Beware the Numbers Game
In today’s dental practice sales and equity investment market, private equity and related entities like DSOs (Dental Service Organizations) are dominant players…
Financial Freedom: Creating Your Freedom Number
Financial Freedom: Creating Your Freedom Number Scaling Time vs Wealth https://youtu.be/y-fjfyWzRb8 Facebook-f Linkedin-in Youtube How much do you need to actually have financial freedom? How much would be enough to let go of (sell) your […]
Rethinking Wealth and Time Management in 2025
For many years of my life, I chased the wrong currency. We all build wealth in our nation’s currency and accumulate net worth via investments. It’s prudent, but it’s…
Christmas Reflections: The New American Dream
Working hard solely for someday in the future is backwards logic. If you only live for the future, you never enjoy the present…
Create True Time Freedom
We are in the thick of the hustle and bustle of the holiday season. During this time, we typically shut down the business or practice for days, at least before and after Christmas, and…
Investing is NOT a System
A “system” sounds great, doesn’t it? Wouldn’t it be nice if the risk and dynamic nature of investing could be boiled down into a simple, repeatable framework that…
Market Insights – Beware the Euphoria
During market manias we all have the very human tendency to forget the past and see only what’s happening now. Or better put what’s popularly being said…
The Post-Election Financial Landscape
The good news is we did not have a long-standing contested election. At least the country knows where we’re going, who will be in charge, and what policies will be…
Your Freedom at a Crossroads
For the last two years, I have been stating that while financial markets may continue to go up (albeit it has been much longer than I expected), we are due for…
How to Fast-Track Success
I was thinking to myself recently, how fortunate I was that my curiosity in life led me to mentors with great knowledge about the world, economics, finance, and even…
