We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back […]
Ep #377: Inflation: The Silent Retirement Killer (Part 2)
Like never before, you need to look at your financial future through a totally different lens. Today I’ll be continuing […]
Ep #299: Eddie Speed – Where the Opportunities Are in Real Estate Investment in 2021
Today I’m continuing a conversation with Eddie Speed of Colonial Funding Group. (If you missed the previous episode, make sure […]
Ep #273: Loic LeMener – Market Cycles – Is This Time Really Different?
Loic LeMener is the founder and president of Opus Wealth Management, where he and his team dedicate themselves to providing […]
Ep #266: Scott Leune – Leadership and Making The Tough Decisions
Scott Leune is the co-founder of Dental Whale, an innovative dental company that is carving a new category of group […]
Ep #205: Jared Behnke – Options for Selling Your Dental Practice in the World of Private Equity
When the time comes to consider liquidity or retirement, it can be daunting to understand the options available, especially as […]
Ep #126: Breaking Free of the Golden Handcuffs with Dr. Buck Joffrey
We all encounter points that make us question our path: is this what I should be doing? Is there another […]
Ep #66: The Secret “Wealth Destroyer”
Taxes – often the biggest, wealth-sucking expense for busy doctors. Improper business and estate structures create a sloppy foundation for […]
Ep #33: Say Goodbye To (some) Taxes
Investing can feel like trying to sail a boat full of holes. If not properly structured and deferred, taxes and […]