Your practice is your #1 asset. I talk to so many enthusiastic doctors who are eager to dive into real estate, stocks, or alternative investments—and that’s…
“I just don’t have the time.” I hear it all the time—from hardworking, dedicated professionals who’ve built businesses, supported families, and followed the rules…
The coming years—and likely decades—won’t look like the ones behind us.
That’s not a prediction. I’m no economist with a crystal ball, but as someone who’s…
We all want to save on taxes. There’s nothing wrong with that. After all, the U.S. tax code is over 6,000 pages long, and within those pages are countless opportunities for…
Too often, we miss golden opportunities—not because they aren’t there, but because we aren’t ready for them. A significant part of my work is helping high-earning professionals…
If you’ve been investing for the past decade, you’ve lived through the longest bull market in history. Stocks soared. Real estate exploded. Private equity delivered…
Want to succeed faster? Stop being the smartest person in the room. Instead, put yourself in rooms where others know more, have achieved more, and can…
In times of market turbulence and economic uncertainty, one critical question looms: Where do the wealthy go to risk adjust and hedge their assets? In today’s…
The United States has a Freedom Number problem. The U.S. government currently requires around $7 trillion annually to function, yet it only brings in a little over…
What does it mean to be truly free? For many, the concept of freedom is tied to a retirement age—some distant milestone where work stops and life begins. But that…