selling his practice, going through Freedom Founders, and understanding the options and passions that contributed to his “next.”

Listen in as Daniel takes us on a deep dive into how the selling process improved his practice and gave him opportunities to add value. You will hear about what he learned from Freedom Founders and his parents that helped him and his wife get on the same page and navigate freedom, purpose, and their path forward.

Minute Markers:

0:57 – Who Daniel is and the milestones he has hit with his practice and life.
2:46 – How he developed and grew his practice—and dealt with the selling process in the midst of COVID.
7:02 – How the sale process benefitted him and his practice.
10:43 – The positives and negatives of the selling process.
13:02 – How Daniel did accounting and how it changed during the sales process.
19:25 – The scary part of a business sale and why he joined Freedom Founders.
25:05 – How important it is to come together as a couple when navigating important transitions.

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

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

Featured on the Show:

Daniel Sage: LinkedIn
Freedom Founders

#afterselling #danielsage #navigatingpracticesales #practicesale #thesellingprocess #whatsnext

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“I needed to live on the interest, dividends, and gains that the market gave me and yet it was so unstable. This made it very unsettling because I couldn’t predict income.” – Daniel Sage
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“I believe in culture, I believe in building my group up, and I believe that as an owner I can motivate my team—and the team can feel centered around who we are and push hard.” – Daniel Sage
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Get the Full Episode Transcript:

The post What’s Next? – Life After Exiting Clinical Practice – Daniel Sage: Ep #484 first appeared on Dentist Freedom Blueprint Podcast.

Understanding and Finding Credible Investments (Part 2) – Burt Copeland: Ep #483

Pavel Amelishko — Fri, 17 May 2024 06:00:16 +0000

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.

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:

Burt Copeland – Why You Need a CFO (Part 1) – Ep #482
Darlene Fizgerald Root – It’s All Good Until It Isn’t – The Due Diligence That Most Investors Fail To Do – Ep #372
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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“There is no one good deal. Good deals are only good if they fit your risk and horizon profile.” – Burt Copeland
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“Taking action when necessary, or when making decisions, I’ve found has been a big benefit of the [Freedom Founders] community.” – David Phelps
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Get the Full Episode Transcript:

The post Understanding and Finding Credible Investments (Part 2) – Burt Copeland: Ep #483 first appeared on Dentist Freedom Blueprint Podcast.

Why You Need a CFO (Part 1) – Burt Copeland: Ep #482

Pavel Amelishko — Fri, 10 May 2024 06:00:14 +0000

This week, you’ll hear a great conversation with a friend and incredible business mentor to me and many others. Burt Copeland is the founder of New Life CFO, and he joins the show to talk about what a CFO is, how he became one, and what a CFO can do for your business.

Listen in as Burt shares important insight about turnarounds and why you need someone to look at your cash flow. You’ll learn the differences between a CPA and a CFO, how a CFO is involved in many more areas of your business than you might think, and more.

Minute Markers:

1:25 – Who Burt is and his journey to being a CFO.
5:44 – The mindset and advice that got him through the toughest time in his business.
8:39 – Why he decided to shift his role.
11:10 – The period of margin and what led him to where he is now.
13:31 – The importance of a CFO and defining that role correctly.
16:08 – What a fractional CFO is and how it works.

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

Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480
Clockworking Your Business – Mike Michalowicz: Ep #395
Running the Numbers to Support Your Business Vision – Jake Conway: Ep #390

Featured on the Show:

#cfo #cashflow #burtcopeland #businessfinances #businessowner #chieffinancialofficer #newlifecfo

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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

“Don’t do nothing. Take action. The faster you take action, the less painful the bullet is going to be.” – Burt Copeland
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“I’m supposed to be in a different place to use these gifts, this experience, this pain in a different, more productive way.” – Burt Copeland
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The post Why You Need a CFO (Part 1) – Burt Copeland: Ep #482 first appeared on Dentist Freedom Blueprint Podcast.

The Journey to Free For Life® – Dr. Cindy Rider & Scott Densmore: Ep #481

Pavel Amelishko — Fri, 03 May 2024 06:00:11 +0000

Today, we have the privilege of hearing from two of our Freedom Founders members, Dr. Cindy Rider and Scott Densmore. They join us to talk about their journey to freedom and how prioritizing family, quality time, and their pursuit of purpose motivated them along the way.

Listen to hear about Cindy and Scotts’ incredible backstory and how they each created success professionally and personally. You’ll learn the key elements of Freedom Founders that resonated with them, opened their eyes, and helped them navigate their finances and lives better together.

Minute Markers:

1:43 – Scott’s and Cindy’s backstories and their unique friendship throughout the years.
6:12 – Why Cindy started her own practice.
9:46 – How they found Freedom Founders and how they planned what’s next.
12:28 – The five freedoms—and the four that resonated with Cindy and Scott.
17:35 – Why it’s important to incorporate your children into your financial goals.
19:09 – What Scott and Cindy learned about “burn rate” and how important that is for financial planning.

Episodes we think you’ll enjoy:

Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
Freedom – Living Life on Your Terms – Hiru Mathur: Ep #452
The Adventure of “World-Schooling” Our Kids With a Freedom Lifestyle – Dr. Drew Ballard: Ep #322

Featured on the Show:

Freedom Founders

#cindyrider #community #family #financialfreedom #freedomfounders #freeforlife #purpose #scottdensmore #successstory

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“It opened your eyes up to what’s really important, and the financial wasn’t the important part. It was, ‘Do we have enough time to do this? Do we have enough time to spend with our relationships?’” – Dr. Cindy Rider
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“Our relationship is even stronger based on what we’ve learned and based on our journey with Freedom Founders.” – Scott Densmore
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Get the Full Episode Transcript:

The post The Journey to Free For Life® – Dr. Cindy Rider & Scott Densmore: Ep #481 first appeared on Dentist Freedom Blueprint Podcast.

Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480

Pavel Amelishko — Fri, 26 Apr 2024 06:00:32 +0000

In today’s episode, I examine the current economic environment and its implications for financial freedom and practice management. I identify market cycle signals, reevaluate the success of certain financial models, and discuss how to prepare for the impending shifts that could significantly transform both professional and financial landscapes.

Join me as I share crucial insights on navigating the peak of a current economic half-cycle, poised to move toward a potentially challenging correction phase. It is necessary to shift away from past financial strategies that no longer work and toward new methods tailored to manage stricter monetary policies and heightened market volatility. I also explore the critical aspects of smart capital management and the impacts of governmental fiscal policies on both personal and professional finances.

Minute Markers:

3:10 – The importance of adapting to new economic conditions.
9:30 – Strategies for safeguarding capital and ensuring continuous cash flow.
12:55 – Navigating practice transitions and the implications of selling to DSO groups.
18:00 – Insights into reallocation of investments and avoiding common pitfalls.

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

Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
Building Wealth and Teaching Financial Wisdom in Today’s Economy (Part 2) – Anna Kelley: Ep #476
Practice Transitions Don’t Always Start With DSO – Jake Conway: Ep #451

Featured on the Show:

Freedom Founders

#passiveincome #investing #practicesales #financialfreedom #family #dentalpractice

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

Whatever you think you need to do going forward—whatever your goals are, buying back time, making the pathway to exiting at some point, your business career, your practice transition—it’s all changing right now. – Dr. David Phelps
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Being around the right people, I have found in my life, has been the best thing ever that I’ve done. – Dr. David Phelps
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Get the Full Episode Transcript:

The post Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480 first appeared on Dentist Freedom Blueprint Podcast.

Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479

Pavel Amelishko — Fri, 19 Apr 2024 06:00:05 +0000

Today I want to share a critical—yet often overlooked—inflection point in career planning that impacts not just dentists, but professionals across various industries. It’s about understanding how much capital you truly need to alleviate pressure and gain financial freedom. Whether you’re at the start, middle, or end of your career, the challenge lies in determining this capital base, as well as knowing how to make your money work for you. In this episode, I explain why passive income is essential and how to break free from average results to embrace true financial independence.

Listen in as we explore practical strategies for navigating the financial landscape, avoiding herd mentalities, and taking charge of your financial destiny. You’ll learn how to shatter conventional norms, build a sustainable financial future, and pave the way for greater freedom and peace of mind in your professional journey.

Minute Markers:

3:09 – The importance of knowing how much is enough.
6:00 – How to make your money work for you.
9:00 – How to create true passive income.
12:55 – Why I decided to sell my practice.
18:00 – How to get out of the herd mentality.
21:13 – The benefit of becoming your own financial advocate.

Featured on the Show:

Freedom Founders

#passiveincome #investing #practicesales #financialfreedom #family #dentalpractice

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

You need to make a decision that you aren’t going to be like everyone else and follow a herd mentality because with a herd mentality, you get average results. – Dr. David Phelps
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Making your money work for you is one of the most important things you can do if you want to be free and have that peace of mind to make the choices you want to make. – Dr. David Phelps
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Get the Full Episode Transcript:

The post Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479 first appeared on Dentist Freedom Blueprint Podcast.

Shifting Perspective – From Building a Practice to Selling It – Rick and Cindy Ostler: Ep #478

Pavel Amelishko — Fri, 12 Apr 2024 06:00:19 +0000

Today’s conversation is with Freedom Founders members Dr. Rick and Cindy Ostler. From financial struggle to freedom, these chats are enlightening on what has become my life’s mission: to help others on their path to financial autonomy and leadership. Rick and Cindy have gone through a lot on their journey, and their story is an inspiring one that you don’t want to miss.

Listen in as Rick and Cindy share how they shifted from building to selling their practice, as well as how they crafted their own unique way through the dental and investing worlds so that they could live a more intentional life. You will hear their definition of financial autonomy, how investing is going for them so far, and more.

Minute Markers:

2:26 – Rick and Cindy’s backgrounds and financial story.
4:24 – What it was like for them when they started at Freedom Founders.
6:32 – How their perspective changed from expanding their practice to selling.
13:06 – The decision-making process and the peace that came with the right decision.
15:46 – Their intro to investing and what they’ve learned so far.
16:55 – The importance of doing things as a couple.
20:44 – What the Freedom Founders community is like.

Featured on the Show:

Freedom Founders

#rickostler #cindyostler #investing #practicesales #financialfreedom #family #dentalpractice

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

It’s like the opposite of our career as dentists to walk into Freedom Founders. You’re free to ask all the questions, and you’re also not judged if you don’t know the answer—that’s like the best of both worlds. – Rick Ostler
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When we started at Freedom Founders, it was a wealth of knowledge. It was a bit overwhelming, but the kindness and generosity of the veteran members made it all easier to process. – Cindy Ostler
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Get the Full Episode Transcript:

The post Shifting Perspective – From Building a Practice to Selling It – Rick and Cindy Ostler: Ep #478 first appeared on Dentist Freedom Blueprint Podcast.

Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477

Pavel Amelishko — Fri, 05 Apr 2024 06:00:25 +0000

Brannon Moncrief, CEO of McLerran & Associates and expert in DSO transactions, is back for another episode. Today he sheds light on how he helps doctors who want to sell and how his work is similar to what Freedom Founders does in the real estate marketplace. We’ll discuss how what’s happening in the markets plays into both investing and practice sales.

Listen in to hear Brannon’s insight into the current DSO and private equity situations, as well as what to look out for in the coming months. He also walks us through how he advises his clients looking to sell and how to do the best possible due diligence to make the right decision. Whether you’re considering selling your practice or simply hoping to become a better overall investor, this episode is for you.

Minute Markers:

2:33 – What Brannon does to help practice owners.
4:32 – What’s changed in the last year when it comes to the private market—and what that means for us.
8:45 – Why DSOs have tripled post-COVID.
11:52 – Why many DSOs have paused buying.
15:24 – How Brannon is advising his clients who are currently considering a practice sale.
18:47 – The dangers of bad advice and the importance of knowing your ‘why’ before going to market.
23:59 – The market for private buyers vs. DSO.
25:02 – What you need to do to prepare for a sale.

Featured on the Show:

Brannon Moncrief: Website | LinkedIn

#brannonmoncrief #demand #dso #investing #markets #postpandemic #practicesales #valuations

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

All DSOs still talk as if they’re healthy and they’re buying. The reality is that we know who is and who isn’t buying, so diligence is critical in this environment. – Brannon Moncrief
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DSO 4.0 is a more palatable transition option for practice owners than DSO 1.0 version was. – Brannon Moncrief
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Get the Full Episode Transcript:

The post Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477 first appeared on Dentist Freedom Blueprint Podcast.

Building Wealth and Teaching Financial Wisdom In Today’s Economy (Part 2) – Anna Kelley: Ep #476

Pavel Amelishko — Fri, 29 Mar 2024 06:00:15 +0000

Welcome back to the second half of my conversation with Anna Kelley. Last week, we talked about how she and her family achieved financial freedom. (If you missed it, be sure to go back and listen to that conversation.) This time, we will be diving into the current real estate market, the economy, and the opportunities as a recession becomes more likely.

Listen in as Anna discusses the historical things that have happened and what those incidents have to do with what we’re seeing now. You’ll learn what’s going on in the banking system, why values are falling, how rates are going up, the cash flow possibilities, and more.

Minute Markers:

2:53 – How Anna views the challenges and opportunities in the current economy.
6:25 – One thing people may not understand about falling values.
9:06 – What will happen if we continue to have problems in banking.
10:20 – What are interest rates based on, and how do they affect things in the short and long term?
12:13 – How the recession will be called and how the NBER tracks recessions.
15:20 – How governments deal with debt and what to watch out for.
18:28 – Where to start when using debt as an asset.

Featured on the Show:

#assetgrowth #familyfinance #financialdiscipline #financialeducation #financialfreedom #financialindependence #wealthbuilding #investmentstrategies #marketcycles #realestateinvestment #retirementplanning #wealthaccumulation

Watch full length Interviews on video!

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 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:

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:

“In the short-term, the NBER will declare us in a recession already this year or the end of last year.” – Anna Kelley
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“If there’s a problem in the economy, I want to see it. I want to name it. I want to understand it. I want to understand the risks and the challenges, and then say, ‘Okay, how can I find the opportunity in it?’” – Anna Kelley
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Get the Full Episode Transcript:

The post Building Wealth and Teaching Financial Wisdom In Today’s Economy (Part 2) – Anna Kelley: Ep #476 first appeared on Dentist Freedom Blueprint Podcast.

Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1) – Anna Kelley: Ep #475

Pavel Amelishko — Fri, 22 Mar 2024 06:00:14 +0000

Anna Kelley joins the show today to dive into the world of wealth-building, sharing her journey from the corporate world to achieving financial freedom. In this episode, she talks about the importance of mindset and discipline in the wealth-building process, emphasizing the value of perseverance and hard work—especially during the early years.

Listen in as Anna paints a vivid picture of how she and her husband navigated the challenges of balancing career, family, and investments, ultimately leading to their current state of financial independence. She also sheds light on the impact of market cycles on investment success, highlighting why strategic decision-making and long-term planning are key when it comes to financial success.

Minute Markers:

2:16 – How Anna started her financial freedom journey.
7:50 – The power of having grit and determination.
11:10 – How creating financial freedom has changed their family life.
15:20 – What Anna is hoping to teach her children.
20:20 – The value in teaching your children about money.
24:45 – What value-add is and how Anna is using that.
28:00 – How where you are in the market cycle can impact you as an investor and your success.

Featured on the Show:

Anna Kelley: Website | Instagram
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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:

“The hard work in the early years was so worth it for what we have today. Now we’re truly living and get to enjoy our kids and not always chasing more just for the sake of having more.” – Anna Kelley
Click To Tweet

“A sign of maturity is being able to delay gratification. If we hadn’t been able to delay gratification for years and years, we never would have had enough extra cash flow at the end of the month to be able to grow our wealth to…
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Get the Full Episode Transcript:

The post Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1) – Anna Kelley: Ep #475 first appeared on Dentist Freedom Blueprint Podcast.

My Blueprint For Financial Freedom – Dr. David Phelps: Ep #474

Pavel Amelishko — Fri, 15 Mar 2024 06:00:50 +0000

In this episode, you will hear why I started Freedom Founders and how it has evolved into the premier community for financial freedom for dentists. After a major wake-up call shook me out of my routine and into growth, learning, and planning, I transformed my life and learned how to repurpose what I did to help other people transform theirs.

Listen in to hear how I started out in real estate and how it gave me the Plan B when I needed it. You’ll learn the role of investing, the social constructs we’ve created, and the importance of how we manage our time. I also discuss how I built my wealth, where I found passive investments, how I keep my money working for me, and more.

Minute Markers:

1:12 – What my daughter went through and how it affected my career and life plans.
3:22 – When I started my real estate endeavors.
6:04 – How Freedom Founders evolved.
9:01 – Why going back into business wasn’t on the table.
12:58 – Figuring out leverage and finding the best operators.
14:30 – The key position to be in as an investor and how to understand the market cycles.

Featured on the Show:

Freedom Founders Discovery Call

#dentists #doctorsinvesting #financialfreedom #investing #medicalprofessionals #physicianfinances

Watch full length Interviews on video!

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:

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:

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:

“Many people think, ‘I’m going to go get something from the market.’ No—the market is going to provide something today, but it’s probably not what it provided three years ago.” – Dr. David Phelps
Click To Tweet

“Isn’t that what investing is all about? To eventually buy us back time? … But why do we have to wait until retirement age to have that time?” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post My Blueprint For Financial Freedom – Dr. David Phelps: Ep #474 first appeared on Dentist Freedom Blueprint Podcast.

Financial Freedom For Medical Professionals – Overcoming Bad Money Habits – Dr. David Phelps: Ep #473

Pavel Amelishko — Fri, 08 Mar 2024 06:00:07 +0000

Becoming a proficient medical professional leaves little time to figure out the financial side of things. With the abundance of propaganda and misinformation in the healthcare professions today, I thought it worthwhile to dig into “8 Reasons Doctors Suck at Money” by Jim Dahle of the White Coat Investor.

Listen in to learn how to create financial autonomy as a medical professional. From lack of financial training to lifestyle creep and time management, you’ll come away with plenty of key ideas to apply to your own finances.

Minute Markers:

1:05 – Who Jim is and the importance of bringing clarity into finances for medical professionals.
3:18 – Eight reasons why doctors suck at money.
5:44 – The problem with the financial training (or lack of it) that doctors get.
9:10 – Why you can make time for what matters.
14:17 – The power of high income on financial independence.
17:07 – Why it’s crucial to have constraints and a plan in place.
18:95 – The debt problem and how it often gets out of control.
20:10 – How to release the weight of expectations.

Featured on the Show:

“8 Reasons Doctors Suck at Money” by Jim Dahle
Freedom Founders Discovery Call

#dentists #doctorsinvesting #financialfreedom #investing #medicalprofessionals #physicianfinances

Watch full length Interviews on video!

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:

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:

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:

“Doctors are busy, but if it’s something that’s important to you, you will carve out the time to do it—and finances are no different.” – Dr. David Phelps
Click To Tweet

“Financial acumen is something that should be basic and instilled for everybody, whether you’re a high-income earner or you’re in the trades.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post Financial Freedom For Medical Professionals – Overcoming Bad Money Habits – Dr. David Phelps: Ep #473 first appeared on Dentist Freedom Blueprint Podcast.

Embracing Change and Building Resilience: How to Shape Better Decisions in a Fast-Changing World – Dustin Burleson: Ep #472

Pavel Amelishko — Fri, 01 Mar 2024 06:00:06 +0000

Planning for and moving toward future goals are two different things. My long-time friend and colleague in orthodontics, Dustin Burleson, joins the show today to tackle how to do both. Dustin covers decision-making and action-taking in a way that considers the long game—even in a fast-paced world. Rather than continuously pushing goals into the future, he breaks down how you can navigate your life and career more intentionally and successfully.

Listen in as Dustin unpacks the common pitfalls in how we think about the future and our goals. You’ll learn the consequences of short-term thinking on long-term plans and valuable insight into asking the right questions, making better decisions, and soaking up important lessons as you go.

Minute Markers:

2:54 – The issues that arise from short-term decision-making on long-term issues.
8:10 – The problem with certainty and the importance of avoiding ignorance.
11:15 – Why you have to be willing to fail, learn, and try again.
13:09 – The innovation that comes out of difficult times.
16:42 – A modern example of changes happening and how to adapt.
21:50 – Why you need to double-check what you’re re-enforcing.

Featured on the Show:

Dustin Burleson: Website | Podcast
Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger by Peter D. Kaufman
Seeking Wisdom: From Darwin to Munger by Peter Bevelin
Freedom Founders Discovery Call

#dustinburleson #embracingchange #buildingresilience #decisions #resilience #changes #charliemunger #wisdom #decisionmaking

Watch full length Interviews on video!

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:

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:

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:

“The way you generate success for everyone around you is by playing the long game.” – Dustin Burleson
Click To Tweet

“If we don’t really look ahead, reverse-engineer, and have benchmarks and milestones to know where we are on that pathway to success, we’ll get lost and always be getting ready.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Embracing Change and Building Resilience: How to Shape Better Decisions in a Fast-Changing World – Dustin Burleson: Ep #472 first appeared on Dentist Freedom Blueprint Podcast.

Elevating to Time Freedom – Dr. Steffany Mohan: Ep #471

Pavel Amelishko — Fri, 23 Feb 2024 06:00:13 +0000

Today we are joined by Dr. Steffany Mohan, a significant contributor to the dental audience with incredible insight to share from her shift from practitioner to multi-practice ownership. Listen in as Steffany discusses her career path and what it takes to succeed as an entrepreneur in the ever-shifting dental arena.

No matter where you are in your career, you will gain knowledge on leadership, ownership, and growth. Steffany addresses the mental health issues that crop up in dentistry, the finances of practice ownership, how to deal with growth, and more.

Minute Markers:

2:57 – How Dr. Steffany Mohan grew from one practice to many.
7:10 – The importance of efficiency.
9:06 – How the dental industry and practice ownership have changed over the years.
10:53 – The mental health side of dentistry.
14:09 – Financial standards of success in a practice and how to go out of network.
18:22 – How the culture of work has changed.
21:22 – How Dr. Steffany plans out her goals and structures her business.
24:37 – How her relationship with associates has shifted and why this benefits the business.

Featured on the Show:

Dr. Steffany Mohan: LinkedIn
Freedom Founders Discovery Call

#businessgrowth #careergrowth #careershift #dentalpractice #drsteffanymohan #entrepreneurship #family #freedom #practiceownership

Watch full length Interviews on video!

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:

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:

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:

“Most of my role is behind the scenes. I make it to the office on a regular basis, but I don’t spend tons and tons of time there.” – Dr. Steffany Mohan
Click To Tweet

“I shifted how I interacted {with associates}—I decided that I love seeing these doctors develop, having them in my association, and really loving them first.” – Dr. Steffany Mohan
Click To Tweet

Get the Full Episode Transcript:

The post Elevating to Time Freedom – Dr. Steffany Mohan: Ep #471 first appeared on Dentist Freedom Blueprint Podcast.

Career Paths and Financial Freedom – Dr. David Phelps: Ep #470

Pavel Amelishko — Fri, 16 Feb 2024 06:00:05 +0000

What happens after you’ve sunk loads of money and time into something that no longer feels right? Today I’m going to continue the conversation I started last week about how I would do things differently, but this time, I’ll go more into what it looks like when you’re deep into your business or career path and what to do now that you are where you are, for better or for worse.

Listen in as I talk about why it’s crucial to make sure there is a bigger, more meaningful goal that can be used to create a plan for continued success in work and your personal life. You’ll learn how to find true freedom through planning strategies, involving your family, dealing with burnout, and more. If you’re wondering what’s next for you and your career, this episode is for you!

Minute Markers:

1:25 – What we should be providing to our youth.
3:31 – The curse of lifestyle creep and how to handle it.
5:40 – Why it’s so important to have those hard conversations.
6:53 – Where burnout and despair tend to come from.
8:30 – Why you need to take control of your own finances rather than delegating it.
13:41 – Understanding what controls you and the importance of finding purpose.
16:24 – Where to start if you’re evaluating where you are in your life.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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:

“No matter where you are on that hamster wheel, on that treadmill, you have to understand how money works and how to make money work for you. You cannot, anymore, abdicate that responsibility to other people.” – Dr. David Phelps
Click To Tweet

“It’s going to be critical that we provide more resources and resiliency and mindset to our young people.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post Career Paths and Financial Freedom – Dr. David Phelps: Ep #470 first appeared on Dentist Freedom Blueprint Podcast.

What I Would Do Differently: Wisdom from 50 Years of Pursuing Freedom – Dr. David Phelps: Ep #469

Pavel Amelishko — Fri, 09 Feb 2024 06:00:11 +0000

“What would you do differently if you could go back in time and redo your life?” I get asked this question often. Today, I share my answer. For those who want to know what to pass on to their kids and the younger generations, listen in to learn what I would tell my younger self.

You will hear how to chase dreams and—most importantly—how to chase freedom. I also give my best advice for dealing with your weaknesses, how to avoid lifestyle creep, and more.

Minute Markers:

4:39 – Why we choose our careers and how that plays into our passions.
7:01 – Why I wouldn’t go into dentistry if I could do it all again.
9:00 – The importance of understanding your strengths and weaknesses.
12:05 – What really helped me get started in both dentistry and real estate.
13:35 – The role of real estate in my story and what it taught me early on.
16:13 – The most important thing to pay attention to when it comes to lifestyle.
18:51 – How I rebuilt my life in my 40s.
19:55 – What you can do to build skill sets and make better career decisions.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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:

“Nothing I did turned to gold overnight. It was a compounding effect of a disciplined game plan.” – Dr. David Phelps
Click To Tweet

“Don’t just follow what everyone else is doing because you’re just going to get the results that everyone else is getting—and that’s going to be average and mediocre.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post What I Would Do Differently: Wisdom from 50 Years of Pursuing Freedom – Dr. David Phelps: Ep #469 first appeared on Dentist Freedom Blueprint Podcast.

The Evolution of Real Estate and the Markets – Eddie Speed: Ep #468

Pavel Amelishko — Fri, 02 Feb 2024 06:00:06 +0000

This week, I’ll be treating you to a conversation with my longtime friend, colleague, and mentor in the real estate space, Eddie Speed. Eddie began his real estate career in 1980 and has a great understanding of real estate, the market cycles and getting funding. Listen in as we discuss the economic changes and how to adapt to the markets today.

How have bonds, funding, and real estate changed? And how can you make better investment decisions based on where we are in the market cycles? Whether you are active in the real estate space or interested in entering, this conversation will help you succeed even during volatile times.

Minute Markers:

0:52 – Who Eddie is and his real estate and market expertise.
5:40 – What it was like to start out in financing and notes vs. how it is now.
8:30 – What Eddie learned early on about financing.
11:50 – What people tend to get wrong about the market cycles.
14:54 – What to pay attention to when it comes to the banks.
18:30 – The benefits of being on the real estate note side and what opportunities to notice in the funding space.
19:57 – What Eddie foresees happening in the markets over the next year.

Featured on the Show:

Eddie Speed: LinkedIn | Colonial Funding Group
NoteSchool: Facebook | Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“When banks are in trouble and under pressure, there’s a lot more discounted notes.” – Eddie Speed
Click To Tweet

“People say that real estate is not liquid. There are parts that are not, liquid but there are also parts that are.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post The Evolution of Real Estate and the Markets – Eddie Speed: Ep #468 first appeared on Dentist Freedom Blueprint Podcast.

Pursuing Freedom in a Dynamic & Fast-Changing World (Part 2) – Dr. Mike Abernathy: Ep #467

Pavel Amelishko — Fri, 26 Jan 2024 06:00:16 +0000

Today you’ll get to hear the second part of my conversation with Dr. Mike Abernathy. (If you missed last week’s episode, be sure to go back and listen to the first part of the conversation.) This time, we’ll focus on your financial independence, legacy, community support, investing outside of your practice, and so much more.

Listen in as Mike and I dig a bit deeper into the successful dynamics of practice ownership today and where things are headed. You will hear our reflections on our careers, as well as why adapting to change is key. We also discuss how education and community come into play in regards to making better decisions and creating the right opportunities.

Minute Markers:

1:40 – Why it’s important to be aware of your limiting beliefs.
4:34 – Why Freedom Founders is so educational.
6:26 – The importance of transitioning in the right way.
11:02 – The deal with DSOs lately and how to position yourself.
14:21 – Finding the right people to invest with.
17:54 – The value of having your spouse working and learning alongside you.
20:30 – Why it’s crucial to pass on knowledge and create a legacy.

Featured on the Show:

Dr. Mike Abernathy: LinkedIn | Website | Facebook | Twitter | YouTube
The $100,000 Practice and How to Build It by Robert P. Levoy

Watch full length Interviews on video!

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:

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:

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 think that’s going to make generational legacy, because with the type of investments we’re talking about, it could be passed off in the case of death. – Dr. Mike Abernathy
Click To Tweet

Once you give up control of something, you better be in a position where you can completely walk away from it. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Pursuing Freedom in a Dynamic & Fast-Changing World (Part 2) – Dr. Mike Abernathy: Ep #467 first appeared on Dentist Freedom Blueprint Podcast.

Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466

Pavel Amelishko — Fri, 19 Jan 2024 06:00:07 +0000

The world is changing rapidly, but I think there are some ideas and concepts that stay constant throughout the years. Over the next two weeks, I’m going to treat you to a great conversation that I had with my good friend Dr. Mike Abernathy. You will hear about some of our experiences as our practices evolved over time, the successes and failures, and the biggest things we’ve learned along the way.

Listen in to learn how we first got started, as well as how we initially navigated the dental industry compared to how we navigate it now. Mike and I also discussed the business side of dentistry and how we pursued the growth and development that was so important to the success of our practices. We’ll be focusing on providing those pearls of wisdom that can only come from years of experience.

Minute Markers:

2:13 – Where we got started in dentistry and how it changed through the years.
7:48 – How we figured out and navigated the business side of dentistry.
11:20 – The battle with self-limiting beliefs and what “gave Mike permission” to go further.
14:29 – Why you shouldn’t be afraid to make mistakes and work outside the box.
17:04 – A key discovery that Mike made about his practice.
19:31 – The early years of Freedom Founders and real estate investing.
26:51 – What my practice looked like at the beginning vs. how it looked when I exited.
34:40 – How I dealt with a major setback in my career—and Mike’s advice to me at the time.
39:38 – The importance of the lessons learned during difficult moments in your life and career.

Featured on the Show:

Dr. Mike Abernathy: LinkedIn | Website | Facebook | Twitter | YouTube
The $100,000 Practice and How to Build It by Robert P. Levoy

Watch full length Interviews on video!

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:

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:

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:

No one was teaching the business of dentistry. I didn’t feel embarrassed that I didn’t get that, I just felt that I was lacking, and I sought it out. – Dr. Mike Abernathy
Click To Tweet

I had time to think, which is something we don’t do enough. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466 first appeared on Dentist Freedom Blueprint Podcast.

Finding Freedom through Practice Evolution – Creating Margin Right Now, Without Waiting for a Mystical Someday – Alastair MacDonald: Ep #465

Pavel Amelishko — Fri, 12 Jan 2024 06:00:45 +0000

Many of us may dream of being able to take our foot off the pedal in our practice and put energy into something else. In this week’s podcast, you’ll hear about the overall mindset and actions taken by a particular doctor when he exited his practice early in life. (Last week, we took apart the framework of the whole DSO transaction and variables that need to be looked at to make the right move. Check it out here!)

Listen in to hear how this doctor executed his transition including building the right team and investing in the right infrastructure to set his practice up for success. You’ll learn the key details that helped him and his business partner navigate hiring, training, and setting up a solid system that works well for everyone. Alastair Macdonald also joins the conversation to help explain critical concepts that allow for more courage, confidence, and unconfined creativity.

Minute Markers:

2:16 – What gave this doctor permission to take his foot off the pedal.
4:54 – How to create a supportive staff and process that enables a practice to thrive.
7:18 – The challenge of finding the right administrative support.
8:30 – What provides a profound shift (and relief) in business.
11:24 – The superpower that everyone has access to.
14:04 – The importance of letting go, delegating, and bringing in help.
15:21 – How to lighten our mental burden.
16:52 – The difference between commitment and obligation.

Featured on the Show:

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If you’re living on 99% of what you make, you will be living in a heightened degree of fear-based operating.” – Alastair Macdonald
Click To Tweet

“You can’t afford the drag that it’s placing on your well-being. Just because you’ve tolerated it for a while, says nothing about it being worth doing.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Finding Freedom through Practice Evolution – Creating Margin Right Now, Without Waiting for a Mystical Someday – Alastair MacDonald: Ep #465 first appeared on Dentist Freedom Blueprint Podcast.

Canaries in the DSO Coal Mine – Analyzing Trends in the DSO and Private Equity Marketplaces – Alastair MacDonald: Ep #464

Pavel Amelishko — Fri, 05 Jan 2024 06:00:48 +0000

The exit model is changing rapidly and there are a lot of moving parts to be aware of when you’re planning a practice transition. On this podcast, I’m going to share a conversation I had with Alastair Macdonald that happened in a small group setting where we addressed the conundrum about the DSO and private equity exit options.

Listen in as we go through a case study from someone in that small group who had recently gone through a practice exit. You will learn how to best structure negotiations at a professional level, important contract terms to focus on when negotiating with DSOs, how to conduct due diligence, and more. Alastair also sheds light on some very important concepts that will help you become a more successful and sophisticated deal-maker, even in the midst of a market shift.

Minute Markers:

2:09 – How it looks 6 months into a transition to a DSO group.
5:32 – Holding the line and navigating the percentage of production.
9:14 – The difference between an operator and an aggregator.
10:12 – Why private equity has shifted and a very important concept that we need to take note of.
17:50 – Insight into the DSO strategy.
22:17 – What’s going on in the real estate equity market and with lenders.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“When it comes to the investing and capital markets finance and economy, a person doesn’t have an idea, an idea has a person.” – Alastair Macdonald
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“It makes sense that they’re changing their risk profile collectively, on the macro and then on the micro, by looking for those more rapid-growth practices.” – Alastair Macdonald
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Get the Full Episode Transcript:

The post Canaries in the DSO Coal Mine – Analyzing Trends in the DSO and Private Equity Marketplaces – Alastair MacDonald: Ep #464 first appeared on Dentist Freedom Blueprint Podcast.

Creating Your Own Economy in the Midst of Volatility in 2024 – David Phelps: Ep #463

Pavel Amelishko — Fri, 29 Dec 2023 12:00:15 +0000

It’s important to look back on the past year in order to move forward effectively. That’s why in this episode, I’ll be monologuing again to go over the big picture and provide insight and reflection on 2023. Listen in to hear how you can also reflect, prepare, plan, and build an incredible life—even amid volatility.

I’ll go over some of the common traps we tend to fall into, as well as how you can turn things around in a positive way. You will also hear how I faced some of the challenges and mistakes in life, how I ended up where I am on the other side of my trials, and key elements that are worth working on more and implementing into our lives over the next year.

Minute Markers:

0:58 – The importance of reflection at this time of the year.
3:40 – The key to self-measurement and assessment.
5:32 – Why it’s not just about working harder.
7:32 – The fear of risk and how to find the right level of risk.
8:55 – The greatest resource that I have.
9:45 – What we have seen in the past and how we can look at the upcoming markets and economy.
15:07 – How we can survive on an individual level in the current economy.
19:00 – What to be wary of when it comes to the markets.
21:48 – How Freedom Founders works in regard to real estate investing.
23:55 – What to expect from inflation (hint: it’s not ending).
25:26 – What you should be doing going forward.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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 hope you’re not beating yourself up because I think comparison to other people is absolutely the worst thing that happens today.” – Dr. David Phelps
Click To Tweet

“The gaps that are missing in your life – feel free to identify those! Realize that you’re not alone.” – Dr. David Phelps.
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Get the Full Episode Transcript:

The post Creating Your Own Economy in the Midst of Volatility in 2024 – David Phelps: Ep #463 first appeared on Dentist Freedom Blueprint Podcast.

Shifting Perspectives, Finding Purpose, and the True Definition of Wealth – David Phelps: Ep #462

Pavel Amelishko — Fri, 22 Dec 2023 06:00:14 +0000

At the end of the year, it is so important to take a step back to gain not only some perspective, but also gratitude for your life. In today’s podcast, I’m going solo and sharing a bit of an end-of-year monologue that will include my own perspective on the last year, the year to come, and what gratitude looks like amidst all of the challenges and worries.

I’ll be taking a look back at some key people we have lost in the last few years and discussing what we can learn from the fleeting nature of life. You will hear about my own wake-up call and the lessons it taught me about purpose and true freedom. If you are taking stock of your life, goals, and values at the end of the year, this episode will encourage you to find the balance and perspective you need.

Minute Markers:

2:01 – The true benefit of life and the importance of perspective.
3:50 – Notable people we’ve lost recently and why it is relevant for us.
7:39 – What true wealth and freedom looks like.
10:03 – The cost that comes with only living for the future and the importance of balance.
13:10 – The power of building new skill sets and mindsets throughout life.
16:32 – How most people end up missing out on opportunities and growth.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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:

“True wealth, in my opinion, is not how much money you have, but how much freedom of time that you have.” – Dr. David Phelps
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“The element of living for today has to be balanced with that future desire for creating more in our lives. It’s a tug of war, but something we could all do a better job of.” – Dr. David Phelps.
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Get the Full Episode Transcript:

The post Shifting Perspectives, Finding Purpose, and the True Definition of Wealth – David Phelps: Ep #462 first appeared on Dentist Freedom Blueprint Podcast.

The Credit Market Today and Its Impact on Real Estate – Chris Litzler: Ep #461

Pavel Amelishko — Fri, 15 Dec 2023 06:00:54 +0000

Today on the podcast, you’ll get to listen in to another live conversation that I had at a recent Freedom Founder’s event. Chris Litzler is the Senior Vice President of Capital Markets for Marcus and Millichap, and is a stand-out in his knowledge of the commercial real estate space. As we witness the massive upheavals in the commercial market, Chris is here to provide insight into the capital markets so we have a better understanding of what steps to take (or not take) next.

Listen in to hear about what Chris does and what he hears from both sides of the capital markets. You’ll learn key observations he has made that could help investors navigate buying and selling in the current and near-future markets, what is allowing some deals to work, and what’s causing others not to work—or just not be worth it.

Minute Markers:

2:40 – What Chris is hearing from the different sides.
4:58 – What might be happening to the ability to get leverage (and what to do next).
8:10 – The loans that have the most risk today.
9:37 – The main things that are making things work (or not work) lately.
11:22 – How Chris’ buy criteria have changed and what he’s looking at in order to buy.
15:16 – The deal with construction loans.
18:31 – How to avoid defaulting.
20:48 – The differences in transaction volume lately.
22:42 – Possible downsides to financing.
26:10 – The asset class that will have the most trouble in the future.

Featured on the Show:

Watch full length Interviews on video!

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:

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:

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:

We have a leverage issue. We have a capital markets issue. But we don’t have an underlying real estate problem. – Chris Litzler
Click To Tweet

There is money available. Government agencies like Fannie Mae and Freddie Mac are mandated to provide that liquidity for housing. The life insurance agencies are well capitalized, but the cost of all that money has gone up. – Chris…
Click To Tweet

Get the Full Episode Transcript:

The post The Credit Market Today and Its Impact on Real Estate – Chris Litzler: Ep #461 first appeared on Dentist Freedom Blueprint Podcast.

Living with Legacy In Mind – Ted Oakley: Ep #460

Pavel Amelishko — Fri, 08 Dec 2023 06:00:26 +0000

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!

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:

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:

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…
Click To Tweet

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
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Get the Full Episode Transcript:

The post Living with Legacy In Mind – Ted Oakley: Ep #460 first appeared on Dentist Freedom Blueprint Podcast.

Is Your Financial Advisor Up to the Task?: The Dentist’s Guide to Financial Freedom Without Wall Street – Paul Goodman: Ep #459

Pavel Amelishko — Fri, 01 Dec 2023 06:00:57 +0000

It’s time for every one of you to start taking more control over your financial future. Abdicating important decisions to Wall Street or any single money manager is not going to be the plan that gets you where you want to go. In this episode, you will hear a part of a Dental Nachos webinar with Paul Goodman, where we discuss the role of a financial advisor and shed light on the areas where you may want to be stepping up and taking more control in the next few years.

The market going forward is going to be vastly different over the next decade. You’ll hear how you can get things in order financially and make sure you’re using your financial advisor to your best advantage without abdicating too much responsibility for your finances. You will hear valuable insight about the shift that happens when you find out how to build margin, ways to create multiple streams of income, what to invest in, and more.

Minute Markers:

2:29 – Where we are in the market cycle.
5:44 – Why we got into dentistry and how we should be handling our finances.
7:20 – What cost of capital is and why it’s so important.
11:43 – What inspired my shift from clinical dentistry into another space.
19:55 – Where dentists often go wrong when it comes to finances.
26:10 – The importance of cash flow.
30:08 – Why your practice sale shouldn’t be your only retirement plan.
36:07 – Why active income is where wealth begins and why it shouldn’t be forgotten.
41:25 – What’s going on with the economy and inflation—and what you can do about it right now.

Featured on the Show:

Paul Goodman: LinkedIn | Twitter | Podcast
Dental Nachos
Inflation: The Silent Retirement Killer: How to Outwit the Fed and Their Extraction of Your Wealth by Dr. David Phelps

Watch full length Interviews on video!

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:

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:

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:

The best thing you can have going into the economy that we have is a good, solid business that you can turn the knobs on. – Dr. David Phelps
Click To Tweet

You don’t have to hate dentistry to want to get up and do something else. – Paul Goodman
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Get the Full Episode Transcript:

The post Is Your Financial Advisor Up to the Task?: The Dentist’s Guide to Financial Freedom Without Wall Street – Paul Goodman: Ep #459 first appeared on Dentist Freedom Blueprint Podcast.

A Future Without 401(k)s: The Major Threats Facing the Conventional Retirement Model – Austin Hair (Part 2): Ep #458

Pavel Amelishko — Fri, 24 Nov 2023 06:00:13 +0000

For this week’s episode, I’m sharing the second half of a recent conversation I had with Austin Hair of Leader’s Real Estate. (If you missed the first part of the conversation, make sure to check out last week’s episode.) Today, we dig into the major threats facing 401(k)s and what a future without them looks like.

Our past and current retirement models may not be around much longer, so it’s important to understand where the threats and opportunities lie that will allow you to roll with the changes and create a retirement that works well for you. Listen in to hear about the major problems facing the 401(k) retirement system and the options out there that can benefit your retirement savings in a much bigger way.

Minute Markers:

1:24 – My early 401(k) experience and why I ended up shutting it down and converting to IRAs.
3:03 – The major problems with your 401(k).
5:51 – What you can do if you want to go a different route with your 401(k).
8:53 – The direction our community tends to go in when it comes to retirement savings.
11:23 – Why I’ve been doing a lot of debt investing.
14:56 – The most resilient place to be as an investor and where you should start investing.

Featured on the Show:

Austin Hair: Website | LinkedIn | Instagram

Watch full length Interviews on video!

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:

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:

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:

You have to be more self-sufficient than ever before and not rely on whatever the government says the rules are today. They will change them, I PROMISE. – Dr. David Phelps
Click To Tweet

I’m trying to shift my thinking into probabilities rather than definitive outcomes. It seems like there’s a greater probability that we’ll see a plateau of real estate prices rather than them to continue to go up. – Austin Hair
Click To Tweet

Get the Full Episode Transcript:

The post A Future Without 401(k)s: The Major Threats Facing the Conventional Retirement Model – Austin Hair (Part 2): Ep #458 first appeared on Dentist Freedom Blueprint Podcast.

The Freedom Way: How Crisis Became My Path to Freedom in My 40s – Austin Hair (Part 1): Ep #457

Pavel Amelishko — Fri, 17 Nov 2023 06:00:43 +0000

Today I share a conversation that I recently had with Austin Hair, managing partner of Leader’s Real Estate. Leader’s Real Estate helps healthcare partners, providers, and operations with their commercial real estate needs. In the first part of this two-part conversation, you will hear about my freedom journey and how crisis became my path to freedom in my 40s.

Listen in as Austin and I chat about my initial entry into real estate investing and some of the key lessons that can be learned from that era in the markets. We also discuss interest rates and the changes that have happened over the years. As the markets and real estate arenas shift, it’s important to have an understanding of the past and what got us to where we are now in order to have the most discernment moving forward.

Minute Markers:

1:54 – How I got started in real estate investing.
5:01 – The similarity of the 80s (when I started investing) to the era we may be entering now.
7:48 – The headwinds and tailwinds of investing.
10:08 – The relationship between price and interest rates in relation to the market trends.
14:18 – The importance of discernment right now.
17:39 – Inflation and the role of government and the debt ceiling.
20:48 – How I pivoted into real estate and founded Freedom Founders.

Featured on the Show:

Austin Hair: Website | LinkedIn | Instagram

Watch full length Interviews on video!

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:

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:

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:

Don’t let the momentum of the exuberance that we’ve seen in the last few years drive you to make speculative moves. – Dr. David Phelps
Click To Tweet

It’s not until it’s too late, essentially, that you can go back and dissect what actually happened. – Austin Hair
Click To Tweet

Get the Full Episode Transcript:

The post The Freedom Way: How Crisis Became My Path to Freedom in My 40s – Austin Hair (Part 1): Ep #457 first appeared on Dentist Freedom Blueprint Podcast.

My Freedom Path – David Phelps: Ep #456

Pavel Amelishko — Fri, 03 Nov 2023 06:00:17 +0000

A lot of people know that I’ve made my way through life by building recurring income through real estate investments. In this episode, I’ll share my own story of navigating real estate investing over the years and the importance of having the right mix of investment education and career growth. You will hear about what worked really well for me (and hundreds of others) to orchestrate financial freedom.

There’s a lot of propaganda and misinformation given out today about real estate investing (and all kinds of investing). I’ll talk about why this is and share key insight into what you need to know about investing—especially going into it in this uncertain economy. If you have been looking for a way to find freedom in your own life and finances through creating recurring income, this episode is for you.

Minute Markers:

1:57 – What passive income is and what you really need in order to orchestrate your freedom.
4:49 – What you need to know before getting into real estate investing.
5:55 – How I got started in real estate investing.
8:52 – The importance of investing in yourself and new skill sets.
10:34 – The value of fundamentals.
12:46 – What cash flow allowed me to do at a pivotal moment in life.
14:11 – The search for financial certainty and the importance of a plan.
16:49 – Are you ready to step up and make a change?

