A Review on Tax Mitigation Strategies
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…
Category: Financial Planning Resources
Find resources on financial planning for dentists, doctors and more from Dr. David Phelps and his team at Freedom Founders here!
Where Do You Put Your Faith and Trust?
No matter the market cycle, every financial salesperson (selling real estate, crypto, insurance, annuities, etc.) talks their own book…
Exiting a Practice Requires Education and Experience
Many dentists and doctors reach out to us at different times in their careers. They are interested in how we help our doctors and their…
Long-Term Investing Leads to Financial Freedom
The first questions I ask doctors who are looking to join Freedom Founders are… “What’s missing for you?” “What are you trying to…
Tax Mitigation is Not a Viable Financial Plan
Nobody likes to pay taxes, particularly what we might consider excessive taxes. Taxes, however, are a part of our world as much as you…
The Retirement Gamble: PBS and Frontline Documentary Review
“There has never been a generation yet that has been able to fully retire from a 401(k) or a retirement plan alone.” In 2013, PBS (through their…
It’s Time To Create Your Financial Freedom Blueprint
Many high-net-worth, high-income business professionals, doctors, and dentists that I work with have analysis paralysis when it…
Don’t Go It Alone!
Do not go it alone. As an investor, a business owner, and a steward of your family’s future financial security and financial freedom, it’s crucial…
So You Have an LOI for Your Practice – Now What?
So You Have an LOI for Your Practice – Now What? Important Considerations For Your Time and Money https://youtu.be/Uj8JmnvHPsM Facebook-f Linkedin-in Youtube In working with many business owners, predominantly in the healthcare industry of dentistry, […]
You are Focusing on the Wrong Number for Retirement
Too many people are focusing on the wrong number. (If you are hard-working, a high-income earner, and want to be a high net-worth…
