June 20, 2023June 20, 2023Economic Insights, Financial Planning Resources 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…
April 11, 2023May 9, 2023Dental Practice Optimization, Financial Planning Resources 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…
April 4, 2023May 9, 2023Financial Planning Resources, Self Development 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?…
March 21, 2023March 21, 2023Economic Insights, Financial Planning Resources 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…
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, 2023Financial Planning Resources, Passive Income 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…
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 28, 2023March 2, 2023Financial Planning Resources 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 […]
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…