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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 found that you don’t need to grind all those years to get there. You just need a plan or a blueprint to make that happen, and most people don’t have the clarity.” – Dr. David Phelps
Click To Tweet

“Invest in yourself through education and through new skill sets. New skill sets can never be taken away from you as long as you’re alive. Those skill sets are never taxed.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post My Freedom Path – David Phelps: Ep #456 first appeared on Dentist Freedom Blueprint Podcast.

The Danger of Market Cycles, Trends and Fads – David Phelps: Ep #455

Pavel Amelishko — Fri, 27 Oct 2023 06:00:56 +0000

In this episode, I will be speaking on topics I am convicted about: The market cycles, trends, fads, and dangers within that will affect your investing opportunities. I’ll dive into how they may affect practice transitions and what you can do to steer clear of the traps and mistakes that so many fall victim to.

It’s an important time to be aware of the key danger zones within market cycles. Listen in to gain insight from past trends and fads and how to keep in tune with the market and trends involved so that you can maintain a balanced, realistic strategy amidst the chaos. I’ll touch on private equity DSOs and real estate, and provide insight into the changes in business models, and where the risk lies.

Minute Markers:

2:20 – The recent history and current status of market cycles, trends and fads.
3:18 – What we need to take note of as we transition from one market phase to the next.
4:48 – The importance of not sticking your head in the sand as a long-term investor.
6:27 – What’s going on with private equity, how it has done so well, and what to look out for in the future?
12:02 – How we help our docs to create a plan B, plan exits and navigate the complexities of the current market.
14:38 – The danger of getting information from someone who is selling something or being incentivized.
15:46 – What you may want to do before planning a real estate investment or practice transition.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

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:

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:

“The dynamics that we, perhaps, all enjoyed, have been heavy tailwinds to low inflation, low cost of capital, investment opportunities everywhere. With the exception of fraud and corruption, everyone who had any decent intention and…
Click To Tweet

“I’m pretty good at identifying what those market trends and fads are and when to not go all in to something that I know will have a short-term run rate.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post The Danger of Market Cycles, Trends and Fads – David Phelps: Ep #455 first appeared on Dentist Freedom Blueprint Podcast.

Solo to Group to DSO – Which Path Is Right for You? – Perrin DesPortes (Part 2): Ep #454

Pavel Amelishko — Fri, 20 Oct 2023 06:00:19 +0000

This episode is the second part of a conversation I started last week with Perrin DesPortes. (If you missed last week, be sure to go back and listen to our conversation regarding your potential business exit plan.) In this episode, we will be covering the effects of the rising cost of capital on the marketplace.

With the likelihood of a recession by the end of this year, it is vital to have the tools and frameworks necessary to make the best decisions for preserving and protecting your wealth. Listen in to hear Perrin give powerful business and investment guiding principles regarding credit, debt, lending, group practices, and more.

Minute Markers:

1:40 – The changes in the real estate market lately and what this means for you.
5:54 – The credit market and how the dental industry is affected by it.
8:05 – What are the terms for growing a practice beyond two locations?
10:21 – What you should be doing in your practice to survive the recession.
13:23 – The biggest challenge to owning and upgrading a practice.
16:12 – What a discovery day is and why it’s valuable.
17:34 – How cash flow can cripple you and what it means to build a group practice.
19:37 – How to deal with associate turnover and Perrin’s best recruiting tips.
23:14 – More options that are outside of the multi-practice route.

Featured on the Show:

Perrin DesPortes: LinkedIn | Website | Email

Watch full length Interviews on video!

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:

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:

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:

As you transition into a leadership role, recruiting has to be one of the top 3 things you do all the time. Not when you need it—ALL THE TIME. – Perrin DesPortes
Click To Tweet

If you’re going to acquire a practice, you need to be able to predict where you will generate revenue beyond what the seller was able to do. – Perrin DesPortes
Click To Tweet

Get the Full Episode Transcript:

The post Solo to Group to DSO – Which Path Is Right for You? – Perrin DesPortes (Part 2): Ep #454 first appeared on Dentist Freedom Blueprint Podcast.

Solo to Group to DSO – Which Path Is Right for You? – Perrin DesPortes (Part 1): Ep #453

Pavel Amelishko — Fri, 13 Oct 2023 06:00:28 +0000

For the next two weeks, I will be sharing a conversation I had with my friend Perrin DesPortes about practice transitions and group practice. In this first half of our conversation, we go over the state of the industry, DSO mania, the changes going on in the marketplace, and where doctors need to be looking to set up a successful game plan and path forward.

Listen in as Perrin gives us a glimpse into his family history with dentistry and practice transitions, as well as what his company, Polaris Healthcare Partners, does to guide practices and practice owners toward successful transitions. You’ll hear about the changes in opportunities, valuations, private equity, and important things to keep in mind as you evaluate your practice transition options.

Minute Markers:

1:53 – Who Perrin is and his background in dentistry.
7:25 – The role Polaris plays in practice changes and transitions over the years.
9:29 – The kinds of businesses that are best at being consolidated.
13:32 – Why building a group practice can be akin to a defensive strategy.
15:35 – Differentiating the group practice, doctor funded vs. equity funded.
19:03 – The rush to invest in dentistry and how that affects your valuations.
22:54 – What you need to know if you’re in the doctor-founded, debt-funded camp.

Featured on the Show:

Perrin DesPortes: LinkedIn | Website

Watch full length Interviews on video!

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:

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:

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:

Do not build a group practice with a quick slip mentality. Build a group practice because you believe you can create new revenue opportunities in practices you acquire. – Perrin DesPortes
Click To Tweet

You’re really trying to build a business that at some level gains efficiencies due to economies of scale. – Perrin DesPortes
Click To Tweet

Get the Full Episode Transcript:

The post Solo to Group to DSO – Which Path Is Right for You? – Perrin DesPortes (Part 1): Ep #453 first appeared on Dentist Freedom Blueprint Podcast.

Freedom – Living Life On Your Terms – Hiru Mathur: Ep #452

Pavel Amelishko — Fri, 06 Oct 2023 06:00:03 +0000

What does it take to have true freedom, fulfillment, and the cash flow needed to maintain your lifestyle? Dr. Hiru Mathur joins the show today to share exactly how she did it. You’ll gain valuable insight into business, real estate, family, freedom and so much more.

Listen in to hear how she got started in real estate investing and ended up getting involved in Freedom Founders. We discuss the importance of being able to take the pressure off and how to find the space to grow and transform your life. You’ll learn about the process of letting go of pressure, delegating better, and settling into what truly works for you in a more sustainable way.

Minute Markers:

1:10 – Who Hiru is and how she entered into the real estate space.
2:47 – Red flags and initial issues she ran into when beginning the real estate investing process.
5:50 – The balance of hands-on vs. hands-off investing.
9:02 – The importance of margin and how it leads to more transformation.
13:14 – What it means to fight for your freedom.
15:38 – What it takes to become a better leader.
17:41 – What legacy means and how we can best deliver value and a future to our kids.

Featured on the Show:

Hiru Mathur: LinkedIn | Website

Watch full length Interviews on video!

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:

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:

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:

If you’re a business owner, it’s very easy to get sucked into, ‘I should take care of everything.’ I had to really step back and get somebody to take care of it, and I have to do what I can do best. – Hiru Mathur
Click To Tweet

It’s a balance where we are hands off for the most part, but we keep our eye on the ball. – Hiru Mathur
Click To Tweet

Get the Full Episode Transcript:

The post Freedom – Living Life On Your Terms – Hiru Mathur: Ep #452 first appeared on Dentist Freedom Blueprint Podcast.

Practice Transitions Don’t Always Start with DSO – Jake Conway: Ep #451

Pavel Amelishko — Fri, 29 Sep 2023 06:00:08 +0000

My good friend Jake Conway is back on the show today to talk about the options out there for practice transitions and the importance of understanding how your numbers can work for you. After starting his career in the hospitality field, Jake realized that the same strategies from the corporate world could be applied to small businesses. He now helps and analyzes dental practices with a focus on empowering them, so listen in if you want to better understand how to interpret and use numbers.

Listen in as Jake sheds light on the environment we find ourselves in when it comes to the dental industry, as well as what has been changing in dental analytics and the DSO playbook. You will get valuable insight into the other options you have for practice transitions outside of the DSO route. Jake also shares ideas for creating leverage and getting a little creative with your practice plan and sale.

Minute Markers:

0:49 – How Jake got started in his career and how he helps empower dentists.
3:01 – The environment we find ourselves in the dental industry today.
4:17 – What’s driving the change in schemas and financial analytics.
8:31 – The process of understanding your EBITDA in a realistic way.
11:08 – Where the risk is transferring to and how the DSO playbook is not the same as in the past.
15:10 – The other routes you can go (other than DSO).
18:23 – How dentists often give up control in a way that can cause regret down the road.
21:34 – The transfer of value from clinician to CEO.
23:51 – The importance of knowing your numbers.

Featured on the Show:

Jake Conway: Website | LinkedIn

Watch full length Interviews on video!

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:

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:

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:

Regardless of if you’re selling in 5 years, you’re fresh out of school, or whatever, if there’s a way for you to get ahold of your numbers and use that to drive your decision-making, I’m all for that! – Jake Conway
Click To Tweet

If you’re looking to get a little creative, you could always start to structure a multiple-year buyout structure. – Jake Conway
Click To Tweet

Get the Full Episode Transcript:

The post Practice Transitions Don’t Always Start with DSO – Jake Conway: Ep #451 first appeared on Dentist Freedom Blueprint Podcast.

DSO Mania – The End of an Era? – Brannon Moncrief: Ep #450

Pavel Amelishko — Fri, 22 Sep 2023 06:00:00 +0000

Brannon Moncrief brings so much relevance to our space in dentistry, particularly as it relates to the movement of practice transitions in today’s economy. He’s back with me for another episode to talk about the state of the private equity and DSO world and what we can expect when it comes to investing and transitioning in the dental space. If you are considering a practice transition, this conversation will be a valuable way to better understand your options, especially when it comes to DSOs.

You will hear about how Brannon and his team help practices navigate transition and how their recommendations have changed to deal with the unique challenges of today. He also sheds light on the changes in DSOs and what they have done to improve the situation for doctors and practice owners. Don’t miss Brannon’s key insights that will help you make the best decision for your practice exit.

Minute Markers:

1:14 – Who Brannon is and how he got into the arena of practice transition.
3:03 – How private equity, DSOs, and practice sales have changed in the last few years.
7:26 – Why some practice owners may be attracted to the DSO model.
8:40 – How DSOs are changing to improve the situation of doctors and practice owners.
10:35 – The equity component that can be expected for most doctors.
13:29 – The issues going on in the industry, what to be aware of, and why these issues are popping up more than ever.
19:40 – How deep to go when vetting prospects.
25:50 – How to know if it’s a great offer.
28:38 – A new era and how to be prepared for it.

Featured on the Show:

Brannon Moncrief: Website | LinkedIn

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

Anyone who is relying on borrowed funds to fuel the growth of their business is, in some way, under some sort of pressure or duress at the moment. – Brannon Moncrief
Click To Tweet

Both sides of the market are healthy—there are healthy sales and healthy demand. – Brannon Moncrief
Click To Tweet

Get the Full Episode Transcript:

The post DSO Mania – The End of an Era? – Brannon Moncrief: Ep #450 first appeared on Dentist Freedom Blueprint Podcast.

Navigating the Current Market Conditions – David Phelps (Part 2): Ep #449

Pavel Amelishko — Fri, 15 Sep 2023 06:00:20 +0000

What does all of this economic change mean for us on a more granular basis? What can we do to make the right pivots to be more sustainable—and even thrive on the other side? If you missed last week’s episode, be sure to tune into part one of this series, where I discussed my marketplace observations and specific areas of interest you should look at in your own life.

Listen in as I share what is most important when looking into how you will navigate the current and future markets. I’ll address the issue of time and how to do more with less without adding to the overwhelm. You will also hear how I have successfully been able to mitigate risk and navigate turbulent times while showing others to do the same.

Minute Markers:

1:16 – What to do when you don’t feel like you have enough time.
3:35 – How I “escaped the chair” and the value of a community that helps mitigate risk.
5:47 – The importance of experience when it comes to the changing market cycles.
6:38 – The stats and signs that show I’m looking at to show what’s happening in the market.
10:44 – The tightening and what you should be doing right now.
15:46 – Why I advise you not to take unmitigated risk.
16:50 – What to be careful of right now.
18:49 – What to look for, where to invest, and what it all comes down to.

Featured on the Show:

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Our group is able to look at a wide range of operators and have the expertise to do the due diligence that will mitigate risk and put ourselves in positions to invest our capital and do better than 5%.” – Dr. David Phelps
Click To Tweet

“You have to know when to take your chips off the table—when to get out, when to NOT get back in, and when to get back in again.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post Navigating the Current Market Conditions – David Phelps (Part 2): Ep #449 first appeared on Dentist Freedom Blueprint Podcast.

Navigating the Current Market Conditions – David Phelps (Part 1): Ep #448

Pavel Amelishko — Fri, 08 Sep 2023 06:00:09 +0000

If you are a business owner, then you know what it’s like to make the day-to-day decisions in every aspect of your business. It’s a lot of work, a lot of risk, and it is challenging—but many of us wouldn’t do it any other way. So… what about our investments? In this episode, I’ll discuss how important it is to take your finances and investments into your own hands, just like you do with your business.

Listen in to hear why it is important to handle your own finances and not completely pass it off to someone else (no matter how well-meaning). I’ll share ways for you to start educating yourself on finances and investments, as well as how to plug in and get connected with others who are doing the same. Don’t miss these key insights on investing and proactively navigating the current market.

Minute Markers:

1:58 – The importance of having a plan B and being involved in your investments.
3:28 – Why handling your own finances is more important when you’re building your own business.
7:54 – How printing money has been slowly (or not-so-slowly) chipping away at our economy.
10:13 – How long I’ve been studying the market and the importance of paying attention to the cycles.
14:48 – The inefficiencies of government and what it has done to our economy over the years.
16:17 – What the lag effect is and what it means for us.
19:37 – Why we are so discerning about all investments and the process we use in decision-making.
21:42 – How to treat the numbers that the government gives us.

Work alongside David in September

Next week, I am personally leading a small-group, online 4-week course that will give you the basic frameworks and concepts to build wealth throughout any market cycle, as well as how to become an advocate for your own capital investments to reach your personal and professional long-term goals. I can give you guidance based on my 40+ years of real estate investing and over a decade of helping other health professionals reach financial freedom in 5 years or less. This group is guaranteed to save you a lot of time, misery, and wrong turns. Register now for the 30-Day Blueprint Course by clicking here

Featured on the Show:

Watch full length Interviews on video!

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.

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:

“When you print money, as our government has done and is known to do, particularly in the last decade or so, it’s stealing from our future.” – Dr. David Phelps
Click To Tweet

“I never would have predicted that our Congress, with fiscal policy, and our Federal Reserve, with monetary policy, would align together to inject trillions of dollars of fiat currency into the marketplace since COVID back in…
Click To Tweet

Get the Full Episode Transcript:

The post Navigating the Current Market Conditions – David Phelps (Part 1): Ep #448 first appeared on Dentist Freedom Blueprint Podcast.

The Economy is Worse Than You Think – Eddie Speed: Ep #447

Pavel Amelishko — Fri, 01 Sep 2023 06:00:53 +0000

In today’s episode, you’ll listen to a conversation I had with my good friend, Eddie Speed, who has been in real estate alongside me since the 80s. We discuss the different approaches we took, as well as important steps to take when the economy takes a downturn. We also break down the current real estate market and why the economy is probably worse than you think.

In the last 8 weeks, we have added $1.8 trillion to the national deficit. What does that mean for us and how will it affect interest rates, inflation, and more? And what impact is the election cycle and financial cycle having? In today’s economy, timing really does matter, and taking action—even if it isn’t perfect—is key.

Minute Markers:

0:53 – When Eddie started in real estate and what his expertise is in now.
4:17 – Why David wrote the article about why the economy may not be as good as you think.
7:29 – What interest rates can tell us now about where we’re heading.
9:07 – What many people don’t realize about inflation.
11:11 – Where the debt limit comes into play and how the election factors into that.
15:12 – What we should be looking at to hopefully tell us what to expect.
17:42 – What’s going on with deflation and where we’ll see it.
19:55 – What helps to stabilize residential markets.
25:50 – The importance of balance and how to position yourself in the current economy.

Featured on the Show:

Eddie Speed: LinkedIn | Colonial Funding Group
NoteSchool: Facebook | Website
David Phelps: Economy Is Worse Than Anyone Admits
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“You can do something average in perfect timing, and that’s way better than doing something perfect in bad timing.” – Eddie Speed
Click To Tweet

“Looking back through the decades, once inflation is out of the bottle, so to speak, you can’t just stuff it back in really quickly. It’s out there.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post The Economy is Worse Than You Think – Eddie Speed: Ep #447 first appeared on Dentist Freedom Blueprint Podcast.

Finding Joy and Happiness in a World of Complaint – Paul Goodman: Ep #446

Pavel Amelishko — Fri, 25 Aug 2023 06:00:08 +0000

How do we bring joy, teamwork, and collaboration into the dentistry space? Paul Goodman, a.k.a. Dr. Nacho, has the right idea here and joins the show today to shed some light on the topic. A dentist, multi-practice owner, transitions broker, and founder of Dental Nachos and Dentist Job Connect, Paul has a virtual community of over 60,000 dentists who are striving to help each other increase happiness, decrease stress, and connect with associates.

Listen in to hear about Paul’s background and why he decided to bring the dental community together to create more collaboration and less competition. He also discusses the importance of bringing happiness and community support to the dental world. The way he has navigated some of the industry’s biggest challenges is truly inspiring, so don’t miss the incredible insight Paul offers in this episode.

Minute Markers:

1:54 – Paul’s dream and how he ended up in dentistry.
4:58 – The state of the dental community and where things have gone wrong.
10:12 – What makes dentists struggle with new or different ideas.
11:50 – Inspiration we can get from people at the gym.
15:14 – The importance of connection and the crucial role of Dentist Job Connect.
19:29 – Advice for any dentist wanting support in creating a happier life and better practice.
22:56 – The role of community and the importance of being honest and creative.
25:38 – How to not get a bad job.
27:18 – The importance of the decisions you make for your dental career.
29:39 – Why you need to pay attention to mental health and mental fitness.
30:33 – How Paul gets so much done.

Featured on the Show:

Paul Goodman: LinkedIn | Twitter | Podcast
Dental Nachos
Dentist Job Connect
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“This dentist Hunger Games mentality is causing depression, frustration, and loneliness. The trend of compete instead of collaborate always bothered me.” – Paul Goodman
Click To Tweet

“Private practice dentists not making room for associates means that DSOs are going to grow faster.” – Paul Goodman
Click To Tweet

Get the Full Episode Transcript:

The post Finding Joy and Happiness in a World of Complaint – Paul Goodman: Ep #446 first appeared on Dentist Freedom Blueprint Podcast.

The Definition of Wealth: Vision, Gratitude, and Relationships – Jason Medley: Ep #445

Pavel Amelishko — Fri, 18 Aug 2023 06:00:37 +0000

A good friend, mentor, and colleague, Jason Medley, joins me on the show today to talk about how to develop a true and lasting sense of gratitude, the power of relationships, and more. Jason is the CEO and founder of the Collective Genius Mastermind, and with 20 years of background in real estate, he comes to us with valuable experience and insight to share.

Listen in to hear what it takes to understand your relationship with money and what truly changes lives. You’ll learn why Jason doesn’t want to put a cap on certain areas of growth and how he balances that with creating time for family, self, and the things that matter most.

Minute Markers:

0:57 – Who Jason is and his valuable experience in real estate and life.
2:29 – How Jason measures wealth.
4:04 – What helped him develop gratitude.
7:53 – The mindset that sets people apart and how Jason is different.
9:49 – The power of connection and growth.
11:48 – Why Jason doesn’t put a cap on growth.
16:46 – Managing risk and financial discipline.
19:41 – The importance of relationships.
26:36 – Why you need community and a support system.

Featured on the Show:

Jason Medley: LinkedIn | Instagram
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“When you come to the conclusion that more money will not change your life, you start looking at, well, what is going to change your life?” – Jason Medley
Click To Tweet

“As long as people keep coming to our organization and keep getting benefits across their lives, why would I want to put a cap on that?” – Jason Medley
Click To Tweet

Get the Full Episode Transcript:

The post The Definition of Wealth: Vision, Gratitude, and Relationships – Jason Medley: Ep #445 first appeared on Dentist Freedom Blueprint Podcast.

The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 2) – Daniel Marcos: Ep #444

Pavel Amelishko — Fri, 11 Aug 2023 06:00:02 +0000

Daniel Marcos is back in this episode to finish off part 2 of the conversation we started last week on how to stay resilient throughout the market cycles changes. If you missed the previous episode, be sure to check that out first! He continues to shed light on what you need to be doing as an investor and business owner to create stability for yourself and those around you.

Listen in as Daniel dives into some strategies that prioritize efficiency in the coming market cycles. You will learn about the challenges lurking around the corner of the next cycle, as well as the opportunities that may be coming. Daniel also covers how to use the upcoming challenges to find growth in the long term.

Minute Markers:

1:33 – The importance of broadening your perspective.
3:00 – Overcoming the angst of going through a reset and re-evaluating your assets.
5:28 – Daniel’s best advice for businesses and business owners right now.
8:50 – Where we stand when it comes to GDP and growth of world economies.
11:47 – Dangers that may appear for those who aren’t staying up to speed.
14:59 – The importance of vetting and the art of digging beneath the surface.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
The Fourth Turning by William Strauss and Neil Howe
The Next 100 Years by George Freidman
Growth Institute
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Invest the safest, ask good questions, go with good sponsors, and look at the long term.” – Daniel Marcos
Click To Tweet

“There are a lot of political and social issues, but if you know how to handle that, you’ll still make a lot of money.” – Daniel Marcos
Click To Tweet

Get the Full Episode Transcript:

The post The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 2) – Daniel Marcos: Ep #444 first appeared on Dentist Freedom Blueprint Podcast.

The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 1) – Daniel Marcos: Ep #443

Pavel Amelishko — Fri, 04 Aug 2023 06:00:08 +0000

In this week’s podcast, I’m going to bring you into a private conversation I had with one of my mentors, Daniel Marcos. The CEO of the Growth Institute, Daniel coaches businesses on an international level. As someone who comes from a professional finance and mortgage background, his experience is extensive, and today you will get to hear his take on what’s going on in the marketplace.

Listen in as we discuss the book, The Fourth Turning, and how it applies to what we’re going through in the current market cycle. Daniel will clarify some key theories about where we are and where we are heading economically as a society. He also shares what the end of this cycle is leading to, where hope actually lies, and what we can do as business owners to stay resilient and relevant in the current and future markets.

Minute Markers:

00:49 – Who Daniel is and his experience in business and finance.
1:54 – The Fourth Turning and what it’s all about.
5:34 – What the “winter” is and how the end is a beginning.
8:23 – Depression and recession predictions—and Daniel’s take on those.
10:01 – How business owners can stay resilient and relevant in the current and future marketplace.
12:24 – Why the U.S. may come out stronger from this cycle.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
The Fourth Turning by William Strauss and Neil Howe
The End of the World is Just the Beginning by Peter Zeihan
Pendulum by Roy Williams and Michael Drew
Roy Williams – Glenn Beck Interviews
ITR Economics
Growth Institute
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“The world has these four turnings, and the fourth turning (which is where we are today) is the winter.” – Daniel Marcos
Click To Tweet

“Human beings cannot evolve until we destroy. We have to destroy and feel a lot of pain before we go on to the next one.” – Daniel Marcos
Click To Tweet

Get the Full Episode Transcript:

The post The Fourth Turning: Staying Resilient When Cycles Converge into Crisis (Part 1) – Daniel Marcos: Ep #443 first appeared on Dentist Freedom Blueprint Podcast.

The Velocity of Money – Building and Maintaining Wealth in a Dynamic Market – Mart McClellan: Ep #442

Pavel Amelishko — Fri, 28 Jul 2023 06:00:50 +0000

Today Dr. Mart McClellan of Macro Wealth Management is back on the podcast! He brings a unique perspective as not only a financial advisor, but also a practicing orthodontist. In this episode, he shares his own financial journey as an orthodontist and why he decided to go in a less traditional direction.

Listen in to hear about how his company is the only advisory firm with a health professional on board, as well as how they use an evidence-based planning system. You’ll learn about the holistic model that Mart discovered and has been trying to spread throughout the health professions, as it isn’t taught in medical school. Mart also shares incredible insight on how to push back on traditional methods, question the norms, deal with failure, and build velocity with your finances.

Minute Markers:

1:00 – Who Mart is and what his background is in ortho and finance.
5:26 – The problem with how traditional financial planning works and how he decided to be less traditional.
7:20 – The importance of questioning things and finding proof.
9:28 – How to gain velocity with your finances.
15:33 – Mart’s thoughts and observations on the current marketplace.
20:44 – What the financial “junk drawer” is and why it’s important to coordinate your finances.
22:26 – The sequence of returns and what it means for your retirement.
24:34 – What the “stealth tax” is and how we’re all paying it.
26:35 – Mart’s philosophy on debt.

Featured on the Show:

Mart McClellan: Website | LinkedIn | Facebook | Instagram | Twitter
Your Retirement Smile by Mart McClellan and Tim Streid
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If you have a couple bad years, you’re going to be in big trouble, and that’s why the greatest fear for retired people isn’t death, it’s running out of money.” – @mart_mcclellan
Click To Tweet

“Life is not linear. The problem is that we live in a dynamic world. Every decision you make with any investment makes an impact on all phases simultaneously.” – @mart_mcclellan
Click To Tweet

Get the Full Episode Transcript:

The post The Velocity of Money – Building and Maintaining Wealth in a Dynamic Market – Mart McClellan: Ep #442 first appeared on Dentist Freedom Blueprint Podcast.

Maximum Impact with a Pay-It-Forward Mindset – Jeffrey Danielson: Ep #441

Pavel Amelishko — Fri, 21 Jul 2023 06:00:16 +0000

Today’s show is one that I’m excited to share with you because my friend Jeff Danielson, a passionate and creative serial entrepreneur, is joining me for a chat about the power of a pay-it-forward mindset. Jeff has started around 19 LLCs and his life’s mission is to pay it forward to the future of chiropractic through his coaching and training company, Big Fish Enterprises. He has a wide range of experience and expertise to draw from and some incredible insight to share on collaboration and creating maximum impact with people and your business.

Listen in to hear about why he is passionate about sharing the pay-it-forward mindset with other industries, as well as how he has been equipping and training people to do just that. You’ll learn how he grew his own practice and businesses by taking things step-by-step and pouring into people and helping them reach their dreams. Jeff also touches on leadership, mentorship, personal growth, and other key areas that have a huge impact on your success and the success of those around you.

Minute Markers:

1:34 – Jeff’s background in business, coaching, and training.
3:51 – Where his pay-it-forward mindset came from and the key to work ethic.
6:42 – The importance of finding your purpose in life.
9:05 – How to get a lot done and an important warning to young entrepreneurs.
11:29 – The lack of good mentorship and the importance of having that in your life.
14:46 – How to decide who is right to pour into.
18:20 – What pay-it-forward is rooted in.
22:03 – The team model they use for their chiropractic and restaurants.
25:15 – Where to start if you are hoping to develop the pay-it-forward mindset.

Featured on the Show:

Jeffrey Danielson: LinkedIn | Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Any person that sets foot into your business as an employee or intern or whatever, that gives you an opportunity to speak into their life.” – Jeffrey Danielson
Click To Tweet

“If we put our efforts and our work ethic into giving value to people and giving people hope that they can prevent those issues in the future, now you’re bringing something everyone on the planet needs.” – Jeffrey Danielson
Click To Tweet

Get the Full Episode Transcript:

The post Maximum Impact with a Pay-It-Forward Mindset – Jeffrey Danielson: Ep #441 first appeared on Dentist Freedom Blueprint Podcast.

The Hidden Dangers of the DSO Zeitgeist (Part 2) – Alastair Macdonald: Ep #440

Pavel Amelishko — Fri, 14 Jul 2023 06:00:09 +0000

Back again today is Alastair Macdonald to finish the conversation we started last week about the movement of private equity money into the dental arena. Where did all of it come from? Where is it likely to go? In this episode, you will hear more about the caveats and dangers involved in practice transitions and particularly with DSOs.

Listen in as we discuss the issues historically involved and the potentially new issues coming into play in the current economy. You’ll learn how to make the right move to sell your practice and how to know when the right time might be to do so. (And in case you missed it, be sure to listen in to part one of this conversation!)

Minute Markers:

1:29 – How and why private equity found its way into dentistry.
10:38 – How to know when to get out and where to go.
13:02 – An important lesson to learn from hospitals.
14:03 – Where entitlement enters the situation.
17:34 – The different kinds of risks involved in many deals and how to not get blindsided.
22:17 – The pitfalls of being the minority partner in a partnership.
25:19 – The commonalities between DSO claims and a ponzi scheme.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
The Hidden Dangers of the DSO Zeitgeist – Alastair Macdonald: Ep #439 (Part 1)
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“My concern is that a lot of good docs are being hoodwinked by professional investors.” – Alastair Macdonald
Click To Tweet

“As practice owners and business owners, we are very aware of employees having the sense of entitlement, but we are blind to our own sense of entitlement.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post The Hidden Dangers of the DSO Zeitgeist (Part 2) – Alastair Macdonald: Ep #440 first appeared on Dentist Freedom Blueprint Podcast.

The Hidden Dangers of the DSO Zeitgeist (Part 1) – Alastair Macdonald: Ep #439

Pavel Amelishko — Fri, 07 Jul 2023 06:00:45 +0000

Many dentists are selling based on the frenzy in the marketplace or FOMO, but are they looking at all the important indicators when choosing to sell? Back again on the show is my good friend and mentor, Alastair Macdonald, who I bring on from time to time to address current topics in the investing, economic, or dentistry environment. In this episode, we discuss the current DSO scene and where we see private equity in dentistry going.

Listen in as Alastair shares his opinion on the DSO situations that many dentists find their way into and why he thinks this has more to do with an investment decision rather than dentistry. You’ll hear about the crucial distinction between sales and buy-outs, as well as the bad equity deals that are cropping up. And be sure to tune in next week for part two of this eye-opening discussion.

Minute Markers:

1:45 – The fallacies involved in the current economic situation.
4:24 – Investment decisions and the importance of having experience or insight on past cycles.
7:13 – The problem that comes hand-in-hand with many DSOs.
10:45 – How the can is being kicked down the road in the DSO space and how interest is affecting current trends.
12:37 – Why the data of the last 5 years in dentistry is not as helpful as many think.
15:12 – The difference between professional investors and professional speculators.
16:50 – Why you need to be aware of where the money is coming from and where it’s going.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 don’t have a problem with DSOs—I have a problem with bad equity deals.” – Alastair Macdonald
Click To Tweet

“There are many, many people that are now walking off the edge of a cliff of the quality of life they have and the quality of assets they think they’re getting a good deal on.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post The Hidden Dangers of the DSO Zeitgeist (Part 1) – Alastair Macdonald: Ep #439 first appeared on Dentist Freedom Blueprint Podcast.

Understanding Market Cycles and Investing in Tangible Assets – David Phelps: Ep #438

Pavel Amelishko — Fri, 30 Jun 2023 06:00:14 +0000

I got started in real estate in the early 80s, and now, about 43 years later, a lot has happened. In this episode, I’m going to dip into my experience and the insight that I’ve gained throughout my career to help give you a better understanding of market cycles and how to invest in tangible assets. If you are looking for ways to prepare for the future and use what you have now to invest in and improve your life and the life of your family, this episode is for you.

Listen in as I dive into debt and its effect on us and our future, as well as how to invest in real estate the right way and set up a Plan B that allows you to pull back when needed so that life doesn’t pass you by. I will also be emphasizing the important fact that we don’t have forever, and we have to set up our lives, businesses, and finances in an intentional way that reflects our core values.

Minute Markers:

2:44 – The last few market cycles and what we are looking at in this cycle.
3:56 – How I initially escaped the chair and the importance of having a Plan B.
5:44 – Why I decided on the investments that I chose.
7:00 – How most people view their career path and why that is out of whack.
8:24 – What your assets are based on and how I figured out financing property at the start.
12:46 – Understanding the waves of the market.
14:11 – Understanding the capital stack and how most people invest in it.
19:15 – The importance of being your own financial advocate.

Featured on the Show:

Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“There’s always a payday when you steal from the future, which is what debt is. You’re STEALING from future production, and that falls on everybody, but probably on the next generation to a greater extent.” – Dr. David Phelps
Click To Tweet

“If everything relies on what we do—trading our time, our expertise, our skill set to solve other problems—if everything relies on that, then we are vulnerable because eventually, we will run out of time.” – Dr. David Phelps.
Click To Tweet

Get the Full Episode Transcript:

The post Understanding Market Cycles and Investing in Tangible Assets – David Phelps: Ep #438 first appeared on Dentist Freedom Blueprint Podcast.

The Decathlon Dentist – Case Study of a Practice Transition – Kyle Francis, Bill Ladd, Jared Duckett: Ep #437

Pavel Amelishko — Fri, 23 Jun 2023 06:00:26 +0000

How do you know when to take some chips off the table? Who to sell to? When to sell? And how to do it. Joining the conversation today are Kyle Francis, a longstanding broker in the dental space, and Bill Ladd and Jared Duckett of Ladd Duckett CPAs, who specialize in dental consulting, accounting, and real estate. We take a case study and discuss how this situation is helpful for you as you figure out how to move forward.

This episode is a great way to take a look at the nuances of the decision tree that many of our dental colleagues are looking at today, or will look at tomorrow when it comes to practice transitions. You will hear about what variables need to be looked at and what the key contractual agreements are that have to be put into place. We will be taking a close look at what the actual purpose of the sale is for the business owner and what their real goals are.

Minute Markers:

3:37 – Breaking down the first case study with Kyle Francis.
12:46 – The importance of couples that are on the same page.
14:29 – The decision-making process and various elements involved.
18:04 – “Is now the right time?” and what founders syndrome is.
24:16 – What goes into unwinding the DSO.
26:09 – The value of clarity on what’s most important.
33:25 – How to grow your vision and use that as your guide.

Featured on the Show:

Kyle Francis: LinkedIn | Website
Jared Duckett: LinkedIn
Bill Ladd: LinkedIn
Duckett Ladd
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Having different voices speaking into your life when you’re making these big decisions is really, really, important.” – Kyle Francis
Click To Tweet

“It’s really about giving them good data points and letting them make a decision based on what’s right for them as a family.” – Bill Ladd.
Click To Tweet

Get the Full Episode Transcript:

The post The Decathlon Dentist – Case Study of a Practice Transition – Kyle Francis, Bill Ladd, Jared Duckett: Ep #437 first appeared on Dentist Freedom Blueprint Podcast.

Culture Wars – How to Engage The Disengaged Labor Force – Alastair Macdonald: Ep #436

Pavel Amelishko — Fri, 16 Jun 2023 06:00:42 +0000

Alastair Macdonald is back for a second round and if you missed his first episode, be sure to catch episode #435. In this episode, we will be dealing with the many labor force issues that came about during COVID. From the helicopter money that let a lot of people stay home to people who just don’t want to go back to the office, we will talk about how you can find good people even in an era like this where we’re going into a recession.

We also discuss relevancy and how businesses can stay relevant while being a lighthouse to their community. Alastair sheds light on how to play the long game rather than focusing on the short game and how that helps you outlast the rest. You will also hear about how important it is to know when to go against herd mentality and zig when others are zagging.

Minute Markers:

4:19 – How to build a wall around yourself and business by also protecting the people around you.
8:30 – Why it’s so worth it to encourage your community to start thinking about how they will take care of family members who fall on hard times.
10:34 – Our responsibility to our community to “report from the field.”
12:30 – Examples of how companies are navigating elements of the coming recession well.
16:00 – How dentists are able to better prepare for transitional and recessionary times.
18:46 – Why now is a great time to be generous with your community.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
Episode #435
David Phelps: Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Culture reigns supreme in business and there has never been a better time to double down on your culture.” – Alastair Macdonald
Click To Tweet

“Individuals will gravitate toward your strength in the storm. Now is the time to begin almost an unbelievably generous giving energy with your community. Why? Because nobody is doing it.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Culture Wars – How to Engage The Disengaged Labor Force – Alastair Macdonald: Ep #436 first appeared on Dentist Freedom Blueprint Podcast.

Preparing for Recession – How to be a Full Cycle Entrepreneur – Alastair Macdonald: Ep #435

Pavel Amelishko — Fri, 09 Jun 2023 06:00:46 +0000

If you are concerned about the current markets and are looking for better ways to position yourself or your business so that it weathers the storm, this episode is for you. Joining me on the show again is my friend Alastair Macdonald, who has a full background in market cycles and understands them well. In this episode, I’ll be picking his brain for insight on how to be prepared for the deeper recession that we are at the forefront of. Listen in to hear how you can become a full-cycle entrepreneur who goes against or circumvents the dangerous group-think mentality.

Alastair talks about leading indicators that show when a recession is coming and what you can do to stress-test your business. He also gives some great real-life illustrations and examples of how businesses can assess risks and ensure they are working in ways that will weather the hurdles that come with an economic downturn.

Minute Markers:

00:54 – Alastair’s background in market cycles.
6:47 – What a recession really is and how the pending recession may effect business owners.
8:31 – How to find where you’re at in a recession.
9:19 – The credit expansion that happened and what followed after.
12:24 – Issues cropping up and how Alastair is helping businesses navigate them.
14:51 – The importance of not being afraid to talk about economic issues.
17:39 – What you can learn from the history of interest rate changes.
20:02 – Who you should (and shouldn’t) take advice from.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
David Phelps: Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“A recession is when your friend loses his or her job and a depression is when you lose yours.” – Alastair Macdonald
Click To Tweet

“In an expansionary economy, capital flows toward the reckless and impatient. In a contractionary environment, capital flows to the studious and patient.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Preparing for Recession – How to be a Full Cycle Entrepreneur – Alastair Macdonald: Ep #435 first appeared on Dentist Freedom Blueprint Podcast.

Stress Testing Your Practice for the Pending Recession – Jake Conway: Ep #434

Pavel Amelishko — Fri, 02 Jun 2023 06:00:52 +0000

The topic of recession is a big one and deals with something pretty far out of our control, but there are things we can do to ensure our businesses can deal with the stress they may be under when things get tight. Jake Conway is someone I have come to greatly appreciate for his insights and experience in business financial metrics. He started Custom Practice Analytics, where he really focuses on providing guidance and support to private practice owners, helping them thrive in their personal relationships with their team, seize opportunities in their practice, find solutions, and become more profitable.

Listen in as Jake shares the most important areas that you as a business owner should be focusing on in the next few months—and years—to build a recession-proof practice. You’ll learn the specific ways he is working with other practices to build their profitability and ensure that they have the structural and cultural stability to stand the test of time (and recession).

Minute Markers:

4:50 – Why awareness of your business is key.
5:57 – What it takes to be prepared for anything and what we can learn from the past few years.
8:23 – The first metrics to look at when you want to figure out where you’re at as a practice.
10:51 – The question of expansion and when (or if) you should do it.
21:02 – Why your business is the best investment you can make and how real estate investment is different.
23:27 – The issues with human capital and how to manage that better in a recession.

Featured on the Show:

Jake Conway: Website | LinkedIn

Watch full length Interviews on video!

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:

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:

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:

The only thing we can control within the four walls is how and what we do with the team and the business that we have. – Jake Conway
Click To Tweet

Just because you’re adding hours and team members, that doesn’t mean you’re actually taking what you built and basically increasing a 1 to 1 ratio. – Jake Conway
Click To Tweet

Get the Full Episode Transcript:

The post Stress Testing Your Practice for the Pending Recession – Jake Conway: Ep #434 first appeared on Dentist Freedom Blueprint Podcast.

A Day is Worth More Than a Dollar – Chadwick Johnson: Ep #433

Pavel Amelishko — Fri, 26 May 2023 06:00:33 +0000

We all want an experience that we can define for ourselves and there are many different pathways to take. Chadwick Johnson joins me today as a younger doctor and someone who is on the frontier of his own experience – a place we all want to be when we set out on a pathway to getting an education, building skillsets, and starting our practices. Chad shares insight into his life and the incredible momentum he has built with his career and goals.

In this episode, you will get great tips on how to achieve more, find a balance between family and career, and build a thriving practice. Chad also discusses the process of leaving the network and how he was able to handle the hurdles that came with that. Listen in to hear important insights on practice expansion, time management, skillset optimization, and wealth-building.

Minute Markers:

0:50 – The importance of defining our own experience and pathway.
1:58 – Who Chad is and the incredible things he’s involved in.
3:40 – Hacks that keep him on track with his family life and many goals.
7:57 – How he started working on his business before even having his dental license.
10:27 – Balancing risk and reward over time.
14:50 – Dealing with insurance companies and leaving network.
20:23 – Why Chad decided not to expand his brand and the lessons learned from a closed practice.
27:20 – The mindsets that are common and how it affects careers and different generations.

Featured on the Show:

Chadwick Johnson: Website | Podcast | LinkedIn

Watch full length Interviews on video!

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:

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:

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:

At age 20 you can take a ton of risk, at age 40 you can take a little risk, but you want to start slowing that risk down over time. – Chadwick Johnson
Click To Tweet

The value of something is so much that no one can buy it, therefore, it has no value. What if my practices were worth all that, but it’s not actually worth it? So all my eggs become in one basket of this intangible asset? – Chadwick…
Click To Tweet

Get the Full Episode Transcript:

The post A Day is Worth More Than a Dollar – Chadwick Johnson: Ep #433 first appeared on Dentist Freedom Blueprint Podcast.

The Market at a Turning Point – What You Don’t Know Could Hurt You – Jeff Watson: Ep #432

Pavel Amelishko — Fri, 19 May 2023 06:00:20 +0000

One of my longtime real estate friends, Jeff Watson, joins the show today to talk about the most important things to know right now as an investor. He has been through multiple market cycles as a residential and commercial investor and has great insight when it comes to where the current cycle is heading. For those who are interested in real estate investments, whether active, passive, or boots on the ground, this episode is for you.

Listen in as Jeff explains how investing strategy is changing and what you need to do as an investor in the coming months in order to continue protecting and growing your wealth. He also shares his unique perspective on real estate as a trial lawyer, how he represents clients in commercial and residential matters, and what you need to pay closer attention to when choosing who you work with on investments and how you go about your investing.

Minute Markers:

1:37 – Who Jeff is and why he has a unique perspective on real estate.
4:31 – His role in lobbying, tax code, mortgages, land regulation, and more.
7:24 – The other side of the cycle and what’s changing in the way investors should be investing.
9:24 – Counterparty risk and what you need to be paying close attention to.
12:17 – Why community banks are so important and bigger problems that have been caused by the government.
14:16 – Important areas that Jeff is advocating for.
17:11 – Why it’s so important not to be naïve and complacent.
22:48 – What loan covenants are and what you need to know about them.
27:12 – What to expect with so many banks being under scrutiny now and the importance of buying creatively.

Featured on the Show:

Jeff Watson: Website | Firm | LinkedIn | Instagram
Quest Trust Company
National Real Estate Association
RealEFlow

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

The government is supposed to work for us, so if we’re silent, they don’t know what we want. If they don’t know what we want, they’re going to listen to who isn’t silent. – Jeff Watson
Click To Tweet

That landlord can do everything right, but factors beyond his or her control can influence their ability to pay. – Jeff Watson
Click To Tweet

Get the Full Episode Transcript:

The post The Market at a Turning Point – What You Don’t Know Could Hurt You – Jeff Watson: Ep #432 first appeared on Dentist Freedom Blueprint Podcast.

The Entrepreneurial Dentist and The Changing Dynamics of Dentistry – Mark Costes: Ep #431

Pavel Amelishko — Fri, 12 May 2023 06:00:26 +0000

A familiar face joins the show today! With plenty of experience in building, growing, and selling businesses, Mark Costes is a thought leader and influencer in the marketplace. In this episode, we talk about the program he created for dental assisting and how he views and uses mistakes to shape his many successes in life and business.

Listen in to learn how he held onto his entrepreneurial spirit and grew his business mindset even in the midst of dental school. You will also hear about the “belt system” that comes into play when he is advising doctors on what kind of ratio to hit when it comes to business development and the development of clinical skills. And don’t miss where Mark sheds light on the opportunities and drawbacks that come with multi-practice ownership.

Minute Markers:

1:51 – Mark’s experience owning and growing practices and businesses.
4:19 – What drove him to create something different and bigger.
9:32 – How he learned entrepreneurship and the basics of business (and how he held onto those lessons through dental school).
13:42 – The best ratio between clinical development and business development.
17:20 – What Mark recommends when it comes to multi-practice ownership.
20:57 – How he consults and coaches younger dentists who are dealing with a difficult level of debt and a rough market.
23:50 – Things that helped him change his trajectory toward dental school and business ownership.
26:00 – The upcoming Dental Success Summit.
27:47 – What it’s like being out of the dentist’s office.

Featured on the Show:

Mark Costes: Website | Podcast | YouTube
Pillars of Dental Success by Dr. Mark Costes
Think and Grow Rich by Napoleon Hill
The E-Myth by Michael Gerber
Dental Success Summit

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

Common discussions at the dinner table—all the way back as far as I can remember—were about business, about entrepreneurship, about how to not trade dollars for hours. – Mark Costes
Click To Tweet

Maximize the primary practice because that’s going to be the franchise prototype. – Mark Costes
Click To Tweet

Get the Full Episode Transcript:

The post The Entrepreneurial Dentist and The Changing Dynamics of Dentistry – Mark Costes: Ep #431 first appeared on Dentist Freedom Blueprint Podcast.

Becoming Your Own Financial Advocate – Dr. Ryan Toponce: Ep #430

Pavel Amelishko — Fri, 05 May 2023 06:00:45 +0000

I’ve known Freedom Founders member and oral/maxillofacial surgeon Dr. Ryan Toponce for the last few years, and I’m excited to have him as a guest on the podcast. As someone who joined Freedom Founders at a younger age than most and constructed a life of freedom for his family, Ryan has plenty of great insight to share. We discuss the process of taking control of your finances, why we should always be learning, and the importance of surrounding yourself with the right people.

Listen in as Ryan talks about how he originally knew that he needed to seek out a new pathway forward when it came to finances, as well as the steps he took to do so. You’ll learn what it was like for him to realize that he was now confident in financially advocating for himself and more. If you have ever felt like investing, business growth, and finances are overwhelming, but you want to take the first small steps to find a better path for your family’s finances, this episode is for you.

