Brannon Moncrief brings so much relevance to our space in dentistry, particularly as it relates to the movement of practice transitions in today’s economy. He’s back with me for another episode to talk about the state of the private equity and DSO world and what we can expect when it comes to investing and transitioning in the dental space. If you are considering a practice transition, this conversation will be a valuable way to better understand your options, especially when it comes to DSOs. You will hear about how Brannon and his team help practices navigate transition and how their recomme ..read more

What does all of this economic change mean for us on a more granular basis? What can we do to make the right pivots to be more sustainable—and even thrive on the other side? If you missed last week’s episode, be sure to tune into part one of this series, where I discussed my marketplace observations and specific areas of interest you should look at in your own life. Listen in as I share what is most important when looking into how you will navigate the current and future markets. I’ll address the issue of time and how to do more with less without adding to the overwhelm. You will also hea ..read more

If you are a business owner, then you know what it’s like to make the day-to-day decisions in every aspect of your business. It’s a lot of work, a lot of risk, and it is challenging—but many of us wouldn’t do it any other way. So… what about our investments? In this episode, I’ll discuss how important it is to take your finances and investments into your own hands, just like you do with your business. Listen in to hear why it is important to handle your own finances and not completely pass it off to someone else (no matter how well-meaning). I’ll share ways for you to start educating yourself ..read more

In today’s episode, you’ll listen to a conversation I had with my good friend, Eddie Speed, who has been in real estate alongside me since the 80s. We discuss the different approaches we took, as well as important steps to take when the economy takes a downturn. We also break down the current real estate market and why the economy is probably worse than you think. In the last 8 weeks, we have added $1.8 trillion to the national deficit. What does that mean for us and how will it affect interest rates, inflation, and more? And what impact is the election cycle and financial cycle having? In tod ..read more

A good friend, mentor, and colleague, Jason Medley, joins me on the show today to talk about how to develop a true and lasting sense of gratitude, the power of relationships, and more. Jason is the CEO and founder of the Collective Genius Mastermind, and with 20 years of background in real estate, he comes to us with valuable experience and insight to share. Listen in to hear what it takes to understand your relationship with money and what truly changes lives. You’ll learn why Jason doesn’t want to put a cap on certain areas of growth and how he balances that with creating time for family, se ..read more

Daniel Marcos is back in this episode to finish off part 2 of the conversation we started last week on how to stay resilient throughout the market cycles changes. If you missed the previous episode, be sure to check that out first! He continues to shed light on what you need to be doing as an investor and business owner to create stability for yourself and those around you. Listen in as Daniel dives into some strategies that prioritize efficiency in the coming market cycles. You will learn about the challenges lurking around the corner of the next cycle, as well as the opportun ..read more

Today Dr. Mart McClellan of Macro Wealth Management is back on the podcast! He brings a unique perspective as not only a financial advisor, but also a practicing orthodontist. In this episode, he shares his own financial journey as an orthodontist and why he decided to go in a less traditional direction. Listen in to hear about how his company is the only advisory firm with a health professional on board, as well as how they use an evidence-based planning system. You’ll learn about the holistic model that Mart discovered and has been trying to spread throughout the health professions, as it is ..read more

Today’s show is one that I’m excited to share with you because my friend Jeff Danielson, a passionate and creative serial entrepreneur, is joining me for a chat about the power of a pay-it-forward mindset. Jeff has started around 19 LLCs and his life’s mission is to pay it forward to the future of chiropractic through his coaching and training company, Big Fish Enterprises. He has a wide range of experience and expertise to draw from and some incredible insight to share on collaboration and creating maximum impact with people and your business. Listen in to hear about why he is passionate abou ..read more

Back again today is Alastair Macdonald to finish the conversation we started last week about the movement of private equity money into the dental arena. Where did all of it come from? Where is it likely to go? In this episode, you will hear more about the caveats and dangers involved in practice transitions and particularly with DSOs. Listen in as we discuss the issues historically involved and the potentially new issues coming into play in the current economy. You’ll learn how to make the right move to sell your practice and how to know when the right time might be to do so. (And in case you ..read more

Many dentists are selling based on the frenzy in the marketplace or FOMO, but are they looking at all the important indicators when choosing to sell? Back again on the show is my good friend and mentor, Alastair Macdonald, who I bring on from time to time to address current topics in the investing, economic, or dentistry environment. In this episode, we discuss the current DSO scene and where we see private equity in dentistry going. Listen in as Alastair shares his opinion on the DSO situations that many dentists find their way into and why he thinks this has more to do with an investment dec ..read more