Accurately Measuring Your Net Worth
Why do we pursue equity, net worth, and wealth? And how do you measure them? Last week, I participated in a discussion on Phantom equity, commonly called…
3 Ways to Protect Your Wealth in 2025
We are experiencing the end of the “set it and forget it” era. Unfortunately, there will be no magic bullet or “one thing” that you can rely on to ensure profit at this stage…
What You Need to Know About Annuities
What are annuities? Why do people often purchase or invest in them? What is the desired outcome and are there any benefits to using one?….
Beware the Numbers Game
In today’s dental practice sales and equity investment market, private equity and related entities like DSOs (Dental Service Organizations) are dominant players…
Financial Freedom: Creating Your Freedom Number
Financial Freedom: Creating Your Freedom Number Scaling Time vs Wealth https://youtu.be/y-fjfyWzRb8 Facebook-f Linkedin-in Youtube How much do you need to actually have financial freedom? How much would be enough to let go of (sell) your […]
Rethinking Wealth and Time Management in 2025
For many years of my life, I chased the wrong currency. We all build wealth in our nation’s currency and accumulate net worth via investments. It’s prudent, but it’s…
Christmas Reflections: The New American Dream
Working hard solely for someday in the future is backwards logic. If you only live for the future, you never enjoy the present…
Create True Time Freedom
We are in the thick of the hustle and bustle of the holiday season. During this time, we typically shut down the business or practice for days, at least before and after Christmas, and…
Investing is NOT a System
A “system” sounds great, doesn’t it? Wouldn’t it be nice if the risk and dynamic nature of investing could be boiled down into a simple, repeatable framework that…
Market Insights – Beware the Euphoria
During market manias we all have the very human tendency to forget the past and see only what’s happening now. Or better put what’s popularly being said…
