March 14, 2023March 14, 2023Economic Insights, Financial Planning Resources Warren Buffett’s Secret: Creating Your Inflection Point to Wealth, TIME, and Security 99% of Warren Buffettt’s total net worth (Approximately $81.5 Billion of his $84.5 Billion) occurred after the age of 65. After the age of 65 – when…
March 7, 2023March 7, 2023Passive Income, Wealth Creation Why I Keep “Working” Past “Retirement” I often get asked “David, if real estate was so good to you and allowed you to depart your clinical practice when your daughter was sick, then why…
February 28, 2023March 7, 2023Create Freedom, Dental Practice Optimization, Financial Planning Resources The Three Most Common Mistakes When Selling Your Dental Practice Many hardworking practice owners and high income earners cling dearly to their identity as someone who is well respected, needed by their…
February 21, 2023February 22, 2023Financial Planning Resources, Passive Income Practice Transitions: What Happens After The Sale? Selling your dental practice or business is a critical step in one’s life. Do it right and it can give you all the freedom of time you’ve always…
February 14, 2023February 22, 2023Financial Planning Resources, Passive Income Are You Prepared For Crisis? One of the darkest times of my life was when my daughter, Jenna, was very sick. She was ill, not just once, but multiple times throughout her…
February 7, 2023February 24, 2023Financial Planning Resources, Passive Income Lack of Financial Certainty One of the biggest motivators for dentists, doctors, and business owners (including myself earlier in my life) to keep working in their practice…
January 31, 2023February 24, 2023Create Freedom, Financial Planning Resources, Self Development What To Do When You Are Burned Out With Dentistry Many doctors and dentists are burned out today. They are exhausted from being a practicing dentist – fixing the same problems…
January 24, 2023February 24, 2023Create Freedom, Economic Insights How Young Investors Can Thrive In This Market I remember when I was in my twenties and thirties, I was just starting a family and getting out of dental school. I was starting a practice…
January 17, 2023February 24, 2023Financial Planning Resources, Passive Income Taking Control of Your Financial Future Many business professionals call me because they want, what they believe is, passive income. What is passive income? It sounds like income that…
January 10, 2023February 24, 2023Self Development, Wealth Creation Why I Don’t Like Financial Advisors The merchants of “once-size-fits-all” – why America’s financial advisors have failed to create financial security for a generation of…