What Does Liquidity Mean for Investors?
When it comes to liquidity, most people think of cash on hand. Cash on hand is highly liquid but there are other ways (alternative investments) to keep….
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!
Your Financial Future May be at Risk
The need to trust AND verify promises and facts. That is one significant need I see in the investing marketplace as well as in the…
Why the 401(k) Robs You of Opportunity and Options
In some cases a 401(k) for dentists or anyone, can be a good thing to get started with. In many cases, however, going down that road leads to…
The Number One Reason You Don’t Control Your Time
What is the #1 reason most dentists are unable to have more choices, more freedom, and more options in their dentist retirement planning?…
How to Invest in the Current Market
I am often asked, “David, what should I do about my investments right now?” (Note: I am not a financial advisor, but I can give some basic guidelines…
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…
The Passive Income Myth Exposed
Many hardworking practice owners and high income earners cling dearly to their identity as someone who is well respected, needed by their…
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…
Retirement for Dentists — Why Your Financial Advisor Dislikes Real Estate
Insights on Investing for Dentists When it comes to the subject of retirement for dentists, I receive many emails. Last week, I heard from a dentist who shared some of the concepts from my recent […]
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…