Minute Markers:

2:20 – How Ryan got started with Freedom Founders.
4:00 – The dilemma many young practitioners find themselves in.
8:18 – The importance of not relegating your finances to someone else.
13:12 – Common characteristics of people who come to Freedom Founders.
15:58 – The value of time and how Freedom Founders influenced Ryan’s ability to spend more time with family.
18:10 – What influenced him to go into dentistry.
22:16 – The keys that allowed his partnership to work so well—and where they had to compromise.

Featured on the Show:

Dr. Ryan Toponce: Website
Getting The Band Back Together by Dr. David Phelps

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 didn’t want to find myself in a position where I was ready to invest, but not ready because I didn’t know where to put it. – Dr. Ryan Toponce
Click To Tweet

We can and should be—and are more than qualified to be—our own financial planners and be our own financial advocates. – Dr. Ryan Toponce
Click To Tweet

Get the Full Episode Transcript:

The post Becoming Your Own Financial Advocate – Dr. Ryan Toponce: Ep #430 first appeared on Dentist Freedom Blueprint Podcast.

The Dentist’s Financial “Plan B” – Navigating to Freedom Decades Ahead of Retirement (Part 2) – Dustin Burleson: Ep #429

Pavel Amelishko — Fri, 28 Apr 2023 06:00:24 +0000

This week, we’re going in for the second half of the discussion we started in last week’s podcast with Dustin Burleson. Today’s episode is all about how to expedite the learning curve, the state of the market, what “reversion to the mean” means, and more. (Also, be sure to go back and catch last week’s episode if you missed it!)

Listen in as we talk about the benefits and efficiencies of real estate as an alternative investment, as well as the benefits of orchestrating your financial future vs. abdicating it. You will hear us weigh in on the impact of the pandemic stimulus and what you can do if you are noticing that you’re “paying the price” for that. We also chat about the difference between income and accumulation, how Freedom Founders works, and how we are navigating the current markets.

Minute Markers:

2:20 – The learning curve involved in real estate and the state of the current market.
6:37 – How we are navigating the current markets (especially when it comes to real estate and investing).
12:56 – The myth of passive income and what to expect when leaving “active income”.
15:58 – Avoiding recency bias and why you need to be careful when it comes to trends.
17:31 – The importance of having a goal to work for.
20:38 – Who Freedom Founders is for and what they do.
24:47 – What Getting The Band Back Together is all about.

Featured on the Show:

Dustin Burleson: Website | Podcast
Getting The Band Back Together by Dr. David Phelps

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

The problem is, if the FED raises the rates too much, we start to roll into an economic downturn—A.K.A. a recession. Well, that’s not healthy either. – Dr. David Phelps
Click To Tweet

If you still have your business, if you still have your practice, that’s your number one hedge. Because you still have the controls there. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post The Dentist’s Financial “Plan B” – Navigating to Freedom Decades Ahead of Retirement (Part 2) – Dustin Burleson: Ep #429 first appeared on Dentist Freedom Blueprint Podcast.

The Dentist’s Financial “Plan B” – Navigating to Freedom Decades Ahead of Retirement (Part 1) – Dustin Burleson: Ep #428

Pavel Amelishko — Fri, 21 Apr 2023 06:00:33 +0000

I recently had an incredible conversation with Dustin Burleson, a thought leader, coach, mentor, and colleague in the orthodontics space for over 12 years. Today, you will hear our discussion about what led to me starting Freedom Founders, how important it is to take on investing and wealth-building yourself, and more.

Listen in to hear about some of the problems and drawbacks of the popular 401(k) model, as well as how wealth-building and investing are not as hard as some people may have you think. You’ll learn how to orchestrate it more yourself and how to get into the high-net-worth mindset. (And this is just the first part of our info-packed conversation, so be sure to stay tuned for part 2 next week!)

Minute Markers:

3:17 – How I got started investing and intentionally building wealth.
5:39 – What prompted me to start Freedom Founders.
10:34 – The evolution of Freedom Founders.
14:41 – What’s wrong with the 401(k) model.
21:00 – How to get into the high-net-worth mindset.
25:58 – The danger in doing it completely yourself and the power of a network.

Featured on the Show:

Dustin Burleson: Website | Podcast
Who Not How by Dan Sullivan

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

The key thing was that it was enough—because I knew how to take that equity and put it in a tangible asset that I knew would generate predictable income. I knew what it would produce, and that was the key for me. – Dr. David Phelps
Click To Tweet

The first thing is to get over the fact that finance doesn’t have to be that complicated. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post The Dentist’s Financial “Plan B” – Navigating to Freedom Decades Ahead of Retirement (Part 1) – Dustin Burleson: Ep #428 first appeared on Dentist Freedom Blueprint Podcast.

Building Your Freedom Plan – Utilizing Your Practice as the Economic Engine to Freedom (Part 2) – Christopher Sands: Ep #427

Pavel Amelishko — Fri, 14 Apr 2023 06:00:22 +0000

We are back with the second half of my interview with Christopher Sands. (If you haven’t heard the first half of the interview, be sure to listen to episode 426 first.) Today we’ll jump into what Chris considers to be the most underutilized business metric, why it’s so important to have an understanding of taxes—even if it’s only from a high level—and more.

Listen in to hear about how the traditional financial model just doesn’t work and how Chris is building his own freedom plan B through real estate. He shares his first property investments and emphasizes the importance of paying down debt and creating cash flow as quickly as possible. This conversation is one that you don’t want to miss if you’re looking for the best way to find opportunity and growth while navigating a tricky marketplace.

Minute Markers:

1:23 – The most underutilized business metric.
2:50 – How to understand the basics of tax planning for your business.
7:12 – How there’s never enough focus on debt.
9:57 – Christopher’s first real estate investment and how he first became committed to it.
15:22 – The most important things in finance.
17:21 – What you need to be focused on in the business.
19:19 – How to take advantage of opportunity in the marketplace.

Featured on the Show:

Christopher Sands: Website
Profit First by Mike Michalowicz
Robert Kiyosaki

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

We focused on what we could control: our process. And we invested in the business when everybody wasn’t. That’s the advice I’d give to practice owners today for what’s to come. – Christopher Sands
Click To Tweet

3-5% of your revenue goal should be what you invest in marketing. – Christopher Sands
Click To Tweet

Get the Full Episode Transcript:

The post Building Your Freedom Plan – Utilizing Your Practice as the Economic Engine to Freedom (Part 2) – Christopher Sands: Ep #427 first appeared on Dentist Freedom Blueprint Podcast.

Building Your Freedom Plan – Utilizing Your Practice as the Economic Engine to Freedom (Part 1) – Christopher Sands: Ep #426

Pavel Amelishko — Fri, 07 Apr 2023 06:00:03 +0000

Christopher Sands joins me on the show today to share from his wealth of knowledge about business and practice management. An accredited wealth advisor with an all-around holistic approach to looking at business and finances, Chris discusses how he learned to dissect businesses for their risks and opportunities, as well as how you can optimize and grow your practice.

Listen in as he sheds light on managerial tax flow accounting vs. the traditional tax recording of historical data points. He also has some great advice for young practitioners who are just getting their feet wet. And be sure to listen in next week for part 2 where we talk about the opportunities that come with managing your practice and how Chris has been building multiple income streams in real estate.

Minute Markers:

3:03 – The focus of Christopher’s practice and his passion for educating doctors.
7:30 – His first degree in real estate and how he got into risk management.
9:30 – The value of networking and how it got him into great opportunities.
11:13 – How he learned what his calling was and eventually started his own business.
17:43 – Advice for younger or newer doctors who are aspiring practice owners and growers.

Featured on the Show:

Christopher Sands: Website

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 believe you should prove to yourself that you can be a million-dollar-per-year producer for somebody else before you fully jump into business ownership. – Christopher Sands
Click To Tweet

Accounting doesn’t matter until it matters. And when it matters, there’s a significant exchange of money. – Christopher Sands
Click To Tweet

Get the Full Episode Transcript:

The post Building Your Freedom Plan – Utilizing Your Practice as the Economic Engine to Freedom (Part 1) – Christopher Sands: Ep #426 first appeared on Dentist Freedom Blueprint Podcast.

Complete Dental Marketing – Boots on the Ground Strategies that Actually Work – Dr. Christopher Phelps: Ep #425

Pavel Amelishko — Fri, 31 Mar 2023 06:00:29 +0000

Today I’m joined by my brother from another mother, Chris Phelps, who is an entrepreneur, general dentist, podcaster, and bestselling author. Also a certified COLBY trainer, certified in ethical influence with the Cialdini method, founder of Golden Goose Scheduling, and much more, Chris joins us to share insight into the strategies he has used and the methods that actually work when it comes to marketing a dental practice.

Listen in as Chris draws from the book he wrote, The Complete Book on Dental Marketing, where he details his boots-on-the-ground approach to dental marketing in a way that makes sense. You will hear about the importance of continuously pursuing your target market, building a team that helps gather information, and implementing reciprocity in your practice. He also touches on geo-targeting and using guidelines to handle objections with care.

Minute Markers:

1:33 – Who Chris is and his background in dentistry, marketing, and more.
3:26 – How he manages his time between his passions, his work, and his family.
8:03 – The main problem with dental marketing and what needs to happen to start improving things.
11:31 – Where target market comes in and why you should never stop asking questions.
17:53 – The principle of reciprocity and how Chris uses it in his practice.
20:32 – How to target geographically and how to upgrade your geo-targeting marketing.
27:51 – How Chris tackled phone calls and doubled conversions

Featured on the Show:

Dr. Christopher Phelps: Website | LinkedIn | Instagram | Facebook
The Complete Book on Dental Marketing by Dr. Christopher Phelps
How to Grow Your Dental Membership Plan by Dr. Christopher Phelps
Dental Slang Podcast
Golden Goose Scheduling
Special Opportunity to Work with David:

Join David for a 4-week online small coaching group this April. For more information go to: www.FreedomFounders.com/30DayBlueprint

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 learned that I need to stop half-assing two things and whole-ass one thing. So, dedicate my time so that whatever it is I’m focused on – there’s no other distraction. – Christopher Phelps
Click To Tweet

Highlight what makes you unique and scarce – again it reinforces the reason they called you. Then, it tends to get some of the other barriers to disappear, they’re not as important. – Christopher Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Complete Dental Marketing – Boots on the Ground Strategies that Actually Work – Dr. Christopher Phelps: Ep #425 first appeared on Dentist Freedom Blueprint Podcast.

From Business Owner to Investor – Accelerating Your Progression to Freedom – Dr. David Phelps: Ep #424

Pavel Amelishko — Fri, 24 Mar 2023 06:00:21 +0000

Today, if I were to do it all over again, I would never do any of the tax-deferred plans. (Not even necessarily the Roth IRA.) Why? Because the government has rules on that money. In this episode, it’s just me and I’m going to discuss the path of the business owner and entrepreneur, as well as how you can maximize your efforts and profits by using the right strategies and making the right decisions with your investments.

Tune in to hear how I view business ownership, from why we get into it in the first place to how the way we run our businesses (and lives) can accelerate us on our path to freedom. I also share some of the things that I would do differently when it comes to business and finances, and the work that needs to be done when it comes to your network and your skill set in order to achieve true freedom.

Minute Markers:

2:15 – Why we get into business in the first place.
3:42 – The ups and downs of business and my thoughts on the process of investment and business growth.
7:15 – Navigating the rising costs of taxes, lifestyle, and what to do with what’s left over.
9:17 – Retirement planning: where people often miss out and what to be careful of.
13:21 – The value of building your own network and skill sets.
16:00 – The whole point in having equity and how the financial world tends to get it wrong.
18:05 – What you need to be careful of and what NOT to count on.
19:31 – A key thing to remember when it comes to tax.
22:50 – What’s next after you put your business on the market.
24:18 – The two most critical times in your life.

Featured on the Show:

Rich Dad’s CASHFLOW Quadrant: Rich Dad’s Guide to Financial Freedom by Robert T. Kiyosaki

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

We are in the business that we are because we wanted to have that freedom. We wanted to have security and peace of mind that we could forge our own path forward. – Dr. David Phelps
Click To Tweet

Your chance for being more in control of your finances starts with your thinking right now. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post From Business Owner to Investor – Accelerating Your Progression to Freedom – Dr. David Phelps: Ep #424 first appeared on Dentist Freedom Blueprint Podcast.

Navigating the DSO World – Should I Stay or Should I Go? – Brannon Moncrief: Ep #423

Pavel Amelishko — Fri, 17 Mar 2023 06:00:28 +0000

My guest today is really deep into the space of dental practice transitions. Specializing in sell-side advisory for dentists who are seeking DSO affiliation or private equity partners, Brannon Moncrief joins the show to share his take on the current state of things and how he recommends dentists look at the options available for transitioning their practices.

Listen in as Brannon discusses the practice buy-and-sell game that DSOs play, as well as the key mistakes that dentists tend to make in these situations. We also cover a bit of the market trends and where he sees things going when it comes to practice sales—and where you should start looking to figure out what is right for your practice.

Minute Markers:

1:02 – Who Brannon is and his background in the dental world.
3:45 – The evolution of market dynamics and practice sales in the current market.
9:34 – How to know when it’s the right time to sell.
10:18 – The importance of creating leverage and how you can do that.
16:18 – The different types of private equity buyers and who is built for sustainability.
18:11 – The type of practices DSOs are looking for.
20:29 – What many dentists are doing after selling.

Featured on the Show:

Brannon Moncrief: Website | LinkedIn

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

It is remarkable how many doctors enter those conversations with DSOs without representation, without knowledge, thinking it’s just a casual conversation. – Brannon Moncrief
Click To Tweet

We’re about to see who was built for sustainability and to operate a DSO long term vs. who was really in that aggregate and flip game. – Brannon Moncrief
Click To Tweet

Get the Full Episode Transcript:

The post Navigating the DSO World – Should I Stay or Should I Go? – Brannon Moncrief: Ep #423 first appeared on Dentist Freedom Blueprint Podcast.

State of the Markets – Real Estate Recession and Creative Financing Opportunities (Part 2) – Eddie Speed: Ep #422

Pavel Amelishko — Fri, 10 Mar 2023 06:00:02 +0000

There’s change coming to the real estate investing world, so it’s more important than ever to understand the new stakes, the new risks, and the new strategies to help you succeed. We’re back with part two of my conversation with Eddie Speed, owner of Colonial Funding Group and founder of NoteSchool. (Be sure to check out part one if you haven’t yet.) Today we dive into the loan origination saga and how underwriting and investment deal flow has changed.

Listen in as Eddie and I discuss the key differences between investing with a promoter versus investing with the operator. We also talk about the opportunities that lie ahead in the current markets and why WHO you know is often even more important than WHAT you know. From creating true working connections to reperforming notes, Eddie shares a lot of valuable information you don’t want to miss.

Minute Markers:

1:15 – The difficulty with closing deals and what it leads up to.
4:45 – How to look at deals and ensure the sponsor has underwritten it well.
7:12 – The biggest risk in commercial real estate.
11:13 – What’s coming for the industry and what you should do about it.
13:11 – The opportunities and strategies that will make you a more prudent and successful investor.
21:01 – Understanding the current trend—and where it’s headed.

Featured on the Show:

Eddie Speed: LinkedIn | Colonial Funding Group
NoteSchool: Facebook | Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Savvy people aren’t scared of their decisions. Even if things don’t go well, they’ll work their way through it.” – Eddie Speed
Click To Tweet

“There’s a black cloud coming here in this space that has been really good for a really long time.” – Eddie Speed
Click To Tweet

Get the Full Episode Transcript:

The post State of the Markets – Real Estate Recession and Creative Financing Opportunities (Part 2) – Eddie Speed: Ep #422 first appeared on Dentist Freedom Blueprint Podcast.

State of the Markets – Real Estate Recession and Creative Financing Opportunities (Part 1) – Eddie Speed: Ep #421

Pavel Amelishko — Fri, 03 Mar 2023 06:00:26 +0000

As the housing market continues to make headlines with its ups and downs, many wonder what the future holds. In this episode, we have the pleasure of sitting down with Eddie Speed, the owner of Colonial Funding Group and the founder of NoteSchool. Throughout the conversation, Eddie provides a wealth of information on a range of topics, including the rise of seller financing and its impact on the industry, the actual increase in interest rates over the past few decades, and the long-term benefits of innovative financing techniques.

As we navigate the complexities of the real estate and mortgage industry, it’s crucial to have access to expert insights and data-driven knowledge. Listen in as Eddie offers his perspective on whether the market has entered a real estate recession, the factors that led to the downturn, and the significance of examining all the variables that contribute to it. You’ll gain a deeper understanding of the market, its trends, and its potential.

Minute Markers:

5:16 – Eddie’s perspective regarding the current state of the market.
6:35 – To what extent interest rates have increased over the past few decades.
8:50 – The importance of looking at the long-term gains of creative financing.
11:10 – Have we reached a real estate recession?
14:35 – Eddie’s opinion on what pushed the system into a recession.
16:50 – The rationale behind examining all the factors that contribute to a recession and the future direction of the market.
21:20 – What the data shows in terms of where our rates are headed.

Featured on the Show:

Eddie Speed: LinkedIn | Colonial Funding Group
NoteSchool: Facebook | Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 think it’s fair to say we’ve reached a real estate recession.” – Eddie Speed
Click To Tweet

“The data doesn’t take us to the conclusion that rates are going down. The people that make the billion-dollar bets aren’t betting that.” – Eddie Speed
Click To Tweet

Get the Full Episode Transcript:

The post State of the Markets – Real Estate Recession and Creative Financing Opportunities (Part 1) – Eddie Speed: Ep #421 first appeared on Dentist Freedom Blueprint Podcast.

Full Cycle Business Exits – How to Navigate the Pitfalls – Alastair Macdonald: Ep #420

Pavel Amelishko — Fri, 24 Feb 2023 06:00:56 +0000

Most of you will sell and exit a business at one point in your life, and it’s something you want to get right. Joining the show to talk about business exits is Alastair Macdonald, a longtime guide and advocate for financial freedom with a lot of experience from Wall Street, as well as business sales. In this episode, he shares crucial insight into how to approach a practice sale and navigate the pitfalls that pop up along the way.

In the midst of inflation, changing interest rates, asset bubbles, and more, people have bought into what they think is the new normal—but many don’t understand the full story of what’s going on in the industry. Listen in as Alastair explains the effect of “hot money,” themes that emerge, and how we can better understand what’s happening in the current markets. You’ll come away understanding the confusion that happens when it comes to sales, buyouts, and more—and how to differentiate and be discerning in these areas.

Minute Markers:

0:45 – Alastair’s experience in business and investing.
3:24 – How we got to where we are now in the real estate and dental practice industries.
7:30 – The transfer of risk and what sellers often don’t understand.
11:46 – What hot money tends to do and how to guard against it.
14:24 – The three main traps people fall into.
17:03 – How to know if the hottest money has left the industry.
19:04 – The difference between a sale and a buyout.
22:02 – How we should handle a practice exit.
26:46 – The danger of fatigue.
28:36 – How to make yourself the most competitive sale on the block.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
David Phelps: Website
Full Cycle Exit Training Session
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“The cost of capital rising has an impact on valuations because the more we pay for something, the lower the return we will get. It is as true of a rental property as it is of a dental practice.” – Alastair Macdonald
Click To Tweet

“The perversion of incentives that hot money does—where it collapses time frames, distorts the incentives—people are likely to act very expediently, and what gets sacrificed? Well, obviously patient care.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Full Cycle Business Exits – How to Navigate the Pitfalls – Alastair Macdonald: Ep #420 first appeared on Dentist Freedom Blueprint Podcast.

The Integrator Superpower – Systematizing the Execution of Your Vision – Zach Hoskins: Ep #419

Pavel Amelishko — Fri, 17 Feb 2023 06:00:37 +0000

Many entrepreneurs struggle with bringing vision and integration together in an efficient and effective way. In today’s episode, Zach Hoskins joins the show to share how he helps small businesses and startups bring vision and integration together in order to deliver consistent and quality results.

Listen in as Zach shares how his role as a visionary and integrator has evolved and discusses how his military background has made an impact on his life and current career. You’ll learn the steps he helps businesses go through and the process that needs to happen when working to improve your practice.

Minute Markers:

1:57 – Zach’s background with the Air National Guard and how it led to him doing what he does now.
7:47 – What the visionary and integrator roles are and how they work together.
11:35 – The first thing to start with when working to improve your practice.
15:55 – Breaking down your vision and reverse-engineering your path.
17:20 – The clarity that comes with a structure chart.
18:52 – Creating more buy-in by building a leadership team.
26:37 – The issue with retention and turnover and how Zach is working to solve that issue.

Featured on the Show:

Zach Hoskins: Website | LinkedIn | Twitter | Instagram
David Phelps: Website
Traction: Get a Grip on Your Business by Gino Wickman
Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business by Gino Wickman and Mark C. Winters
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Having a structure chart and lining out the roles and responsibilities that you need in your practice to deliver on what you need to be delivering on, it can provide so much accountability, clarity, and transparency.” – @zachhoskins
Click To Tweet

“If we’re not aware of where we’re at now, how do we know where we want to go?” – @zachhoskins
Click To Tweet

Get the Full Episode Transcript:

The post The Integrator Superpower – Systematizing the Execution of Your Vision – Zach Hoskins: Ep #419 first appeared on Dentist Freedom Blueprint Podcast.

7 Investments the Government Will Pay You to Make (Part 2) – Tom Wheelwright: Ep #418

Pavel Amelishko — Fri, 10 Feb 2023 06:00:28 +0000

You’ve probably heard a lot about diversification when it comes to investing, but there’s more to the story when it comes to making your money work best for your goals. In this episode, we’ll continue with the second part of my discussion with Tom Wheelwright, the CPA to Mr. Robert Kiyosaki. He has some incredible insight, tips, and ideas that help you ensure that you find the right fit when it comes to investing and tax planning.

We’ll be tackling whether or not you should diversify your investments—or if you should specialize as Warren Buffet does. You will also hear us discuss financial advocacy, how to best build a strong team around you that will take care of the areas you don’t have time to be an expert in, and what to do about the 87,000 new IRS auditors that are being unleashed as a result of the Inflation Reduction Act.

Minute Markers:

1:39 – Diversification or specialization?
3:15 – Where to start when seeking to better understand tax benefits.
6:05 – The benefit of working with your own money and how to perfect your investment strategy.
8:59 – Why investing is a team sport and how to work with advisors.
12:16 – What we can expect from the new IRS auditors and how you need to step up your game.
16:08 – How to deal with money exchanges of $600+ on money transfer platforms.

Featured on the Show:

Tom Wheelwright: Website | Facebook | LinkedIn | Twitter | Instagram
David Phelps: Website
The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make by Tom Wheelwright
Tax-Free Wealth: How To Build Massive Wealth By Permanently Reducing Your Taxes by Tom Wheelwright
Wealth Ability Show
Wealth Ability For CPAs Show
Robert Kiyosaki
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“They’re going to come in with a checklist, and if you don’t meet that checklist, they’re going to disallow your tax benefits. … You need to up your game. You need better documentation.” – @tom_wheelwright
Click To Tweet

“The whole point of diversification isn’t to make money, it’s to not lose money.” – @tom_wheelwright
Click To Tweet

Get the Full Episode Transcript:

The post 7 Investments the Government Will Pay You to Make (Part 2) – Tom Wheelwright: Ep #418 first appeared on Dentist Freedom Blueprint Podcast.

7 Investments the Government Will Pay You to Make (Part 1) – Tom Wheelwright: Ep #417

Pavel Amelishko — Fri, 03 Feb 2023 06:00:34 +0000

Taxes are an area of life that most of us don’t want to deal with, but we also know there are some advantages to dealing with them in the right way. In today’s episode, Tom Wheelwright joins the show to share some key insights and tax strategies. If you’re interested in how you can achieve your big financial goals faster by permanently (and legally) reducing your taxes, this episode is for you.

Tom is a CPA and CEO of Wealth Ability, as well as a Rich Dad Advisor, entrepreneur, speaker, and bestselling author. He has so much value to share in the area of tax strategy, so listen in to learn about the various investments that the government will incentivize you to make and how to make them work for you. Tom also helps reframe how to better understand government incentives and deductions in a way that allows you to make more money and allow steady, predictable growth.

Minute Markers:

1:24 – Tom’s background as a CPA and his connection with Robert Kiyosaki.
5:31 – His family history in business and entrepreneurship.
7:13 – How to make the most of our “partnership” with the government and how Tom chose the seven investments for his book.
10:25 – How to use taxes to your benefit.
13:08 – The incentives people often miss out on and how deduction works.
15:39 – How to start comparing and understanding the tax differences when it comes to commercial real estate for your business.

Featured on the Show:

Tom Wheelwright: Website | Facebook | LinkedIn | Twitter | Instagram
David Phelps: Website
The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make by Tom Wheelwright
Tax-Free Wealth: How To Build Massive Wealth By Permanently Reducing Your Taxes by Tom Wheelwright
Wealth Ability Show
Wealth Ability For CPAs Show
Robert Kiyosaki
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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’m not being facetious saying that the government will pay for these investments. The government will LITERALLY pay for the investment in many cases, and in other cases a part of the investment.” – @tom_wheelwright
Click To Tweet

“The government has learned over the last 60 years to encourage people to do things that they would like done—that they don’t want to do themselves.” – @tom_wheelwright
Click To Tweet

Get the Full Episode Transcript:

The post 7 Investments the Government Will Pay You to Make (Part 1) – Tom Wheelwright: Ep #417 first appeared on Dentist Freedom Blueprint Podcast.

“Retire to What, Exactly?” – Removing the Fear of Testing Different Career Models – Dr. Zahid Ahmed: Ep #416

Pavel Amelishko — Fri, 27 Jan 2023 06:00:51 +0000

Dr. Zahid Ahmed is a person who has become a friend and mentor of mine. His introspective and thoughtful way of looking at his life, profession, and family is what led him to retire with a sold practice at the age of 38—but he isn’t done yet. Listen in to hear about his journey in dentistry and the intentional way he has pursued a fulfilling life of success, freedom, and family.

You will hear about the critical moments that shaped Dr. Ahmed’s career, his retirement planning, his parenting and the vision he wanted for his family. He also speaks about being an introvert and how mentors and other methods have pushed him to step up and step out of his comfort zone.

Minute Markers:

1:43 – What sparked Dr. Ahmed’s interest in dentistry.
4:43 – Growing up as an immigrant and the pressures that came with that.
9:02 – His education and what catapulted his career.
14:34 – The difficulty of putting yourself out there and finding out what you actually want to do.
18:23 – What Dr. Ahmbed realized about the potential of practice ownership.
24:09 – How he realized what his ultimate goal was.

Featured on the Show:

Dr. Zahid Ahmed: LinkedIn
David Phelps: Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 had friends who were one step ahead, and I was always looking at what they were going through, knowing I was going to be there further down the path.” – Dr. Zahid Ahmed
Click To Tweet

“Having that low cost of living has been very helpful. That has allowed the freedom to explore and try things.” – Dr. Zahid Ahmed
Click To Tweet

Get the Full Episode Transcript:

The post “Retire to What, Exactly?” – Removing the Fear of Testing Different Career Models – Dr. Zahid Ahmed: Ep #416 first appeared on Dentist Freedom Blueprint Podcast.

Where Are We Now? Where Do We Go From Here? – Navigating the Turbulence of Market Cycles – David Phelps, Kandace Phelps, and Alastair Macdonald: Ep #415

Pavel Amelishko — Fri, 20 Jan 2023 06:00:06 +0000

In this episode, you will get to hear a conversation I had with my wife, Kandace, and Alastair Macdonald. Kandace comes to the conversation with degrees in finance and tons of experience with investing, while Alastair brings his own financial prowess and Wall Street experience. You will hear us discuss how we can navigate the volatility going on in the current markets and why it’s so important to participate in the marketplace—even in unusual times.

The upheaval that has happened in recent years will most likely continue on, as well as inflation, so how do we plan for that? How do we find the right balance for our portfolios and investments that will ensure successful money management and financial freedom in the coming years? This episode is crammed full of helpful info on where we are in the cycle, why this time is different, how to find the advantage in the inefficiencies, and more.

Minute Markers:

4:17 – The importance of participating in the market and doing it with a mentor.
7:29 – Why having a transparent community is so key to staying in the game and creating trust.
15:20 – Where emotion gets in the way and how to keep yourself in check.
16:52 – The opportunities within inefficiency.
19:20 – How people view time and how real estate is different from other investments.
21:49 – Why we should embrace a market correction.
22:30 – How all roads lead to income.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
David Phelps: Website
Freedom Founders Discovery Call

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If we can broaden the pallet and possibility of expectations, then our expectations are more relevant and in-tune to the market as it actually is.” – Alastair Macdonald
Click To Tweet

“With an actual, physical asset backing up the undergirds of what your capital is invested in, time is your friend.” – Kandace Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Where Are We Now? Where Do We Go From Here? – Navigating the Turbulence of Market Cycles – David Phelps, Kandace Phelps, and Alastair Macdonald: Ep #415 first appeared on Dentist Freedom Blueprint Podcast.

Playing the Practice Arbitrage Game – Is the Window Closing? – Kyle Francis: Ep #414

Pavel Amelishko — Fri, 13 Jan 2023 06:00:12 +0000

Today’s conversation is with someone who understands the dental industry, the current market, the financing arbitrage opportunities, and more. Kyle Francis of Professional Transition Strategies joins me for this episode to share his take on the state of the economy and the opportunities presented, as well as insight and tips on dental practice transition.

Listen in as Kyle discusses some of the various situations presented and how he has navigated and guided others in assessing and finding the right transition option. We also go over common issues doctors have in transition, key things to keep in mind, and tools to use as you look into or start the process.

Minute Markers:

1:24 – Kyle’s background in business, finance, strategy, and dental practice transitions.
4:30 – What is happing (and what might happen) in dental transition opportunities.
9:31 – The rate consolidation is happening and why dental practices are undervalued.
14:27 – The difference between sales involving joint ventures and stock ownership.
20:04 – The importance of having an expert to guide you through the transition process.
25:15 – Key attributes a practice should have in order to make the transition process easier.

Featured on the Show:

Kyle Francis: LinkedIn | Website

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“You want your stock to be living in the same place as the private equity company’s is living, right? Because they’re very smart in the way that they structure things, so you want to ride their coattails on their smartness.” -…
Click To Tweet

“You make the best decision by seeing what the market is telling you about your company and then determining the best way for you to be making your decisions over the next few years.” – Kyle Francis.
Click To Tweet

Get the Full Episode Transcript:

The post Playing the Practice Arbitrage Game – Is the Window Closing? – Kyle Francis: Ep #414 first appeared on Dentist Freedom Blueprint Podcast.

Orchestrating Real Estate Profits in a Turbulent Economy – Eddie Speed: Ep #413

Pavel Amelishko — Fri, 06 Jan 2023 06:00:12 +0000

Eddie Speed and I go way back, and I’m excited to have him on the show today to talk about the current state of funding in the real estate market and how to buy and sell notes. Eddie is the founder of NoteSchool and Colonial Funding Group, and he knows how to architect a deal like the back of his hand. In this episode, he shares from his experience purchasing notes and gives us insight into his innovative methods that got him inducted into the Small Balance Real Estate Hall of Fame.

Listen in to hear how Eddie teaches others to buy and sell notes, as well as use other strategic methods like seller financing. We also discuss how financing changes over time as different market conditions appear and how important it is to know more than just the conventional types of financing available. If you are wanting to expand and grow your portfolio and learn more about non-conventional financing while navigating the turbulent marketplace, this episode is for you.

Minute Markers:

1:32 – Eddie’s experience in buying and selling real estate notes.
3:10 – What real estate notes are and the opportunity they present to investors.
6:06 – The transition from bank financing to less conventional financing.
9:13 – The forecast for market rates and what you can do to navigate the changes.
12:18 – How sentiment affects the mortgage market.
14:28 – The insight that comes from living through multiple cycles and what to be cautious of.
21:58 – How to buy on creative terms and navigate interest rates.
24:32 – The different market changes and how things change along with them.
28:37 – The value of resiliency and understanding how to be flexible.

Featured on the Show:

Eddie Speed: Website | LinkedIn
Note School
What You Need To Know To Protect & Grow Your Assets As A Mortgage Note Investor by Eddie Speed

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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’m helping people to buy on terms and get the seller to carry terms for you, and it helps when you know what you’re negotiating for.” – Eddie Speed.
Click To Tweet

“Did you know that there was $28 billion-worth of seller financing generated last year?” – Eddie Speed.
Click To Tweet

Get the Full Episode Transcript:

The post Orchestrating Real Estate Profits in a Turbulent Economy – Eddie Speed: Ep #413 first appeared on Dentist Freedom Blueprint Podcast.

The Future of Dental Consolidation – Bruce Baird & David Porritt: Ep #412

Pavel Amelishko — Fri, 30 Dec 2022 06:00:27 +0000

Today Bruce Baird and David Porritt join me in a conversation focused on the current climate of the dentistry industry and the many options for practice growth and transition. They are truly “boots on the ground” when it comes to this, so don’t miss out on their insight into what the consolidation industry looks like and how doctors can use their leverage to take advantage of what’s going on in this marketplace.

Bruce served in the military then grew a practice from the ground up, sold it, formed his own dental academy, and much more. David has been entrenched in dentistry for a long time and brings his impressive amount of experience and research on the consolidation industry to the table. Listen in as they discuss why consolidation shouldn’t be feared, share important patterns the market is showing, and explain the best options available.

Minute Markers:

1:42 – Bruce and David’s background in dentistry, business, and transitions.
4:48 – Where they started out working together and understanding EBITDA.
7:30 – Where the consolidation industry stands right now and where it is heading.
9:42 – Why you have to understand the playbook and the DSO’s dirty secret.
11:38 – What’s going on with valuations and how it changes the playbook.
13:27 – What many doctors don’t know about private equity.
18:32 – The MSO platform Bruce and David are putting together.
22:25 – How they make the consolidation process more transparent and better for everybody.
25:13 – The thing that makes the biggest impact in doctor satisfaction.

Featured on the Show:

Bruce Baird: Website | LinkedIn
David Porritt: LinkedIn | Email
Productive Dentist Academy
The Productive Dentist Podcast
Legendary Leadership by Dr. Bruce Baird
The Next Generation of the Business of Dentistry – Design Your Future by Choice – Bruce Baird: Ep #400

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“You’d think that EBITDA is a number that’s in stone, but … we’ve evaluated about 10 different offers to one dental practice, and the EBITDA that they figured for this dentist was different in all 10 scenarios.” – Bruce Baird.
Click To Tweet

“Don’t fear consolidation. In fact, if there’s a silver lining around this whole thing, it’s that doctors have leverage.” – David Porritt.
Click To Tweet

Get the Full Episode Transcript:

The post The Future of Dental Consolidation – Bruce Baird & David Porritt: Ep #412 first appeared on Dentist Freedom Blueprint Podcast.

From Health to Wealth – How Adversity Becomes a North Star – Michelle Jorgensen: Ep# 411

Pavel Amelishko — Fri, 23 Dec 2022 06:00:41 +0000

Dr. Michelle Jorgensen is an author, speaker, and health-based dentist who joins us today to discuss the importance of health in dentistry and the Total Care Way she created as an answer to chronic disease. Integrating dentistry with nutrition and naturopathic care, Dr. Michelle’s insight into health and how it works hand-in-hand with dentistry is fascinating. I know you’ll learn a lot from her.

Listen in as she opens up about her own health story, how it affected her career, and what she did to find her way back to health. She also shares important information about mercury and how people react differently to it. You will learn about the process she took to navigate her own health issues, her practice model, and more.

Minute Markers:

1:17 – Dr. Michelle’s background in health and dentistry.
2:43 – How her health and career were an issue early on and how she navigated it.
7:43 – How to know if you’re affected by mercury.
9:58 – Dr. Michelle’s struggle with her health and handling her practice (and her father’s practice).
14:50 – The trap practitioners often fall into and how she navigated leadership of her practice.
18:18 – How she explains her functional style of practice and what it means.
25:02 – What she’s doing to navigate growth and moving to the next right thing.

Featured on the Show:

Michelle Jorgensen: Website | LinkedIn | Instagram
DMSA
Toxic Metals 24 Hour Urine Collection (Includes Gadolinium)-Doctor’s Data Kit
Recommendations for Provoked Challenge Urine Testing
Total Care Academy

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“One out of three—or even more than that, I think—are probably mercury-affected in some way working in the profession of dentistry. The sad thing is that the profession doesn’t talk about it.” – Michelle Jorgensen
Click To Tweet

“For me, I prefer the term functional, meaning that we’re looking at the function of the entire body, and we have all of these things that we are integrating into the practice.” – Michelle Jorgensen
Click To Tweet

Get the Full Episode Transcript:

The post From Health to Wealth – How Adversity Becomes a North Star – Michelle Jorgensen: Ep# 411 first appeared on Dentist Freedom Blueprint Podcast.

Reading the Tea Leaves – Credit, Financing and Leverage Considerations in a Disruptive Market – Chris Litzler: Ep #410

Pavel Amelishko — Fri, 16 Dec 2022 06:00:18 +0000

Chris Litzler and I participate in a group of high-caliber real estate investors, and he is here on the show to bring valuable introspection into the market. This episode will be an interesting one due to the current volatility of the market, so make sure to tune in as Chris shares his thoughts on key problems that happen in real estate and how to put yourself in the best position possible to buy or sell.

Chris has extensive experience in financing and insight into liquidity, credit, and limited capital. He will tackle the topic of underwriting and the changes that are happening as the markets shift, as well as what underwriters are looking for. If you’re planning to buy, sell, or move to a new asset class, this episode is full of key information that you’ll need to plan and strategize for your move.

Minute Markers:

1:24 – Chris’ background in mortgage banking and financing.
4:41 – The importance of credit in the current market.
7:19 – What easy access to capital does to asset prices.
9:10 – What is happening currently with price changes.
12:29 – The trouble when it comes to financing.
14:59 – Challenges and changes with underwriting.
21:30 – What criteria Chris uses to assess someone’s ability to move from single-family to multi-family assets.
24:39 – What’s going on with investors during the current market changes.

Featured on the Show:

Chris Litzler: LinkedIn | Email
Marcus & Millichap

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

The only reason you would be buying a deal at today’s prices would be that you believe that sometime over the next several years, you will be able to refinance this project at significantly lower rates.” – Chris Litzler
Click To Tweet

“The trouble comes in when someone is forced to do something at a time in which they otherwise wouldn’t have.” – Chris Litzler
Click To Tweet

Get the Full Episode Transcript:

The post Reading the Tea Leaves – Credit, Financing and Leverage Considerations in a Disruptive Market – Chris Litzler: Ep #410 first appeared on Dentist Freedom Blueprint Podcast.

Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder: Ep #409

Pavel Amelishko — Fri, 09 Dec 2022 06:00:44 +0000

Joining me on this episode is Bob Winder, the President and Founder of Logan Growth Advisors, a mergers and acquisitions firm that specializes in healthcare. You will get to hear from his massive experience as a growth strategist for Fortune 500 companies and as a private equity investor who successfully ran and sold a group of dental practices. If you are interested in selling your practice or learning what options are out there for buying and selling practices, this episode is for you.

Listen in as Bob shares some key insight into private equity models, from how they have been evolving over the years, to how they can work successfully. He also discusses a lot of the nuances and pitfalls that you should be aware of when dealing with transitions, partnerships, and buyouts, as well as what Logan Growth Advisors does to help practices and owners create a thoughtful and deliberate transition.

Minute Markers:

0:56 – Bob’s extensive experience in business growth and transitions.
2:07 – The evolution of private equity models.
6:04 – What seems to be less risky and why bigger may be better with investing in practices.
7:24 – How rising interest rates are affecting deals going on right now.
10:35 – Bob’s advice to those who are looking for the right time to potentially exit the market.
13:30 – Two ways that upside is structured.
15:35 – What happens when your buyer consolidates and sells (and other transition risks).
19:09 – The structures and nuance involved in a buyout and how to avoid common pitfalls.
21:47 – How Logan works with you to make the right transition.
24:56 – Assumptions people often make about what private equity wants.

Featured on the Show:

Bob Winder: Website | LinkedIn

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

Don’t run your business because you think that’s what private equity wants—run your business to produce cash flow and to do really great work for patients. And private equity, they’re going to love that.” – Bob Winder
Click To Tweet

“I haven’t seen as much of a slowdown due to rates. More than anything, I’ve seen a slowdown due to the squeeze from inflation.” – Bob Winder
Click To Tweet

Get the Full Episode Transcript:

The post Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder: Ep #409 first appeared on Dentist Freedom Blueprint Podcast.

The Journey is the Destination – Peter Urling: Ep #408

Pavel Amelishko — Fri, 02 Dec 2022 06:00:41 +0000

Peter Urling is a long-time practice owner and someone that I met during one of my online investment courses. One thing that really struck me about him is that he leads a very family-based lifestyle. Today he joins the podcast to share the vision he has for his family and his practice, as well as how he created a highly purposeful and high-impact life.

Listen in to get a glimpse of the important realization of how Peter has been fitting his life into someone else’s box and what needed to change in his life and practice. From the initial mentor-style conversation that led to this realization to the all-important family discussion, he shares how he is transitioning from a security-focused life into a freedom-focused life.

Minute Markers:

1:37 – How Peter’s career and practice ownership started.
2:54 – The RV life and the family-oriented decisions he and his wife make.
5:44 – The 2008 debacle and how Peter got his start in dentistry despite it all.
9:48 – The friction and challenges showing up in his and other practices.
13:27 – Something that spoke to him and why he decided to make a change.
18:36 – The next steps in the process of moving toward freedom.
22:37 – The importance of surrounding yourself with other freedom-focused people.

Featured on the Show:

Peter Urling: Website | LinkedIn

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

Owning my authority, for me, is what gives me the ability to say, ‘no, this is what’s right for me.’ Because at the end of the day, nobody else knows.” – Peter Urling
Click To Tweet

“I’ve traded a lot of my freedom for security, and I’ve gotten a lot of security. By all means I’ve had a lot of success in that arena, but it’s not the arena I want to succeed in.” – Peter Urling
Click To Tweet

Get the Full Episode Transcript:

The post The Journey is the Destination – Peter Urling: Ep #408 first appeared on Dentist Freedom Blueprint Podcast.

Fail Forward Fast – Lessons of an Entrepreneur – Mark Costes: Ep #407

Pavel Amelishko — Fri, 25 Nov 2022 06:00:30 +0000

Failure isn’t the end—it is a crucial part of the learning and growing process and something that’s important for entrepreneurs to understand. Mark Costes is a long-time mentor, friend, and colleague, and he joins the show today to talk about the idea of failing forward. You will get tons of insight into multi-practice ownership, profitability, culture, leadership, and overcoming the fear of making mistakes.

During his career, Mark has started or acquired over a dozen dental practices during some of the most challenging times. Listen in as he opens up about his journey, setbacks, key mistakes, and tough lessons. Mark also gives great advice on who you need to be hanging around and the role of confidence, setbacks, and struggles in your career.

Minute Markers:

1:23 – Who Mark Costes is and his experience in overcoming challenges.
4:58 – Why transparency is crucial for moving forward.
8:20 – How Mark defines success and how his many failures influenced that.
11:50 – How he set himself up for success and found mentors to work with.
14:05 – Some of the biggest hurdles dentists are dealing with lately.
19:48 – How to look ahead and set the right course in the early years.
25:13 – The DSO event coming up and how they help people scale.
27:00 – What Mark is working on next and new things coming up for members.

Featured on the Show:

Mark Costes: Website | Podcast | YouTube
Dental Success Summit
Pillars of Dental Success by Dr. Mark Costes
Polaris Healthcare Partners
Scaling from Clinician to CEO

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

In life, in general, if you feel any arrogance or cockiness in your standing in life, the rooms you’re standing in are too small.” – Mark Costes
Click To Tweet

“Taking a hard look in the mirror and saying, ‘this is a gut check moment; this is a trajectory moment. I can go one way or the other’—those moments are what make the richness of life.” – Mark Costes
Click To Tweet

Get the Full Episode Transcript:

The post Fail Forward Fast – Lessons of an Entrepreneur – Mark Costes: Ep #407 first appeared on Dentist Freedom Blueprint Podcast.

Questions and Answers with David – David Phelps: Ep #406

Pavel Amelishko — Fri, 18 Nov 2022 06:00:39 +0000

Learning to make your money work for you and finding financial freedom is something I’m passionate about helping people with. In today’s episode, you will hear some excerpts from an interview I did regarding my life, philosophy of investing, philosophy of financial freedom, and why I believe real estate and alternatives are still the best game in town. If you’re ready to take control of your own finances and create an impactful and successful trajectory for your life, business, and family, this episode is for you.

Listen in as I dive into and explain the significance of alternative investments, most notably real estate—especially in comparison to stock market-style investing. I’ll share how you can take advantage of inefficiencies and use them to gain more control over your investments and find more stability. You will also hear about the importance of the quality of ROI, matching your investment style to your goals, hedging against market volatility, and more.

Minute Markers:

1:34 – What it means to become your own financial advocate.
5:27 – The advantages and disadvantages of alternative investments vs. the stock market.
6:55 – How busy practitioners can invest in real estate and where I got started.
9:38 – The art of curating the right people to work on your team.
10:45 – ROI vs. ROT and the importance of measuring correctly.
13:14 – How to ensure investing is helping you accomplish your personal goals.
15:31 – What we do at Freedom Founders.
18:42 – How we can hedge against market volatility in real estate and not partake in the roller coaster.
22:12 – How to overcome analysis paralysis.

Featured on the Show:

Freedom Founders

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

The end game, at some point, is ‘how do I take my foot off the pedal and make that money work for me?’” – Dr. David Phelps
Click To Tweet

“The majority of people abdicate their money working for them to financial advisors or to the constructs of Wall Street. The problem is that you learn nothing from doing that—even if that worked to a point.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Questions and Answers with David – David Phelps: Ep #406 first appeared on Dentist Freedom Blueprint Podcast.

Achieving Freedom by Working Smarter, Not Harder – Vanessa Horn: Ep #405

Pavel Amelishko — Fri, 11 Nov 2022 06:00:29 +0000

My good friend, the sales wizard, Vanessa Horn is back with me again to share some important insight on the role of mindset and conviction. In last week’s episode, she talked about the pathway she took as an entrepreneur and shared key sales insights, so definitely go back and listen to that if you haven’t yet. In this episode, we discuss entrepreneurship and the important elements of a successful close.

