Do You Have A Viable Plan?
I have the blessing to work with a lot of professionals in healthcare – usually dentists – and over the years what I find is most struggle with having…
Author: AlexLerma
The Dentist Retirement Plan Lock Box
Is your dentist retirement plan actually a lock box? I recently read an article in the Kiplinger Tax Letter; Kiplinger has been in the marketplace for…
Warnings from a Full Cycle Investor
Let’s talk about market cycles. If you’ve been alive in the real world for any period of time, you’re aware that we always go through various…
S&P Off To Worst Start Since 1970 – What are your options?
The first half of 2022 is officially over. We just passed the Midmark of the year. A lot has happened so far. A lot of volatility. A lot of disruption…
Avoiding Complexity
Frequently I have the privilege of talking to a lot of our colleagues in dentistry and business, and I enjoy those calls because we have…
Vision and Legacy Event Recap
Two weeks ago, we had our 37th Freedom Founders community event. The first began 12 years ago with a small band of renegade…
Three Ways to Make Money
There are three ways to make money. The first one is trading time for dollars, also known as active income or labor produced income…
Late to the Party? Seek Higher Ground
There’s a behavioral axiom in the investing world that goes back ages and ages. It’s been prevalent since the beginning of time when people…
Due Diligence: Expense or Investment?
A lot of what I have the privilege of doing today is taking my experiences in life, business, and investing, and transferring those into..;
Equity + Passive Cash Flow = Time
I just finished a great Group Blueprint Days here in Dallas. I do these with my wife Kandace about once per month, and we always have…
