Today, if I were to do it all over again, I would never do any of the tax-deferred plans. (Not even necessarily the Roth IRA.) Why? Because the government has rules on that money. In this episode, it’s just me and I’m going to discuss the path of the business owner and entrepreneur, as well as how you can maximize your efforts and profits by using the right strategies and making the right decisions with your investments. Tune in to hear how I view business ownership, from why we get into it in the first place to how the way we run our businesses (and lives) can accelerate us on our path to fre ..read more

My guest today is really deep into the space of dental practice transitions. Specializing in sell-side advisory for dentists who are seeking DSO affiliation or private equity partners, Brannon Moncrief joins the show to share his take on the current state of things and how he recommends dentists look at the options available for transitioning their practices. Listen in as Brannon discusses the practice buy-and-sell game that DSOs play, as well as the key mistakes that dentists tend to make in these situations. We also cover a bit of the market trends and where he sees things going when it come ..read more

As the housing market continues to make headlines with its ups and downs, many wonder what the future holds. In this episode, we have the pleasure of sitting down with Eddie Speed, the owner of Colonial Funding Group and the founder of NoteSchool. Throughout the conversation, Eddie provides a wealth of information on a range of topics, including the rise of seller financing and its impact on the industry, the actual increase in interest rates over the past few decades, and the long-term benefits of innovative financing techniques. As we navigate the complexities of the real estate and mortgage ..read more

Most of you will sell and exit a business at one point in your life, and it’s something you want to get right. Joining the show to talk about business exits is Alastair Macdonald, a longtime guide and advocate for financial freedom with a lot of experience from Wall Street, as well as business sales. In this episode, he shares crucial insight into how to approach a practice sale and navigate the pitfalls that pop up along the way. In the midst of inflation, changing interest rates, asset bubbles, and more, people have bought into what they think is the new normal—but many don’t understand the ..read more

Many entrepreneurs struggle with bringing vision and integration together in an efficient and effective way. In today’s episode, Zach Hoskins joins the show to share how he helps small businesses and startups bring vision and integration together in order to deliver consistent and quality results. Listen in as Zach shares how his role as a visionary and integrator has evolved and discusses how his military background has made an impact on his life and current career. You’ll learn the steps he helps businesses go through and the process that needs to happen when working to improve your practice ..read more

You’ve probably heard a lot about diversification when it comes to investing, but there’s more to the story when it comes to making your money work best for your goals. In this episode, we’ll continue with the second part of my discussion with Tom Wheelwright, the CPA to Mr. Robert Kiyosaki. He has some incredible insight, tips, and ideas that help you ensure that you find the right fit when it comes to investing and tax planning. We’ll be tackling whether or not you should diversify your investments—or if you should specialize as Warren Buffet does. You will also hear us discuss financial adv ..read more

Taxes are an area of life that most of us don’t want to deal with, but we also know there are some advantages to dealing with them in the right way. In today’s episode, Tom Wheelwright joins the show to share some key insights and tax strategies. If you’re interested in how you can achieve your big financial goals faster by permanently (and legally) reducing your taxes, this episode is for you. Tom is a CPA and CEO of Wealth Ability, as well as a Rich Dad Advisor, entrepreneur, speaker, and bestselling author. He has so much value to share in the area of tax strategy, so listen in to learn abo ..read more

Dr. Zahid Ahmed is a person who has become a friend and mentor of mine. His introspective and thoughtful way of looking at his life, profession, and family is what led him to retire with a sold practice at the age of 38—but he isn’t done yet. Listen in to hear about his journey in dentistry and the intentional way he has pursued a fulfilling life of success, freedom, and family. You will hear about the critical moments that shaped Dr. Ahmed’s career, his retirement planning, his parenting and the vision he wanted for his family. He also speaks about being an introvert and how mentors and other ..read more

In this episode, you will get to hear a conversation I had with my wife, Kandace, and Alastair Macdonald. Kandace comes to the conversation with degrees in finance and tons of experience with investing, while Alastair brings his own financial prowess and Wall Street experience. You will hear us discuss how we can navigate the volatility going on in the current markets and why it’s so important to participate in the marketplace—even in unusual times. The upheaval that has happened in recent years will most likely continue on, as well as inflation, so how do we plan for that? How do we find the ..read more

Today’s conversation is with someone who understands the dental industry, the current market, the financing arbitrage opportunities, and more. Kyle Francis of Professional Transition Strategies joins me for this episode to share his take on the state of the economy and the opportunities presented, as well as insight and tips on dental practice transition. Listen in as Kyle discusses some of the various situations presented and how he has navigated and guided others in assessing and finding the right transition option. We also go over common issues doctors have in transition, key things to keep ..read more