Vanessa’s vision when it comes to entrepreneurship and sales is incredibly insightful, and you will surely come away from this episode with new tools and inspiration to put to work in your business. She shares the importance of optimizing how you work so you’re working smarter rather than harder, why seizing on the current opportunities is so key, and why connection trumps conversion.

Minute Markers:

2:15 – Why entrepreneurship is like a canvas.
6:53 – Why working harder isn’t always the way to go.
9:34 – Why it’s so crucial to manage your mindset and not let desperation get the best of you.
16:18 – The disconnect that happens with discounts and what you need to be mindful of.
19:30 – Tips on training your team to build relationships while still working efficiently.
23:15 – The importance of experience.
26:00 – What you need to do with objections.
30:36 – How to actually create change.

Featured on the Show:

Vanessa Horn: Website | LinkedIn | Facebook
The Classy Close

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

One thing about sales is conviction. Whoever has the highest level of certainty wins.” – Vanessa Horn
Click To Tweet

“I see entrepreneurship as a canvas on which to create a work of art… a platform for impacting lives and serving powerfully, a direct and clear metric of feedback on how well you’re serving—in dollars.” – Vanessa Horn
Click To Tweet

Get the Full Episode Transcript:

The post Achieving Freedom by Working Smarter, Not Harder – Vanessa Horn: Ep #405 first appeared on Dentist Freedom Blueprint Podcast.

Following the Breadcrumbs – The Power of Decision – Vanessa Horn: Ep #404

Pavel Amelishko — Fri, 04 Nov 2022 06:00:21 +0000

Vanessa Horn is a long-time friend, colleague, and mentor who helps a lot of people with their businesses. She joins the show today to share her unique insight on a key element of sales: finding out what you do well. This episode is full of mindset shifts and important ideas for homing in on what works best for you, your business, and your goals.

Listen in to hear how Vanessa found her way into sales and the process that she took with her own businesses. She discusses some of the key areas that entrepreneurs struggle with and the sticking points that tend to hurt sales. You’ll also get powerful advice and tips on how you can start narrowing down areas of your business so that you are in your zone of excellence.

Minute Markers:

1:12 – Vanessa’s background and how she found her way into sales.
4:46 – The initial reaction to sales and why it doesn’t have to be like that.
6:38 – Understanding the role of resentment, unrest, and decision.
12:24 – How to deal with leaving something “good” and the resistance that happens.
15:12 – The importance of mentors and what it means to “follow the breadcrumbs.”
21:40 – Tips on making decisions and prioritizing—and where gratitude fits in.
27:43 – How to honor where you’re at and get out of victim mode.

Featured on the Show:

Vanessa Horn: Website | LinkedIn | Facebook
The Classy Close

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

You tolerate things for lesser time periods when you start to listen to that unrest that comes up in your journey.” – Vanessa Horn
Click To Tweet

“Decide means to cut off and take out things that are a no for you—and that opens up possibilities.” – Vanessa Horn
Click To Tweet

Get the Full Episode Transcript:

The post Following the Breadcrumbs – The Power of Decision – Vanessa Horn: Ep #404 first appeared on Dentist Freedom Blueprint Podcast.

David’s Response to Objections of Certified Financial Planner – David Phelps: Ep #403

Pavel Amelishko — Fri, 28 Oct 2022 06:00:26 +0000

Today you’ll hear my response to a financial planner who was giving his client feedback on my latest book, Inflation: The Silent Retirement Killer. Listen in to hear me destroy everything that the financial advisors talk about when it comes to markets, real estate, Wall Street, and training their clients into abdicating their financial future to the marketplace and hoping for the best. Listen in to find out what you can control that will help you navigate market cycles rather than just hanging in there, as many advisors recommend.

I’ll be discussing the interest rate cycle and why it actually is different this time, as well as giving insight into what that means for real estate investing. You will also get insight into the issues with common advice and investment models that planners recommend and why that can result in an elusive retirement. This episode will give you solid ways to hedge against inflation and allow for your investments to actually work for you, so don’t miss it!

Minute Markers:

2:11 – David’s thoughts on financial planners and the key to figuring out your own finances.
3:10 – The interest rate cycle – is it really different this time?
7:28 – The problematic advice around volatility.
9:24 – The main model that advisors know and why retirement becomes elusive.
11:19 – How real estate investing hedges against inflation.
15:46 – The business side of real estate vs. investing in real estate.
18:12 – Stocks, bonds, and the risks of negative returns.

Featured on the Show:

Inflation: The Silent Retirement Killer by David Phelps

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“{General financial planners} try to put everything in a box. I’ve found, in my life, when I try to go to a one-size-fits-all of anything, then I’m probably getting more generalized, cookie-cutter results.” – David Phelps
Click To Tweet

“Interest rates affect every asset, every business—but when you understand how we utilize real estate, we don’t look at it from the standpoint of we’re trying to buy-sell. We buy as an investment.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post David’s Response to Objections of Certified Financial Planner – David Phelps: Ep #403 first appeared on Dentist Freedom Blueprint Podcast.

Navigating Life, Legacy and Wealth – David McAlvany: Ep #402

Pavel Amelishko — Fri, 21 Oct 2022 06:00:17 +0000

My friend and mentor, David McAlvany, joins the show today. He served as the CEO of the McAlvany Financial Group since 2008, and he has some incredible insight from his years of successfully managing financial portfolios during severe downturns and times of crisis. His years in the financial field are a goldmine of knowledge that you don’t want to miss.

Listen in to hear us talk about legacy and David’s book, The Intentional Legacy. You’ll learn key areas of the financial world, as well as where we are in the markets. David has a great macro view of things and will be giving us a good sense of how to put trends into perspective and make the best investment decisions we can along the way.

Minute Markers:

1:57 – The importance of leaving a legacy and why legacy is more than money.
4:30 – Secular trends vs. cyclical trends.
6:32 – Why real estate needs to be managed carefully.
11:30 – What will happen if we do go into more of a recession.
16:20 – What we may see when it comes to gold and metal investments over the next year.
20:12 – Is the U.S. moving toward a more European model?
24:16 – How to inspire the younger generations in terms of creativity, problem-solving and pursuing success.

Featured on the Show:

David McAlvany: Website | Twitter | Facebook
The Intentional Legacy by David McAlvany
McAlvany Wealth Management
Tactical Short

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Whether you’re a real estate investor, a gold investor, or an equity investor – to understand these major trends in the macro picture is so important.” – @DavidMcAlvany
Click To Tweet

Get the Full Episode Transcript:

The post Navigating Life, Legacy and Wealth – David McAlvany: Ep #402 first appeared on Dentist Freedom Blueprint Podcast.

The Current State of the Real Estate Market – Caveats of a Veteran Investor – Jim Ingersoll: Ep #401

Pavel Amelishko — Fri, 14 Oct 2022 06:00:56 +0000

In today’s episode, I’m back with one of my long-time friends who shifted his career from engineering to real estate and entrepreneurship. Jim Ingersoll had a rough start in real estate, and he joins me today to share what helped him grow and improve over the years. You will also get a really valuable run-down of the current state of the real estate market from someone who has seen it all.

This conversation is full of incredible insight and knowledge that came from Jim’s decades of experience in the real estate arena, so make sure to listen in. You will hear where freedom really comes from and why it’s so important to evolve and pivot as you go. Jim also breaks down what he sees happening in the market, what people are currently doing, and what you may need to pay attention to moving forward.

Minute Markers:

1:51 – How Jim’s investing journey got started and how it transformed.
5:57 – The realization of what actually gives freedom.
7:38 – The importance of evolution and the ability to pivot.
11:27 – What Jim is sensing when it comes to changes in the real estate market.
14:48 – At what point investors may need to be more cautious.
17:15 – The issue with too much speculation.
19:05 – How to get started in real estate in a market like this.
21:32 – The importance of your buy box.

Featured on the Show:

Jim Ingersoll: Website | Instagram | Facebook | Twitter | LinkedIn | YouTube | Podcast

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 didn’t know you become the average of the 5 people you spend the most time with or that your network equals your net worth.” – @investforever
Click To Tweet

“When you start doing this journey, you don’t know about off-market deals or that you don’t need a realtor or a bank. That’s very counter-cultural when you’re first starting out.” – @investforever
Click To Tweet

Get the Full Episode Transcript:

The post The Current State of the Real Estate Market – Caveats of a Veteran Investor – Jim Ingersoll: Ep #401 first appeared on Dentist Freedom Blueprint Podcast.

The Next Generation of the Business of Dentistry – Design Your Future by Choice – Bruce Baird: Ep #400

Pavel Amelishko — Fri, 07 Oct 2022 06:00:13 +0000

My good friend, longtime colleague, and entrepreneur in the dental space joins the show today to share valuable insight on innovation, change, and decision-making. Dr. Bruce Baird is a former military member who built a very successful dental practice from scratch after leaving the service—and has gone on to lecture across the U.S. and internationally for years. He also founded Productive Dental Academy, which has grown into a world-class educational organization, and founded Comprehensive Finance, which helps businesses do their own in-house financing.

For those who may feel stuck right now, wherever you are in dentistry and whatever you are dealing with in your business, this episode is full of inspiration and insight that will get you moving. Listen in as Bruce shares his passion for innovation and emphasizes how important it is to know what’s going on in the industry and what it means for you. He also gives some great advice about dealing with practice sales, understanding your value, how to get unstuck when things are changing so fast, and more.

Minute Markers:

1:10 – Bruce’s career path from military to dentistry and more.
3:23 – The value of being an innovator.
4:36 – Why the consolidation of dental practices into the DSO model isn’t as negative as you think—and why there’s still room for private practices.
7:22 – The importance of knowing your EBITDA and what to pay attention to when you’re getting offers for your practice.
13:20 – What you need to consider when listening to speakers, influencers, and advice-givers.
14:42 – How the current situation looks when it comes to finance and private equity.
19:55 – The role of change and what to do when you’re feeling stuck.
24:02 – What leads to true satisfaction.
26:43 – What legendary leadership looks like and why Bruce wrote a book on it.

Featured on the Show:

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Dentistry is changing, and it’s changing very rapidly into printing technologies, scanning technologies, and there are so many things that are positive.” – Dr. Bruce Baird
Click To Tweet

“I don’t want investors coming in and telling me what my value is—I want to know it.” – Dr. Bruce Baird
Click To Tweet

Get the Full Episode Transcript:

The post The Next Generation of the Business of Dentistry – Design Your Future by Choice – Bruce Baird: Ep #400 first appeared on Dentist Freedom Blueprint Podcast.

Dynamics of Being Married to an Entrepreneur – Ashley Pearson: Ep #399

Pavel Amelishko — Fri, 30 Sep 2022 06:00:32 +0000

Today I’m joined by Ashley Pearson, the wife of entrepreneur Caleb Pearson, who plays a huge role both at home and in their businesses. I’m so excited to have Ashley here to share some extremely valuable insight into finances, playing a supporting role, and balancing the demands of family and business.

Listen in as she shares from her massive amount of experience in accounting and Corporate America and discusses the ups and downs of being married to an entrepreneur. You will hear how she got involved with the mastermind community, as well as the importance of understanding what your spouse needs and where to provide love and reassurance in a way they understand.

Minute Markers:

1:28 – Ashley’s experience as a mom, wife, and CFO.
3:06 – Her experience with the mastermind meetings.
7:17 – How the mastermind was both challenging and energizing.
12:37 – The value of a woman’s intuition and involving your spouse in a mastermind.
18:02 – The importance of a sense of security and how to build it as a couple.
22:32 – How to reassure your spouse and be intentional about expressing love and appreciation.
26:27 – Why acknowledgement often comes into play.

Featured on the Show:

Ashley Pearson: Facebook | Instagram
Collective Genius Mastermind

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 had never met someone like my husband until I met my husband, and I was like, ‘oh my gosh, everyone in this room is so similar,’ … and I realized he was surrounding himself with people who have this incredible gift.” – Ashley…
Click To Tweet

“When we were building our business, it was a gift. I never realized how energized it makes you and how excited it makes you to come home. You guys can get in a rut and it reenergizes you to be around like-minded people.” – Ashley…
Click To Tweet

Get the Full Episode Transcript:

The post Dynamics of Being Married to an Entrepreneur – Ashley Pearson: Ep #399 first appeared on Dentist Freedom Blueprint Podcast.

Leveraging Your Practice to Create More Freedom – Scott Manning: Ep #398

Pavel Amelishko — Fri, 23 Sep 2022 06:00:57 +0000

Mentor, friend, and fellow entrepreneur Scott Manning joins the show today to share his journey in business. Having started a business when he was in high school, Scott discusses the value of having a coach or mentor, as well as the importance of knowing the money math and what it means to have a team-driven system.

Listen in to get a glimpse of his professional journey and how he learned discipline and confidence at an early age. You’ll learn the traps that entrepreneurs tend to fall into, what we really need to be focusing on in order to get to where we want to be, and more. If you’re looking for ways to leverage your practice and find more freedom within your work, this episode is for you!

Minute Markers:

1:33 – What Scott does and where his entrepreneurial spirit came from.
4:22 – How he learned discipline, drive, and confidence at a young age.
5:50 – How business can facilitate freedom.
7:48 – Take what you get—or create what you want?
10:55 – The key pillars of leverage that move the needle.
16:22 – The value of confidence and discipline that is pointed at your personal goals.
17:55 – The importance of mastering the math of your business.
24:47 – Why you have to redefine success.

Featured on the Show:

Scott Manning: Website
The Four Freedoms of Dentistry by Scott Manning
The 7 Habits of Highly Effective People by Stephen Covey

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“More patience, more hours, more insurance, more of everything. But here’s the problem: it doesn’t guarantee more profit.” – Scott Manning
Click To Tweet

“At the end of the day, when we’re all selling outcomes and helping people get to a better place, what I learned was that I didn’t know everything, and I had my first coach or consultant in high school!” – Scott Manning
Click To Tweet

Get the Full Episode Transcript:

The post Leveraging Your Practice to Create More Freedom – Scott Manning: Ep #398 first appeared on Dentist Freedom Blueprint Podcast.

Marketing on a Mission – How Your What, Why and How Becomes Your Unique Differentiator in a Sea of Commoditization – Dacia Coffey: Ep #397

Pavel Amelishko — Fri, 16 Sep 2022 06:00:15 +0000

What’s your differentiator? We all have them, but we often have trouble finding them. That’s where Dacia Coffey of The Marketing Blender comes in. She joins the show today to talk about how people can use their words to unleash potential and use their work to bless the world.

Listen in as Dacia talks about how important it is to have a paradigm shift in order to level-up and move forward. She shares insight from her extensive experience in marketing, as well as growing transformative work and lives. Through this conversation, you will gain a greater understanding of how to focus your marketing through building and focusing on your mission.

Minute Markers:

1:45 – Dacia’s history and experience in marketing.
3:29 – Why there has to be a paradigm shift in order to have growth.
5:43 – The importance of having an audit from outside eyes.
7:49 – The value of embracing a servant leader position.
10:12 – What it means when a potential customer clicks or makes contact.
12:12 – The relationship between pain and change.
15:06 – How to put your marketing dollars (and time) to work.
17:01 – What branding is (and isn’t).
22:26 – The importance of resiliency and what fuels or hinders it.
23:46 – What The Marketing Blender is and how they work with businesses.

Featured on the Show:

Dacia Coffey: Website | Facebook | LinkedIn
The Marketing Blender
The Marketing Blender Lab
Corporate Caffeine Podcast
Corporate Caffeine by Dacia Coffey

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“By the time they call, or by the time they click on your website, they’ve already decided that you’re the one to beat or you’re the one that’s just validating their original choice.” – Dacia Coffey
Click To Tweet

“We’re talking about using your work to bless the world. This is counter-cultural because a lot of the world is like, ‘thank God it’s Friday,’ and they treat work like a four-letter word.” – Dacia Coffey
Click To Tweet

Get the Full Episode Transcript:

The post Marketing on a Mission – How Your What, Why and How Becomes Your Unique Differentiator in a Sea of Commoditization – Dacia Coffey: Ep #397 first appeared on Dentist Freedom Blueprint Podcast.

Turning Your Practice Vision into Reality – Dr. Summer Kassmel: Ep #396

Pavel Amelishko — Fri, 09 Sep 2022 06:00:43 +0000

Getting into a career out of spite but then becoming an influencer, inspiration, and incredible asset to the field may be rewarding, but for today’s guest, there’s so much more to it. In this episode, I get to connect with Dr. Summer Kassmel, and we really dig into mindset and what drives her in dentistry. You will get an awesome inside look into her career and the valuable tools she provides to help other dentists succeed within their practices.

Listen in to hear how Summer encountered a debilitating issue that could have ended her career but ended up pushing her into growth—both in her practice and in her life. She shares how it opened her eyes to an area where dentists can really take hold, take control, and upgrade their practices. Summer also gives us key ways dentists can start getting to a place where they have more financial and time freedom.

Minute Markers:

1:36 – What got Summer to focus in on dentistry and helping dentists.
3:53 – The debilitating issue that pushed her to a point where she had to make some tough decisions.
5:04 – The key thing dentists need in order to create more freedom for themselves.
7:50 – What dentists do wrong when getting started and the importance of pivoting.
10:10 – Why Summer took on the challenge of starting a practice in Vail.
13:07 – What forced her to see the business as a business and the changes that followed.
17:57 – Why it’s okay to not understand and the importance of getting the education and help you need.
20:00 – How to start carving out time to learn and grow your practice.

Featured on the Show:

Dr. Summer Kassmel: Email | Website
Dental Success Network

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 learned what it can mean for doctors to gain the knowledge and a good stronghold on the numbers in their practice and how it can really lead to freedom.” – Dr. Summer Kassmel
Click To Tweet

“The things that I do to feel that level of success and impact have changed, and it’s because of meeting people outside of my tiny little circle up here.” – Dr. Summer Kassmel
Click To Tweet

Get the Full Episode Transcript:

The post Turning Your Practice Vision into Reality – Dr. Summer Kassmel: Ep #396 first appeared on Dentist Freedom Blueprint Podcast.

Clockworking Your Business – Mike Michalowicz: Ep #395

Pavel Amelishko — Fri, 02 Sep 2022 06:00:10 +0000

Bestselling author, speaker, and entrepreneur Mike Michalowicz joins the show today to share some of his famous insights for entrepreneurs, including the important things he recently changed in his book, Clockwork. If you’re ready to learn how to get your time back so you can live in financial and personal freedom, then don’t miss this episode!

Listen in as Mike speaks from his massive amount of experience and insight into the business world and breaks down how to reframe the role of an entrepreneur in order to make a greater impact. You’ll learn how to reframe key areas of business and time that will allow you, your business, and your team to thrive.

Minute Markers:

1:16 – Mike’s history and experience helping people to grow healthy, strong companies.
5:50 – Why he revised Clockwork (and what changes were made).
7:32 – One key reframing tool that will elevate your impact in your business.
9:30 – What it means to eradicate entrepreneurial poverty and how Mike is trying to do that.
14:35 – The survival trap and how we need to get out.
17:18 – How to make your business run by itself.
21:13 – Why you need to refine your client base.

Featured on the Show:

Mike Michalowicz: Website | Twitter | Instagram | Facebook
Clockwork by Mike Michalowicz
Toilet Paper Entrepreneur by Mike Michalowicz
The Pumpkin Plan by Mike Michalowicz
Fix This Next by Mike Michalowicz
Get Different by Mike Michalowicz
Profit First by Mike Michalowicz

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“An entrepreneur’s job is not to do the job—it’s to be a creator of jobs. If you’re doing the work in your business, shame on you, because you’re stealing the work from the people who want to do the work.” – @MikeMichalowicz
Click To Tweet

“No one starts a business with the goal of being trapped by it.” – @MikeMichalowicz
Click To Tweet

Get the Full Episode Transcript:

The post Clockworking Your Business – Mike Michalowicz: Ep #395 first appeared on Dentist Freedom Blueprint Podcast.

Practice Model Redux – Living Your Vision Without the PPO High Volume Model – Dr. Ron Schefdore: Ep #394

Pavel Amelishko — Fri, 26 Aug 2022 06:00:48 +0000

Many of the things we are taught to believe in life end up not being true, so it’s important to push back or try something different in order to find what works. The no-hygiene method is a controversial one that Dr. Ron Schefdore has gotten a lot of pushback for, but he has found success in it. He joins the show today to share the most important things he has learned throughout his dental career, and you don’t want to miss it.

Listen in to hear about the benefits of getting more involved in hygiene and why it’s profitable to have a smaller book of patients. Ron also discusses the importance of dealing with limiting beliefs and discomfort around charging what works and clarity on a practice that reflects confidence and passion.

Minute Markers:

2:27 – How Ron got into cosmetic dentistry and started to develop his own method.
7:15 – How to convert to a no-hygiene model.
10:58 – How to get comfortable talking about money and fixing your limiting beliefs.
14:21 – Where to find the confidence and skills you need to start out your dental career right.
18:05 – Where practice models like this work and how to make it work in a competitive area.
20:07 – How marketing has changed and why Ron is out of network plans.
22:10 – A treatment plan that people appreciate.
23:27 – How past recessions affected Ron’s practice.

Featured on the Show:

Dr. Ron Schefdore: Website | LinkedIn | Twitter
Mentors & Masters

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 never had over 320 patients in my practice, and I always did over a million or 1.2 million and brought home half.” – @Drschefdore
Click To Tweet

“What makes me happy is interacting with my patients, getting to know the people I care about—they’re not my next paycheck. I’m actually there to help them.” – @Drschefdore
Click To Tweet

Get the Full Episode Transcript:

The post Practice Model Redux – Living Your Vision Without the PPO High Volume Model – Dr. Ron Schefdore: Ep #394 first appeared on Dentist Freedom Blueprint Podcast.

Reinvention and Permission to Pivot – The Entrepreneurial Frontier – Alastair Macdonald: Ep #393

Pavel Amelishko — Fri, 19 Aug 2022 06:00:08 +0000

So often in life, we follow a path that has been deemed ‘for us’ and down the road, we wonder if this path is really what we’re meant to be doing. My good friend Alastair Macdonald joins me on the show to talk about reinvention and the importance of taking responsibility for your education and evolution. You will learn about how to choose the right path, the importance of mentorship, and how to succeed in the right way.

Listen in as we go over what qualifies people to be what they are and how we so often misqualify ourselves in many ways. Alastair also shares a piece of his own upbringing and provides insight into the importance of allowing children to have their own experiences. You will also hear about how to get unstuck from a rut so that you can pivot into better and more meaningful things.

Minute Markers:

3:10 – How Alastair grew up and the benefit of not getting stuck in your career path.
6:20 – The scale of possible difficulty and how that may affect decisions and crisis management.
9:50 – The value of on-the-job training and mentorship.
14:50 – Where Alastair’s career changed and the scary part of changing direction.
18:08 – Mistaking the ‘how’ for the ‘what.’
20:55 – Why you should never disregard your own experience.
24:43 – The importance of developing additional skillsets as you go.
28:00 – Why specialization isn’t for everyone and lateral movements are key.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 grew up with parents who never dared to carve my path for me or even suggest that they had a better idea for my future than what I could come up with.” – Alastair Macdonald
Click To Tweet

“It’s my conviction that the ultimate qualification, the only one that matters, is results. It’s the ace that can be played at every game and it ends the game.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Reinvention and Permission to Pivot – The Entrepreneurial Frontier – Alastair Macdonald: Ep #393 first appeared on Dentist Freedom Blueprint Podcast.

The World of Private Transactions: What, Why and How – Larry Pino (Part 2): Ep #392

Pavel Amelishko — Fri, 12 Aug 2022 06:00:26 +0000

What happens in real estate private transactions?

Dr. Larry Pino is back for part two of this series to discuss private transactions, especially in real estate. If you missed last week’s episode, click here to go back and check it out!

In today’s episode, we’re diving into specific details on some of the private transactions we’ve been working on these past few months.

You’ll come away with a better understanding of the ins and outs of making deals like this work well, the motivations behind the deals, and—most importantly—how these deals ended up being a win-win.

Minute Markers:

1:17 – A common place where people tend to get tripped up when it comes to private transactions.
3:14 – An example of a unit investment trust through Freedom Founders.
5:18 – The difference between a membership interest and a foreclosure.
8:02 – How to navigate the process of getting property titled.
11:37 – How to get 50% back within 60 days.
17:22 – Investing using your retirement account.

Featured on the Show:

Larry Pino: LinkedIn | Website | Instagram | YouTube
Tuscan Gardens

Watch full length Interviews on video!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If you’re going to be involved in a private transaction, you’re going to need to have somebody there by your side with experience to walk you through it.” – David Phelps
Click To Tweet

“This is a whole other world that gives you control of the strings of it, so that you get to be able to create the outcomes you’re looking for and minimize risks because you’re in control of those strings.” – Larry Pino
Click To Tweet

Get the Full Episode Transcript:

The post The World of Private Transactions: What, Why and How – Larry Pino (Part 2): Ep #392 first appeared on Dentist Freedom Blueprint Podcast.

The World of Private Transactions: What, Why and How – Larry Pino (Part 1): Ep #391

Pavel Amelishko — Fri, 05 Aug 2022 06:00:09 +0000

This episode is part 1 of a 2-part series in which my good friend, Larry Pino, helps me dig into the world of private transactions (primarily in real estate), how to go about them correctly, and ways to hedge against market volatility.

Larry has become a right hand council for Freedom Founders because of his extensive knowledge and experience in real estate, law, business, development, and much more. He brings incredible insight into the world of private transactions and discusses the unique opportunities that are presented and how you can set yourself up for success in this area of investing.

Minute Markers:

1:49 – Larry’s experience and background in law, real estate, and business.
4:50 – The unique opportunity that comes with a private transaction.
6:43 – Where to find private transactions.
9:08 – The importance of who you deal with and have in your network.
11:23 – The types of private transactions and where to start.
16:31 – How to maintain control of the deal and minimize risks.
21:02 – How to take a closer look at a potential opportunity.
24:50 – What comes before the economics of a deal.

Featured on the Show:

Larry Pino: LinkedIn | Website | Instagram | YouTube
Tuscan Gardens

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“He or she who controls the documents, controls the deal. It gives you the opportunity to get the documents how you want them to be.” – Larry Pino
Click To Tweet

“A private transaction is a creative opportunity for two people (or institutions): one with capital to invest and somebody on the other side (an opportunity) that they have to deploy capital in.” – Larry Pino
Click To Tweet

Get the Full Episode Transcript:

The post The World of Private Transactions: What, Why and How – Larry Pino (Part 1): Ep #391 first appeared on Dentist Freedom Blueprint Podcast.

Running the Numbers to Support Your Business Vision – Jake Conway: Ep #390

Pavel Amelishko — Fri, 29 Jul 2022 06:00:42 +0000

The business side of a dental practice is often an area that is neglected or simply misunderstood by many dentists. Joining the show today is Jake Conway, a dental business analyst who aims to help dentists identify opportunities in their practices. He discusses the important aspects that go into a successful practice and how you can begin to find clarity and solutions that level up what you do and how you do it.

Jake comes from a hospitality industry background, but he made his way into entrepreneurship—particularly the dental industry as a business analyst. Listen in to hear about his passion for connecting with, learning from, and providing value to all of his clients. He also shares insight into identifying symptoms and causes—and how he and his team deliver effective solutions.

Minute Markers:

1:40 – Jake’s background in hospitality and how his career transitioned into entrepreneurship.
2:52 – The importance of communication and providing understanding in a business.
6:46 – What Jake’s team reports on and how it’s different from other kinds of reports you may already be getting.
10:58 – Key metrics to pay attention to in business and how to find clarity.
13:20 – Why treating the root cause of the problem is key—and how Jake does that.
15:36 – Where to start if you know your practice needs to improve.
20:03 – One key concept of business that trumps the others.
24:14 – How your practice can prepare to survive these uncertain times.

Featured on the Show:

Jake Conway: Website | LinkedIn
Extreme Ownership by Jocko Willink
What’s Your Next? by David Phelps

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Business knowledge is so grossly undereducated, and there’s a lot to learn in the dental world that a lot of dentists don’t have access to.” – Jake Conway
Click To Tweet

“It starts with awareness of your business to begin with because that’s really going to be the conduit that gets you from point A to point Z.” – Jake Conway
Click To Tweet

Get the Full Episode Transcript:

The post Running the Numbers to Support Your Business Vision – Jake Conway: Ep #390 first appeared on Dentist Freedom Blueprint Podcast.

The Most Important Geopolitical Trends That Will Affect Your Future – Daniel Marcos: Ep #389

Pavel Amelishko — Fri, 22 Jul 2022 06:00:44 +0000

This week, I continue my discussion with Daniel Marcos of the Growth Institute. Last week was all about entrepreneurship, but this week he will be addressing the economy and markets we’re currently seeing. Daniel talks about the major trends he sees going forward that we, as entrepreneurs, business owners, and investors, need to pay attention to in order to navigate the volatility and disruption of the marketplace.

Listen in as Daniel speaks to important aspects of selling a business and what you should be considering when it comes to trends. He also gives insight into what is going on with world population trends and what we might expect to happen in the coming years. You may be surprised by some of the predictions and trends he touches on, so don’t miss this fascinating conversation.

Minute Markers:

1:42 – One key lesson Daniel learned about trends in business.
7:30 – An important training on trends and what they can tell us.
12:39 – The impact of debt and how it will affect the younger generations.
15:42 – Why China will not be the next world power and who the rising powers could be.
20:50 – The important and exponential impact of current trends.
24:56 – World cycles that happen and the pendulum effect.
28:53 – General recommendations on how to be proactive as a leader or business owner.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
Pendulum by Roy Williams and Michael Drew
Growth Institute
Entrepreneurs’ Organization (EO)
What’s Your Next? by David Phelps

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If you had a good company to sell and you did not sell it last year, you made a big mistake.” – Daniel Marcos
Click To Tweet

“Diversify—trying to have stable cash flow will be very effective coming into an unstable environment.” – Daniel Marcos
Click To Tweet

Get the Full Episode Transcript:

The post The Most Important Geopolitical Trends That Will Affect Your Future – Daniel Marcos: Ep #389 first appeared on Dentist Freedom Blueprint Podcast.

The Life Cycle and Lessons of an Entrepreneur – Daniel Marcos: Ep #388

Pavel Amelishko — Fri, 15 Jul 2022 06:00:38 +0000

In the next two episodes, my good friend Daniel Marcos from the Growth Institute joins me for some incredible conversations about entrepreneurship. He gives us a glimpse into his past and formative times that taught him essential lessons and shaped his career and life. From politics to fast-growing FinTech, you will get insight into the high and lows of his career.

Listen in as Daniel opens up about his background in the international business world and the lessons he has learned from his experiences as an entrepreneur. You’ll hear great advice on increasing value, picking up on trends, building businesses, and dealing with a severe economic downturn. You will also learn the important mindset and strategic moves that will help you succeed as an entrepreneur and leader.

Minute Markers:

2:43 – Daniel’s background and expertise in entrepreneurship and business.
9:10 – How to raise your valuation when you want to sell your company.
13:17 – The trend Daniel picked up on in the U.S. and the business he built around it.
17:17 – What happened next when his U.S. company went down with the crash.
19:16 – Why he built Growth Institute and what he teaches there.
20:52 – What gave him the freedom mindset.
24:01 – One of his biggest mistakes.
27:11 – The value of experience and learning from mistakes.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
Own Your Freedom by David Phelps and Dan Kennedy
Growth Institute
Scaling Up by Verne Harnish
Entrepreneurs’ Organization (EO)
What’s Your Next? by David Phelps

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“If you can go through an audit from one of the big four, they will really trust your numbers and your execution.” – Jim Rachor
Click To Tweet

“When you think about all the skills you need as a CEO and to run a company, {universities} don’t teach those kinds of things.” – Jim Rachor
Click To Tweet

Get the Full Episode Transcript:

The post The Life Cycle and Lessons of an Entrepreneur – Daniel Marcos: Ep #388 first appeared on Dentist Freedom Blueprint Podcast.

Ep #387: Jim Rachor – From Student to Practitioner, to Master, to Teacher – What’s Your Next?

Pavel Amelishko — Fri, 08 Jul 2022 06:00:47 +0000

Jim Rachor is part of the Freedom Founders tribe who has gone down his own path and developed a blueprint to help others find freedom, success, and significance in life. He joins the show today to talk about giving back and how to create more confidence and capacity to give back. You will also hear a lot about the importance of mindset and how to really curate the people that work with you—and for you—to ensure success.

Listen in to hear Jim discuss the most important thing when it comes to how you live life and influence your family. He also shares how alternative investments have impacted his life and the lives of his family, as well as how he helps people move from successful to significant, guiding them through their passions and priorities to be more impactful in life.

Minute Markers:

1:07 – Who Jim is and how he developed his own path to freedom.
3:26 – His journey into Freedom Founders and how his father influenced him.
6:44 – An important thing he learned about finances and freedom.
9:15 – The importance of curating financial advisors and people with the right mindset to help with your finances.
15:40 – The opportunities that arise in inefficient markets.
19:49 – What life is all about and how to keep sight of that.

Featured on the Show:

Jim Rachor: Website
Own Your Freedom by David Phelps and Dan Kennedy

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Move from being successful to being significant. What are your passions? Start with what’s important first.” – Jim Rachor
Click To Tweet

“I was noticing my financial advisors were working 40-hour work weeks. They weren’t wealthy—they weren’t free.” – Jim Rachor
Click To Tweet

Get the Full Episode Transcript:

The post Ep #387: Jim Rachor – From Student to Practitioner, to Master, to Teacher – What’s Your Next? first appeared on Dentist Freedom Blueprint Podcast.

Ep #386: Nancy Huynh – Creating Plan B Wealth Through Real Estate Syndications

Pavel Amelishko — Fri, 01 Jul 2022 06:00:11 +0000

The value of vision is huge when it comes to creating a life of freedom and balance through time management, investing, and more. Today, I have Dr. Nancy Huynh with me to talk about real estate and vision. An eye surgeon, entrepreneur, and an impact real estate investor who started Clear Vision Investing, Nancy is passionate about helping other people realize the power of investing in real estate.

Listen in to hear how she helps women physicians understand investing and create a solid financial foundation. She also elaborates on how financially sound physicians have the opportunity to change medicine and the world for the better, as well as how investing can generate great returns for you while making a positive social impact.

Minute Markers:

1:43 – Nancy’s background in medicine and investing.
6:23 – The moment that changed everything and pushed her toward active investing.
10:10 – How she found a better way and learned the difference between the now vs. 20 years from now.
12:04 – How she bought her first property and how she’s doing now with her investments.
15:32 – The role of networking and community in her success.
18:40 – What arrival fallacy is and why it’s important to be aware of it.
21:58 – The messy state of healthcare and the opportunity that healthcare professionals have.
25:50 – The power of early financial education.

Featured on the Show:

Nancy Huynh: Website | LinkedIn

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Get educated, commit yourself to something, and just go after it.” – Nancy Huynh
Click To Tweet

“I didn’t want someone dictating how I could spend my money and when I could take it out.” – Nancy Huynh
Click To Tweet

Get the Full Episode Transcript:

The post Ep #386: Nancy Huynh – Creating Plan B Wealth Through Real Estate Syndications first appeared on Dentist Freedom Blueprint Podcast.

Ep #385: Dennis Perry – Retirement with Confidence – Abundance vs. Scarcity

Pavel Amelishko — Fri, 24 Jun 2022 06:00:43 +0000

Freedom Founders member Dr. Dennis Perry joins me on the show today to talk about his retirement journey and how he got into real estate investing. From exiting his partnership to the meetings with his financial advisor, he shares how he navigated the financial issues that came in early 2020 and how he found confidence again in his retirement.

This episode is a valuable look into the common issues that pop up with retirement and real estate investing, and it sheds light on how to handle the hurdles that pop up. Listen in as Dennis gives us thought-provoking insight into creating more confidence through navigating your finances more intentionally. He also discusses the importance of an abundance mindset and how it helps you stay away from fear and scarcity in your life.

Minute Markers:

2:24 – Dennis’ background and emphasis on leadership.
4:31 – The conversations before retirement and the situation he was navigating.
8:14 – The wake-up call that happens in the market and what to do to steady out your retirement planning.
11:48 – Where real estate investing became part of Dennis’ freedom plan.
15:04 – The fear of doing things differently and why it’s important to face it.
20:25 – How Dennis decided to participate in Freedom Founders and how it has made an impact.
28:55 – Why community is so important as we face turbulent times.

Featured on the Show:

Dennis Perry

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Do you want to be average? Do what others are doing. If you want to be extraordinary, you have to do things differently.” – David Phelps
Click To Tweet

“It was a sense of freedom that we thought we were never going to feel.” – Dennis Perry
Click To Tweet

Get the Full Episode Transcript:

The post Ep #385: Dennis Perry – Retirement with Confidence – Abundance vs. Scarcity first appeared on Dentist Freedom Blueprint Podcast.

Ep #384: Mike Zlotnik – Stress Testing Your Investments During Uncertain Times

Pavel Amelishko — Fri, 17 Jun 2022 06:00:26 +0000

Mike Zlotnik is the CEO and Founder of the Tempo Management group, dealing with investments and funds in the real estate field. He has an incredibly analytical mind that is so valuable when it comes to understanding what’s going on with the market and how to navigate your investments during an uncertain time. In today’s episode, you’ll get a glimpse into what he is seeing, predicting, and planning for with the currently developing “party is over” recession.

Listen in to get a better understanding of rising interest rates, inflation, the role of the Fed, and more. Mike also shares his insight into how to stress test your investments and how to navigate the ongoing stress that we could be facing. You’ll hear valuable tips, criteria, and ideas regarding making solid investments decisions.

Minute Markers:

1:20 – Who Mike is and his background in investments and analytics.
5:58 – What investors should be doing now.
8:56 – The problem with portfolio acquisitions and what institutional investors do.
14:54 – Underwriting criteria in the current market.
19:15 – What you don’t want to be doing while in this market.
20:34 – How the Fed is involved and what’s going on with the 10-year treasuries.
23:24 – Supply chain issues, energy policies, and how they affect inflation.
26:52 – When to hold cash and what purpose it serves in an inflationary environment.

Featured on the Show:

Mike Zlotnik: Website | LinkedIn | Twitter

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Most investors don’t need to panic—they need to simply take a very systematic approach.” – @management_tf
Click To Tweet

“A good stress test is: if you have a variable rate mortgage, find out what the cap is. Find the worst case scenario and see if you can survive that point.” – @management_tf
Click To Tweet

Get the Full Episode Transcript:

The post Ep #384: Mike Zlotnik – Stress Testing Your Investments During Uncertain Times first appeared on Dentist Freedom Blueprint Podcast.

Ep #383: James Miller – Breakthroughs in Life – You Are the Expert

Pavel Amelishko — Fri, 10 Jun 2022 06:00:52 +0000

With all of the uncertainty and increasing concerns in the world today, it can be easy to get stuck or feel lost. Today I’m joined by James Miller, licensed psychotherapist and mental health expert, who joins the show to talk about breakthroughs and becoming the expert in your own life. He discusses the importance of going back to learn (or re-learn) previous lessons from your life and gives us a glimpse into his method for doing that.

Listen in to hear about the Life Lessons Workbook that James has created and how it helps you reflect on your life to better understand what you need to do in order to move forward. You’ll learn about the process of reflection and why it is so important to go back and take note of what you’ve done before in similar situations (whether it worked or didn’t work). You are in for such a treat with this episode, so get ready to come away with some life-changing insight and skills!

Minute Markers:

4:00 – What the Life Lessons Workbook is about and why James wrote it.
6:56 – What it looks like to go back in your life and the nine categories to take note of.
8:41 – How change happens and new habits are made.
10:56 – How to break away from negative looping thoughts.
14:07 – Dealing with self-sabotage and allowing things to move out of your way.
16:26 – The power of physically or emotionally standing up.
18:12 – How to communicate more effectively.
20:50 – How to use the book and take what you need.

Featured on the Show:

James Miller: Website | LinkedIn | Twitter | Facebook | Podcast
Life Lessons Workbook by James Miller
Ep #375: James Miller – Owning Your Freedom [Lifeology Interview]
Ep #327: James Miller – Fearlessly Living Your Fullest Life

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“It’s really important to reflect on your past because whether it’s a healthy habit or unhealthy habit, you’re aware of it.” – @JamesMLifeology
Click To Tweet

“Research states that it takes between 63 and 66 times for change to happen or for a habit to be created.” – @JamesMLifeology
Click To Tweet

Get the Full Episode Transcript:

The post Ep #383: James Miller – Breakthroughs in Life – You Are the Expert first appeared on Dentist Freedom Blueprint Podcast.

Ep #382: Cody Cowen – Financial Freedom by 40 – It’s All About Your Network and Relationships

Pavel Amelishko — Fri, 03 Jun 2022 06:00:59 +0000

How we think really shapes our behaviors and the actions we take in life. Dr. Cody Cowen, one of our Freedom Founders members, joins me on the show today to discuss his journey in life (and with Freedom Founders), as well as what it takes to break out of a fear-based mentality and be open to growth.

Listen in to gain insight into ensuring that you keep moving forward and live your life in the most effective way. Cody really hits the nail on the head as he discusses how you actually learn to be a dentist and what it takes to grow and take on the bigger goals in life. Don’t miss out on this powerful episode!

Minute Markers:

2:11 – How Cody started his practice in Louisiana.
5:46 – The value of a good mentor.
7:30 – How you learn to be a good dentist.
11:02 – Why Cody decided to move his family and start a new business.
13:00 – The different personalities at play in a practice.
17:47 – How Cody decided to join Freedom Founders.
26:40 – The importance of your network in life.

Featured on the Show:

Cody Cowen: Website

Want to join David at the next Freedom Founders event?

Go to: www.FreedomFounders.com/Schedule to learn 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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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 think all dental schools teach us to be good technicians. We don’t learn the value of business and transferrable, scalable skills until we get out into the real world and work with people.” – Cody Cowen
Click To Tweet

“Realize that you don’t know what you don’t know – accept that advice and grow.” – Cody Cowen
Click To Tweet

Get the Full Episode Transcript:

The post Ep #382: Cody Cowen – Financial Freedom by 40 – It’s All About Your Network and Relationships first appeared on Dentist Freedom Blueprint Podcast.

Ep #381: Sherrie Rose – Your Life Post-COVID – Focusing on What Matters

Pavel Amelishko — Fri, 27 May 2022 06:00:12 +0000

What lessons came out of COVID and the shutdowns that happened? What do you plan to do with them—and where do you plan to go from here? Sherrie Rose, the author of The Cocoon Conundrum, joins the show today to talk about just that. She has some incredible insight to share from her book that will allow you to process and take important lessons from the chaos of the last couple of years.

Listen in as Sherrie discusses choosing change, transformation, checking in with friends, and how the isolation of COVID brought important realizations to the surface. She also shares where many people have made discoveries about themselves and their relationships, as well as how we can use these discoveries to grow in our relationships with others and ourselves. You will gain some really great lessons and things to move forward with and sow into the lives of your family members, friends, and team.

Minute Markers:

3:37 – Sherrie’s role in the Olympics and her background in training and teaching.
7:57 – What drove her to write The Cocoon Conundrum.
9:31 – The theme of change and how breaking out of the cocoon is important.
13:49 – How to better understand your relationships, how people show up, and how you can show up.
19:10 – The shift from self-focus into a mission for the greater good.
22:12 – The wake-up call and how it can redirect your life.
25:09 – How Sherrie helps people become legacy chiefs.
29:43 – What the pilot program looks like and how to apply.
30:19 – The things that matter and how you have an impact.

Featured on the Show:

Sherrie Rose: Website | LinkedIn
The Cocoon Conundrum by Sherrie Rose
The Webinar Way by Sherrie Rose
The Hero’s Journey by Joseph Campbell
The Odyssey by Homer
Models Method
The 5 Regrets of the Dying by Bronnie Ware

Also, here is a link to the gift that is mentioned in the podcast: Dream to Enhavim Creative Process

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“Start with gratitude and end with gratitude—encapsulate it.” – Sherrie Rose
Click To Tweet

“You have to go back and revisit, revise, and improve on legacy. Then you can incorporate it into your life.” – Sherrie Rose
Click To Tweet

Get the Full Episode Transcript:

The post Ep #381: Sherrie Rose – Your Life Post-COVID – Focusing on What Matters first appeared on Dentist Freedom Blueprint Podcast.

Ep #380: Practice Transition Panel (Part 3)

Pavel Amelishko — Fri, 20 May 2022 06:00:21 +0000

We’re back with the third round of the practice transition panel. In today’s episode, we’re going to focus on the business model going forward, the trends in practices, who should be an owner, what ownership looks like, and more. You will get insight into how young people are assessing their practice opportunities now and what that means for you and your practice moving forward.

Listen in as the panel shares their view on current trends that are affecting practices and creating new problems, as well as opportunities to step into for dentists. They discuss the best way to navigate the decisions for an early-stage practice so that you are set up for success—even in a recession. This episode is full of wisdom regarding leadership, practice ownership, and gaining clarity on where you want to go with your life and practice, so don’t miss it!

Minute Markers:

2:31 – How to deal with increasing margins and navigate ownership from the early stages.
5:26 – The good thing about recessions.
7:49 – Trends in private practice dentistry and who is thriving.
8:50 – The important things to do if you go the DSO route.
11:12 – The beauty of business ownership and why it’s so important.
13:44 – What comes with practice ownership.
16:14 – What you need in order to gain clarity.

Featured on the Show:

Mike Abernathy: Website | Facebook | Twitter | YouTube
Brannon Moncrief: Website | LinkedIn
Jared Duckett: LinkedIn | Duckett Ladd
Bill Ladd: LinkedIn | Duckett Ladd
Alastair Macdonald: TEDx | DSN | Facebook

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“You need to check some boxes, learn what it takes, adapt. You need to guard core and embrace things you really believe in, but you also need to embrace change.” – Mike Abernathy
Click To Tweet

“Practice ownership is still the best avenue to pursue in dentistry.” – Brannon Moncrief
Click To Tweet

Get the Full Episode Transcript:

The post Ep #380: Practice Transition Panel (Part 3) first appeared on Dentist Freedom Blueprint Podcast.

Ep #379: Practice Transition Panel (Part 2)

Pavel Amelishko — Fri, 13 May 2022 06:00:30 +0000

If you’re considering selling a part or full aspect of the equity in your practice, there are some key things to look at and understand about this process. This week, we will be continuing into the second part of a panel discussion I hosted on practice transitions. (If you haven’t yet, make sure to check out the first part of the discussion!) Today, we’ll be diving into what it takes to take your chips off the table, as well as where to invest that money.

