The Dentist Freedom Blueprint Dr. David Phelps

This week, I’m giving you an inside look at a special project I’ve been working on. I’ll be talking about my early insights into entrepreneurship, mindsets, and how I decided I was not going to follow the traditional path. Hopefully, this episode will give you some motivation and ideas that will help you and guide you on your own path to freedom.
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Chris Ryan - From Success to Significance - Ep #370 Dr. Mark Costes - Failing Forward to Success - Ep #257 Kelsey Ramsden - Getting Past Your Success Hangover to Your Amazing Next - Ep #214
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Today's guest has deep experience in all things dentistry. Perrin DesPortes helps dentists build group practices, bring associates and executives into the ownership of their practices, and assist in the transition process. If you’re moving towards a transition with your practice, then be sure to tune in.
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Achieving Financial Freedom in Dentistry - David Phelps - Ep 479 Is It the Time to Sell or Not? - Brannon Moncrief - Ep 477 Embracing Change and Building Resilience ... - Dustin Burleson - Ep 472
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Bob Lachance is someone I’ve known for many years through various masterminds, and he joins me on the show today to talk about how you can better leverage your time by using the skills and talents of other people. If you're interested in using virtual and executive assistants to buy back your time and create an effective team, don't miss this episode!
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy: Ep #466
Clockworking Your Business – Mike Michalowicz: Ep #395
Profit First - A Better Way to Build Your Financial Future - Mike Michalowicz: Ep #224

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Have you hit that point in your career and practice where you’re wondering what’s next? Daniel Sage joins me on the show today to share his evolution from clinical practice to exiting the practice and figuring out what’s next for him. He sheds light on his experience selling his practice, going through Freedom Founders, and understanding the options and passions that contributed to his “next.”
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Burt Copeland - Why You Need a CFO (Part 1) - Ep #482 Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372 Lance Pederson – Trust But Verify: The Key To Due Diligence - Ep #330
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we're discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for investing.
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Burt Copeland - Why You Need a CFO (Part 1) - Ep #482 Darlene Fizgerald Root – It's All Good Until It Isn't – The Due Diligence That Most Investors Fail To Do - Ep #372 Lance Pederson – Trust But Verify: The Key To Due Diligence - Ep #330
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

This week, you’ll be hearing a great conversation that I had with a person who is not only a friend, but has also been an incredible business mentor to me and many others. Burt Copeland is the founder of New Life CFO, and he joins the show to talk about what a CFO is, how he became one, and what a CFO can do for your business.
Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:
Changing The Business and Investment Models – Adapt or Lose Money – Dr. David Phelps: Ep #480 Clockworking Your Business – Mike Michalowicz: Ep #395 Running the Numbers to Support Your Business Vision – Jake Conway: Ep #390
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Schedule a Call with My Team:
If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.
2. Become a Full-Cycle Investor:
There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.
3. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.