Golden Opportunities Are Often Right In Front of You
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…
Are You Prepared for the Full Market Cycle?
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…
Be the Dumbest Person in the Room
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…
Hedging Your Assets in Times of Economic Uncertainty
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…
DOGE Your Way to Financial Independence
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…
How to Achieve True Freedom
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…
Accurately Measuring Your Net Worth
Why do we pursue equity, net worth, and wealth? And how do you measure them? Last week, I participated in a discussion on Phantom equity, commonly called…
3 Ways to Protect Your Wealth in 2025
We are experiencing the end of the “set it and forget it” era. Unfortunately, there will be no magic bullet or “one thing” that you can rely on to ensure profit at this stage…
What You Need to Know About Annuities
What are annuities? Why do people often purchase or invest in them? What is the desired outcome and are there any benefits to using one?….
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…