Listen in to learn the key things to think about when shifting responsibility or authority. The panel also shares a solid look at the upsides and downsides to different types of practice transitions that you might be considering and how certain situations have played out for other practice owners. You will leave this episode with a better understanding of what’s involved with practice transitions and where to start making key decisions.

Minute Markers:

2:32 – The upsides and downsides of doctor-to-doctor sales.
4:30 – Options that come with DSOs and the caveats involved.
7:48 – Why you shouldn’t be “thinking like a dentist.”
9:43 – Mindset shifts that may keep you away from an unfavorable deal.
12:27 – The greater fool theory and how that applies to dental practice sales.
14:24 – One of the most important things to remember about the difference between responsibility and authority.
16:26 – The differences in DSOs and how to decide how to exit.

Featured on the Show:

Mike Abernathy: Website | Facebook | Twitter | YouTube
Brannon Moncrief: Website | LinkedIn
Jared Duckett: LinkedIn | Duckett Ladd
Bill Ladd: LinkedIn | Duckett Ladd
Alastair Macdonald: TEDx | DSN | Facebook

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“While any business you start should be designed to sell at some point, I think it’s foolish to use the sale of your practice as a wealth-building strategy without learning to save and invest money.” – Mike Abernathy
Click To Tweet

“One of the most dangerous things is the disequilibrium or breakdown in the ratio between responsibility and authority.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #379: Practice Transition Panel (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #378: Practice Transition Panel (Part 1)

Pavel Amelishko — Fri, 06 May 2022 06:00:35 +0000

If you are mid-career and wondering what’s next for your practice, or if you’re at the end of your career looking to exit your practice, this episode will be very relevant and timely for you. The next three weeks will be a behind-the-scenes look into the conversation I had with a panel of experts I had the privilege to host. These experts share insight on practice transitions, especially considering where we are in the marketplace today.

Listen in to learn about the trends that have shifted toward dentistry and private equity over the last few years. The panel will also be discussing DSOs, mindset shifts that have happened in dentistry, the economic cycle we’re in, and more. Whether you are well into your career or just entering the industry, this conversation is really important to hear.

Minute Markers:

2:32 – The importance of learning about practice transitions at any stage of your career.
3:50 – Introducing the panel members and their backgrounds.
7:00 – The shift in dentistry and private equity.
8:57 – The development of DSOs and where the market is moving.
12:59 – New dentists’ mindset shift and why they are choosing to not be owners.
16:56 – The role of valuations and what hot money has done.
19:55 – The end of a 41-year cycle of declining interest rates and what comes after.

Featured on the Show:

Mike Abernathy: Website | Facebook | Twitter | YouTube
Brannon Moncrief: Website | LinkedIn
Jared Duckett: LinkedIn | Duckett Ladd
Bill Ladd: LinkedIn | Duckett Ladd
Alastair Macdonald: TEDx | DSN | Facebook

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!

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:

2. Become a Full-Cycle Investor:

3. Get Your Free Retirement Scorecard:

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:

“It can be easier to go work for a DSO and get X consistent income rather than scrape by and do it on your own.” – Jared Duckett
Click To Tweet

“One of the most enduring characteristics of hot money is that it convinces the recipient that they are God’s gift to capitalism.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #378: Practice Transition Panel (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #377: Inflation: The Silent Retirement Killer (Part 2)

Pavel Amelishko — Fri, 29 Apr 2022 06:00:12 +0000

Like never before, you need to look at your financial future through a totally different lens. Today I’ll be continuing the conversation I started last week about inflation and my new book, Inflation: The Silent Retirement Killer. If you haven’t already, be sure to go back and check out the first part of this 2-part series where I laid the groundwork on how this inflation cycle came to be. In this episode, you will hear about how you can better position yourself against today’s volatility.

We are going through what is probably the biggest wealth transfer that we’ll see in our lifetime, so it’s important to know what to look for so you don’t become a victim of what’s going on. Listen in to hear strategies you can use and key things to pay attention to that will help you maintain and grow your finances in the current market.

Minute Markers:

2:25 – What an inefficient market means and how real estate plays a part in that.
4:20 – Why you should only be trading time for dollars on YOUR terms.
5:13 – The benefit of relationships and how you can mitigate many issues that pop up.
6:38 – How inflation is knocked down and where we are heading now.
9:27 – What we’re looking at when it comes to returns in the stock market.
11:22 – The importance of working with people who have gone through past markets.

Featured on the Show:

Inflation: The Silent Retirement Killer by Dr. David Phelps

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!

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.

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:

“You’ve got to be in assets that keep up with inflation. That’s why I like real estate. Real estate stays true to the inflation rate and it stays true to the cash flow.” – David Phelps
Click To Tweet

“You don’t have a chance in Wall Street—you’re just buying the market.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #377: Inflation: The Silent Retirement Killer (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #376: Inflation: The Silent Retirement Killer (Part 1)

Pavel Amelishko — Fri, 22 Apr 2022 12:00:19 +0000

We have been in a declining inflationary market since 1982, and since then, we have gone through many deflationary market cycles, including the 2008 recession and the recent pandemic. So, what’s different about today? Why are we dealing with inflation now when we didn’t in previous years? In this episode, I will be explaining the current state of the marketplace, sharing how we got where we are today and what we can expect to come.

Listen in as I describe what has happened over the last several years that has led to such inflation, as well as the ways the government has let us down when it comes to our country’s debt. You will learn how to stay ahead of the market, how to ensure your assets are not in a vulnerable position, and why you should always have your eye on the end game.

Minute Markers:

4:16 – The deflationary market cycles we have gone through in the past 40 years.
7:35 – The ridiculousness of what politicians have allowed to happen to our economy.
9:20 – The problem with the current government.
13:29 – How to stay ahead of the games the government is playing with your money.
18:30 – The importance of diversifying your assets and knowing your end game.
22:35 – How to put a game plan in place to protect your retirement funds.

Featured on the Show:

Inflation: The Silent Retirement Killer by Dr. David Phelps

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!

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:

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?

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.

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:

“It’s absolutely irresponsible what politicians on both sides have allowed to happen.” – David Phelps
Click To Tweet

“The problem with the current government is that they’re inefficient. They take our tax dollars, and that’s not enough.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #376: Inflation: The Silent Retirement Killer (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #375: James Miller – Owning Your Freedom [Lifeology Interview]

Pavel Amelishko — Fri, 15 Apr 2022 06:00:06 +0000

Listen in for a lively interview on James Miller’s platform, Lifeology, where I got to share my insight on freedom. We discuss our common philosophies on life, freedom, and moving into what’s next. Don’t miss this illuminating discussion on determining priorities, making room for what matters, and building a life and career that empowers, fulfills, and lifts up your family.

You will get to hear about my book, Own Your Freedom: Sustainable Wealth for A Volatile World, and how you can create enjoyable freedom through investments and real estate. No matter what stage you are at in your career, this discussion will help guide you and assist in clarifying what freedom is to you and how you can make it happen for you.

Minute Markers:

3:23 – What Own Your Freedom is all about.
5:47 – How I found my way into investing and real estate.
7:54 – How real estate helped me when I needed to spend more time with my daughter.
8:55 – What to do if you don’t have the capital to invest.
10:54 – The law of the group and why it’s important.
13:45 – How to identify the assets you have right now.
17:20 – How to create sustainable wealth in a chaotic world.
19:19 – How to start creating and identifying your network.

Featured on the Show:

James Miller: Website | LinkedIn | Twitter | Facebook | Podcast
Ep #327: James Miller – Fearlessly Living Your Fullest Life
Own Your Freedom by Dr. David Phelps
What’s Your Next by Dr. David Phelps

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!

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:

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?

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.

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 learned early on that, to free you up from feeling like you need to trade time for dollars, you really have to learn how to own assets.” – Dr. David Phelps
Click To Tweet

“Real estate just made sense to me—it’s a tangible asset. As a dentist, I love something I can really sink my teeth into.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #375: James Miller – Owning Your Freedom [Lifeology Interview] first appeared on Dentist Freedom Blueprint Podcast.

Ep #374: Carol Roth – The War on Small Business (Part 2)

Pavel Amelishko — Fri, 08 Apr 2022 06:00:55 +0000

This week we’ll be jumping back in for part 2 of my interview with bestselling author Carol Roth. She joins me to discuss her new book, The War on Small Business, where she covers the impact of government mandates and overreach. Carol also dives into what we can do as small business owners to forge ahead and take advantage of the disruptions in the marketplace.

Listen in as we talk about PPP loans, the great resignation, and other big hurdles that businesses have dealt with. You’ll learn how the government has stepped in and made this worse for many businesses, as well as the compensation that should be going for small businesses. This episode is full of great information about the current hurdles for small businesses in this economic climate and how we can plan, prepare, and react in a way that sets us up for success no matter what happens.

Minute Markers:

3:28 – The dilemma of the great resignation and why small businesses deserve more compensation.
6:02 – How the Fed printing money and the labor issues fueled inflation.
9:48 – What small businesses should be doing right now to navigate market changes.
14:47 – The pent-up demand the pandemic created.
16:56 – How vulnerable communities will take longer to recover and what needs to be done about it.
19:11 – Opportunities that are coming for people who need a second chance and the resources available for them.
21:32 – Where things are going in terms of minimum wage and government dependence.

Featured on the Show:

Carol Roth: Website | Facebook | Twitter
The War on Small Business by Carol Roth
The Entrepreneur Equation by Carol Roth

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!

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:

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?

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.

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:

“The government has no right to take away your private property, and if they do, then you are due just compensation.” – Carol Roth
Click To Tweet

“The government likes to tout inequality, which drives me crazy because merit-based inequality is a part of life. But this is inequality that’s driven by government mandates.” – Carol Roth
Click To Tweet

Get the Full Episode Transcript:

The post Ep #374: Carol Roth – The War on Small Business (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #373: Carol Roth – The War on Small Business (Part 1)

Pavel Amelishko — Fri, 01 Apr 2022 06:00:32 +0000

Amidst the COVID panic of the last few years, the government came out and determined which businesses are essential—and we’re finding out more and more that capitalism has been changed to cronyism. The next two episodes are from my interview with the bestselling author, Carol Roth, who joins me to discuss her new book, The War on Small Business, and share the insight she gained from the last few years of government overreach.

As a “recovering” investment banker with a business degree from Wharton, Carol has a lot of experience helping small businesses raise capital. This has made her very in tune with entrepreneurs and what has been happening in the market lately. Listen in as she shares where she sees things going in the near future and provides us with ideas of what to do now in order to navigate the waters ahead.

Minute Markers:

4:34 – Where Carol started out and why she decided to move into a more entrepreneurial direction.
7:02 – What her role was with investment banking and how she was inspired to work with smaller businesses.
9:24 – Why (and how) this war is happening against small businesses.
13:25 – Why supporting small businesses is so important and central planning can be bad for free enterprise.
17:19 – How to push back against the consolidation of power.
19:56 – What you can do, as a small business owner, to set yourself up for success.

Featured on the Show:

Carol Roth: Website | Facebook | Twitter
The War on Small Business by Carol Roth
The Entrepreneur Equation by Carol Roth

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!

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:

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?

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.

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:

“Because it was the small businesses that didn’t have the clout-connections, the politicians could say, ‘look we’re doing something!’ while not actually impacting the people who were their cronies.” – Carol Roth
Click To Tweet

“This was the most historic wealth transfer in history. We are talking trillions of dollars from Main Street to Wall Street. By June of 2020, we know that 400,000 small businesses were murdered by mandates.” – Carol Roth
Click To Tweet

Get the Full Episode Transcript:

The post Ep #373: Carol Roth – The War on Small Business (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

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

Pavel Amelishko — Fri, 25 Mar 2022 06:00:40 +0000

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!

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:

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?

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.

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:

“When the market is up, everyone’s in and everything’s good. Too often, they are not thinking about if there’s actually substance behind what they’re investing in.” – Dr. Phelps
Click To Tweet

“This correction will be a lot different. It doesn’t matter what side of the aisle you sit on—it doesn’t bode well for the middle to lower class.” – Darlene Fitzgerald Root
Click To Tweet

Get the Full Episode Transcript:

The post Ep #372: Darlene Fitzgerald Root – It’s All Good Until It Isn’t – The Due Diligence that Most Investors Fail to Do first appeared on Dentist Freedom Blueprint Podcast.

Ep #371: Brett Snodgrass – Sitting in the Owner’s Box

Pavel Amelishko — Fri, 18 Mar 2022 06:00:30 +0000

So much of our lives as entrepreneurs, we are driven to support our families, do something different than the majority, find freedom, and find peace of mind. Today on the podcast, I have someone I met through a mastermind and someone I have so much respect for: Brent Snodgrass. He joins me for this episode to share what it took for him to step aside in his business and into the “owners box,” as well as why that was so pivotal to his success in business and his personal life.

Listen in as we dive into the importance of having a tribe of like-minded people who encourage, support, and challenge you. You’ll hear about the pivotal moments in Brett’s life that redefined his priorities and changed the way he works, lives, and makes an impact. His story acknowledges the challenges we all face between life, family, and work—and shows how we can move through all of that while making the best decisions to find success and freedom along the way.

Minute Markers:

2:37 – The importance of finding a tribe.
5:40 – Brett’s background in real estate investing and wholesale.
8:55 – Targeting what is most important and how he has done that in his life.
11:27 – The turning point that redirected him toward purpose and fulfillment.
15:53 – Why you need to evaluate what you’re holding onto and what to let go of.
20:42 – The process of transition and finding an identity outside of work.
26:12 – How to know when to pull the trigger on finding your freedom responsibly.
30:28 – How to find a mentor.
33:25 – Why reflection is key and how it helps you move forward with purpose.

Featured on the Show:

Brett Snodgrass: Website | LinkedIn | Podcast
The Collective Genius

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!

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:

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?

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.

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:

“Like-minded individuals are hard to find. It’s hard to find men and women who open up and share that same drive and hunger to not live inside the box, but do something different.” – Brett Snodgrass
Click To Tweet

“Let yourself be a visionary, find some clarity, be a kid again! Get that passion going, get it flowing, because sometimes we lose that.” – Brett Snodgrass
Click To Tweet

Get the Full Episode Transcript:

The post Ep #371: Brett Snodgrass – Sitting in the Owner’s Box first appeared on Dentist Freedom Blueprint Podcast.

Ep #370: Chris Ryan – From Success to Significance

Pavel Amelishko — Fri, 11 Mar 2022 06:00:05 +0000

What is it that takes entrepreneurial spirits and moves them into the next phase of life—beyond scarcity and into abundance? In this episode, I get to talk with my good friend Chris Ryan about life’s purpose and how we can find, secure, and act on that purpose. As the CEO of Gobundance, Chris shares the key to finding success that is significant and meaningful.

Listen in to hear about some key twists and turns in his life, the key people that sowed wisdom into him, and the lessons he learned along the way. Chris also discusses the good and bad that comes with perfectionism, the importance of work ethic, and how to find (and create) massive significance in your life.

Minute Markers:

1:40 – Chris’ background and passion for pinpointing significance in life.
3:28 – What defined him and what drove him in life.
5:25 – The power of work ethic and unconventional dedication.
8:43 – The importance of soft skills and how to leverage them.
14:07 – Why having mentors and surrounding yourself with wisdom are crucial.
16:31 – The purpose Chris has found in his life.
18:20 – How to find mentors or a community that works with your place in life.
21:35 – The two most important currencies in life.
26:28 – Key frameworks to pass on to your children.
29:10 – How to look at your life in terms of gratitude and philanthropy.

Featured on the Show:

Chris Ryan: LinkedIn
Gobundance
Tiger21
The Power of Vulnerability by Brené Brown
The Price of Privilege by Madeline Levine
The Blessing of a Skinned Knee by Wendy Mogel

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!

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:

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?

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.

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:

“What I hope to do is to create opportunities for people to discover their significance that drives fulfillment, satiation, joy, happiness, and their purpose.” – Chris Ryan
Click To Tweet

“The two currencies that drive everything as we get older are relationships and health.” – Chris Ryan
Click To Tweet

Get the Full Episode Transcript:

The post Ep #370: Chris Ryan – From Success to Significance first appeared on Dentist Freedom Blueprint Podcast.

Ep #369: John Way – The Monkey Wrench

Pavel Amelishko — Fri, 04 Mar 2022 06:00:28 +0000

John Way brings something to the table that every business owner wants to figure out. He’s the founder and Chief Productivity Officer at Pipelineapp.io, and he joins the show to share his passion for helping people in organizations work smarter and grow faster. After 20 years of building, managing, and refining enterprise systems and processes for Fortune 100 clients and small businesses, John has a ton of incredibly useful insight that you’ll get to hear today.

Listen in as he covers key tips on delegation, implementing processes, and other areas that allow you to scale your business. You will learn the importance of not allowing little mistakes to become big and costly, as well as how to get started confidently and effectively delegating and organizing your business processes.

Minute Markers:

2:16 – John’s background in helping businesses grow.
3:52 – What Pipeline is and how it helps with business processes.
6:02 – The important areas to have clarity and how it allows people to hit the ground running.
8:35 – How to sustain a business even when a key person leaves.
10:15 – The process of starting to work with a new business to create important standards.
16:32 – How to confidently and effectively delegate.
19:05 – How you can go on vacation without checking emails or phone messages.
20:58 – What kinds of businesses benefit most from Pipeline.

Featured on the Show:

John Way: LinkedIn
Pipelineapp.io

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!

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:

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?

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.

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:

“{When you think about assigning tasks or processes,} you have to have absolute clarity on who is doing what, by when, and how.” – John Way
Click To Tweet

“One of the worst things as a business owner is finding out that things you thought were getting done are not getting done at all.” – John Way
Click To Tweet

Get the Full Episode Transcript:

The post Ep #369: John Way – The Monkey Wrench first appeared on Dentist Freedom Blueprint Podcast.

Ep #368: Jay Conner – Investing in the Private Capital Markets (Part 2)

Pavel Amelishko — Fri, 25 Feb 2022 06:00:50 +0000

In this episode, you’ll hear the second part of my conversation with Jay Conner about using private capital to invest in real estate. If you missed the first part of the discussion, including how Jay helps other investors to succeed in this area, be sure to check it out. Today, he will discuss the importance of relationships when it comes to putting together solid deals and how he is helping people get into the market.

Listen in as Jay explains how his team works and the different moving parts that make him and his clients successful. You’ll learn how to make lending less risky, how to look at the marketplace, and how to do proper diligence with all opportunities that are presented. Jay also covers how to vet who you trust and ensure that your lending is successful.

Minute Markers:

2:15 – Why private lending is so important in a market like this.
3:58 – How Jay’s team acts as a hub of communication and how they work.
6:07 – Where CDs are and why people are having trouble knowing where to put money.
8:25 – The caveats on how to lend and earn on your own or with help.
12:50 – The most important thing you need to know about being a lender.
15:52 – How to protect yourself as a lender.
18:28 – How funds are managed to protect everyone involved.
19:45 – Understanding collateral from a lender’s standpoint.
22:10 – What Jay’s book is about and how you can get one for free.

Featured on the Show:

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!

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:

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?

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.

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 want, as a private lender, to be named as the mortgagee because just like the local bank, if there’s a total loss, the mortgagee—the private lender—is going to get paid and be made whole before anybody else is.” – Jay Conner
Click To Tweet

“I am not loaning my money to anybody unless I already know them, or I am being introduced to a borrower by somebody that I already trust (and the person I trust has already vetted that borrower).” – Jay Conner
Click To Tweet

Get the Full Episode Transcript:

The post Ep #368: Jay Conner – Investing in the Private Capital Markets (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #367: Jay Conner – Investing in the Private Capital Markets (Part 1)

Pavel Amelishko — Fri, 18 Feb 2022 06:00:55 +0000

If you’re interested in doing business with private lenders or even using your private funds to invest in real estate, this is an episode you won’t want to miss. My good friend Jay Conner joins me today to discuss how private capital works and share insight into how he has found massive success in that area. Jay is known as the private money authority—and for good reason—so be sure to listen in and hear his tips on investing in the private capital markets.

Jay also shares a bit of his journey with us and gives insight into how to get started working with private money. You’ll gain some important knowledge on business automation, foreclosures, how to raise money, marketing, and business development. Jay has been in real estate since 2003 and has successfully automated his real estate business to where he works less than 10 hours per week, so grab a notebook and settle in!

Minute Markers:

2:06 – What private capital is.
3:52 – Jay’s background in real estate and investing.
5:36 – Why private capital is necessary today – even when interest rates are low.
9:30 – The importance of flexibility and having close relationships in the business.
12:07 – How private capital positions you for success.
15:30 – One of the most important lessons Jay has learned.
21:56 – The profit margins that work for him and the terms he uses to make each situation a win-win.

Featured on the Show:

Jay Conner: Website | LinkedIn
Where to Get Money Now by Jay Conner

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!

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:

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?

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.

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 put my teacher hat on and teach people about what private lending is, and then I end up with a good problem as a borrower—I have more money chasing me than I know what to do with!” – Jay Conner
Click To Tweet

“Private lenders doing business with real estate investors who know what they’re doing and know their craft—it’s a win-win for everybody.” – Jay Conner
Click To Tweet

Get the Full Episode Transcript:

The post Ep #367: Jay Conner – Investing in the Private Capital Markets (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #366: Steven Anderson – Lessons From a Boy, His Father, and a Paper Route

Pavel Amelishko — Fri, 11 Feb 2022 06:00:50 +0000

Lessons learned at an early age often have a huge impact that carries us through the rest of our lives. Steven Anderson joins the show today to share his story and key life lessons from his book, The Bicycle Book, that helped lead to greatness. You will come away from this episode with some extremely valuable ideas and insight that you can implement with your family, business, and personal life.

Listen in as Steven gives us a glimpse into how he grew up, including the non-negotiables that built his childhood and structured his evolution. You’ll learn the most valuable things he took away from his upbringing and how those things can be used to instigate growth in almost any area of your life.

Minute Markers:

2:15 – Highlights of Steven’s life and career.
4:06 – Where the idea for his book came from.
7:35 – The family non-negotiables he grew up with.
8:59 – How the book works with teams to create an experience.
11:08 – The benefits of leading the process of self-discovery.
15:05 – The difference between job responsibility and accountability.
20:14 – The importance of an experience and a moment that Steven will never forget.
27:57 – How to self-assess how you’re doing with delivering value and an experience.
33:20 – The part of the book you don’t want to miss.

Featured on the Show:

Steven Anderson: Website | Facebook | Instagram | LinkedIn
The Bicycle Book by Steven J. Anderson
What’s Your Next? by David Phelps

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!

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:

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?

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.

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 always said I went to business school at age 12 because of the education I got from {my dad}.” – @thestevenjanderson
Click To Tweet

“There’s a difference between who gets the job done and who owns the accountability for the end result.” – @thestevenjanderson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #366: Steven Anderson – Lessons From a Boy, His Father, and a Paper Route first appeared on Dentist Freedom Blueprint Podcast.

Ep #365: Will Moreland – Where There is a “Will,” There is a Way

Pavel Amelishko — Fri, 04 Feb 2022 06:00:12 +0000

I’m looking forward to this episode because my friend, mentor, and colleague of many years is joining me to talk about potential and developing barrier-shattering habits. Dr. Will Moreland is a business and transformational leadership coach and the founder of Will Moreland International LLC. He joins the show today to share inspiration with us on how to break through barriers and achieve personal greatness through life harmony.

You will hear about Will’s own journey growing up in Compton, who impacted his growth, and how he moved into business and leadership. His story shows the power of great leadership, separating potential from environment and making an actionable vision. If you find yourself slowed down or stopped by obstacles often and you want to know how to move through them with intentionality and positivity, this episode is for you.

Minute Markers:

3:20 – Introducing Dr. Will and his important role in business and leadership.
4:57 – The importance of being present with your family.
6:44 – Will’s path to transformation from the worst city in the world to massive personal success.
12:29 – The difference between luck and opportunity and how to take advantage of both.
18:21 – What to do when bad things happen.
21:38 – Why you should normalize obstacles.
27:52 – The two words that transformed Will’s mind when it comes to money.
32:29 – The importance of seeing money as a tool.
36:18 – A lesson to take throughout your life.

Featured on the Show:

Will Moreland: Website | LinkedIn | Facebook | Instagram | Twitter
Genius Potential by Dr. Will Moreland
Think and Grow Rich by Napoleon Hill
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“That’s life as an entrepreneur, right? There’s always going to be obstacles, but the more you can normalize that, the more you stop exaggerating the situation.” – @DRWILLSPEAKS
Click To Tweet

“When I joined the military, that’s when things really started changing for me, because I now had a mentor and a person who saw some value in me.” – @DRWILLSPEAKS
Click To Tweet

Get the Full Episode Transcript:

The post Ep #365: Will Moreland – Where There is a “Will,” There is a Way first appeared on Dentist Freedom Blueprint Podcast.

Ep #364: Trey Taylor – A CEO Only Does Three Things

Pavel Amelishko — Fri, 28 Jan 2022 06:00:31 +0000

Today we’re going to talk about the business ownership position—a.k.a. the CEO position. Many of us aspire to be there, and many are there, either out of default because someone had to fill that position or because we were the ones who decided to build the business. Trey Taylor has been through each of those situations, and he joins me on the podcast to share his wisdom when it comes to being an effective CEO.

Trey, CEO and business coach, has had a profound effect on the success of his business. Listen in as he shares his initial career journey and how he got shoved into the role of CEO with no experience in the company’s field. You will learn how important company culture is, how to define appropriate roles, and what really made a difference when it comes to taking charge (of the right things).

Minute Markers:

3:34 – Who Trey is and how he got to where he is today.
10:50 – The difference between a CEO and any other role in a company.
12:50 – The three things that a CEO does.
14:43 – Common errors CEOs make and where they come from.
17:25 – How to find out what people are good at and create an effective team.
22:20 – What company sizes benefit from middle management.
25:05 – What a CEO cannot delegate and the role that needs to be filled.
29:35 – The benefit of a culture that is articulated intentionally.
31:46 – How to attract great people in the current climate.

Featured on the Show:

Trey Taylor: LinkedIn | Twitter | Facebook
A CEO Only Does Three Things by Trey Taylor
A General Theory of Bureaucracy by Elliott Jaques
The Art of The Deal by Donald J. Trump
What’s Your Next? by David Phelps

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!

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:

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?

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.

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 went home to take care of business, and I thought it was a temporary assignment. 16 years later, I’m still doing that work.” – @TreyTaylorCEO
Click To Tweet

“The CEO is the only role in the company that doesn’t have a job description.” – @TreyTaylorCEO
Click To Tweet

Get the Full Episode Transcript:

The post Ep #364: Trey Taylor – A CEO Only Does Three Things first appeared on Dentist Freedom Blueprint Podcast.

Ep #363: Daisy McCarty – Your Brand Messaging – Differentiation in a Commoditized Marketplace

Pavel Amelishko — Fri, 21 Jan 2022 06:00:11 +0000

I’m excited to have Daisy McCarty on the show today so she can give us some insight into branding, messaging, and how to set yourself apart from the crowd. Daisy is a branding and marketing strategist and FCO of the Marketing Blender. In this episode, she gives us her take on the dental marketing scene so we can gain insight into what we might be missing (especially when it comes to branding) and where we can step up our game.

Most of us think of branding as a tagline or a logo, but Daisy lays down a definition that is so much more. She shares why you need to intentionally and consistently cultivate your brand story, rather than assuming it’s a one-and-done situation. You will hear how to deep dive into getting to know your audience, how branding can change with the stages of your business, what makes a brand work, and what you can do now to start leveling up your branding.

Minute Markers:

2:02 – Daisy’s expertise and focus area in marketing and branding.
3:14 – Why branding is more than a tagline or logo.
4:32 – What makes a brand work and the different aspects that can go into branding.
5:45 – The difference in sensitivity to healthcare branding.
8:46 – The importance of differentiation.
10:24 – How to identify a persona.
13:32 – Ways to show up and communicate your brand story.
18:01 – How vision, mission, and values come into play.
20:44 – How to get feedback and reviews.
23:58 – Opportunities many dental practices miss.
28:35 – The best place to start if you want to improve your branding.

Featured on the Show:

Daisy McCarty: LinkedIn
The Marketing Blender
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Your brand isn’t necessarily what you say it is or think it is—it’s definitely something more interactive and something that you build with your audience.” – Daisy McCarty
Click To Tweet

“You need to intentionally and consistently cultivate your brand story so that you’re the one directing the narrative and your audience is participating in that.” – Daisy McCarty
Click To Tweet

Get the Full Episode Transcript:

The post Ep #363: Daisy McCarty – Your Brand Messaging – Differentiation in a Commoditized Marketplace first appeared on Dentist Freedom Blueprint Podcast.

Ep #362: Vivek Kinra – Navigating the PPO Conundrum – Pain or Profit?

Pavel Amelishko — Fri, 14 Jan 2022 06:00:39 +0000

Today I’m joined by Vivek Kinra, owner of two large and fast-growing dental insurance consulting companies. He discusses how he got into the dental insurance industry and provides insight from his experience in building successful companies in a short amount of time. Vivek also helps to clarify the options available to dentists who want to better navigate insurance and negotiate more reasonable reimbursement.

Listen in to hear why Vivek quit his corporate job to enter the dental world, as well as how he transitioned from a solopreneur into a true CEO of multi-million dollar companies. You’ll learn how valuable it was to come into dentistry from a business perspective, the friction areas of business and insurance negotiation, and more.

Minute Markers:

2:00 – Vivek’s background in dentistry and business-building.
4:14 – His transition from a corporate career into dentistry.
8:10 – How B2B insurance negotiations work.
13:55 – How he uses software to verify insurance and patient eligibility.
17:48 – The insurance problem and if it will be around forever.
19:47 – Where things are headed when it comes to reimbursements in an age of inflation.
21:58 – How the option of going out of network works.
24:17 – The fee-for-service membership software and how that helps.

Featured on the Show:

Vivek Kinra: Facebook
PPO Profits
Verrific
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“All I care about is if it’s fair and reasonable.” – Vivek Kinra
Click To Tweet

“Don’t be married to the fact of being busy. The fascination with the feeling of doing so much sometimes is more important, and we must break that—it’s a mental barrier more than anything else.” – Vivek Kinra
Click To Tweet

Get the Full Episode Transcript:

The post Ep #362: Vivek Kinra – Navigating the PPO Conundrum – Pain or Profit? first appeared on Dentist Freedom Blueprint Podcast.

Ep #361: Rob Swanson – The Eight Rules of Investing (Part 2)

Pavel Amelishko — Fri, 07 Jan 2022 06:00:48 +0000

In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.

Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.

Minute Markers:

1:22 – Why margins need to be known before moving forward with a business.
3:01 – If it doesn’t have a recurring income stream—stop.
5:00 – The difference between investing and speculating.
7:05 – The secret to evaluating risk.
9:55 – Where simplicity vs. complexity comes in throughout the process.
14:14 – How the “headache factor” can be evaluated.
16:37 – Why lifestyle should be an important deciding factor.

Featured on the Show:

Rob Swanson: Website | LinkedIn | Twitter
FreedomSoft
What’s Your Next? by David Phelps

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!

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:

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?

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.

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 tell them to understand the margins of the business before they decide to do it.” – @RobSwanson
Click To Tweet

“If it doesn’t lead to something that has a recurring income stream, I’m not interested.” – @RobSwanson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #361: Rob Swanson – The Eight Rules of Investing (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #360: Rob Swanson – The Eight Rules of Investing (Part 1)

Pavel Amelishko — Fri, 31 Dec 2021 06:00:20 +0000

Rob Swanson has 8 rules of investing that ensure he makes the best possible and most worthwhile, successful investing decisions.

He joins us on the podcast to talk about these rules and give you important insight into what you need to know about successful investing in this economic climate. In this first episode of the two-part series, Rob will go over rules 1 through 3, sharing the keys to stop billing hours and start investing intelligently.

Listen in to hear his story that took him from construction to successful investing, as well as how he built up his knowledge and skills to allow for consistent growth.

You’ll learn why each of his rules of investing is so important to the decision-making process and how simplicity, systems, and scaling work together when it comes to effective and successful investing.

Minute Markers:

3:30 – Why Rob went from the construction industry to investing.
8:34 – Why it’s so hard (and often valuable) to go against the mainstream.
12:08 – The best way to understand marketing and sales.
16:00 – The 8 rules for investing and making investment decisions.
16:51 – How simplicity is key to successful investing.
17:36 – The value of having a system.
18:32 – What scale is all about.

Featured on the Show:

Rob Swanson: Website | LinkedIn | Twitter
FreedomSoft
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“They were making millions while I was billing hours, and I figured out how to flip over to that other side of the table.” – @RobSwanson
Click To Tweet

“What I realized is that marketing and sales are just understanding human nature and solving problems.” – @RobSwanson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #360: Rob Swanson – The Eight Rules of Investing (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #359: Jason Hartman – The Hartman Index – Everything is More Expensive…Compared to What?

Pavel Amelishko — Fri, 24 Dec 2021 06:00:51 +0000

I’ve really been looking forward to having this conversation with my longtime friend and colleague in the space, Jason Hartman. Jason has an incredible amount of insight into the real estate and investing fields, and he shares some important advice on money management, inflation, and investing long-term. He also discusses key changes we’ve seen throughout history that we need to keep track of and learn from.

Listen in to hear a bit of Jason’s journey into real estate and the people who most impacted his growth and success. You’ll get his take on the agendas at play and how certain priorities are debasing culture and money, as well as what we can be doing to combat inflation anxiety and stay on top of all the price changes going on.

Minute Markers:

2:45 – The importance of the people you “run with.”
3:55 – How Jason grew up poor and why he entered the real estate field.
9:44 – Why everyone needs to have a sense of history.
11:26 – When innovation and culture are better.
15:29 – How the Hartman Index helps you understand real estate pricing.
18:38 – How government spending affects the economy.
23:33 – Understanding the kinds of markets we’re looking at lately.
30:49 – What you can do with this information right now.
37:02 – Why you shouldn’t let your money be lazy.

Featured on the Show:

Jason Hartman: Website | Facebook | Twitter | Podcast
Pandemic Investing by Jason Hartman
The Bitcoin Standard by Saifedean Ammous
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Realize how much life has changed, see how much inflation has occurred, how the standard of living has changed. Our values have just deteriorated … That’s all a symptom of the debasement of our money.” – @JasonHartmanROI
Click To Tweet

“Having children is going long on the future. Not having kids is shorting the future.” – @JasonHartmanROI
Click To Tweet

Get the Full Episode Transcript:

The post Ep #359: Jason Hartman – The Hartman Index – Everything is More Expensive…Compared to What? first appeared on Dentist Freedom Blueprint Podcast.

Ep #358: Jim Sheils – Making the Most of Your 18 Summers

Pavel Amelishko — Fri, 17 Dec 2021 06:00:08 +0000

Many of us are big on finding freedom in our lives and think that working hard, grinding it out, and making more money is serving our families really well. Although our intentions can be great and family-focused, this can be a tricky thing to navigate when it comes to time, being busy, and ultimately delegating out things that are crucial to the health and happiness of our families. In this episode, my good friend Jim Sheils joins me to talk about just this and how he found a way to put family first and make this time of life count.

It’s easy to let days, months, and years fly by—especially when we’re focused, motivated, and busy. Listen in as Jim shares how important it is to intentionally slow down and soak in the time we have right now. He gives us some incredible insight straight from his experience, as well as tools and resources we can use to make sure we’re making the most of the key years we spend with kids under our roofs.

Minute Markers:

1:32 – Building freedom and a common pitfall we succumb to.
2:57 – Why Jim created 18 Summers.
6:20 – What 18 Summers represents.
8:53 – What the Family Board Meeting is about.
12:18 – The importance of scheduling time with family.
16:14 – How intermittent tech fasting works.
18:24 – How to plan time together.
21:41 – Why we need to take the pressure of perfection away.
27:13 – The danger of saying you’re busy.

Featured on the Show:

Jim Sheils: Website | YouTube | Facebook | LinkedIn
18 Summers
The Family Board Meeting by Jim Sheils
Real Estate Riches by Dolf de Roos
What’s Your Next? by David Phelps

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!

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:

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?

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.

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 do not want to be successful in business and a failure at home.” – Jim Sheils
Click To Tweet

“To delegate yourself out of family life, you’re missing out on half the magic.” – Jim Sheils
Click To Tweet

Get the Full Episode Transcript:

The post Ep #358: Jim Sheils – Making the Most of Your 18 Summers first appeared on Dentist Freedom Blueprint Podcast.

Ep #357: Ken Wimberly – Building Your Legacy Today

Pavel Amelishko — Fri, 10 Dec 2021 06:00:13 +0000

We often work hard and stay busy because we think it’s the right thing to do and we want to support our families. Yet, often, busy isn’t the answer. I am excited to share Ken Wimberly with you today because he comes with an extremely important and unique message. He talks about setbacks, turnarounds, having it all figured out, and—most importantly—building a family legacy.

Listen in as Ken discusses the incredible impact of networking and taking advantage of resources along your journey, as well as seeking help when new situations and opportunities arise. He emphasizes the importance of really putting family first and allowing yourself to dive into those key relationships in the most impactful way. You’ll get some truly inspiring insight into the role of purpose when planning, accomplishing, and pursuing your goals.

Minute Markers:

1:36 – What Ken has been through and his incredible turnaround.
4:44 – The role models Ken had and the path he chose.
8:30 – One of the most important things to remember about how you live.
12:13 – The big ‘why’ and how to deal with adversity.
15:41 – The importance of embracing your bad.
18:03 – The value of family and investing in your legacy.
20:01 – Defining legacy.
22:14 – The Legacy Journal app and how it works.
25:57 – Different ways to use the Legacy Journal app.

Featured on the Show:

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!

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:

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?

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.

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:

“We don’t want to go through life and miss the most important things: the people and connections to people.” – David Phelps
Click To Tweet

“I figured out that I don’t have to have it figured out and that I’ll never have it figured out. There’s a network and resources out there that can be there for almost any situation that comes up.” – Ken Wimberly
Click To Tweet

Get the Full Episode Transcript:

The post Ep #357: Ken Wimberly – Building Your Legacy Today first appeared on Dentist Freedom Blueprint Podcast.

Ep #356: Mike Michalowicz – Get Different: How to Get Noticed in All of the Noise

Pavel Amelishko — Fri, 03 Dec 2021 06:00:53 +0000

Today, I’ll be bringing back one of my favorites to the show: Mr. Mike Michalowicz. Mike is a prolific writer who really understands the business mindset and is able to take complexity and make it simple, fun, and innovative. In this episode, he’ll be sharing some incredible insight into standing out from the crowd in business while staying true to yourself.

In his most recent book, Get Different, Mike wrote about how to be different in a way that really shows who you are and sets you apart. Listen in as he shares some important frameworks and systems that can help you put these concepts and ideas into action. You will also get to hear about how to catch attention, create desire for your services, market efficiently, and more.

Minute Markers:

2:28 – What kind of different you need to be.
3:46 – How to market to people who are more and more easily distracted.
6:33 – The issue with marketing that doesn’t match your ability.
8:15 – What dentists can (and should) do differently when it comes to marketing.
10:45 – How to capture attention and get people to take action.
16:56 – What the DAD framework is and how it makes your marketing successful.
22:12 – The importance of building your marketing muscle.

Featured on the Show:

Mike Michalowicz: Website | Twitter | Facebook | Instagram | YouTube
Get Different by Mike Michalowicz
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Most website experiences are a one-shot deal. You need to get a transaction happening.” – @MikeMichalowicz
Click To Tweet

“To be different for different’s sake is very dangerous, but to be different as an amplification of who you naturally are and in a way that separates you from the pack—that’s a big deal.” – @MikeMichalowicz
Click To Tweet

Get the Full Episode Transcript:

The post Ep #356: Mike Michalowicz – Get Different: How to Get Noticed in All of the Noise first appeared on Dentist Freedom Blueprint Podcast.

Ep #355: Alastair Macdonald – Dropping Fences on Possibility (Part 2)

Pavel Amelishko — Fri, 26 Nov 2021 06:00:40 +0000

Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.

Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.

Minute Markers:

3:55 – The real risk to the average investor (and we’re not talking about inflation).
7:00 – Your best hedge against a volatile economy.
15:45 – Sovereignty and learning to trust yourself.
18:30 – Why the 401(k) is not always what it is made out to be.
20:00 – The generational shifts that we should be putting our focus on now.
24:15 – The problem with the over-protection of society.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook

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!

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:

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?

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.

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:

“Asset deflation is the largest risk to the average investor in the United States, and even around the world.” – Alastair Macdonald
Click To Tweet

“Credit is not money, and the gap between money and the explosion of credit is what has my attention right now.” – Alastair Macdonald
Click To Tweet

“The question is not ‘is this a good investment?’ The question is ‘is this a good investment in my hands?’” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #355: Alastair Macdonald – Dropping Fences on Possibility (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #354: Alastair Macdonald – Dropping Fences on Possibility (Part 1)

Pavel Amelishko — Fri, 19 Nov 2021 06:00:44 +0000

Would you jump at the chance to hear from someone who has experienced five recessions, one national currency implosion, three global pricing bubbles, the greatest hyperinflation, the largest asset deflation in history, and violent, social, and political upheaval? Join me today to hear part one of a conversation I recently had with Alastair Macdonald at the Freedom Founders Member Event. He is a good friend, mentor, and very thoughtful person who will be sharing some gems about uncertainty, seeking guidance, risk, and group-think.

Listen in to learn how to look at risk and mitigate it by balancing it with new frontiers and new opportunities. Alastair shares his opinion on group-think and the issues involved when you surrender your sovereignty to others. He also teaches us how to change the way we see new opportunities ahead and why it’s so important to take the time to disconnect from the news and noise out there.

Minute Markers:

2:09 – What you’ll hear about in this episode.
4:27 – Who Alastair Macdonald is.
7:37 – The impact of novelty and confidence.
10:09 – How to handle risk and trust your decision-making.
16:06 – Alastair’s experience in the veterinary business and why he invested in it.
19:51 – How to explore new frontiers and find your ‘next.’
22:05 – The importance of unplugging.

Featured on the Show:

Alastair Macdonald: TEDx | DSN | Facebook
Chengeta Wildlife
The Mosquito Coast by Paul Theroux
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“The difference between us, Socrates, Aristotle, and Plato is that we don’t mine our own experience.” – Alastair Macdonald
Click To Tweet

“Once we get to the point where we really trust ourselves, the fences just drop on possibility.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #354: Alastair Macdonald – Dropping Fences on Possibility (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #353: Jim Rachor – Family, Legacy, and Freedom – How to Get There Sooner, Not “Someday”

Pavel Amelishko — Fri, 12 Nov 2021 06:00:11 +0000

For those who are looking for a different path to their freedom and retirement goals, this episode will be extremely insightful and helpful. Today I’m joined by Jim Rachor, a Freedom Founders member who decided to take things into his own hands rather than abdicate that to other platforms and institutions. You will hear about his incredible journey to finding a new way to tackle his goals and gain true financial freedom.

Listen in as Jim discusses the life-altering financial theory that changed everything for him, as well as how he implemented it and the tangible results he achieved. We also discuss the difference between alternative investing vs. stock market investing and Jim’s new ability to focus more on family, legacy, serving more, and spending his time in a more impactful way.

Minute Markers:

2:51 – Jim’s family legacy in finance and what made him want to do something different.
5:31 – The importance of living a legacy vs. leaving a legacy.
8:00 – What happens when the freedom mindset (and time) opens up.
11:10 – What leads to freedom of mind and less stress.
16:18 – Why Jim switched from stock market to cash flow models.
22:49 – How alternative investments can sustain cash flow even in the face of a looming correction.
27:51 – The figure your wealth advisors don’t know or don’t want to tell you.

Featured on the Show:

Jim Rachor: Website
David Phelps: Website
From High Income to High Net Worth by David Phelps
Transforming Futures
Smile Mentorship Institute
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“One thing I think we’re missing in our society is teaching our kids about financial principles. It’s nowhere.” – Jim Rachor
Click To Tweet

“Due to the financial aspect of Freedom Founders, I’ve had more time to spend with my children and teach them about being other-oriented.” – Jim Rachor
Click To Tweet

Get the Full Episode Transcript:

The post Ep #353: Jim Rachor – Family, Legacy, and Freedom – How to Get There Sooner, Not “Someday” first appeared on Dentist Freedom Blueprint Podcast.

Ep #352: Barbara Stackhouse – Eliminate Stress and Increase Time with a Profit First System for Freedom

Pavel Amelishko — Fri, 05 Nov 2021 06:00:14 +0000

Today, my good friend Barbara Stackhouse joins me on the show to talk about the Profit First system and how you can use it to stay on track, get ahead, and be less stressed. Barb is someone who has been in the industry a long time and has been helping dentists boost their revenue and profits. In this episode, she explains how she does this and what you can do to get started doing the same through a combination of wellness, accounting processes, and knowledge.

Through Barb’s story and insight, you will see her passion for helping others in their journey to freedom, profit, and impact. Listen in as she discusses how health is also an important component of finances (and everything we do in life) and shares why she became a board-certified natural health practitioner. You’ll gain a solid understanding of the Profit First system and how you can implement it into your own dental practice.

Minute Markers:

2:04 – Introducing Barb and understanding her incredible background.
4:10 – Why profit and finance are an area of struggle for so many.
7:11 – How to make the Profit First system work in your business.
8:55 – Why tax planning is so important.
12:11 – What you can do to go back and reverse-engineer your numbers and what gets forgotten.
16:33 – How to ensure that there’s always enough.
19:36 – How you can start making better decisions with your business and finances.
23:11 – The deal with debt and different ways to look at it.
26:09 – Whether or not to keep your accountant.

Featured on the Show:

Barbara Stackhouse: Website | LinkedIn
David Phelps: Website
Profit First For Dentists by Barbara Stackhouse
Profit First by Michael Michalowicz
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“When you do everything by allocations, by percentage, there’s always enough.” – Barbara Stackhouse
Click To Tweet

“Your CPA is trained to file your taxes and to keep you legal—they’re not there to be your financial coach.” – Barbara Stackhouse
Click To Tweet

Get the Full Episode Transcript:

The post Ep #352: Barbara Stackhouse – Eliminate Stress and Increase Time with a Profit First System for Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #351: Daniel Marcos – Scaling Intentionally and Conquering Crisis (Part 2)

Pavel Amelishko — Fri, 29 Oct 2021 06:00:33 +0000

Today’s episode is part two of the interview I did with my good friend and mentor, Daniel Marcos, co-founder and CEO of the Growth Institute. (If you didn’t catch last week’s episode, I encourage you to listen to that first.) In this follow-up, you’ll hear more about Daniel’s journey into disciplined entrepreneurship and gain insight on scaling a business the right way.

Listen in as Daniel talks about the different stages of business and how tricky it can be moving from a Stage 2 to a Stage 3 business. He shares how he looks at the different stages of business in today’s economy, as well as how intentionality, awareness, and purpose are key to scaling successfully. You’ll also get a glimpse of where Daniel is headed next and hear some of his best advice on managing the potential risks facing us in the coming economic changes.

Minute Markers:

8:07 – When you should be scaling up and why you might not want to.
11:57 – When and how you can harvest equity—and potential issues.
15:57 – Where entrepreneurs often lack discipline and start losing.
17:48 – Current issues in today’s economy and how to navigate them as a business owner.
22:37 – What will contribute to instability and the situation with China.
29:00 – Reserve currency and what might happen if people go against the U.S. Dollar.
33:26 – The deal with taxes and what Daniel has experienced paying taxes in different countries.
41:12 – Daniel’s perspective on inflation and how it might affect the economy.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
David Phelps: Website
Growth Institute
Scaling Up by Verne Harnish
The Fourth Turning by William Strauss
Entrepreneurs’ Organization (EO)
What’s Your Next? by David Phelps

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!

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:

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?

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.

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 know that my next company will not be a scale-up. It will be a stage 2 and remain around 10-12 employees. I believe that is the best combination.” – Daniel Marcos
Click To Tweet

“Whenever you understand core values and who you’re going to get in bed with for the next 20 years, you think about it twice.” – Daniel Marcos
Click To Tweet

Get the Full Episode Transcript:

The post Ep #351: Daniel Marcos – Scaling Intentionally and Conquering Crisis (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #350: Daniel Marcos – Scaling Intentionally and Conquering Crisis (Part 1)

Pavel Amelishko — Fri, 22 Oct 2021 06:00:44 +0000

This week, you’ll get to listen to the first episode of a two-part series of sessions I did with my good friend and mentor, Daniel Marcos. Daniel is the co-founder and CEO of the Growth Institute and the epitome of someone who knows how to grow and scale businesses. Today, he’ll be giving us a glimpse into his own life and entrepreneurial journey.

If you’re an entrepreneur like I am, you will understand the twists, turns, and hurdles of owning, running, and growing businesses. Listen in as Daniel shares a ton of wisdom from his own experiences in business and offers insight that will help you move the needle forward. You’ll learn what early mistakes Daniel made, the difference between employees and entrepreneurs, and what to keep in mind before scaling your business.

Minute Markers:

1:57 – Daniel’s background and experience.
11:20 – Why he decided to become an entrepreneur.
14:54 – How he built a company that sold to a large bank at just 24 years old.
17:36 – Why he moved to the U.S. and started a new company.
19:21 – Lessons learned from the crash and undisciplined entrepreneurship.
24:26 – Picking up the pieces and reflecting on family.
28:37 – The downside of entrepreneurship and how Daniel moved back into it after his loss.

Featured on the Show:

Daniel Marcos: Website | LinkedIn
David Phelps: Website
Growth Institute
Scaling Up by Verne Harnish
Entrepreneurs’ Organization (EO)
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“You could make mistakes and throw a lot of money to fix mistakes, so I had become a very lazy, undisciplined entrepreneur.” – Daniel Marcos
Click To Tweet

“The best way is to give value to the world, and then the world will give you money.” – Daniel Marcos
Click To Tweet

Get the Full Episode Transcript:

The post Ep #350: Daniel Marcos – Scaling Intentionally and Conquering Crisis (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #349: Chris Salcedo – Turning The USA Around

Pavel Amelishko — Fri, 15 Oct 2021 06:00:33 +0000

I’m excited to have a guest joining me today who really advocates for our freedom and our country. Chris Salcedo is a radio and television personality who has spent a lot of his life studying what it means to be an American citizen. He shares his point of view as a liberty-loving Latino and insight on how we got to where we are right now in America.

Listen in as Chris discusses how a growing frustration with media bias prompted his entry into political news. You’ll learn the direction the country is going in, what the people in power are trying to do, and how we, as citizens, can and should make our voices heard. Chris also addresses the growing frustration in our country, why it’s happening, and what needs to be done to bring us back to a place of liberty.

Minute Markers:

2:52 – The importance of discussing what is really going on.
4:24 – How Chris got into a radio/TV career and why he chose the path of advocacy.
6:47 – What it means to be liberty-loving as a minority.
8:55 – What got us to a place of ignorance and failure as a country.
11:16 – What needs to happen to make your voice heard.
12:20 – Lessons from Chris’ book, Liberty Rises.
14:41 – How you become a target of the deep state.
17:35 – The frustration that is arising in the U.S. and where Chris thinks it’s headed.
19:23 – Where Republicans are going wrong.
21:42 – Addressing the issues with voting.
24:01 – Talking to and working with friends on the other side.

Featured on the Show:

Chris Salcedo: Website | LinkedIn
David Phelps: Website
Liberty Rises by Chris Salcedo
NewsMax
WBAP
The Blaze
Glenn Beck
Own Your Freedom by Dr. David Phelps
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Those of us that recognize what’s going on should speak out while we still can.” – Chris Salcedo
Click To Tweet

“The minute you’re identified as someone who believes in limited government, you get a target painted on your back.” – Chris Salcedo
Click To Tweet

Get the Full Episode Transcript:

The post Ep #349: Chris Salcedo – Turning The USA Around first appeared on Dentist Freedom Blueprint Podcast.

Ep #348: Ed Boran – Giving Back to Those Who Protect Our Freedom

Pavel Amelishko — Fri, 08 Oct 2021 06:00:37 +0000

Ed Boran is the Co-President of the Marine Corps-Law Enforcement Foundation (MC-LEF), an organization with the mission to educate every child who has lost a parent serving in the Marines or any Federal Law Enforcement Agency. He began his career in 1967 when he enlisted in the United States Marine Corps and was commissioned a second lieutenant. He then spent 25 years with the FBI. Today he joins the show to discuss the amazing work his organization is doing for the community.

Listen in as Ed shares stories of the families who have been affected positively by MC-LEF and how his team is notified about the death of an agent. You will learn the powerful impact you can have by helping these children in the event of a tragedy, as well as the steps you can take today to contribute to this outstanding organization.

Minute Markers:

6:36 – Ed’s mother’s reaction to his decision to join the Marines.
8:35 – The history of the Marine Corps-Law Enforcement Foundation.
13:20 – What happened in 1995 and the amazing people who influenced the MC-LEF.
18:49 – Trump’s contribution to MC-LEF.
20:32 – How MC-LEF is helping the children affected by the loss of a parent in the Marines.
21:50 – How they are notified of the loss of someone with children.
27:20 – How you can contribute to this outstanding organization.

Featured on the Show:

Ed Boran: Marine Corps-Law Enforcement Foundation
David Phelps: Website
Rush Limbaugh
James Kallstrom
Own Your Freedom by Dr. David Phelps
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“We take care of people. That’s what we do.” – Ed Boran
Click To Tweet

“Everyone {who works for the MC-LEF} is a volunteer. They do it because they love it and they’re passionate about it.” – Ed Boran
Click To Tweet

Get the Full Episode Transcript:

The post Ep #348: Ed Boran – Giving Back to Those Who Protect Our Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #347: Dane Espegard – How to Thrive Post-Pandemic Through Team Dream Achieving

Pavel Amelishko — Fri, 01 Oct 2021 06:00:05 +0000

In this incredible episode, I speak with Dane Espegard about his emphasis on company culture and why it’s so important to the success of your business. Dane is a culture consultant who teaches, assists, and executes the implementation of a culture centered around achieving dreams. He joins the show today to dive into what that means and how the system he helps companies build places great emphasis and importance on the lives of the team members.

Listen in as Dane discusses how culture is more important than ever in a post-pandemic world, as well as how the options and choices available will affect your ability to retain employees and grow a business. You’ll get some great insight into what people are looking for when it comes to employment, what has changed, and what you can do to create the best working environment.

Minute Markers:

2:32 – The legacy of Cutco and how culture and growth are so important to success.
8:20 – Why paying people “enough” no longer cuts it.
10:47 – The costs of retention and the importance of recognizing dreams.
13:30 – Ways that you can provide opportunities for employees to reach their dreams.
19:24 – How to attract the right people and properly invest in them.
24:25 – How to help with bigger items on the dream list.
27:27 – Easy action steps that you can take from the book.

Featured on the Show:

Dane Espegard: Website | LinkedIn | Facebook | YouTube | Instagram
The Dream Machine by Dane Espegard
David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“It’s not the fear of losing someone—I have the fear of somebody being totally passive and asleep on the job.” – Dane Espegard
Click To Tweet

“Work is the vehicle that gets them to where they want to be.” – Dane Espegard
Click To Tweet

Get the Full Episode Transcript:

The post Ep #347: Dane Espegard – How to Thrive Post-Pandemic Through Team Dream Achieving first appeared on Dentist Freedom Blueprint Podcast.

Ep #346: Brett Judd – Balancing Life, Business, and Success

Pavel Amelishko — Fri, 24 Sep 2021 06:00:41 +0000

When you’re dealing with stress, pressure, and complications with your business or personal life, it’s easy to feel alone—but you’re not! I met my good friend Brett Judd at a mastermind quite a few years ago, and he is a force to be reckoned with when it comes to running a profitable, ethical practice, bringing together effective teams, and providing clarity through stress and mindset management. Brett’s background and the insight he has to share are so relevant to business owners and entrepreneurs who want to build their practice, teams, and life in a way that makes an impact.

Listen in to hear some key points on what it takes to be both ethical and profitable. Brett also gives us valuable tips on dealing with mindset traps and implementing intentional stress management that he has used to help himself and countless others over the years. You’ll learn the importance of masterminds, community, and finding key ways to bring out the best version of yourself.

Minute Markers:

4:55 – What to do when you feel like everyone else has it together and you don’t.
8:36 – Ageless wisdom on being yourself and not worrying about judgment.
9:30 – The shift that takes you away from stagnation and frustration.
10:35 – Why true freedom is not the absence of risk.
15:03 – Why it’s so important to be fulfilled.
18:04 – The difference in mindset after coming out of difficult times.
20:14 – What makes you less afraid of change.
27:15 – What you need to be doing in order to be in the right position for what’s next.

Featured on the Show:

Brett Judd: Website | LinkedIn | Twitter
The Apex Effect
Relationship Focus Business Success by Brett Judd
Unlock Your Millionaire Mind by Brett Judd
David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“It all comes down to the set up. So much of this is about our mindset and our preparation BEFORE the event happens.” – Brett Judd
Click To Tweet

“True freedom is not the absence of risk, but the acceptance of risk in the face of self-directed will.” – Brett Judd
Click To Tweet

Get the Full Episode Transcript:

The post Ep #346: Brett Judd – Balancing Life, Business, and Success first appeared on Dentist Freedom Blueprint Podcast.

Ep #345: David & Kandace Phelps – Risk is Necessary to Find Freedom (Part 2)

Pavel Amelishko — Fri, 17 Sep 2021 06:00:27 +0000

Welcome back to the second half of the series taken from one of our Freedom Founders member events. If you missed the first half, head back to episode #344 to hear the beginning of the talk I did on risk with my wife Kandace. In part two, we jump right back into Kandace sharing wisdom on how each of us has key differences and perspectives on time and how we can use that to work for us rather than against us.

Risk is a very important topic to address, especially for dentists, as we are taught to avoid risk and seek perfection in many areas throughout school and life. Listen in to learn the principles of life when it comes to discomfort and uncertainty and why we need others to come alongside us as we take risks and work on ourselves. Kandace and I also discuss what it means to have enough, why we need to be contrarian, and the value of relevance.

Minute Markers:

2:20 – Our key differences and how they can work together to help us succeed.
4:13 – Why discomfort is good and why you need it in order to make changes.
6:31 – Defining what “free for life” means—and what’s next after that.
8:37 – The problem with taking on the identity of what you do.
12:22 – A letter from Freedom Founders members.
15:50 – The problem with not knowing what is enough and why you need masterminds.
19:27 – Why you need to find the freedom to open up brain-space for something new.
21:28 – The value of relevancy.

Featured on the Show:

David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Discomfort is good—it gets you into a different place, and it’s where you test your limiting beliefs and try something new.” – Kandace Phelps
Click To Tweet

“Crisis is opportunity, not tragedy.” – Kandace Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #345: David & Kandace Phelps – Risk is Necessary to Find Freedom (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #344: David & Kandace Phelps – Risk is Necessary to Find Freedom (Part 1)

Pavel Amelishko — Fri, 10 Sep 2021 06:00:11 +0000

This week, I’m going to take you inside one of our Freedom Founders member events, where I did a presentation with my better half, Kandace. We talked about risk and how important it is to our development and ultimate ability to succeed. Although we are naturally taught to avoid risk, Kandace and I share a different perspective on how to incorporate risk, not get too caught up in details, and step out of our comfort zones.

Listen in to hear key pieces of wisdom we can learn from the biblical character King Solomon and the importance of finding a tribe that will support you and mitigate some risk along the way. We also discuss the role of criticism and beliefs in your development and growth process, as well as how to develop key skills, gain experience, acquire wisdom, and find clarity through an authentic and meaningful process.

Minute Markers:

1:40 – The importance of risk.
4:19 – Why strike-outs don’t define us.
6:15 – Why it matters who you surround yourself with.
10:16 – How to get clarity.
11:58 – Why your beliefs are key to what is limiting you.
12:55 – A major difference in how men and women tend to think and work.
15:23 – Why opening up to feedback is crucial.
20:09 – How to reach your higher purpose in life.

Featured on the Show:

David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“If you’re not willing to share where you have holes or struggles, then you’re not going to get the feedback that will help you.” – Kandace Phelps
Click To Tweet

“You need people around you who can support your goals, your ideals, and your vision about how life can be.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #344: David & Kandace Phelps – Risk is Necessary to Find Freedom (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #343: Steven J. Anderson – Creating a Fast-Start for Next Generation Entrepreneurs

Pavel Amelishko — Fri, 03 Sep 2021 06:00:52 +0000

Steven J. Anderson is back on the podcast, and this time we are talking about investing in the next generation of entrepreneurs. We talk about return on investment all the time, but in this episode, we are focusing on our return on legacy.

Listen in to hear why Steven is so passionate about influencing and guiding the next generations to give them a huge head start on entrepreneurship and life. You’ll learn how important it is to teach youth how to get a job without a resume, how to study less and get better grades, and more.

Minute Markers:

1:42 – The importance of return on legacy.
4:46 – What Eagle U is and how it came to be.
7:20 – How they give students a 7-year head start.
9:43 – Parents’ role in encouraging and building a better environment for their children’s success.
16:28 – How to teach kids to be in control of the system, their direction, and where they go.
18:13 – How they structure Eagle U and how it is funded.
21:51 – The ‘Tell, Show, Do’ pattern and how it works.
26:26 – How they prep students for interviews with mentors.
32:53 – Key lessons the kids learn that are often overlooked or lost.

Featured on the Show:

Steven J. Anderson: Website | LinkedIn | Facebook | Twitter | YouTube
David Phelps: Website
Eagle U
The Culture of Success by Steven J. Anderson
Nearly Everything I Learned in Kindergarten Screwed Me Up! – By Steven J. Anderson
The 13 Biggest Mistakes Parents Make and How to Avoid Them – By Steven J. Anderson
Total Patient Services
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“Things that are learned and applied early on can contribute to a huge gain later on in life.” – @StevenJAnderson
Click To Tweet

“It’s remarkable what happens when we surround young adults with mentors, good positive peers, and great team leaders.” – @StevenJAnderson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #343: Steven J. Anderson – Creating a Fast-Start for Next Generation Entrepreneurs first appeared on Dentist Freedom Blueprint Podcast.

Ep #342: Alastair J. Macdonald – Understanding The Full Market Cycle (Part 2)

Pavel Amelishko — Fri, 27 Aug 2021 06:00:07 +0000

With the current movement of increased government spending and gaining of control, what does an entrepreneur who wants to stay sovereign do? Alastair Macdonald joins me for this second half of our conversation on understanding the full market cycle, and he shares valuable insight and information that will help you understand what’s going on in the current market and make a plan to succeed through it.

Listen in as Alastair emphasizes the importance of having an increased sense of awareness of what’s going on and explains why we need to take responsibility for our opinions and actions. You’ll learn how to look for the positive and negative outcomes that come with inflation, as well as how we are facing one of the biggest obstacles when it comes to retirement and savings.

Minute Markers:

2:30 – How to stay sovereign in the current climate.
4:44 – Why Washington, D.C. is like Instagram.
6:42 – The transition toward inflation and what the trend looks like going forward.
9:42 – Asset deflation and the risks involved.
11:55 – One of the major obstacles our economy will have to deal with.
16:30 – Advice for the future generations on how to preserve autonomy.

Featured on the Show:

Alastair Macdonald: Facebook
David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“When there are only two options in front of me, I know that somewhere upstream creativity died—or I was not paying attention.” – Alastair Macdonald
Click To Tweet

“Washington, D.C. is Instagram—something of a physical manifestation of a popularity contest.” – Alastair Macdonald
Click To Tweet

“If nobody is good or bad, if nothing is right or wrong—what then? Well, then we are thrust into the thing most of us work so hard against, which is having to take responsibility for our actual opinions.” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #342: Alastair J. Macdonald – Understanding The Full Market Cycle (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #341: Alastair J. Macdonald – Understanding The Full Market Cycle (Part 1)

Pavel Amelishko — Fri, 20 Aug 2021 06:00:51 +0000

Alastair Macdonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. He is also the owner of the consulting firm Parallax Strategic Advisors, as well as the publisher of the Parallax Report, an economic, social, and market forecasting service.

He joins the show today to dive into the importance of understanding—and being able to weather—the full economic cycle as an entrepreneur and business owner. Listen in to learn how he defines a full market cycle, how you can protect your market position as an investor through market volatility, and why it is important to know and understand the historical context behind your investments.

Minute Markers:

2:40 – Alastair’s upbringing in Zimbabwe and his entrepreneurial background.
7:00 – The most important thing for any entrepreneur to understand.
8:00 – What it means to go through a full market cycle.
12:40 – How you can protect your position in the market as an investor.
20:30 – The importance of historical context in investments.

Featured on the Show:

Alastair Macdonald: Facebook
David Phelps: Website
What’s Your Next? by David Phelps

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!

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:

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?

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.

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:

“It gave me me one of the most dangerous things that success can give you, which is the illusion of your exceptionalism.” – Alastair Macdonald
Click To Tweet

“With the right timing, everybody looks like a genius.” – Alastair Macdonald
Click To Tweet

“As investors, we fail to pay attention to where we are in the larger cycle. ” – Alastair Macdonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #341: Alastair J. Macdonald – Understanding The Full Market Cycle (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #340: Andy Baber – Finding Freedom at Age 42

Pavel Amelishko — Fri, 13 Aug 2021 06:00:31 +0000

Today I’m joined by oral surgeon and Arkansas native Dr. Andy Baber. I’m excited to share his story with you, as he has been with Freedom Founders for a very long time and has some great insight to share for those who want to find more time for family. In this episode, he opens up about his freedom journey, including how he got away from the lifestyle creep and focused on his family and creating a fulfilling life.

Listen in to learn what Freedom Founders has meant to Andy’s family, as well as how he defines and has found freedom. You’ll get his take on making time for what matters most and his outlook for the future and for his family. His attitude and wisdom regarding time management, lifestyle, trying new things, and more is so valuable and really important for all of us to take in.

Minute Markers:

2:02 – Introducing Andy and his upbringing as a missionary kid.
4:42 – Why he decided to go into dentistry.
7:10 – What prompted him to engage with Freedom Founders.
13:40 – The importance of embracing the time you have now.
20:17 – How the investment model they created helps them have more certainty in the future.
24:33 – Why relationships should be made before investments.
29:54 – Important lessons Andy has learned in his freedom journey.

Featured on the Show:

Andy Baber: Website | Facebook
David Phelps: Website
What’s Your Next? by David Phelps

Watch full length Interviews on video!

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:

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?

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.

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:

“We try to be intentional about not having ‘our lifestyle’ get away from us and live more modestly so we can, as a family, enjoy more time together.” – Andy Baber
Click To Tweet

“It’s more about the time together than the stuff that we have.” – Andy Baber
Click To Tweet

Get the Full Episode Transcript:

The post Ep #340: Andy Baber – Finding Freedom at Age 42 first appeared on Dentist Freedom Blueprint Podcast.

Ep #339: Gertrude Lee & Bob Dubanski – Transitioning Into Something New

Pavel Amelishko — Fri, 06 Aug 2021 06:00:46 +0000

In this episode, I’m going to share the story of two people who decided to change their “next” in their lives. Dr. Bob Dubanski and Dr. Gertrude Lee join me today to share how they transitioned out of dentistry after 35 years of practicing together. They also offer great insight into burnout, hard decisions, transitions, and more.

Listen in to hear how they started to make the decision to transition out of clinical dentistry and what helped them plan and execute the process. You will learn what their new plan is and the insight they gained along the way. They also share important points in their transition, like finding community and building confidence, as well as how they ultimately found the right direction with the help of Freedom Founders.

Minute Markers:

1:33 – Introducing Gertrude and Bob.
4:54 – Why they started to realize it was time for a career transition.
8:25 – A tale of failed partnership and succession.
11:13 – The value of clarity and support from others around you.
13:30 – How Gertrude and Bob found the support and success they needed in Freedom Founders.
16:08 – How the Blueprint Days provided clarity and next steps.
20:20 – What helped with building confidence in the changes and transition process.
27:07 – The big decision Gertrude and Bob made recently.

Featured on the Show:

Gertrude Lee & Robert Dubanski: Website
David Phelps: Website
What’s Your Next? by David Phelps

Watch full length Interviews on video!

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:

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?

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.

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:

“When you interview us, we interview you at the same time to make sure it’s a good fit.” – Gertrude Lee
Click To Tweet

“I still love the practice, and I still love dentistry, but I want to be doing something else.” – Bob Dubanski
Click To Tweet

Get the Full Episode Transcript:

The post Ep #339: Gertrude Lee & Bob Dubanski – Transitioning Into Something New first appeared on Dentist Freedom Blueprint Podcast.

Ep #338: Jim Palmer – Legacy Changes Everything

Pavel Amelishko — Fri, 23 Jul 2021 06:00:39 +0000

Today I’m sharing an interview I did with a good friend of mine named Jim Palmer. Jim and I discussed my book, What’s Your Next?, and talked about the value of moving from a very constrained life to a life of purpose, including how to create your legacy today—and not wait until it’s too late.

Listen in as we cover how we have each found a way into living a life of intention and leading a business that serves our lifestyle and creates a lasting impact on others. You’ll learn what drives us both, as well as how I got away from the wrong driving factors and moved toward being driven by legacy and impact.

Minute Markers:

2:20 – The importance of intentionally working on your legacy.
3:53 – The dangers of being driven by the wrong things.
5:16 – When to start thinking about your legacy.
7:54 – The five investments and what drives you to impact.
9:17 – Unexpected reactions to the book.

Featured on the Show:

Jim Palmer: Website
David Phelps: Website
What’s Your Next? by David Phelps

Watch full length Interviews on video!

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:

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?

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.

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:

“It’s not what we leave to people—it’s what we leave IN them.” – David Phelps
Click To Tweet

“People are looking more for the power of your example rather than an example of your power.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #338: Jim Palmer – Legacy Changes Everything first appeared on Dentist Freedom Blueprint Podcast.

Ep #337: David Phelps – Lessons on the Street

Pavel Amelishko — Fri, 16 Jul 2021 06:00:14 +0000

There is so much information available to us, but if we are not primed and ready to accept this knowledge, it can be easily missed. We have the ability to learn from those around us and gain wisdom from new experiences or environments. So in this episode, I will be sharing the lessons I have learned from being in real estate, describing how you can implement some of these lessons into your life today.

Listen in as I explain the importance of checking the information you receive from the media, as it is not always correct. You will learn about the niche opportunities that are available to you, as well as what non-performing debt is—and how you can utilize it. Remember, true freedom is not something that will happen by accident. You must work toward these goals!

Minute Markers:

2:27 – The benefit of learning from those around you.
4:50 – The importance of checking the information you are getting from the media.
8:08 – Niche opportunities that are available in every market that protect your downside.
12:36 – What you can do with non-performing debt.
15:20 – Why we must evaluate the people we surround ourselves with.

Featured on the Show:

David Phelps: Website

Watch full length Interviews on video!

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:

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?

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.

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 will tell you right now that if you are listening to media today, then you are getting a very slanted view of what the world looks like.” – David Phelps
Click To Tweet

“Being in real estate doesn’t mean you have to own the real estate.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #337: David Phelps – Lessons on the Street first appeared on Dentist Freedom Blueprint Podcast.

Ep #336: David Phelps – Are Your Limiting Beliefs Limiting Your Freedom?

Pavel Amelishko — Fri, 09 Jul 2021 06:00:32 +0000

Lately, it is hard to feel optimistic about the state of our country, and I feel as though there is cause for concern. Now is the optimal time to take a look at the things we believe, assess whether they are true, and be open to the possibility that they may not be. There is so much misinformation spread down through the generations, but times have changed and we need to be open to changing too. So in this episode, I will be sharing my thoughts on limiting beliefs, as well as how I have learned to pivot my mindset and values to focus more on the people in my life—not just the money.

It’s easy to get wrapped up in the busyness of life and compare ourselves to everyone around us, but there is so much more to life that we need to be aware of. Listen in as I discuss the benefit of finding your tribe, what true freedom feels like, and why life is not just about making the status quo. Remember: the time is now to take a stand and make a change.

Minute Markers:

2:30 – The importance of reassessing your beliefs and values.
4:30 – Why we need to change with the times.
6:50 – Why making passive income and finding your tribe is key.
11:20 – What true freedom feels like.
14:55 – Why it’s so important to take risks in life.
17:33 – Why you should get engaged with groups.

Featured on the Show:

David Phelps: Website

Watch full length Interviews on video!

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:

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?

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.

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:

“If it’s you showing up to make the money every day, then you don’t have the freedom.” – David Phelps
Click To Tweet

“You’ve got to take big risks in life.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #336: David Phelps – Are Your Limiting Beliefs Limiting Your Freedom? first appeared on Dentist Freedom Blueprint Podcast.

Ep #335: Ben Rao – Living Life by Design – The Entrepreneur’s Opportunity

Pavel Amelishko — Fri, 02 Jul 2021 06:00:22 +0000

As an entrepreneur, it’s easy to get caught up in the rat race, constantly searching for the next big win and forgetting the things that truly matter. Our guest today has experienced this himself but has managed to find that perfect balance between success in work and success in life. Ben Rao is an author, business coach, and senior care advocate, and he joins the show to share the serious wake-up call he experienced that changed his outlook on the world and catapulted him into a new way of living.

Ben has incredible insights into the world of entrepreneurship and has a lot of knowledge to share on not only building a business, but running it too. Listen in to learn the importance of hiring the right people, how to prioritize the ones you love, and why it’s time to start thinking outside the box. Ben reminds us that there is no better investment than the investment you make in yourself and challenges you to do this every single day.

Minute Markers:

3:45 – Ben’s background story and how he got to where he is.
11:20 – How he is advocating for seniors.
16:36 – What he has learned as a visionary.
23:38 – How to prioritize what’s truly important.
27:55 – What inspires Ben to keep going when things aren’t going well.

Featured on the Show:

Ben Rao: Website | LinkedIn | Twitter | Instagram
The Miracle Morning

Watch full length Interviews on video!

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:

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?

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.

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:

What I have learned is to hire the right people around me and let them do their job. – @MrBenRao
Click To Tweet

We have control over our own lives. We can make every decision that we want, and the only thing holding us back is us. – @MrBenRao
Click To Tweet

Get the Full Episode Transcript:

The post Ep #335: Ben Rao – Living Life by Design – The Entrepreneur’s Opportunity first appeared on Dentist Freedom Blueprint Podcast.

Ep #334: Justin Donald – Investing in Assets to Create Your Freedom Lifestyle

Pavel Amelishko — Fri, 25 Jun 2021 06:00:53 +0000

As you grow your wealth, your lifestyle expenses grow as well—and the stress follows. So how do you plan for a true lifestyle of freedom? Today Justin Donald, author of The Lifestyle Investor, joins the show to discuss this and share his story about learning, networking, and intentionally growing in a way that aligns with the lifestyle and freedom he needs.

Listen in as we talk about his early days with Cutco and the different ways he chose to grow and branch out to get to where he is now. You’ll hear about the formative lessons he learned early on, like not being afraid of rejection and how to handle objections and questions with confidence, and how he has chosen to educate himself and invest regularly in a way that has allowed him to succeed.

Minute Markers:

3:43 – How starting with Cutco shaped Justin’s career.
8:20 – What got him interested in wealth building and finance.
10:46 – How long he stayed with Cutco and how he grew up in the professional world.
11:25 – The importance of being intentional about self-educating and networking.
18:58 – Putting things into perspective when it comes to saving and investing.
20:30 – How not to be a slave to the job you have (or the business you own).
24:31 – The key to growth as a human and as a business.
26:10 – What lifestyle investing is and what you need to do to get into it.

Featured on the Show:

Justin Donald: Website | LinkedIn | Facebook | Twitter | Instagram | YouTube
The Lifestyle Investor by Justin Donald
The Lifestyle Investor (Free)
Cutco

Watch full length Interviews on video!

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:

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?

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.

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:

When I do something that I’m committed to and enjoy, I really go all in. – @jwdonald1
Click To Tweet

As I moved up and became a top performer, I would hang out with other top performers and we would share best practices. – @jwdonald1
Click To Tweet

Get the Full Episode Transcript:

The post Ep #334: Justin Donald – Investing in Assets to Create Your Freedom Lifestyle first appeared on Dentist Freedom Blueprint Podcast.

Ep #333: Lee Milteer – Capitalizing on Change – The Key to Your Security and Freedom

Pavel Amelishko — Fri, 18 Jun 2021 06:00:33 +0000

In this episode, you’ll get to hear from Lee Milteer, a long-time mentor and friend who has helped me grow beyond my comfort level and go beyond self-limiting beliefs about what I could potentially do in life and the influence I could have. Lee is an entrepreneur, best-selling author, TV personality, and business mentor—among other things. She draws from her experience and gives incredible insight on refocusing priorities, developing operations, and implementing systems in order to succeed in business.

Listen in to hear how Lee found her way into the entrepreneurial space and what made her so passionate about helping and guiding coaches and businesses. She lays out some important points on how to realize your God-given potential and put aside the thinking that doesn’t help you in order to move the needle forward. Lee’s wisdom, insight, and encouragement are so important at a time like this, so don’t miss out!

Minute Markers:

2:58 – Who Lee is and what the Millionaire Smarts Coaching program is.
10:30 – Why change can be the best thing that happens to you (even when it doesn’t feel good at the time).
15:36 – The importance of sharing your story and learning the full story about others.
16:55 – Mindset lessons from this past year.
24:32 – How customer mindsets are changing and how we can pivot to better serve them.
25:50 – What the new leaders are and how to look for new opportunities.
27:31 – How to un-trap yourself and recognize your intuition.
30:26 – Why Lee continues to work even when she doesn’t need to.

Featured on the Show:

Lee Milteer: Website | Facebook
Spiritual Power Tools for Successful Selling by Lee Milteer
Millionaire Smarts Coaching
Magnetic Marketing
Renegade Millionaire

Watch full length Interviews on video!

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:

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?

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.

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:

Because people are so freaked out, they’re looking for leaders. This is the time all of us have to build deeper, stronger, service-based, heart-centered relationships. – Lee Milteer
Click To Tweet

It’s about critical thinking. It’s about your attitude. It’s about how you deal with the setbacks and the fears and the doubts and the feeling of being overwhelmed.- Lee Milteer
Click To Tweet

Get the Full Episode Transcript:

The post Ep #333: Lee Milteer – Capitalizing on Change – The Key to Your Security and Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #332: Barbara Stackhouse – Profit First for Dentists – How to Stop the Cash Flow Volatility

Pavel Amelishko — Fri, 11 Jun 2021 06:00:34 +0000

Our natural human behavior around money affects the decisions we make more than we think. Barbara Stackhouse is a mastery level profit-first certified advisor who has helped many dentists add thousands in revenue each month and boost profits by 5-10%. Today she joins the show to share her valuable insight and tricks for cutting expenses and increasing profit margins without compromising patient care.

Listen in to learn how to keep more money in your pockets so you can fulfill the dreams you have for your practice and for your family. Barb also shares what profit first is and how to get moving in the right direction to set up the core accounts for the profit-first plan.

Minute Markers:

2:04 – Barbara’s background in dental hygiene and how she helps dentists
3:58 – What profit first is and how she ended up getting involved.
9:55 – The life-changing effects of bank-balance accounting and what accounts to start with.
14:20 – Having the right perspective on income and bringing your spouse and team into the mix properly.
20:29 – The staffing predicament and how owners can explain the right economics to staff.
26:32 – How to start paying off debt.

Featured on the Show:

Barbara Stackhouse: Website | LinkedIn
ProfitFirstDentist.com
Profit First for Dentists by Barbara Stackhouse and Drew Hinrichs
Profit First by Mike Michalowicz

Watch full length Interviews on video!

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:

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?

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.

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:

When you see that your money has been divided up into these four accounts, you have a lesser amount in your operating expense account and automatically your brain says to not spend money. – Barbara Stackhouse
Click To Tweet

I always like to make any decision on data, not just guessing.- Barbara Stackhouse
Click To Tweet

Get the Full Episode Transcript:

The post Ep #332: Barbara Stackhouse – Profit First for Dentists – How to Stop the Cash Flow Volatility first appeared on Dentist Freedom Blueprint Podcast.

Ep #331: Amber Vilhauer – No Guts, No Glory

Pavel Amelishko — Fri, 04 Jun 2021 06:00:36 +0000

There has been a massive change in social media marketing over the last year, and Amber Vilhauer joins the show today to discuss where you need to adjust your marketing focus. She does this through sharing her story, from loneliness, insecurity, and feelings of inadequacy to helping create meaningful and effective transformations through marketing and communication.

Listen in as Amber shares how a pivotal low moment in her life led to a massive mindset shift that allowed her to pull herself out of the mess and take steps toward incredible achievement. She also sheds light on the important role of personal accountability in creating a real transformation that lasts. If you’ve been at a point where you’ve felt helpless or like you’re not enough, or if you’re looking for ways to level up in your marketing, this episode is for you.

Minute Markers:

3:57 – The inspiration behind No Guts, No Glory.
7:50 – How Amber found her way into the marketing space and the mindset she’s in today.
14:41 – The rock-bottom moment that shifted her mindset and how she turned her life around.
18:03 – The importance of being honest and transparent in communication and marketing.
20:14 – The incredible experience that helped Amber gain momentum and move into the marketing space.
26:58 – Why you have to put yourself out there and find community to succeed.

Featured on the Show:

Amber Vilhauer: Website | Facebook | YouTube | Instagram | Twitter | LinkedIn | Pinterest
Fix This Next by Mike Michalowicz

Watch full length Interviews on video!

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:

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?

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.

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:

When 2020 hit, people didn’t know who to trust. Information overload, decision fatigue and everything just seemed fake. … Now, what consumers need more than anything are people that are real. – @AmberVilhauer
Click To Tweet

In that moment, I realized that nobody was going to save me—that I had to save me.- @AmberVilhauer
Click To Tweet

Get the Full Episode Transcript:

The post Ep #331: Amber Vilhauer – No Guts, No Glory first appeared on Dentist Freedom Blueprint Podcast.

Ep #330: Lance Pederson – Trust But Verify: The Key to Due Diligence

Pavel Amelishko — Fri, 28 May 2021 06:00:10 +0000

Today, we’re going down the rabbit hole of how you, as a potential real estate investor, can invest with better diligence and security. Joining me on the show is Lance Pederson, the founder and managing partner of Verivest, an end-to-end real estate investing platform designed to bring transparency and trust to middle-market investing.

Listen in to hear how Lance started Verivest and the many needs it was created to fill. He discusses how they verify and monitor potential and ongoing deals in order to make it easier to create trust and achieve success. Lance also gives us some great insight on what to look for as a new investor and sheds light on the current market trends.

Minute Markers:

2:39 – How Lance used concerns and challenges along the way with other businesses to create Verivest to provide a solution.
5:48 – When the time to trust is and why it’s such a pivotal time to invest.
7:27 – The intimidating position of passive investing and how that can be conquered.
8:30 – Why Lance positioned Verivest as an outward-facing business.
11:26 – The importance of what happens after investment.
15:53 – The process of organizational maturation and why it tends to be such a big hurdle for most investment deals.
21:25 – How Lance is aiming to make the real estate market function more smoothly.

Featured on the Show:

Lance Pederson: Website | LinkedIn | Twitter
Real Estate Risk Report

Watch full length Interviews on video!

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:

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?

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.

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:

Now we’re getting people deeper in the funnel, closer to making investments, and removing some of that friction to allow new people to participate. – @lpederson
Click To Tweet

For us, what it’s really about is transforming and creating a forcing function for the market participants to start to make this look—and the experience to be—more similar for investors getting involved. – @lpederson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #330: Lance Pederson – Trust But Verify: The Key to Due Diligence first appeared on Dentist Freedom Blueprint Podcast.

Ep #329: Dr Nathan Ho – How to Stop Missing Opportunities and LIVE Your Freedom

Pavel Amelishko — Fri, 21 May 2021 06:00:24 +0000

What I love about Dr. Nathan Ho and his family is that they came from such difficult conditions to America and have such a “no excuses” kind of mindset. Nathan talks about how his parents talked about education being the key to their future and how he made it into dentistry and practice ownership at a young age. You will get some incredible insight from the mindset, values and work ethic that he shares.

From the early lessons and struggles of practice ownership right out of dental school to wisdom on how he moved the needle forward even during a pandemic, Nathan gives us a glimpse into his success and what truly drives him. If you’ve been struggling in your life or in your practice, his advice and insights are so valuable and this is one episode you don’t want to miss.

Minute Markers:

3:13 – Nathan’s family story from Vietnam to the American dream.
5:48 – His journey through school and into practice ownership.
8:43 – The key to improving, scaling and moving up with your business.
10:58 – What’s necessary in order to gain more freedom and options in life.
14:32 – Why relationships are the key to your success.
19:14 – Other skills he uses to benefit his career.
26:45 – How to stay positive and productive despite obstacles you can’t control.

Featured on the Show:

Dr. Nathan Ho: Website
Envision Stars

Watch full length Interviews on video!

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:

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?

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.

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:

We didn’t have a bag of cash, we had a bag of dreams. We didn’t have any money at all but we were grateful to be in a country with opportunities. – Dr. Nathan Ho
Click To Tweet

There are a lot of things you can’t control, like the pandemic or what will happen next year or how much tax they’re going to pay. What you CAN control is what you do for yourself. – Dr. Nathan Ho
Click To Tweet

Get the Full Episode Transcript:

The post Ep #329: Dr Nathan Ho – How to Stop Missing Opportunities and LIVE Your Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #328: Dr. Tom Jovicich – Broaden Your Perspective To Discover Your Freedom

Pavel Amelishko — Fri, 14 May 2021 06:00:47 +0000

I recently had the privilege of catching up with one of my former Freedom Founders members, Dr. Tom Jovicich. He’s an endodontist who learned about the different paths he could pursue in gaining more freedom and flexibility in his life. You will hear about his development as an investor, how he got to his freedom number and the important lessons he has learned along the way.

Tom and I discuss the importance of getting out of your own way and putting yourself in places with people who help you and drive you to reach your goals. We also talk about the value of one-to-one relationships and the importance of learning how and when to pivot. There are some incredible nuggets of insight and valuable information on building a community, leaving a legacy and training yourself to challenge your own thinking – don’t miss it!

Minute Markers:

2:27 – How Tom found Freedom Founders originally and felt the push to move forward in life.
7:22 – Important lessons he learned from the Freedom Founders group.
10:14 – The value of one-to-one relationships.
17:23 – The importance of understanding your freedom number and the control it gives you.
22:22 – Why the people around you are so important to your success.
28:02 – Tom’s plan for leaving a legacy.
32:33 – How to challenge your thinking and be better at thinking outside the box.

Featured on the Show:

Dr. Tom Jovicich: Website

Watch full length Interviews on video!

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:

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?

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.

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:

Sometimes you have to be able to get out of your own way and actively listen to hear the message from other people. – Dr. Tom Jovicich
Click To Tweet

Pain either causes us to hunker down and not do anything or it propels us further. – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #328: Dr. Tom Jovicich – Broaden Your Perspective To Discover Your Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #327: James Miller – Fearlessly Living Your Fullest Life

Pavel Amelishko — Fri, 07 May 2021 06:00:11 +0000

I recently got to meet James Miller when he invited me to be interviewed on his podcast. He is a licensed psychotherapist and a piano composer who has been in the mental health field for 23 years and will be sharing some really interesting insight with us on this show. You will get to learn about reinventing your life, career changes, how to focus on what truly matters and what it means to live a full life.

James shares his own story of transitioning careers, pursuing passions and how he has helped others do the same along the way. He explains what Lifeology is and why it’s so important to living a fulfilling and full life. James has a passion for the arts and also for helping people and you will love the story of how he made critical decisions along the way to finding purpose and fulfillment.

Minute Markers:

1:56 – Introducing James and his fascinating background.
4:19 – What took James from a creative background into a clinical career.
8:13 – The graph of fulfillment and how to use it to help you make decisions.
12:26 – How James made critical decisions for his life and career.
17:48 – What made him make a major career and life transition.
23:37 – The importance of trusting yourself and not being afraid of resetting.

Featured on the Show:

James Miller: Website | LinkedIn | Twitter | Facebook | Podcast

Watch full length Interviews on video!

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:

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?

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.

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:

If you have to reset or you do reset, because most people do, that’s okay! It doesn’t mean you have to start over, it simply means that you take a break, come back, reformulate what worked and what didn’t and then you move…
Click To Tweet

Everything that we’ve struggled with, we’ve struggled with before. You have the answers inside of you even if you may not realize it. – @JamesMLifeology
Click To Tweet

Get the Full Episode Transcript:

The post Ep #327: James Miller – Fearlessly Living Your Fullest Life first appeared on Dentist Freedom Blueprint Podcast.

Ep #324: Meghna Dassani – Airway is Life

Pavel Amelishko — Fri, 16 Apr 2021 06:00:13 +0000

In this episode, I’m catching up with Dr. Meghna Dassani and discussing her new book, Airway is Life. You will hear how important it is to have a strong reason why and how her particular specialty differentiates her from the rank and file commoditization of dentistry that is happening on a big scale today.

Meghna also shares how what she offers to her patients gives her team the ability to come together on a common, fulfilling mission, why she decided to learn about and specialize in airway issues, and what she has learned along the way. Listen in to pick up key tips and information that could help you in your life and practice in incredible ways!

Minute Markers:

3:40 – How Meghna got started in dentistry (at 8 years old).
7:53 – Her practice in Mumbai and what brought her to the U.S.
10:02 – What started her on her mission to understand airway issues.
15:02 – How she pursued her mission and practice in Houston.
17:41 – The rewarding side of having a strong reason why you do what you do.
21:35 – How Meghna views leadership and has learned to work with her team effectively.
26:45 – The benefits of writing her recent book.

Featured on the Show:

Meghna Dassani: Website | Practice | Facebook
Airway is Life by Meghna Dassani

Watch full length Interviews on video!

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:

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?

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.

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 said I wanted to do this for my family, but they all become our family, do they not? Our team, our patients … everything we do expands into helping all of them. – Dr. Meghna Dassani
Click To Tweet

When I have the courage to take one big step back and look at myself {and ask} ‘what is it that I am lacking?’—the minute that I did this, things started to change. – Dr. Meghna Dassani
Click To Tweet

Get the Full Episode Transcript:

The post Ep #324: Meghna Dassani – Airway is Life first appeared on Dentist Freedom Blueprint Podcast.

Ep #323: Dr. Hiru Mathur – How to Differentiate Your Leadership with Patients, Staff and Community

Pavel Amelishko — Fri, 09 Apr 2021 06:00:22 +0000

I’m excited to have Dr. Hiru Mathur on the show today. Hiru is a periodontist based in Houston, and she has a lot of wisdom and insight to share on how to think about growth, life, family, and your practice. She sheds a unique light on leadership and the things that came out of COVID.

Listen in as Hiru discusses her book, It’s All About the Gums, and why it’s so important to educate patients on what is causing the problems they have. You’ll hear tips on how to empower your patients with knowledge that allows them to prevent major issues like diabetes and heart disease.

Minute Markers:

3:19 – Why Hiru decided to write her book and the importance of educating patients.
5:20 – How a book can elevate your ability to educate and help patients in a powerful way.
8:28 – The lack of understanding in patients and the importance of prevention.
12:26 – How the book-writing process works and what Hiru did to get it done.
15:55 – What’s next for Hiru and how she plans to move forward.

Featured on the Show:

Hiru Mathur: Website
It’s All About the Gums by Hiru Mathur

Watch full length Interviews on video!

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:

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?

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.

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:

We all know that inflammation is causing every disease, every cancer that we are aware of. The biggest source of inflammation today is the gut, but also the mouth. – Dr. Hiru Mathur
Click To Tweet

One of the biggest things I need to do is to educate my patients to understand what is causing the problems they have and how they can be empowered and prevent things like diabetes and heart disease. – Dr. Hiru Mathur
Click To Tweet

Get the Full Episode Transcript:

The post Ep #323: Dr. Hiru Mathur – How to Differentiate Your Leadership with Patients, Staff and Community first appeared on Dentist Freedom Blueprint Podcast.

Ep #322: Dr. Drew Ballard – The Adventure of “World-Schooling” our Kids with a Freedom Lifestyle

Pavel Amelishko — Fri, 02 Apr 2021 06:00:01 +0000

Today Dr. Drew Ballard joins the show to share some really incredible inspiration and insight into living a life of meaning and impact. He shares his passions for restorative cosmetic dentistry and gives us a fascinating look at his adventurous family dynamic and career path.

Listen in to hear why Drew and his family sold everything and traveled the world together. You’ll learn the importance of putting family first and really keeping sight of the most important things in life, as well as what complications, difficulties, and lessons Drew faced along the way.

Minute Markers:

1:37 – Who Dr. Ballard is and how he found his passion for cosmetic dentistry.
3:08 – Why he sold everything and traveled the world with his family for years.
8:50 – The most important lessons and experiences from traveling as a family.
13:07 – Key things they learned from long-term travel and financial security.
20:45 – The key to financial freedom.
23:56 – An important realization to make and why you shouldn’t be afraid of taking time off.
28:08 – The weighted years that really count and how to make the most of them.

Featured on the Show:

Dr. Drew Ballard: Website
The Top Five Regrets of the Dying by Bronnie Ware
What’s Your Next? by David Phelps

Watch full length Interviews on video!

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:

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?

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.

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 just knew that I could be successful in my practice, but I couldn’t fail at home. No matter what I did, I could not fail with my family. – Dr. Drew Ballard
Click To Tweet

Kids can handle a lot more than we think they can handle. – Dr. Drew Ballard
Click To Tweet

Get the Full Episode Transcript:

The post Ep #322: Dr. Drew Ballard – The Adventure of “World-Schooling” our Kids with a Freedom Lifestyle first appeared on Dentist Freedom Blueprint Podcast.

Ep #321: Frank Rolfe – Essential vs. Non-Essential Investing Strategies

Pavel Amelishko — Fri, 26 Mar 2021 06:00:21 +0000

Today I’m bringing a long-time friend back on the show to share his expertise on the affordable housing sector. With 25 years of experience in the industry, Frank Rolfe is a key principle at Affordable Housing Community Funds (AHCF) Management and MHP Funds, and he’s involved in one of the biggest mobile home companies in the country.

In this episode, Frank shares great insight into the history of mobile home parks and affordable housing, as well as how the industry has changed over the years. Listen in to learn about Frank’s experience in bringing respectability back to these communities, how to get away from the stigma of mobile home parks, and what direction the market seems to be going.

Minute Markers:

1:57 – Who Frank is and how he’s involved in affordable housing.
4:55 – The misconceptions around mobile home communities and how Frank has improved the landscape of those communities.
9:45 – The trajectory of land value for mobile home parks and why they keep getting demolished.
11:31 – The best options for finding places to create new mobile home parks.
14:06 – The changes in the industry and where to be looking for investment opportunities.
20:45 – How the price of housing will top out and stall out in this market.

Featured on the Show:

Watch full length Interviews on video!

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:

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?

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.

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:

Housing is the big thing in America right now. We are in a certifiable American housing crisis of biblical proportions. – Frank Rolfe
Click To Tweet

Anything you can figure out in the sphere of housing that allows people to get a place to live at a lower cost is a winner. – Frank Rolfe
Click To Tweet

Get the Full Episode Transcript:

The post Ep #321: Frank Rolfe – Essential vs. Non-Essential Investing Strategies first appeared on Dentist Freedom Blueprint Podcast.

Ep #320: Ben Glass – Family First – Everything Else Flows from There

Pavel Amelishko — Fri, 19 Mar 2021 06:00:24 +0000

So many of us have learned a lot in life, and we like to look back at the lessons we’ve learned and put them to use. In this episode, Ben Glass joins me for a conversation about the importance of building your life intentionally, putting family first, and creating good habits that allow for a more fulfilling life.

Ben Glass is an attorney and author who is all about life, building businesses, and doing things with intention so that you’re able to live more fully. He is the father of nine children and has a great sense of how to manage your time and prioritize the many important things in your life. Listen in as he breaks down how to live with intention and create the life you want.

Minute Markers:

2:08 – Introducing Ben and his passion for building an intentional and rewarding life.
4:04 – How he plans to continue his work and passions in the future.
7:40 – Where to start when you’re trying to balance life and live with intention.
12:53 – What people who attend events and join groups have in common.
16:33 – Important habits that allow you to put your family first amidst a busy life.
19:24 – The key to being involved in a lot of things effectively.
24:39 – The importance of guarding your time and not just learning, but doing.

Featured on the Show:

Ben Glass: Website | LinkedIn | YouTube | Twitter
Play Left Fullback by Ben Glass
Magnetic Marketing by Dan S. Kennedy
Who Not How by Dan Sullivan

Watch full length Interviews on video!

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:

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?

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.

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:

Be curious, and for every problem that you think you have, just know there’s someone out there who’s solved it already. – @BenGlassLaw
Click To Tweet

It’s okay to be happy! It’s okay to design your own life in a way that serves you and serves your family. – @BenGlassLaw
Click To Tweet

Get the Full Episode Transcript:

The post Ep #320: Ben Glass – Family First – Everything Else Flows from There first appeared on Dentist Freedom Blueprint Podcast.

Ep #319: Austin Hair – Your Business Real Estate – Opportunities and Pitfalls

Pavel Amelishko — Fri, 12 Mar 2021 06:00:46 +0000

Austin Hair is the business development manager for Leaders Real Estate, an experienced investor, a previous business owner, and more. Today he joins the show to discuss the importance of having the right real estate for your business and how to go about finding the right space.

Listen in to hear how Austin specializes in competition evaluation and demographics, as well as what that means for businesses looking for the right real estate to call home. You’ll gain valuable insight on renting vs. buying and discover common misconceptions that come into play here. Austin also gives us tips on how to avoid the many mistakes people make when looking for real estate and what to look for in order to find the best place for your business.

Minute Markers:

2:17 – How Leaders Real Estate works on behalf of tenants.
4:55 – Why a business owner might want to lease instead of own.
9:39 – Key areas where people make mistakes when looking for real estate.
15:35 – The importance of seeking help from someone with experience.
16:19 – What an accredited tenant and CAP rate are.
20:15 – The different levels of retail.
22:00 – Lease term and common DIY mistakes.

Featured on the Show:

Austin Hair: LinkedIn
Leaders Real Estate

Watch full length Interviews on video!

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:

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?

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.

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:

Site selection is very, very important, so we’ve been getting well-known by doing the extra work and going the extra mile. – Austin Hair
Click To Tweet

A lot of people will look at buying their building as diversification for their business, but that’s a bit of a misconception because the value of the building is directly tied to the business. – Austin Hair
Click To Tweet

Get the Full Episode Transcript:

The post Ep #319: Austin Hair – Your Business Real Estate – Opportunities and Pitfalls first appeared on Dentist Freedom Blueprint Podcast.

Ep #318: Gina Dorfman – From Clinical Practitioner to CEO to Innovator

Pavel Amelishko — Fri, 05 Mar 2021 06:00:06 +0000

Today Gina Dorfman joins the show to share how she started and grew her practice, opening up about her transitions from delegating tasks in her practice to moving into other innovative fields of work. She has a lot of insight on time and task management, and she shares how she learned to optimize her time throughout her career journey.

Listen in as Gina gives us a valuable perspective on scaling your practice and skills through self-education and discipline. You’ll hear how delegation and creating systems can save you time, the key to delegation, and more. Whether you are looking at starting a practice, working on delegating more, or interested in transitioning into another space, this episode is for you.

Minute Markers:

1:58 – Why Gina chose to work in dentistry and the influence of her family on her career.
5:30 – The struggle to improve your practice.
7:35 – An overview of Gina’s practice, how it is set up, and how it grew.
12:25 – How she scaled and transitioned her practice.
15:37 – How she splits her time and manages her many tasks and priorities.
19:48 – The key to delegation and the benefits of not trying to do it all yourself.
25:29 – Why micromanagement leads to high turnover.

Featured on the Show:

Gina Dorfman: Website | LinkedIn
Yapi App
Behind The Smiles podcast
Jim Collins
Good to Great by Jim Collins
Double Double by Cameron Herold
Procrastinate on Purpose by Rory Vaden
Clockwork by Mike Michalowicz

Watch full length Interviews on video!

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:

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?

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.

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:

It’s what happens in our four walls. If we’re not learning to run a business, then the business is running us. – Gina Dorfman
Click To Tweet

The important thing while you’re teaching them to do something is that it’s more important for them to find out their own way of doing things and own the task or own the outcome. – Gina Dorfman
Click To Tweet

Get the Full Episode Transcript:

The post Ep #318: Gina Dorfman – From Clinical Practitioner to CEO to Innovator first appeared on Dentist Freedom Blueprint Podcast.

Ep #317: John Hyre – Navigating the Biden Tax Proposals

Pavel Amelishko — Fri, 26 Feb 2021 06:00:27 +0000

With tax season upon us, what better time than now to have a discussion with an expert in the industry? John Hyre is a tax attorney with 22 years of experience, and today he joins the show to discuss the probability of tax changes and the impact they will have on capital markets, willingness to invest, and people’s behavior around money.

Listen in as John explains what the Biden tax proposals actually mean for the population and what you should be investing in this year as things start to change. You will learn the importance of having a game plan before selling your investments, what will happen to retirement plans, and John’s one piece of advice for anyone involved in investing.

Minute Markers:

3:23 – The probability of tax changes and how to react.
5:13 – The three main ways to counteract the tax proposals.
7:52 – Where to put your money now.
10:44 – The importance of doing your due diligence.
16:09 – What will happen to the economy in the coming years.
18:45 – The status of retirement plans.
22:20 – Why you should convert now.
30:05 – The opportunities you may be missing through the CARES Act.

Featured on the Show:

John Hyre: Website

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:

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?

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.

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:

If you don’t have a better answer, keep the rentals. – John Hyre
Click To Tweet

You are probably going to see more audits. – John Hyre
Click To Tweet

Get the Full Episode Transcript:

The post Ep #317: John Hyre – Navigating the Biden Tax Proposals first appeared on Dentist Freedom Blueprint Podcast.

Ep #316: Rob Swanson – Creating and Maintaining Wealth (and Freedom) Through the Coming Financial Storms

Pavel Amelishko — Fri, 19 Feb 2021 06:00:58 +0000

Financial planning is important, and financial security is attainable through hard work and learning where to put your money. Rob Swanson is an expert in lead generation and has bought, fixed, flipped, and held real estate in over 20 states. Today he joins the show to share his wisdom on real estate and his entrepreneurial journey to starting FreedomSoft, a real estate investment software company that helps investors source discount income properties nationwide.

Listen in as Rob explains the importance of learning to ask the right questions and why you should always remain curious, no matter how established you become. You will learn the importance of taking action—big or small—to ensure you are moving in the right direction. If you are considering investment or dipping your toes into real estate, this episode is for you.

Minute Markers:

2:55 – How Rob got into real estate.
5:20 – What his transition into entrepreneurship looked like.
14:00 – Why it’s important to have your money in investments, not just dollar values.
21:15 – What small business owners should do to stand their ground in the current economy.
25:00 – The importance of having multiple streams of income.

Featured on the Show:

Rob Swanson: Website | LinkedIn

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:

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?

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.

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:

Take action and ask your way to success if you get into a jam. – Rob Swanson
Click To Tweet

If your wealth is in dollars, it doesn’t have any hard asset value, and it continues to go down. It’s called inflation. I think people are going to wake up and have a rude awakening. – Rob Swanson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #316: Rob Swanson – Creating and Maintaining Wealth (and Freedom) Through the Coming Financial Storms first appeared on Dentist Freedom Blueprint Podcast.

Ep #315: Daniel Marcos – 2021 – Opportunities Going Forward – Lessons from the Past

Pavel Amelishko — Fri, 12 Feb 2021 06:00:11 +0000

Today we’ll be taking a look into the past. Why? Because the past provides us with valuable lessons. Alongside today’s guest, CEO and co-founder of Growth Institute, Daniel Marcos, I’ll be diving into what we learned from the adversity and the tumultuous economy that COVID-19 delivered to us in 2020.

Listen in as we discuss the key things we can learn from this experience, as well as how to move forward this year as small business owners. You will gain some incredible insight from Daniel’s experience as an entrepreneur and working with many other CEOs and small businesses through various challenges and upsets.

Minute Markers:

2:10 – Daniel’s background as an entrepreneur and business coach.
5:20 – The impact of the last year and what has been learned throughout 2020.
11:20 – The evolution and lessons around remote work.
16:00 – Which metrics of businesses survived 2020 and the power of clearing out bottlenecks.
20:15 – Where to look if you want to find and get rid of bottlenecks in your business.
25:32 – Possible upcoming issues and growth opportunities.

Featured on the Show:

Daniel Marcos: Website | Facebook | LinkedIn | Twitter
Growth Institute
Think and Grow Rich by Napoleon Hill

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:

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?

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.

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:

As a society, I think we learned how adaptable and resourceful we are. – @capitalemprende
Click To Tweet

I think we’ve learned a lot on how to be remote, and I don’t think we’re going to go back. – @capitalemprende
Click To Tweet

Get the Full Episode Transcript:

The post Ep #315: Daniel Marcos – 2021 – Opportunities Going Forward – Lessons from the Past first appeared on Dentist Freedom Blueprint Podcast.

Ep #314: Tony Rubleski – Positive Disruption in 2021

Pavel Amelishko — Fri, 05 Feb 2021 06:00:56 +0000

We have all experienced change in our lives—particularly in the last year—causing uncertainty and stress. So how do you embrace the chaos of change and become a better leader, family member, and colleague? Our guest today is trailblazer and Mind Capture Group owner Tony Rubleski, and he joins the show today to share how to navigate the incredible amount of information we receive in today’s world while capturing and holding the attention of our desired audiences.

Listen in as Tony explains the benefit of having a constant need to learn and question everything. You will learn the importance of having a good team to push you forward and give you positive (or negative) feedback. Tony is a master of thriving through chaos, and if you are feeling unsure of how to make a positive disruption in your life, this is the episode for you.

Minute Markers:

4:00 – Tony’s background and why you must question everything.
9:10 – Why it’s so important to have a team or mentor to help you.
12:44 – How to thrive during massive changes.
18:49 – How to shift your perception and create daily habits.
27:00 – Why you have to have fun in your business and life.

Featured on the Show:

Tony Rubleski: Website | LinkedIn | Instagram

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:

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?

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.

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:

When did we stop listening to our intuition? – Tony Rubleski
Click To Tweet

You’ve got to be thinking, hustling, and working—a.k.a. you’ve got to be marketing. – Tony Rubleski
Click To Tweet

Get the Full Episode Transcript:

The post Ep #314: Tony Rubleski – Positive Disruption in 2021 first appeared on Dentist Freedom Blueprint Podcast.

Ep #313: Derreck Long – Using Retirement Accounts to Invest in Real Estate

Pavel Amelishko — Fri, 29 Jan 2021 06:00:39 +0000

Today we’re going to peel back the layers on how you can self-direct your retirement accounts. My good friend Derreck Long from Quest Trust Company joins me on the show to share his expertise on utilizing 401(k), IRA, and other similar funds to work for you in bigger and better ways. If you’re interested in learning more about self-directing your retirement funds and you aren’t sure where to start, this is the episode for you.

Self-directing doesn’t mean simply putting your accounts with Schwab or Fidelity. You have the opportunity to really be involved in orchestrating your financial future and deciding what you get to choose from. Listen in as Derreck discusses alternative assets, how to choose them, and what kinds of methods he recommends to people who want to start investing their retirement funds a little differently—and possibly more effectively.

Minute Markers:

2:50 – Why a trust company is valuable in navigating self-directed funds.
4:03 – The qualifications it takes to be a trust company.
7:35 – The difference between a trust company and a custodian or broker.
10:26 – The kinds of accounts you can self-direct.
17:15 – Misconceptions about contributing to a Roth IRA.
22:15 – How to have your accounts be lenders.
26:40 – The main things you need to know in order to self-direct.

Featured on the Show:

Derreck Long: Website | Facebook | YouTube | LinkedIn
Investor Loan Source
Notes Direct

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:

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?

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.

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:

Most people don’t realize they can use those old 401(k)s or IRAs to use those funds to invest, not in the stock market but in actual real estate assets. – Derreck Long
Click To Tweet

When you work with an IRA custodian, they don’t follow the same rules and regulations that a trust company has to follow. – Derreck Long
Click To Tweet

Get the Full Episode Transcript:

The post Ep #313: Derreck Long – Using Retirement Accounts to Invest in Real Estate first appeared on Dentist Freedom Blueprint Podcast.

Ep #312: Brannon Moncrief – Post COVID Practice Acquisition and Transition Opportunities – Here’s What You Need to Know

Pavel Amelishko — Fri, 22 Jan 2021 06:00:21 +0000

As we transition into 2021, it’s important to be looking at the unique opportunities this year will bring. Brannon Moncrief, owner of McLerran & Associates Practice Transitions, joins the show today to share his insight into the coming year and how to navigate post COVID practice acquisitions and transition opportunities.

Listen in as Brannon shares his experience facilitating and assisting practice transitions so you can get a better view of the role he plays and how other practices are navigating this. You learn the importance of financing in this process, what has changed when it comes to lenders and acquiring the financing you need, and how to set yourself up to reach your practice goals.

Minute Markers:

1:20 – How Brannon got started in practice transitions.
4:17 – The opportunities for practices coming up in 2021.
8:34 – What changed with lenders and what they’re planning to do in the coming year.
14:30 – What practice buying looks like for the private buyer and how COVID has affected that.
17:57 – What the market is focusing on and a key issue that some doctors are facing when wanting to sell.
24:29 – What young doctors coming out of school should aim for if they want to own a practice.

Featured on the Show:

Brannon Moncrief: Website | LinkedIn

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:

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?

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.

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:

We have been pleasantly surprised by the amount of demand on the private buyer side of the industry. – Brannon Moncrief
Click To Tweet

As a practice starts to cross that $1.3 – $1.5-million-dollar revenue threshold in the private buyer world—it actually starts to decrease in value because your buyer pool starts to shrink. – Brannon Moncrief
Click To Tweet

Get the Full Episode Transcript:

The post Ep #312: Brannon Moncrief – Post COVID Practice Acquisition and Transition Opportunities – Here’s What You Need to Know first appeared on Dentist Freedom Blueprint Podcast.

Ep #311: Lindsay Harkey – Taking Advantage of Financing Opportunities for Real Estate Acquisition, Development or Expansion in a Dental Practice Model

Pavel Amelishko — Fri, 15 Jan 2021 06:00:13 +0000

We rely on referrals and connections to lead us to our greatest advantages in our businesses and lives, and today’s guest is someone who came highly recommended to me because of our shared love of real estate. Lindsay Harkey is the Head of Healthcare Financing for Live Oak Bank, where she helps provide finance for real estate in the healthcare industry. In this episode, Lindsay explains how her team is able to provide creative, time-efficient, and transparent solutions for their clients through a focus on their niche.

Listen in as Lindsay shares the importance of being aware of all of your options and doing your research before making a large purchase. You will learn why it is always a good idea to discuss financial issues with a certified professional, what you should be aware of in the current state of real estate, and more.

Minute Markers:

2:14 – Why Live Oak Bank dove into the real estate side of the healthcare industry.
5:39 – The importance of hiring an expert when it comes to finances.
9:08 – Live Oak’s philosophy and approach in the industry.
13:48 – How to avoid potential pitfalls.
17:02 – What to be aware of in the current state of real estate.
24:29 – What questions you should be thinking about when considering development or expansion.

Featured on the Show:

Lindsay Harkey: LinkedIn
Live Oak Bank

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:

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?

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.

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 do think it’s extremely important in any type of financing that you work with the people who have expertise. -Lindsay Harkey
Click To Tweet

The motto we live by every day is being dedicated to the doers. – Lindsay Harkey
Click To Tweet

Get the Full Episode Transcript:

The post Ep #311: Lindsay Harkey – Taking Advantage of Financing Opportunities for Real Estate Acquisition, Development or Expansion in a Dental Practice Model first appeared on Dentist Freedom Blueprint Podcast.

Ep #310: Steven J. Anderson – Creating a Culture by Design; Not by Default (Encore Episode)

Pavel Amelishko — Fri, 08 Jan 2021 06:00:42 +0000

How do you create a culture of success that makes your dental practice the place where everybody wants to work? Steven J. Anderson is the co-founder of the Crown Council Dental Association, founder of the Total Patient Service Institute, entrepreneur, presenter, and author, and he joins us today to share how to create a culture that gets your employees excited to come into work and your patients more satisfied than ever.

Steven has a wealth of expertise and decades of knowledge in how to build a culture of success, and he’s sharing it all in this episode. Listen in to learn exactly what culture is, what every leader needs to do first and foremost, and how to be willing and vulnerable enough to ask for help when you need it. You’ll also hear how a fraternity building workshop led to a challenge that changed Steven’s life and why having mentors was a critical part of his success.

*Original air date: July 24, 2020.*

Minute Markers:

2:50 – How Steven started on his career journey.
9:05 – Why the culture of self-reliance is a detriment and how to be vulnerable enough to ask for help.
12:00 – Why there is no such thing as a “no” in most circumstances.
14:15 – Steven’s tips for finding and working with a mentor.
19:00 – What culture consists of and how to foster a great culture within your practice.
27:00 – The Culture Cube: a model to determine where your culture is today and how to create a culture by design.
32:40 – Why personal responsibility is imperative to having a great culture in your practice and why an outside perspective is sometimes needed to identify areas for improvement.
38:00 – An actionable challenge for listeners and a guide to creating your culture by design.

Featured on the Show:

Steven J. Anderson: Website | Facebook | Twitter | YouTube | Email
The Culture of Success Book
The Total Patient Service Institute
The Crown Council
EagleU

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:

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?

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.

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 don’t think it matters how old we are; we all need a mentor. -@StevenJAnderson
Click To Tweet

The culture is the practice that you paint your practice on. – @StevenJAnderson
Click To Tweet

You can either have a culture by default or a culture by design. – @StevenJAnderson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #310: Steven J. Anderson – Creating a Culture by Design; Not by Default (Encore Episode) first appeared on Dentist Freedom Blueprint Podcast.

Ep #309: Jim Sheils – Using Real Estate as the Vehicle to Fund Your Life Mission (Encore Episode)

Pavel Amelishko — Fri, 01 Jan 2021 06:00:28 +0000

Jim Sheils has been in the real estate game for many years now, and even through the 2008 recession, he was able to keep his investors on top. Today he joins the show to discuss the current state of real estate investing and how, in the end, everything we do in our lives is truly about our connection with people.

Listen in as Jim shares his best advice for any investor, including why you can’t always trust the media. You will learn the key to the new construction model, the ratio of renters versus homeowners in 2020, and more.

*Original air date: Sept 11, 2020.*

Minute Markers:

2:10 – The importance of our connection with people.
4:18 – How Jim got into real estate.
9:54 – Where the real estate market is today in comparison to the recession years ago.
11:47 – Jim’s advice for anyone in investing.
18:21 – The benefit of build-to-rent construction.
26:49 – The ratio of renters versus owners.

Featured on the Show:

Jim Sheils: Website | LinkedIn

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:

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?

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.

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 want people to come back to me in 10 years and say ‘thank you.’” – Jim Sheils
Click To Tweet

“Do NOT listen to the media.” – Jim Sheils
Click To Tweet

Get the Full Episode Transcript:

The post Ep #309: Jim Sheils – Using Real Estate as the Vehicle to Fund Your Life Mission (Encore Episode) first appeared on Dentist Freedom Blueprint Podcast.

Ep #308: David Phelps – What’s Your Next?

Pavel Amelishko — Fri, 25 Dec 2020 06:00:30 +0000

For most of us, we go through school and develop certain interests or an affinity toward particular skillsets, and we follow that path to degrees, a job, a practice, etc. We learn to trade our time and our skills for finances and security, but the ultimate goal is freedom. So today I want to get you thinking about one question: “what’s your next?” In other words, what other skills or interests are you developing in order to make yourself more diversified?

Listen in as I break down the importance of having those outside interests and other paths to fulfillment and success. You will learn why we should all have options to fall back on in case something happens to our primary income source, as well as why, when, and how to start exploring outside of your current income framework.

Minute Markers:

1:09 – The road we all go down.
3:14 – The best time to explore other options and interests.
4:08 – How to start exploring outside your niche.
7:00 – Why you don’t necessarily need to go back to school and get a degree.
8:55 – The most important thing to work on now.

Featured on the Show:

David Phelps: Website

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:

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?

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.

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:

“The best time to be exploring those outside interests is not when you need them—it’s well before you need them.” – David Phelps
Click To Tweet

“The best thing I found was to be curious and explore.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #308: David Phelps – What’s Your Next? first appeared on Dentist Freedom Blueprint Podcast.

Ep #307: David Phelps – Where Do We Go From Here? Navigating an Uncertain Future

Pavel Amelishko — Fri, 18 Dec 2020 06:00:26 +0000

After a year of unprecedented disruption, we are standing at the end of 2020 with uncertainty about the economic and political future. Given all that has happened, creating wealth, building wealth, and keeping up with inflation will be much harder than it has been in the last several decades. So in this episode, I’m going to focus on what’s next for you as a business owner and breadwinner of the family.

Depending on how old you are, it’s important to realize how creating wealth changes over time and why things could look a lot different going forward from this year. I’ll discuss some big things to understand and watch out for when it comes to your finances and business building, but I also want to share where the big opportunities might be, as well.

Minute Markers:

1:43 – Looking back at how this year went.
4:09 – Why building wealth will get harder after this year.
6:01 – The massive opportunities coming up.
8:48 – What a K-shaped recovery is and how it looks in our current economy.
10:06 – What needs to change in order to grow wealth in the coming years.
12:48 – How and when to find more freedom in your work and life.
17:03 – Where to look for investment opportunities.

Featured on the Show:

David Phelps: Website

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:

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?

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.

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:

“If you’re just playing the game that we’ve been taught—to be conservative, work hard in your business (trading time for dollars), saving money and putting it in the stock market and the 401k, and thinking that’s going to do…
Click To Tweet

“The government didn’t want a complete fallout of the economy, so they sold out the future of our kids and grandkids to save the day.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #307: David Phelps – Where Do We Go From Here? Navigating an Uncertain Future first appeared on Dentist Freedom Blueprint Podcast.

Ep #306: David Phelps – Your Best Insurance Policy

Pavel Amelishko — Fri, 11 Dec 2020 06:00:24 +0000

So much in life is built on false promises, limiting beliefs, and ideas that are not rooted in the truth. We can set ourselves up financially to live a comfortable life, but if there is an accident or an unforeseen event—such as the coronavirus pandemic—we don’t have a game plan. So today, I want to discuss your best insurance policy and the importance of planning ahead, so when something unexpected happens in life, you’re prepared.

Listen in as I explain the benefits of surrounding yourself with the right people who are either going in the same directions as you or are already there. You will learn why you must have different streams of income and revenue, why real estate is a great market to get into, and why you must be skeptical when it comes to taking certain advice.

Minute Markers:

2:32 – How do you get back on your feet after disaster hits?
4:35 – The benefit of planning.
6:55 – The importance of finding the right people.
8:30 – Why getting involved in real estate can serve you well.
10:55 – Why you must be careful from whom you take advice.

Featured on the Show:

David Phelps: Website

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:

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?

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.

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:

“You’ve got to do things not sequentially but simultaneously.” – David Phelps
Click To Tweet

“You’ve got to be careful from whom you take advice.” – David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #306: David Phelps – Your Best Insurance Policy first appeared on Dentist Freedom Blueprint Podcast.

Ep #305: Alastair MacDonald – Economic Analysis in a Highly Volatile Market (Part 2)

Pavel Amelishko — Fri, 04 Dec 2020 06:00:32 +0000

This episode is the second of a two-part series featuring Alastair MacDonald, a private advisor and expert in economic, social, market, and financial forecasting. (If you missed last week, be sure to go back and listen to part 1.) This week we continue the conversation by diving into inflation vs. deflation and which route we are more likely to go down—and what to do to prepare.

Listen in as Alastair shares his own experiences with inflation in Zimbabwe and discusses how he believes it will likely play out in the U.S. He shares how a credit-based system works, what conditions might signal a loss of reserve currency, and the importance of paying attention to the actions of people in order to better understand the state of things. You will hear Alastair’s best insight on the opportunities that may be coming up and what you should be doing in your practice now to be prepared for those opportunities.

Minute Markers:

3:35 – How long can the fed keep kicking the can down the road?
8:42 – What people do when they’re in trouble—and the implications of a rush on gold.
11:25 – What the Federal Reserve is afraid of.
18:10 – What those who own practices should be doing and the opportunities available.
23:07 – What should be done from an investment standpoint.
34:28 – Thoughts on the election and how the country will take to one way or the other.
37:45 – Advice on selling your practice at this time.

Featured on the Show:

Alastair MacDonald: TEDx | DSN | Facebook
Chengeta Wildlife
Hussman Funds

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:

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?

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.

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:

“The US will lose its reserve currency when it loses its military and economic might. Until then, it will remain the US reserve currency.” – Alastair MacDonald
Click To Tweet

“Debt deflation has no master—and that is the biggest risk facing the United States economy.” – Alastair MacDonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #305: Alastair MacDonald – Economic Analysis in a Highly Volatile Market (Part 2) first appeared on Dentist Freedom Blueprint Podcast.

Ep #304: Alastair MacDonald – Economic Analysis in a Highly Volatile Market (Part 1)

Pavel Amelishko — Fri, 27 Nov 2020 06:00:21 +0000

We are now finding ourselves in a place where there’s a lot of speculation regarding what will happen next in the markets. Alastair MacDonald is a private advisor and expert in economic, social, market, and financial forecasting, and he joins me on the show to discuss and expose a lot of these speculations. He also shares some solid methods to plan for the future and make sure you’re paying attention to the right things in order to secure your finances.

Listen in as Alastair explains what it means to be a half-cycle entrepreneur, as well as why it’s so important to understand the market and what to do when it changes cycles. You’ll learn the downfall of many so-called forecasts and why it’s important to understand the pros and cons of extrapolation of all kinds. Alastair also shares key insights into what’s going on in the markets now and how to make your business and your finances cycle-proof.

Minute Markers:

2:28 – Our current market state and the importance of understanding the market cycles for yourself.
9:20 – What it was like growing up in Zimbabwe and getting into the financial field.
15:45 – What Alastair learned from diving into 350 years of market and finance history and the shift that changed everything.
17:19 – Why the markets are an auction system.
19:03 – The danger of saturation in opinion.
23:03 – How to become a full-cycle entrepreneur and what to look out for.
32:40 – How to earn your place as a forecaster.

Featured on the Show:

Alastair MacDonald: TEDx | DSN | Facebook
Chengeta Wildlife

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:

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?

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.

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:

“Our instinct is to extrapolate our most recent experience into the future and call it forecast.” – Alastair MacDonald
Click To Tweet

“If you own a business, you are a forecaster. My recommendation is to get good at that.” – Alastair MacDonald
Click To Tweet

Get the Full Episode Transcript:

The post Ep #304: Alastair MacDonald – Economic Analysis in a Highly Volatile Market (Part 1) first appeared on Dentist Freedom Blueprint Podcast.

Ep #303: Dr. Roshan Kalra – Owning Your Freedom

Pavel Amelishko — Fri, 20 Nov 2020 06:00:12 +0000

This week’s podcast should be an inspiration to anyone of any age or any career path who wants to learn how to own their own freedom. Dr. Roshan Kalra joins me on the show to discuss how he has built such a formidable portfolio of cash flowing single-family houses at his young age. He also shares many different ways this process can be done, whether it’s early or late in your career.

Listen in to learn how to leverage what you have in whatever stage of life you’re in to make the most of your time and money. Roshan talks about how he initially got into real estate and how he built his portfolio, as well as how he found the assistance he needed in order to grow. If you’re interested in learning how to build your way to financial freedom well before the typical retirement age, this one’s for you.

Minute Markers:

2:56 – Introducing Dr. Roshan Kalra and what he does.
5:00 – The importance of showing the whole process and not just the highlights.
8:50 – The impact Roshan’s family had on who he is today.
12:51 – How he knew the right questions to ask as he moved into practice ownership.
19:31 – How he initially found a portfolio of eight houses and how the transition worked.
25:20 – How to find assistance with your business.
31:25 – How to turn your assets into cash flow.

Watch the full podcast episode with Dr. Roshan Kalra on my YouTube channel.

Featured on the Show:

Dr. Roshan Kalra: Website

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:

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?

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.

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 think of real estate as a small little fire. In the beginning, almost anything can blow that out. Dentistry is the fuel that feeds that fire, and as it gets bigger and bigger until it’s self-sustaining.” – Dr. Roshan Kalra
Click To Tweet

“My time is more valuable than someone I’m paying for their time. That’s what property management is. I just leverage other people’s time.” – Dr. Roshan Kalra
Click To Tweet

Get the Full Episode Transcript:

The post Ep #303: Dr. Roshan Kalra – Owning Your Freedom first appeared on Dentist Freedom Blueprint Podcast.

Ep #302: Marcus Crigler – Real Estate Tax Advantages for Passive vs. Active Investors

Pavel Amelishko — Fri, 13 Nov 2020 06:00:56 +0000

This is the second part of my conversation with Marcus Crigler, founder and CEO of BEC CFO. This episode is can be listened to on its own, but I still recommend that you check out our previous episode because it has some great information. In this second part of the conversation, we focus on the differences between active and passive real estate investors, as well as the implications that has on your taxes.

I see a lot of confusion out there about who gets the tax benefits and how they work, so Marcus will be helping to clear that up for us. He will also be giving some great insight into what happens to those who can’t take the tax benefits today, what happens with losses when you are a passive investor, and much more. You will learn how to use your income and losses to work for you and get the best benefits from your investments.

Minute Markers:

2:41 – Tax benefits and preferences for a passive investor.
4:25 – What happens with losses as a passive investor.
7:29 – Can we take passive losses against our active earning income?
8:11 – Something little known to many tax-payers.
10:01 – What an active real estate investor can do that a passive one cannot.

Featured on the Show:

Marcus Crigler: Website | LinkedIn
Ep #301: Marcus Crigler – How to Pay Taxes Like Donald Trump

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:

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?

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.

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:

“If you’ve received $10,000 in cash and you’ve received $10,000 loss, you don’t pay any taxes on that $10,000.” – Marcus Crigler
Click To Tweet

“Something very important to look at is: make sure those losses—if you’ve invested in syndication—aren’t offsetting your income.” – Marcus Crigler
Click To Tweet

Get the Full Episode Transcript:

The post Ep #302: Marcus Crigler – Real Estate Tax Advantages for Passive vs. Active Investors first appeared on Dentist Freedom Blueprint Podcast.

Ep #301: Marcus Crigler – How to Pay Taxes Like Donald Trump

Pavel Amelishko — Fri, 06 Nov 2020 06:00:27 +0000

You may have seen Donald Trump in the news recently for more than just election coverage. It turns out he paid very little taxes in 2017-2018, and we’re diving into how that is even possible in part one of my interview with Marcus Crigler. Marcus is the founder and CEO of BEC CFO, a tax expert, and a mentor, and he also runs a CFO Organization for high-income and high-net-worth businesses and individuals.

We’re discussing the idea that the IRS is really a playbook that we should all learn how to utilize to win the tax game, know the rules on, and understand how the system works. Marcus will also be sharing his insider knowledge on tax deductions for businesses, the three different types of tax professionals, and why you may want to consider having more than one in your back pocket.

Minute Markers:

5:00 – How an investor can recoup losses and why real estate is more tax advantageous.
8:55 – Why it’s possible that somebody as wealthy as Trump may have paid very little taxes in some years.
12:25 – The three types of advisors that you should be aware of when it comes to taxes.
18:03 – How a tax strategist thinks outside the box to help you win at the tax game.
20:39 – The value a tax strategist can bring based on your income level.
23:50 – Why it’s often beneficial to have your tax strategist also prepare your taxes.
26:61 – Marcus’ advice for working with both a tax strategist and tax preparer simultaneously.

Featured on the Show:

Marcus Crigler: Website | LinkedIn

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:

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?

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.

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:

“The tax code is simply a playbook—it simply tells you what the IRS or what government wants you to do and what they’re willing to be a partner with you in.” – Marcus Crigler
Click To Tweet

“It’s a playbook that’s been developed to incentivize activities in the economy that the government understands they can’t do.” – Marcus Crigler
Click To Tweet

“If you ignore the tax code, if you don’t play by the playbook, you’re probably going to lose and you’re probably going to get your lunch eaten a little bit.” – Marcus Crigler
Click To Tweet

Get the Full Episode Transcript:

The post Ep #301: Marcus Crigler – How to Pay Taxes Like Donald Trump first appeared on Dentist Freedom Blueprint Podcast.

Ep #300: Dr. David Phelps – What is Freedom Founders?

Pavel Amelishko — Fri, 30 Oct 2020 06:00:36 +0000

What is Freedom Founders? This is a question I get asked all the time, and in this episode, I’ll be giving you some insight into what Freedom Founders is all about. If you’re one of the many people who have been wondering about this—or if you’re looking for a way to create your plan B or passive income streams—this is definitely an episode you won’t want to miss.

Listen in as I share exactly what Freedom Founders is, how it works, and how we help you to create passive income streams that will get you to freedom faster. You’ll learn who we are right for, and how we can potentially help you to get in a ready position today even if now is not the right time for you to join.

Minute Markers:

1:58 – The rundown on what Freedom Founders is all about.
3:50 – What transactional income is and why it should not be your only revenue stream.
5:45 – How Freedom Founders gets you out of the transactional income-only trap.
8:30 – What long-term wealth building is based on.
9:15 – How Freedom Founders helps you build a passive income stream.
19:30 – What the members with the best returns have in common.
22:10 – How to find out more about Freedom Founders.

Featured on the Show:

Good To Great: Why Some Companies Make the Leap and Others Don’t by Jim Collins
Text “mastermind” to 972-203-6960
Freedom Founders

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:

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?

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.

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:

“If your focus and your dependencies are on one primary stream of income, then you are very vulnerable.” – @drdavidphelps
Click To Tweet

“There can be great investment opportunities, but they may not be right for your goals.” – @drdavidphelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #300: Dr. David Phelps – What is Freedom Founders? first appeared on Dentist Freedom Blueprint Podcast.

Ep #294: Pat Precourt – Using Adversity to Create Opportunity and Impact

Pavel Amelishko — Fri, 18 Sep 2020 06:00:37 +0000

Patrick Precourt is not someone who speaks from theory; he is someone who gives advice on what he has truly lived. After growing up in an entrepreneurial family and learning what it was like to earn a dollar for himself, Pat discovered his passion for helping others find their own path to abundance. Today he joins the show to discuss how to avoid letting crisis hinder you from achieving your goals, as well as how to see the opportunity for learning and growth.

Listen in as we talk in depth about how to not just survive, but thrive in this period of crisis—even with all the unknown around when it will end. You will learn why an extraordinary life will not just happen overnight, the importance of having the courage to change a negative environment, and how to overcome the anxiety of uncertainty.

Minute Markers:

2:10 – How Pat got into the work he does today.
5:20 – What most people do when confronted with a crisis.
6:35 – How to change who you are to reach your goals.
13:07 – Whether environment can make or break a person.
16:03 – The importance of mindset.
20:55 – How to overcome the anxiety of uncertainty.
25:55 – Advice for avoiding the comparison trap.
31:55 – How to think about stages of life instead of always thinking “what’s next?”

Featured on the Show:

Pat Precourt: Website | LinkedIn

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:

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?

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.

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:

‘If we don’t intentionally inject a massive effort to be not ordinary—to be extraordinary—we will remain mediocre for life.” – Pat Precourt
Click To Tweet

“Environment can make or break a human being.” – Pat Precourt
Click To Tweet

“There are loads of circumstances in our lives that are outside of our control, but we are always, always, always in control of how those circumstances influence us.” – Pat Precourt
Click To Tweet

Get the Full Episode Transcript:

The post Ep #294: Pat Precourt – Using Adversity to Create Opportunity and Impact first appeared on Dentist Freedom Blueprint Podcast.

Ep #293: Jim Sheils – Using Real Estate as the Vehicle to Fund Your Life Mission

Pavel Amelishko — Fri, 11 Sep 2020 06:00:28 +0000

Minute Markers:

2:10 – The importance of our connection with people.
4:18 – How Jim got into real estate.
9:54 – Where the real estate market is today in comparison to the recession years ago.
11:47 – Jim’s advice for anyone in investing.
18:21 – The benefit of build-to-rent construction.
26:49 – The ratio of renters versus owners.

Featured on the Show:

Jim Sheils: Website | LinkedIn

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:

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?

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.

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 want people to come back to me in 10 years and say ‘thank you.’” – Jim Sheils
Click To Tweet

“Do NOT listen to the media.” – Jim Sheils
Click To Tweet

Get the Full Episode Transcript:

The post Ep #293: Jim Sheils – Using Real Estate as the Vehicle to Fund Your Life Mission first appeared on Dentist Freedom Blueprint Podcast.

Ep #292: Marilee Sears – Working Hard, But For What?

Pavel Amelishko — Fri, 04 Sep 2020 06:00:28 +0000

Marilee Sears started working in her father’s dental office when she was just 12 years old, allowing her to see the business side of dentistry and how to be a great dental hygienist. Today she joins the show to discuss the family crisis that pushed her to want to positively impact people’s lives and help them reach a place where they no longer have to work extreme hours to make a living wage.

Listen as Marilee explains why working hard does not necessarily mean financial success, as well as the steps she is taking to help dentists live the life they want. You will learn how to build a practice that serves your goals, the importance of being intentional with your life, and more.

Minute Markers:

1:45 – What it was like for Marilee working in her father’s dental office at just 12 years old.
6:45 – How she found the space to share her ideas to improve dental offices.
11:55 – The importance of finding your meaning or purpose.
15:38 – The sickness Marilee’s father faced.
22:28 – Why dentists have a hard time finding that work-life balance.
29:30 – How to be more intentional with your life.

Featured on the Show:

Marilee Sears: Website | LinkedIn
5 Question Assessment

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:

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?

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.

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:

In every office, I found something they could improve. – Marilee Sears
Click To Tweet

The biggest thing we all search for is a meaning, a purpose, an impact that we are truly creating. – Marilee Sears
Click To Tweet

Working hard doesn’t mean financial success. – Marilee Sears
Click To Tweet

Get the Full Episode Transcript:

The post Ep #292: Marilee Sears – Working Hard, But For What? first appeared on Dentist Freedom Blueprint Podcast.

Ep #291: Bill Blatchford – Building a Practice to Serve Your Lifestyle

Pavel Amelishko — Fri, 28 Aug 2020 06:00:21 +0000

Bill Blatchford is the Co-CEO of Blatchford Solutions with his daughter Christina, where their philosophy is to build your practice around putting life first. For 35 years, Bill has helped thousands of doctors to achieve their dream practice and stay in the game, and he joins us today to discuss why putting a focus on more net return, more time away, and living the life you desire should be your top priorities.

Listen in as he shares why it’s critical to look at competing on the basis of quality of care versus cost, as well as why now is the time to look at your business model and prepare for life after COVID-19. You’ll learn what Bill sees as the future of the dental industry and the number one question he asks his clients to get them focused on what they really want.

Minute Markers:

1:50 – How Bill started on his career journey.
3:45 – His philosophy on life first and working to support that philosophy.
8:40 – How social media plays a role in peer pressure in the dental industry.
11:20 – Bill’s advice for the young dentists just coming out of school to build a profitable and successful practice.
12:45 – His warning for the dental industry.
15:15 – How the fee-for-service model works.
19:30 – Why it’s important to develop business skill sets as well as clinical skill sets.
21:00 – The skill sets that Bill teaches in leadership, business, and sales.
23:55 – The pressure on young dentists and how to overcome it.
26:55 – Why now is the time to take a good look at your business model and make changes to prepare for life after the pandemic.

Featured on the Show:

Bill Blatchford: Website | Facebook | Twitter | YouTube | LinkedIn | Instagram
The Blatchford Solutions Podcast: Business Coaching For Dentists

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:

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?

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.

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:

If you can’t make enough money as a dentist in 11 months, you’ve got a problem. – @drblatchford
Click To Tweet

If you’re careful, you will end up with a pot full of money for your kids to fight over. – @drblatchford
Click To Tweet

If you try to compete on cost, you’re going to lose. – @drblatchford
Click To Tweet

Get the Full Episode Transcript:

The post Ep #291: Bill Blatchford – Building a Practice to Serve Your Lifestyle first appeared on Dentist Freedom Blueprint Podcast.

Ep #290: Rod Khleif – Adversity Is Only A Mindset

Pavel Amelishko — Fri, 21 Aug 2020 06:00:15 +0000

We have been going through some tough times lately that demand an extra level of versatility, ingenuity, and mental strength. That’s why I’ve got Rod Khleif on the show today to talk about how important your mindset is when it comes to dealing with trials and adversity. He emphasizes the importance of knowing and working on the psychological side that comes with investing and how he made it through the biggest challenges and losses.

Listen in as Rod shares his story of immigrating to the United States, what it was like growing up in a low-income house, and the lessons he learned about finances and real estate from his mom. You’ll hear how he got started in real estate, the biggest mistakes he made, and how he ended up 10x-ing his income after learning some key mindset and psychology skills.

Minute Markers:

1:35 – The best way to invest.
2:43 – Valuable lessons in finance and real estate Rod learned from his mom.
4:34 – What to do when you lose it all.
6:45 – What you can do now to set goals and define your focus.
13:23 – The importance of visualization.
17:12 – Why you must manage your focus.
18:55 – What drives Rod and the value of knowing your “why.”
21:44 – The science of achievement vs. the art of fulfillment.
27:15 – The biggest lessons from when Rod was hit hard and what you can do now to get your mind in the right place.

Featured on the Show:

Rod Khleif: Website | Instagram | Facebook | YouTube | Twitter | LinkedIn
Lifetime Cashflow Podcast
Multifamily Virtual Bootcamp
Get a free copy of the Multifamily Toolkit and other free resources – Text “Rod” to 41411

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 (can include residential/practice equity or practice sale), then click the link to jump on 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?

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.

Power Concepts:

It’s only a failure if you don’t get back up and you don’t get the lessons. – @RodKhleif
Click To Tweet

Pain is going to happen, but suffering is optional. Right now, focus is the most important. – @RodKhleif
Click To Tweet

Get the Full Episode Transcript:

The post Ep #290: Rod Khleif – Adversity Is Only A Mindset first appeared on Dentist Freedom Blueprint Podcast.

Ep #289: Frank Rolfe – Investing in Affordable Housing

Pavel Amelishko — Fri, 14 Aug 2020 06:00:25 +0000

Today I have Frank Rolfe on the show to share his expertise on investing in affordable housing. A Stanford educated economist and highly experienced investor, Frank understands the importance of making the right investment, and he offers his recommendations for how to go about it in a way that minimizes risk as much as possible. He also discusses why it’s a good idea to focus on the affordable niche and why he thinks it’s key for America’s future.

Listen in to hear what areas to consider when you are looking into investing in properties, as well as how to evaluate how the market cycle comes into play for your investments. You’ll get valuable insight into the current economy and how it affects the affordable housing industry, important tips about the benefits of the niche, and more.

Minute Markers:

1:15 – How Frank got started in the affordable housing business.
5:39 – Evaluating the market cycle and how to know when to buy and sell.
8:13 – Four areas of diligence to focus on.
9:35 – The downfalls of focusing on higher-end property.
14:08 – What the current economy looks like for the industry.
19:05 – A key item to watch for and why financing is the “most attractive” now.

Featured on the Show:

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:

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?

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.

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:

Diligence is the mother of good luck. – Ben Franklin
Click To Tweet

We are the only sector that has no ceiling on the dollar value of loans they can do annually. – Frank Rolfe
Click To Tweet

Get the Full Episode Transcript:

The post Ep #289: Frank Rolfe – Investing in Affordable Housing first appeared on Dentist Freedom Blueprint Podcast.

Ep #288: Marck de Lautour – Creating Wealth and Legacy Through Single Family Residential Real Estate Investments

Pavel Amelishko — Fri, 07 Aug 2020 06:00:25 +0000

When making money is your prime focus, it can be easy to get into bad habits with the goal of getting rich quick. Real estate, however, is a long-term game—and not one that brings in cash flow overnight. Marck de Lautour, CEO of SBD Housing Solutions, has seen this firsthand, and he joins the show today to share how he has made a business out of real estate and flipped over one thousand homes to his clientele.

Listen in as Marck explains how real estate can be as easy as a click of a button, essentially creating a box that money comes out of. You will learn the importance of getting the right help and managing the asset correctly, how to attract the type of tenant you want, and what it takes to manage the type of business you need.

Minute Markers:

3:21 – A major key to success.
5:48 – How real estate can be a top tier business.
7:46 – The biggest mistakes made in real estate.
13:10 – How to attract the type of tenant you want to manage.
18:36 – The importance of good professional management.
21:39 – Why real estate is a long-term business.
25:10 – How to leverage real estate safely.

Featured on the Show:

Marck de Lautour: Website | LinkedIn
Mistake Free Real Estate by Marck de Lautour

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:

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?

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.

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:

Real estate, I say, is a crockpot business; we are not a microwave business. We are not in the business of getting richer overnight, but we are about getting wealthy over time. – Marck de Lautour
Click To Tweet

We say that real estate is a box that money comes out of, creating cashflow from day one. – Marck de Lautour
Click To Tweet

Get the Full Episode Transcript:

The post Ep #288: Marck de Lautour – Creating Wealth and Legacy Through Single Family Residential Real Estate Investments first appeared on Dentist Freedom Blueprint Podcast.

Ep #287: Barb Stackhouse – Profit First for Dentists

Pavel Amelishko — Fri, 31 Jul 2020 06:00:17 +0000

Is it possible to increase your profit by up to 10% without burning out or overworking yourself? Today’s guest has been helping dentists achieve this since 2005. Barbara Stackhouse is the owner of Profit First for Dentists at More to Life Coaching, and in this episode, she is sharing how she has helped over 400 dentists add thousands in revenue to their practice.

Listen in as Barb explains the biggest issues she sees in dental offices, including investment decisions and foundation building. You will learn about the emotional impact money can have on you, helpful tips on how to manage your debt, and more.

Minute Markers:

2:46 – Barb’s background.
4:30 – Why she decided to become a profit first advisor.
8:42 – The big game changers for her clients in terms of increasing profit.
13:36 – The importance of having a good foundation within your practice.
17:15 – How to make the right investments.
23:19 – Why talking about money with your staff, patients, and even your spouse is crucial.
25:07 – Insights into debt management.

Featured on the Show:

Barb Stackhouse: LinkedIn
Profit First Dentist
More to Life
Profit First by Mike Michalowitz

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:

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?

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.

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:

Time is money in a dental practice. – Barb Stackhouse
Click To Tweet

Dentistry is a business, and at some point, we have to treat it like a business. – Barb Stackhouse
Click To Tweet

Get the Full Episode Transcript:

The post Ep #287: Barb Stackhouse – Profit First for Dentists first appeared on Dentist Freedom Blueprint Podcast.

Ep #286: Steven J. Anderson – Creating a Culture by Design; Not by Default

Pavel Amelishko — Fri, 24 Jul 2020 06:00:21 +0000

Minute Markers:

2:50 – How Steven started on his career journey.
9:05 – Why the culture of self-reliance is a detriment and how to be vulnerable enough to ask for help.
12:00 – Why there is no such thing as a “no” in most circumstances.
14:15 – Steven’s tips for finding and working with a mentor.
19:00 – What culture consists of and how to foster a great culture within your practice.
27:00 – The Culture Cube: a model to determine where your culture is today and how to create a culture by design.
32:40 – Why personal responsibility is imperative to having a great culture in your practice and why an outside perspective is sometimes needed to identify areas for improvement.
38:00 – An actionable challenge for listeners and a guide to creating your culture by design.

Featured on the Show:

Steven J. Anderson: Website | Facebook | Twitter | YouTube | Email
The Culture of Success Book
The Total Patient Service Institute
The Crown Council
EagleU

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:

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?

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.

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 don’t think it matters how old we are; we all need a mentor. -@StevenJAnderson
Click To Tweet

The culture is the practice that you paint your practice on. – @StevenJAnderson
Click To Tweet

You can either have a culture by default or a culture by design. – @StevenJAnderson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #286: Steven J. Anderson – Creating a Culture by Design; Not by Default first appeared on Dentist Freedom Blueprint Podcast.

Ep #285: Burt Copeland – Do You Need a CFO Coach?

Pavel Amelishko — Fri, 17 Jul 2020 06:00:37 +0000

Burt Copeland is the founder and CEO of New Life Services, where he helps smaller businesses gain access to financial services that they might not have otherwise. He learned early on that cash is king and sales produce real income – not accounting. He joins the show today to share his expertise and experience in the field, as well as resources that are beneficial to any business.

Listen in as Burt explains how he works with businesses and entrepreneurs to help highlight where things are broken in order to guide people to solutions. You’ll learn his techniques of using pictures and stories to explain documents in a more understandable way and how he shows people specific metrics to track in order to maintain profitability.

Minute Markers:

2:45 – How Burt got into the financial field.
4:25 – His experience in 2008 and how that affected who he is today.
7:40 – How he helps people find navigable paths to their goals.
10:50 – What metrics to focus on in order to maintain profitability.
14:48 – How to use visuals to explain income statements and other documents.
17:36 – What to do when a crisis hits.
22:00 – Signs that there are accounting problems.

Featured on the Show:

Burt Copeland: Website | LinkedIn | Email

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:

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?

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.

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’m not here to tell you your goal; I’m here to help you find a nice, navigable path to your goals. – Burt Copeland
Click To Tweet

The average entrepreneur is a tactile learner. They are not necessarily going to look at a spreadsheet and think it makes perfect sense to them.- Burt Copeland
Click To Tweet

Get the Full Episode Transcript:

The post Ep #285: Burt Copeland – Do You Need a CFO Coach? first appeared on Dentist Freedom Blueprint Podcast.

Ep #284: Adam Witty – How to Differentiate Your Business in an Era of Commoditization

Pavel Amelishko — Fri, 10 Jul 2020 06:00:05 +0000

How do you make your product or service stand out when the consumer is overwhelmed with choice? Adam Witty, the founder and Chief Executive Officer of Advantage Media Group, specializes in helping entrepreneurs grow their businesses and become the authority in their field, and he joins the show today to share his advice.

Listen in as Adam explains the importance of tracking whether people respond to your ads, no matter what level of marketing you do. You will learn how to generate higher-quality leads and convert more of those leads into patients. If you want to boost your referrals and create life-long clients, this is the episode for you.

Minute Markers:

2:07 – Where Adam started and how he got to where he is today.
6:42 – How to make your business stand out from the crowd.
11:12 – How authority marketing works.
23:06 – Tips on becoming an author.
28:21 – Resources to get started with growing your business now.

Featured on the Show:

Adam Witty: Website | Twitter | LinkedIn
Advantage|ForbesBooks
FREE Authority Marketing
FREE Magnetic Marketing
No B.S. Direct Marketing by Dan S. Kennedy

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:

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?

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.

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:

If you don’t create yourself as an authority, you will be commoditized by everybody else. – @adamwitty
Click To Tweet

No one will care more about your business than you.- @adamwitty
Click To Tweet

Get the Full Episode Transcript:

The post Ep #284: Adam Witty – How to Differentiate Your Business in an Era of Commoditization first appeared on Dentist Freedom Blueprint Podcast.

Ep #283: Steve Parker – Coming Back Stronger

Pavel Amelishko — Fri, 03 Jul 2020 06:00:15 +0000

What does it look like to come back in your practice and do it in a strong way? My good friend, Dr. Steve Parker of The Profitable Dentist, recorded a show with me to discuss the steps it takes to stage a comeback amidst the current crisis—and get through future challenges, as well. We shed light on the future vision of what a practice should look like on the other side of this and what you can do to get there.

Listen in as I share the specific actions I take in order to achieve independence and how you can get your cash flow on track for success. You’ll learn what it takes to upgrade your leadership and discipline, how to know who to bring back on the team, and what you can do today to come back stronger tomorrow.

Minute Markers:

2:50 – How to approach financial independence.
5:57 – What you can do to find financial security.
9:18 – What practice owners need to be doing right now.
11:40 – How to upgrade your leadership and discipline.
16:50 – What you need to do to make sure your accounting is on track.
20:11 – How to go back to the start-up mentality.
22:33 – What you can do today to come back stronger.
27:40 – The importance of paying yourself.

Featured on the Show:

Dr. Steven Parker: LinkedIn | Twitter | Facebook
Dave Ramsey
Craig Spodak
Quickbooks
Profit First by Mike Michalowicz

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. Ready to Step Away?

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. 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.

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 Member Advisor (Chris@freedomfounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 101 and leave a brief voicemail for Chris. Let him 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.

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:

Getting through these times of crisis will make every single one of you better, not only in your business, but in your personal life. You will get through this! – Dr. Phelps
Click To Tweet

You’ve got to be lean and mean coming out of this. – Dr. Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #283: Steve Parker – Coming Back Stronger first appeared on Dentist Freedom Blueprint Podcast.

Ep #282: Jared Duckett and Bill Ladd – Navigating a New Post COVID Economy

Pavel Amelishko — Fri, 26 Jun 2020 06:00:03 +0000

Jared Duckett and Bill Ladd are the creators of Duckett Ladd, an advisory firm designed to help clients grow their businesses without working the extra hours. Today they both join the show to discuss the foundations of building a great business and how to become a better business owner—even through seemingly tough times.

Listen in as they share how they have evolved their business to assist their clients during the pandemic, as well as the resources they have created to ensure everyone has the right tools to come out of this stronger than before. Whether you are planning to reopen or you are pivoting your business to align with the new post-COVID economy, Jared and Bill have the answers for you!

Minute Markers:

3:21 – How Duckett Ladd got started.
6:49 – Why they changed the services they provide and how this helped their business.
8:53 – Why dentistry has to be a business construct.
10:32 – How you can become a better business owner through this pandemic.
19:28 – The resources Jared and Bill have put together for struggling businesses.
26:45 – How to prepare your business to reopen.

Featured on the Show:

Jared Duckett: LinkedIn
Bill Ladd: LinkedIn
Duckett Ladd
PPP For Dentists

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

Most small businesses don’t really have a good handle on cash flow. – Dr. Phelps
Click To Tweet

We want to help you get better, and most people don’t think CPAs can do that, but that is what we strive for! – Jared Duckett
Click To Tweet

Get the Full Episode Transcript:

The post Ep #282: Jared Duckett and Bill Ladd – Navigating a New Post COVID Economy first appeared on Dentist Freedom Blueprint Podcast.

Ep #281: What’s Happening in the Capital Markets with COVID-19 – Part 2

Pavel Amelishko — Fri, 19 Jun 2020 06:00:00 +0000

Today, we’ll be continuing the conversation from the previous episode with three gentlemen who are greatly involved in the capital financing markets. Their insights on the effects of COVID-19 are truly valuable, and today you will hear more about how things are moving forward with the economy and investments. We will be discussing how the government has been stimulating the economy and what happens when it stops.

Listen in to get some realistic insight on how businesses will be affected by the end of funding and stimulus. Justin, Stuart, and Aaron discuss interest rates, following the debt, and how they talk to their kids about finances. They also weigh in on the importance of being patient as things slowly unfold and what passive investors should be doing right now.

Minute Markers:

2:27 – What happens when the government reaches the limit of stimulation.
8:24 – What passive investors should do right now.
11:30 – Why you need to be prepared to adjust your strategies.
15:12 – Why “following the debt” is valuable and what it can teach you.
21:02 – Understanding the interest rates and what is going to happen with them.
25:02 – How to educate your kids about investments and managing money.

Featured on the Show:

Justin Bunch: Website | LinkedIn | Genesis Capital
Stuart Denyer: Website | LinkedIn
Aaron Chapman: Website | LinkedIn | Facebook | SNMC

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

Right now, people are still buying and consuming things to the extent they can being shut down and sheltered in place. What happens when the Fed says they’ve stimulated all they can stimulate? There’s got to be a limit. – Dr. Phelps
Click To Tweet

There’s so many unknowns at this point, but at some point the government is going to rip the band-aid off here, and they’ll be unable to help people. It will inevitably create foreclosures of small businesses. – Justin Bunch
Click To Tweet

Get the Full Episode Transcript:

The post Ep #281: What’s Happening in the Capital Markets with COVID-19 – Part 2 first appeared on Dentist Freedom Blueprint Podcast.

Ep #280: What’s Happening in the Capital Markets with COVID-19 – Part 1

Pavel Amelishko — Fri, 12 Jun 2020 06:00:03 +0000

Jerome Powell stated that there’s no limit to the stimulus they can put out in relief of the coronavirus. So in this episode, I am bringing in three gentlemen who have a lot of experience in what I call the capital markets: Justin Bunch, Aaron Chapman, and Stuart Denyer. All three of them will be addressing the stimulus situation, as well as the changes in the markets as it relates to their various businesses and investments.

Listen in as they share their experiences and insight on lending and real estate in the current climate. You’ll learn the changes they have made in their businesses, what they expect will change about the industry in the future, and how you can anticipate and prepare for more upcoming changes.

Minute Markers:

1:30 – Insight on Jerome Powell’s statement about unlimited stimulus availability.
5:18 – How impending inflation is an enemy—with the potential to be a friend.
6:33 – What Justin is doing to respond to the COVID-19 situation and how he has had to pivot to address changes.
10:00 – The projects and asset classes that are being used for lending projects.
11:58 – Concerns and changes Stuart is acting on and why they are not lending now.
14:43 – What changes Aaron has observed in the market lately.

Featured on the Show:

Justin Bunch: Website | LinkedIn | Genesis Capital
Stuart Denyer: Website | LinkedIn
Aaron Chapman: Website | LinkedIn | Facebook | SNMC

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

If anyone actually tells you that they know what’s going on here, then I suggest you be aware that they probably have a big agenda going. – Stuart Denyer
Click To Tweet

{Inflation} may be the enemy to a lot of things, but also a really huge friend to the real estate investor. – Aaron Chapman
Click To Tweet

Get the Full Episode Transcript:

The post Ep #280: What’s Happening in the Capital Markets with COVID-19 – Part 1 first appeared on Dentist Freedom Blueprint Podcast.

Ep #279: Dr. Mike Burgdorf – How You Can Differentiate in a Commoditized Marketplace

Pavel Amelishko — Fri, 05 Jun 2020 06:00:27 +0000

Getting your priorities straight when it comes to taking care of yourself, your business, and your customers is extremely valuable. Dr. Mike Burgdorf is a cosmetic surgeon from Nashville who has a unique backstory that will bring us some new and important insight around building a powerful business. His story is full of resiliency, humility, and determination, and he has a finger on the pulse of practice growth and entrepreneurship.

Listen in as Mike sheds light on how you can pivot when things change or you find the need to reset. You’ll learn how to look for lessons outside of your industry and seek to be different in a cookie-cutter, play-it-safe type of industry. From learning how to release control to managing a myriad of tasks and rolling with changing markets, he offers applicable advice that will help you make valuable moves.

Minute Markers:

1:25 – The value of looking outside of the industry for insight.
2:24 – Mike’s background and his story of excellence and commitment.
9:30 – How he started developing a mind for marketing.
13:16 – How to tackle projects in a more effective way.
14:58 – The importance of letting go of control.
18:34 – How to deal with the changing protocols and the lack of normal.
25:13 – Marketing tips to help your practice survive.

Featured on the Show:

Dr. Mike Burgdorf: Website | Facebook | Twitter | LinkedIn
The Mommy Makeover by Michael Burgdorf
The Daddy Do Over by Michael Burgdorf
The Doctors
Dan Kennedy

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

We all learn the best lessons by looking outside of our own individual niche.” – @DrMBurgdorf
Click To Tweet

It hurts my feelings when people don’t like me, and that has gotten in the way of being an entrepreneur and business person.” – @DrMBurgdorf
Click To Tweet

Get the Full Episode Transcript:

The post Ep #279: Dr. Mike Burgdorf – How You Can Differentiate in a Commoditized Marketplace first appeared on Dentist Freedom Blueprint Podcast.

Ep #278: Emmet Scott – Scaling Your Business in a Post-COVID Economy

Pavel Amelishko — Fri, 29 May 2020 06:00:30 +0000

I love talking to people in dentistry who didn’t start out in the industry, and my guest today is one of those people. Currently the CEO and co-founder of Community Dental Partners, Senior Faculty at the Dentist Entrepreneur Organization, and host of the DSO Secrets podcast, Emmet Scott is at the forefront of what dental practices should look like. He joins the show today to share his insights on why it’s so important for dentists to embrace entrepreneurship, as well as what we need to do to scale—especially at a time like this.

Listen in as we discuss what makes a true entrepreneur and how that applies to dentistry. You’ll discover what we can learn from the past about how to navigate a crisis, how to learn from other businesses that have figured it out, and the secret to doing DSO the right way.

Minute Markers:

2:25 – How Emmet got into dentistry and his expertise in entrepreneurship.
8:40 – What an entrepreneur is and how it is applicable to dentists.
10:10 – The secret to doing DSO the right way.
14:30 – How the current crisis has become an accelerator.
18:40 – Learning from the past when it comes to navigating crises.
20:20 – How Emmet helps dentists scale.
23:06 – How to learn from other businesses that have figured it out.
24:35 – Who Dental Community Partners is for.

Featured on the Show:

Emmet Scott: Website | LinkedIn | Facebook
Community Dental Partners
DSO Secrets Podcast
DSO Secrets Facebook Group
2 Minds of a Dentist Podcast
Smile Magic Dentistry for children
DEO Virtual Summer Summit (June 4th & 5th) – Coupon Code: FREEDOM
The Subtle Art of Not Giving a F*ck by Mark Manson

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

We’re having to get better at some of these things like technology and availability.” – Emmet Scott
Click To Tweet

If you do DSO the right way, it’s amazing, but if you do it the wrong way, it’s awful.” – Emmet Scott
Click To Tweet

Get the Full Episode Transcript:

The post Ep #278: Emmet Scott – Scaling Your Business in a Post-COVID Economy first appeared on Dentist Freedom Blueprint Podcast.

Ep #277: Dr. Steven Wingfield – Your Dental Practice Post-COVID – What You Should be Doing Now

Pavel Amelishko — Fri, 22 May 2020 06:00:12 +0000

So many of us are affected by the shutdown and closures due to COVID-19, and lots of people are wondering where to go from here. But the truth is, this is the time to learn what kind of value you can provide. Today I’m joined by Dr. Steven Wingfield to discuss what you should be doing now to find your biggest value points with your employees, team members, customers, and even vendors.

Steven is a dentist who is dedicated to the industry and has some key insight on important steps to take now to create more success post-COVID. Listen in to learn why it’s crucial not to let fear and anxiety take control and how you can find things to focus on that will build up yourself, your business, and those around you.

Minute Markers:

4:12 – Tactics and strategies for using this time to your advantage.
6:10 – How to plan ahead for when we go back to normal.
9:50 – What tools you can be using right now.
13:24 – The place for teledentistry at this time.
16:01 – The importance of building relationships.
18:03 – Getting through the biggest fears and safety issues coming up.
21:01 – Why we need to get used to learning and unlearning.

Featured on the Show:

Dr. Steven Wingfield: Website | LinkedIn | Facebook
Dental Whale
Solution Reach

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. Ready to Step Away?

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. 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.

4. Want to Work Directly with Me?

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:

What we’re finding during these times is what value we can create for our employees, team members, customers and vendors.” – Dr. Steven Wingfield
Click To Tweet

We really have two choices in this scenario. One is to let fear and anxiety take over and let your mind take control, OR to get really, really focused.” – Dr. Steven Wingfield
Click To Tweet

Get the Full Episode Transcript:

The post Ep #277: Dr. Steven Wingfield – Your Dental Practice Post-COVID – What You Should be Doing Now first appeared on Dentist Freedom Blueprint Podcast.

Ep #276: Robert Montgomery – Practice Valuation Post COVID – What You Need to Know

Pavel Amelishko — Fri, 15 May 2020 06:00:04 +0000

Making decisions for the future of your practice—whether it is a basic transaction or a major sale or transfer—can be especially confusing right now when the future is so uncertain. Robert Montgomery has been counseling dentists and others in the healthcare fields for over 20 years, and he joins the show today to share his insight on what is coming and what to do next.

Listen in as Robert addresses many different challenges that have arisen (and will potentially arise in the near future) for dentists and their businesses. You’ll learn what startups can do to seize the opportunity out there in this changing market, how buying and selling might play out over the coming months, and more.

Minute Markers:

4:54 – What Robert thinks about the current situation and the outlook for the future.
7:05 – The status of deals and transactions lately.
11:39 – The opportunities available for those who transition effectively.
15:13 – What buyers are looking for on the real estate side of things.
18:10 – Buying and selling after COVID.
22:41 – Where the opportunity lies and what to be on the lookout for when buying and selling.

Featured on the Show:

Robert Montgomery: Website | LinkedIn | Podcast | Instagram | Facebook

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

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:

People are going to have to be a little bit more open minded, a little bit more creative and collaborative.” – Robert Montgomery
Click To Tweet

It’s important for people to realize that, now more than ever, each situation is unique. What might be the case for the industry in Dallas is going to be different in New York, different in Seattle and different in Miami.” -…
Click To Tweet

Get the Full Episode Transcript:

The post Ep #276: Robert Montgomery – Practice Valuation Post COVID – What You Need to Know first appeared on Dentist Freedom Blueprint Podcast.

Ep #274: Darin Acopan – Designing Your Practice Model Post COVID-19

Pavel Amelishko — Fri, 01 May 2020 06:00:07 +0000

We’re all waiting for things to go back to normal and to be able to fully open up our practices again, but in the meantime, there are things you can do now to proactively build a strong and sustainable post-pandemic practice. Darin of the Dentist Entrepreneur Organization has been working in the DSO space for over 6 years, and he joins me today to share his expertise in this area, including current pain points and what solutions work best to scale group practices.

From monetary issues to health-related regulations, we discuss what needs to be done and what you can start planning for right now. Listen in as Darin sheds light on the importance of networking with the right people, knowing where to go for help, getting inside the patient’s head, and more.

Minute Markers:

0:57 – Who Darin is and his expertise in scaling group practice.
2:40 – What the DEO is and the importance of networking with leaders.
4:07 – The lack of business help in CE courses.
8:13 – The effects of The Great Reset.
13:10 – Practical and proactive measures that can be taken right now.
16:45 – How to best get inside the heads of patients and how to use that to move forward.
20:12 – What an 11-star experience is and why it’s so important to plan for.
24:35 – The kinds of people who can make it through this.
29:05 – Why we should always be learning.

Featured on the Show:

Darin Acopan: Website | LinkedIn | Twitter
Virtual Summer Summit – *Use promo code: Freedom
Dr. Mark Cooper

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:

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

Power Concepts:

You’re going to have to do things differently. You’re going to have to get inside of the patient’s mind, and those that are the most empathetic and convenient will win.” – Darin Acopan
Click To Tweet

When you’re the leader of your organization, you need to network with other leaders—even if it’s outside of your industry.” – Darin Acopan
Click To Tweet

Get the Full Episode Transcript:

The post Ep #274: Darin Acopan – Designing Your Practice Model Post COVID-19 first appeared on Dentist Freedom Blueprint Podcast.

Ep #273: Loic LeMener – Market Cycles – Is This Time Really Different?

Pavel Amelishko — Fri, 24 Apr 2020 06:00:12 +0000

Loic LeMener is the founder and president of Opus Wealth Management, where he and his team dedicate themselves to providing genuine advice to their clients under the rule that they only preach what they practice themselves. Today Loic joins the show to share his financial expertise and discuss the current market, as well as what to expect in the coming years.

Listen in as he explains how to get out of debt as a country while still having low but positive economic growth. If you have an interest in market cycles and want to know how to invest your money now, this is the episode for you.

Minute Markers:

2:02 – Loic’s financial advice philosophy.
6:05 – Where the market is now and what it looks like for the future.
7:45 – How to hedge as investors.
11:45 – Four ways a country can get out of debt.
21:23 – How China’s economy will affect the rest of the world in the coming years.
27:44 – Opus Wealth Management’s ideal clientele.

Featured on the Show:

Loic LeMener: Website | LinkedIn
This Time Is Different by Kenneth Rogoff
How The Economic Machine Works Video

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:

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

Power Concepts:

When the overall market is expensive, the more idiosyncratic you can get, the better.” – Loic LeMener
Click To Tweet

Leverage cuts both ways. It increases your returns on the way up, but it also increases the risk on the way down.” – Loic LeMener
Click To Tweet

Get the Full Episode Transcript:

The post Ep #273: Loic LeMener – Market Cycles – Is This Time Really Different? first appeared on Dentist Freedom Blueprint Podcast.

Ep #272: Dr. David Maloley – Relentless Leadership

Pavel Amelishko — Fri, 17 Apr 2020 06:00:16 +0000

Dr. David Maloley, host of the Relentless Dentist podcast, joins me on the show today to share his incredible ability to help people lead through a crisis, change, or disruption. After going through his own series of challenges, David has the insight that will help you find direction and purpose, even in the midst of a global pandemic. His concrete method will help you work through the situation you’re in—no matter what it is.

From running triage on your current struggle to diving into more workouts and meditation, David discusses how you can pour into yourself and others at this time. Listen in to learn the high performance, “double down” strategy he uses to fill himself up so he has plenty to give.

Minute Markers:

1:38 – The current state of things and the importance of reaching out.
4:20 – The best way to refocus and pull out of fight or flight mode.
8:04 – How to triage and communicate effectively.
10:54 – Why you need to be selfish first.
12:40 – How to be ready to get back into your work effectively.
18:30 – Your identity and the reframing of what’s important.
23:00 – The opportunity you have now.

Featured on the Show:

Dr. David Maloley: Website | Podcast | Facebook | Twitter
Jim Collins

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:

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

Power Concepts:

When we’re in the mix and we want to take care of our patients, we want to take care of our team, we want to take care of the cash—we can lose sight of what the priorities are because we fall into this fight, flight, or freeze…
Click To Tweet

How can we be more so that we can serve at higher levels?” – @RelentlessDDS
Click To Tweet

Get the Full Episode Transcript:

The post Ep #272: Dr. David Maloley – Relentless Leadership first appeared on Dentist Freedom Blueprint Podcast.

Ep #271: Vin Cardillo – Opportunities in Crisis

Pavel Amelishko — Tue, 14 Apr 2020 06:00:06 +0000

Vin Cardillo is a part of Maeva Dental Advisors and an incredibly forward-thinking leader in our industry. With years of experience as an entrepreneur, he has a lot of knowledge about growth in the dental industry, and he joins the show today to discuss a very current topic: how we can come out of this pandemic as stronger and better leaders.

Listen in as we talk about how the world is going to be changed as a result of COVID-19 and what we may be looking at for the future of dentistry. You will learn the benefit of going virtual with more events, how this may allow for more companies to be included, and how this pandemic could bring about positive changes.

Minute Markers:

1:57 – How the world is going to change due to this pandemic.
8:36 – Vin’s thoughts on why “right now is a time of help.”
11:13 – How going virtual may actually benefit some businesses.
12:49 – How private equity markets respond to uncertain times like this.
20:45 – Whether there is hope for solo practitioners.
24:19 – What could cause future lockdowns to happen.
26:25 – Vin’s advice for dentists in the industry right now.

Featured on the Show:

Vin Cardillo: LinkedIn | Twitter

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:

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

Power Concepts:

I think that we are going to be changing again as a populous.” – Vin Cardillo
Click To Tweet

Right now is a time of help. ” – Vin Cardillo
Click To Tweet

Get the Full Episode Transcript:

The post Ep #271: Vin Cardillo – Opportunities in Crisis first appeared on Dentist Freedom Blueprint Podcast.

Ep #270: Justin Bhullar – To Grow, First Clarify Why

Pavel Amelishko — Fri, 10 Apr 2020 06:00:42 +0000

True growth and success are often determined by finding clarity and direction. Dr. Justin Bhullar took a unique approach to entering the dentistry and practice ownership field and it paid off. He currently owns and operates six 7-figure dental practices (all with negligible team turnover and thousands of happy customers), and he has helped multiple dental colleagues acquire, transition from, or start practices of their own.

In this episode, Justin shares the key insight and knowledge he has gained over the years. Listen in as he discusses how mindset and the mentors you have along the way make a big difference in your success, as well as ways you can start shifting your mindset now.

Minute Markers:

1:19 – Dr. Justin Bhullar’s specialties in dentistry and ownership.
2:39 – The different approach Justin took when he got out of dental school.
4:15 – Where his unique mindset came from.
8:45 – How most dentists limit themselves.
13:40 – The shifts that took place and changed everything.
22:02 – How to start out deciding whether to own a practice or not.
25:25 – Why you need to get smart about debt.

Featured on the Show:

Dr. Justin Bhullar: Website | Podcast
High-Performance Practice: Management, Marketing and Leadership by Justin Bhullar, DMD
Dental Business Mentor

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:

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 (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

Power Concepts:

You have to celebrate the wins along the way, and you’ve got to keep a scorecard. Otherwise, it’s really subjective.” – Dr. Justin Bhullar
Click To Tweet

I’ve had mentors along the way—I just didn’t call them that.” – Dr. Justin Bhullar
Click To Tweet

Get the Full Episode Transcript:

The post Ep #270: Justin Bhullar – To Grow, First Clarify Why first appeared on Dentist Freedom Blueprint Podcast.

Ep #269: Mike Abernathy – Facing the New Reality

Pavel Amelishko — Tue, 07 Apr 2020 06:00:52 +0000

Dr. Mike Abernathy is a veteran in the industry that people look up to, and I’m so excited to have him join me on this episode. Listen in as we discuss dealing with the coronavirus pandemic and what we as practice owners need to do now, as well as what we need to prepare for in the future in order to have the opportunity to move forward.

Of course, it’s always challenging to predict what’s coming next, but we can expect certain things to happen given the current pandemic. Mike and I discuss some possible scenarios and how we can pivot in order to prepare the best we can to weather this storm.

Minute Markers:

2:20 – What to expect going forward.
5:50 – The unemployment issues and predictions for how long they will last.
7:08 – How doctors can respond and work with their staff in this situation.
12:53 – The mentality you need to survive in this economy.
15:40 – Employer vs. employee.
20:54 – The new reality.

Featured on the Show:

Mike Abernathy: Website | Facebook | Twitter | YouTube

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:

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 (3-5 years or less), 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.

Power Concepts:

“We need a startup mentality when we come out of this.” – @SummitPractice
Click To Tweet

“I’m trying to help doctors to sit with their staff to share the reality of the situation.” – @SummitPractice
Click To Tweet

Get the Full Episode Transcript:

The post Ep #269: Mike Abernathy – Facing the New Reality first appeared on Dentist Freedom Blueprint Podcast.

Ep #268: Mike Michalowicz – Marketing, Profit, and Debt Management During Crisis

Pavel Amelishko — Fri, 03 Apr 2020 06:00:22 +0000

My good friend and mastermind colleague Mike Michalowicz joins us today to share his take on how to survive and thrive throughout the current coronavirus crisis. Mike is an author, entrepreneur, and keynote speaker who has devoted his life to the research and delivery of innovative entrepreneurial strategies that ensure permanent and healthy business growth. He’s here to help us filter through all of the confusing information out there so we can skip over panic mode and put strategies in place to ensure business growth and stability despite current economic challenges.

Join us as we discuss how to set yourself up as the leader in your industry and continue to serve your client base through these unprecedented times. We also talk about the things you should—and shouldn’t—be doing to ensure long-term business sustainability, how to use the current circumstances to your advantage without being opportunistic, and the number one way to weather this economic storm.

Minute Markers:

2:15 – Why Mike has devoted his life to impactful entrepreneurial strategies.
4:28 – What a trigger event is and why it matters.
5:17 – What we can expect next from the current situation.
6:34 – Why there is a great marketing opportunity before us now.
11:24 – The only debt you should consider taking on.
16:56 – Tactical measures you can take to sustain long-term growth.
17:20 – The Business Hierarchy of Needs—what it is and why it’s important.
22:19 – The first thing you should consider doing before taking the next deliberate step in your business.
23:17 – The number one thing you should be doing right now to weather the current storm.

Featured on the Show:

Mike Michalowicz: Website | Twitter | Facebook | Instagram | YouTube
Fix This Next: Make the Vital Change That Will Level Up Your Business by Mike Michalowicz
Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz
Clockwork: Design Your Business to Run Itself by Mike Michalowicz
The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field by Mike Michalowicz
Surge: Time the Marketplace, Ride the Wave of Consumer Demand, and Become Your Industry’s Big Kahuna by Mike Michalowicz
The Toilet Paper Entrepreneur: The Tell-it-Like-it-is Guide to Cleaning Up in Business, Even if You Are at the End of Your Roll by Mike Michalowicz
The Fix This Next Evaluation System FREE Download

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:

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 (3-5 years or less), 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.

Power Concepts:

“Unusual circumstances need an atypical response.” – @MikeMichalowicz
Click To Tweet

“The best time to borrow money is when you don’t need it. ” – @MikeMichalowicz
Click To Tweet

Get the Full Episode Transcript:

The post Ep #268: Mike Michalowicz – Marketing, Profit, and Debt Management During Crisis first appeared on Dentist Freedom Blueprint Podcast.

Ep #267: Dr Joe Maio – Fear vs Opportunity Mindset

Pavel Amelishko — Tue, 31 Mar 2020 06:00:19 +0000

After proudly serving in the U.S. Air Force for eight years, Dr Joe Maio was the owner and CEO of the fastest-growing dental organization for nine consecutive years. He built his empire from only six employees to over one hundred across eight practices, and he has utilized his entrepreneurial mindset to develop fourteen companies, earning him numerous accolades. Today Joe joins the show to discuss how best to navigate our way through the current state of dentistry and come out the other side of this pandemic stronger than before.

Despite feeling out of control in the current situation—and possibly even a bit frightened—Joe reminds us that the only way to get through this is to have a positive mindset. Listen in as he shares how to take this opportunity to put a plan in place to better your practice and hire the right people for your business. This is not an episode to be missed, as Joe’s wisdom, transparency, and service to our country is something to inspire us all during these uncertain times.

Minute Markers:

2:00 – Joe’s background.
4:21 – Advice for business owners to get through these uncertain times.
7:02 – The best thing we can do at this time.
10:06 – The major choice you have to make when facing problems.
15:44 – Why a positive mindset is key.
18:04 – The importance of surrounding yourself with the right people.
22:28 – How to be the best leader you can be.
29:36 – How to reduce friction for people trying to access you.
33:00 – What life is really all about.

Featured on the Show:

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:

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 (3-5 years or less), 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.

Power Concepts:

“You need to be around people who have a positive mindset. ” – Joe Maio
Click To Tweet

“Nothing good ever comes out of a fear-based mindset. ” – Joe Maio
Click To Tweet

Get the Full Episode Transcript:

The post Ep #267: Dr Joe Maio – Fear vs Opportunity Mindset first appeared on Dentist Freedom Blueprint Podcast.

Ep #266: Scott Leune – Leadership and Making The Tough Decisions

Pavel Amelishko — Fri, 27 Mar 2020 06:00:22 +0000

Scott Leune is the co-founder of Dental Whale, an innovative dental company that is carving a new category of group private practice ownership and management. Listed as the most subscribed-to person on the largest social media platform for dentists, Scott has built approximately 90 start-up practices nationwide. Today he joins the show to help me discuss where we should be focusing while the world around us is panicking.

Listen in as Scott shares how to use this extra time we all have at home to do some spring cleaning when it comes to business systems and educating our teams. You will learn how to respond to low patient volume and what we may need to cut in order to lower expenses. If you are feeling concerned or unsure about the right steps to take during this pandemic, this is the episode for you.

Minute Markers:

1:10 – Introducing Scott Leune.
6:50 – Where we should be focusing amidst all the panic.
9:28 – What to do with extra time at home.
12:43 – How to respond to low patient volume.
16:58 – How to help your business survive this.
25:17 – How to live the best way we can—starting today.

Featured on the Show:

Scott Leune: Website | LinkedIn
Business Masters

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:

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 (3-5 years or less), 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.

Power Concepts:

“You focus on what you know and can control. You reassess more frequently as the world starts changing quicker. We should never lose sight of long-term opportunity.” – Scott Leune
Click To Tweet

“When you make the millions, you kind of forget about it, and when you lose the millions you never forget what that tastes and feels like. ” – Scott Leune
Click To Tweet

Get the Full Episode Transcript:

The post Ep #266: Scott Leune – Leadership and Making The Tough Decisions first appeared on Dentist Freedom Blueprint Podcast.

Ep #265: Robert Nickell – The Advantages of Leveraging an Outsourced Team

Pavel Amelishko — Fri, 20 Mar 2020 06:00:20 +0000

In business, we often fall into the trap of thinking that everyone who does work for us needs to be within the same building. This is especially the case in dentistry and more hands-on businesses, but today Robert Nickell, founder and CEO of Rocket Station, joins me on the show to talk about how most businesses can benefit greatly from outsourcing.

Listen in to get a glimpse of what Rocket Station is all about and how they help small businesses leverage tools and resources in order to succeed and grow more sustainably. Robert has some incredible tips that will get you started looking at your practice and finding ways to understand where you can implement important changes, discover what areas are essential to keep in-office, and where you can outsource day-to-day tasks in order to free up the time and talent of the people inside the office.

Minute Markers:

1:13 – Who Robert is and what Rocket Station does for businesses.
4:39 – The big conundrum across the board within small businesses.
6:50 – Where many offices should be outsourcing.
12:25 – How to get people started with the onboarding and outsourcing process.
16:00 – The importance of being able to step back, slow down, and understand what makes the practice move.
19:56 – How the staffing and hiring works at Rocket Station.
24:22 – How they help businesses build culture, even with remote team members.
28:33 – The importance of being able to get the day-to-day simplified.

Featured on the Show:

Robert Nickell: Website | LinkedIn
Book a discovery call with Rocket Station: Brooks@rocketstation.com

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:

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 (3-5 years or less), 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.

Power Concepts:

“Task management and employment productivity is the first step that we think creates the roadmap for what everybody calls, ‘right person, right seat.'” – Robert Nickell
Click To Tweet

“There’s a lot of workflow, systems, and processes that can be handled outside of the brick and mortar.” – Dr. David Phelps
Click To Tweet

Get the Full Episode Transcript:

The post Ep #265: Robert Nickell – The Advantages of Leveraging an Outsourced Team first appeared on Dentist Freedom Blueprint Podcast.

Ep #264: Trevor Maurer – Saving Private Practice Through Group Leverage

Pavel Amelishko — Fri, 13 Mar 2020 06:00:55 +0000

SPECIAL WEBCLASS: Join Dr. David Phelps for a special live session on creating a wartime strategy to protect your practice, investments, and retirement from the coronavirus pandemic – Monday, March 16th at 8pm EST. www.freedomfounders.com/webclass

After graduating from the University of Saskatchewan, Trevor Maurer was recruited by Procter & Gamble and went on to become their top sales rep. He spent the next 12 years working his way up to CEO in numerous companies through rapid and successive promotions in sales and marketing. Today, he serves as the president and CEO of Smile Source, a franchise group of Signature Dental Providers.

In this episode, Trevor explains what it takes to navigate the business world that dentistry has been thrown into and why healthcare has changed over the years. He also breaks down the difference between being the owner of a practice versus just an employee, how to decide which lifestyle suits you best, and why it’s so important to be community minded instead of trying to compete with everyone.

Minute Markers:

1:13 – Introduction to Trevor Maurer.
3:45 – How optometry and dentistry are similar.
5:27 – The benefits of being an owner over an employee of a practice.
12:39 – How to compete with the other big dentistry companies out there.
17:37 – How the Smile Source model works.
22:45 – Who Smile Source may be best for.

Featured on the Show:

Trevor Maurer: Website | LinkedIn | Twitter | Email
JOIN Smile Source

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:

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 (3-5 years or less), 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.

Power Concepts:

It’s good to get like-minded people together to be more successful.” – @trevormaurerss
Click To Tweet

1 in 25 dentists retire with enough money to live.” – @trevormaurerss
Click To Tweet

Get the Full Episode Transcript:

The post Ep #264: Trevor Maurer – Saving Private Practice Through Group Leverage first appeared on Dentist Freedom Blueprint Podcast.

Ep #263: Steve Anderson – Mastering Risk the Amazon Way

Pavel Amelishko — Fri, 06 Mar 2020 06:00:19 +0000

One of the best risk-takers in the marketplace today is Jeff Bezos of Amazon. In this episode, author Steve Anderson joins the show to give us a closer look at the risks, failures and wins taken by the famous Amazon founder. By understanding the principles and deciding factors behind Amazon’s success, Steve points out important ways that we as business owners can successfully implement that in our own practices.

Steve talks about how he initially got interested in technology and risk in the business marketplace. He has incredible insight on what it means to play it TOO safe and why it’s so important for businesses to jump into certain risks. You will learn a lot from what Steve has studied about Bezos – from the experimentation to the concept of successful failure.

Minute Markers:

1:32 – The Bezos Letters and what it’s all about.
2:30 – Who Steve Anderson is and how he found an interest in Amazon and business risk.
4:55 – How we can learn from Amazon’s quick growth.
6:32 – What it means to be a master of risk.
9:15 – The two major types of decisions and how they should be made.
11:30 – What the “Acting like it’s day one” mindset is all about.
13:45 – Why customer obsession is key.
18:00 – Proxies according to Bezos.
22:55 – Why what’s best for the customer is key.
26:35 – The importance of being able to change your mind.

Featured on the Show:

Steve Anderson: Website | Twitter | Facebook | Instagram | LinkedIn
The Bezos Letters by Steve Anderson

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:

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 (3-5 years or less), 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.

Power Concepts:

Bezos had laid out, in plain sight, his plan for growing Amazon.” – Steve Anderson
Click To Tweet

What could you do in your practice to remove friction?” – Steve Anderson
Click To Tweet

Get the Full Episode Transcript:

The post Ep #263: Steve Anderson – Mastering Risk the Amazon Way first appeared on Dentist Freedom Blueprint Podcast.

Ep #262: Dr. Nathan Ho – Leveraging Through Collaboration

Pavel Amelishko — Fri, 28 Feb 2020 06:00:02 +0000

Dr. Nathan Ho is an incredibly inspiring dentist with a contagious, constant smile. After being in practice for 11 years, he still manages to bring joy to his clients and make anyone who walks into his office feel special and welcome. Today Nathan joins the show to share how he remains so positive through the hardships and curveballs that life can throw your way as a dentist.

Listen in as he explains how he takes calculated risks to grow his business, as well as how partnerships help his practice thrive. You will learn the importance of having good reviews online, why making connections outside your business can help it grow, and much more.

Minute Markers:

2:00 – How Nathan stays positive throughout all the stress of dentistry.
3:50 – How he and his family handle curveballs in life.
6:16 – The way his practice thrives off partnerships.
8:30 – Nathan’s thoughts on failure and taking risks.
11:17 – Where his spark for creating a better online profile came from.
19:47 – How connections you make can change your business.
23:38 – The importance of learning from people who have been through hardships.

Featured on the Show:

Dr. Nathan Ho: Website
Dentist Freedom Blueprint Episode #208 with Nathan Ho
Envision Stars

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:

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 (3-5 years or less), 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.

Power Concepts:

The key is to find quality partners that will support your visions and share the workload that you have to put in to build a company.” – Dr. Nathan Ho
Click To Tweet

When we smile, our bodies release adrenaline and that usually solves all the stress.” – Dr. Nathan Ho
Click To Tweet

Get the Full Episode Transcript:

The post Ep #262: Dr. Nathan Ho – Leveraging Through Collaboration first appeared on Dentist Freedom Blueprint Podcast.

Ep #261: Dr. Chris Griffin – Going Against the Majority with a Practice That Fits YOUR Lifestyle

Pavel Amelishko — Fri, 21 Feb 2020 06:00:49 +0000

Dr. Chris Griffin is an innovator and thought-leader in dentistry who is always authentic in what he says and inspiring in the way he works. Today Chris joins the show to discuss how he has set up his office to suit his ideal lifestyle, ensuring he’s doing things the way he wants to and he’s exactly where he wants to be.

Listen in as Chris shares how he has built an ideal culture in his practice, where sleep and efficiency are of utmost importance. If you are ready to hear some amazing tips from someone who truly practices what he preaches, this is the episode for you.

Minute Markers:

1:10 – Introduction to Chris Griffin.
3:08 – The hardships his business has gone through.
6:49 – How he built his practice to suit his lifestyle.
9:26 – How teaching what you know makes you stronger at what you do.
11:15 – The “big three” that are important in Chris’s business.
15:08 – The importance of having the best people to suit your practice.
21:45 – Where associates fall into play in Chris’s practice.
23:43 – The number one way to protect your practice.

Featured on the Show:

Dr. Chris Griffin: Podcast
Get The Silicon Valley Bonus System for FREE

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:

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 (3-5 years or less), 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.

Power Concepts:

We’re big into orthodontics, implants and sleep.” – Dr. Chris Griffin
Click To Tweet

When you have a smaller team, you can have better people and when you have better people, you don’t need as much management.” – Dr. Chris Griffin”
Click To Tweet

Get the Full Episode Transcript:

The post Ep #261: Dr. Chris Griffin – Going Against the Majority with a Practice That Fits YOUR Lifestyle first appeared on Dentist Freedom Blueprint Podcast.