The Freedom Founders Podcast - Practice Freedom For Dentists

Successful but no longer fulfilled? Have you considered burning the boats? Today, I sit down with longtime friend, coach, and full-throttle entrepreneur Jim Palmer. Jim shares how to redefine work on your own terms and how to confront your fear, identity, and the temptation to stay busy instead of making progress. This conversation offers a powerful framework for anyone approaching a transition—and wondering what's next. If you like this episode, here are more episodes we think you'll enjoy: Ep #574 - From Grief to $23M: Building a Dental Legacy Without Selling Out – Dr. Kelly Brown Ep #531 - Proactive Financial Planning and Embracing Life Transitions – Dr. Bill Jordan Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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 is real freedom after decades of building, grinding, and scaling. Today, I sit down with dentist and entrepreneurial leader Dr. Kelly Brown, whose journey spans nearly five decades—from hanging a shingle in a small Oklahoma town to building a multi-state dental organization rooted in mentorship, partnership, and purpose. Kelly shares the painful early lessons that forced him to stop blaming circumstances and start taking ownership, ultimately reshaping not just his business, but his entire life. If you like this episode, here are more episodes we think you'll enjoy: Ep #573 - The Fourth Turning Is Here: Navigating Crisis With Community And Capital – Neil Howe Ep #510 - Planning for Your Practice Exit – What You Need to Know – Brannon Moncrief Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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 are living through a historic turning point. I sit down with generational historian and economist Neil Howe, co-author of The Fourth Turning, to unpack what's actually happening beneath the surface of today's economic, political, and cultural instability. Rather than forecasting fear, Neil provides context—explaining why long periods of stability breed complacency, why trust in institutions breaks down, and why agency and community suddenly matter again during crisis eras. From inflation as a policy tool to the return of community, authority, and shared purpose, this conversation challenges listeners to stop outsourcing responsibility and start preparing intentionally. If you like this episode, here are more episodes we think you'll enjoy: Ep #572 - An Argument For DSOs – Compliance, Consolidation & the Future of Dental Practice – Brian Colao Ep #567 - Rewriting The American Dream in a Stagflation World – Dr. David Phelps Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Selling your practice can look like a financial win—and still feel like a personal loss if you choose the wrong partner. In this episode, Brian Colao, one of the earliest architects of the DSO legal framework, unpacks what most dentists misunderstand about consolidation, private equity, and the true risks hiding behind "fair value" offers. With nearly three decades advising DSOs and representing more than 780 dental organizations, Brian brings rare clarity to a space filled with noise, fear, and half-truths. If you like this episode, here are more episodes we think you'll enjoy: Ep #571 - When The Practice Doesn't Need You Anymore – Dr. Dylan & Kelsey Everett Ep #550 - Every Dentist Must Master Leadership, Exit Strategies and Burnout – Dr. John Meis Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Success can quietly hollow out what matters most. In this episode, Dr. Dylan Everett and his wife, Kelsey, share how seven-day workweeks and relentless pressure forced them to reset their definition of success. Instead of a quick fix, they deliberately rebuilt: merging practices, restructuring leadership, removing misaligned team members, and reclaiming time swallowed by obligation. Their story shows how stepping back from the chair and building a team that doesn't rely on the owner's constant presence enables growth without sacrificing family, margin, or life itself. If you like this episode, here are more episodes we think you'll enjoy: Ep #570 - Don't Quit. Lessons in Resilience, Reinvention, and Relentless Action – Tony Rubleski Ep #563 - Realigning Priorities is Non-Negotiable – Faith, Family, and Practice – Dr. Michael and Jennifer Kelly Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

The entrepreneurial journey can be one of the most rewarding paths—or the loneliest—depending on how you walk it. In this episode, David Phelps sits down with longtime friend, keynote speaker, and author Tony Rubleski to explore what it really takes to keep going when motivation fades and progress feels slow. Centered around Tony's new book, Don't Quit: 50 Lessons From the Pages and Stages of Life, this conversation unpacks why discipline, not inspiration, is what carries people through the hardest seasons. Together, David and Tony talk candidly about reinvention, forgiveness, gratitude, and the unseen struggles behind long-term success. From entrepreneurship myths and burnout to asking for more, following up, and managing regret, this episode is a powerful reminder that freedom is forged by showing up—especially on the days you don't feel like it. If you like this episode, here are more episodes we think you'll enjoy: Ep #569 - Reinventing Dental College Education: The High Point University Model – Dr Kevin Cain & Dr Muhammad Ali Shazib Ep #544 - Leadership Reimagined: Why Human Connection Still Wins – Tony Rubleski Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Dental education is overdue for disruption, and this episode shows how that disruption is happening and can benefit you. Dr. Kevin Cain and Dr. Muhammad Ali Shazib reveal how the Workman School of Dental Medicine is training dentists inside real practices, integrating business and clinical judgment from day one, and preparing graduates for ownership and leadership in a rapidly changing profession. This is a candid look at why the old model is failing and what the future of dentistry demands now. If you like this episode, here are more episodes we think you'll enjoy: Ep #566 - Partnerships, Practice Deals, and Pursuing Adventure – Freedom Through Relationships – Dr. Jose Vicens Ep #564 - The DSO Reckoning – What Every Doctor Needs to Know Before Selling Their Practice – Brannon Moncrief Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

They didn't chase an exit. They designed alignment.  Drs. Ed and Lisa Wentz built successful practices: Ed a 10-practice orthodontic group, and Lisa a highly intentional solo practice. But their transition out of practice required something different. A shared filter grounded in faith, family, and stewardship. What they reveal isn't a strategy. It's a mindset that protects marriages, teams, and purpose long after the deal closes. This conversation walks through how they navigated selling, honored their teams, and resisted the pressure to follow someone else's timeline. If you're wondering how to transition without drifting, burning out, or losing alignment, this episode is a guide. If you like this episode, here are more episodes we think you'll enjoy: Ep #566 - Partnerships, Practice Deals, and Pursuing Adventure – Freedom Through Relationships – Dr. Jose Vicens Ep #564 - The DSO Reckoning – What Every Doctor Needs to Know Before Selling Their Practice – Brannon Moncrief Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Economic Cycles Don't Decide Your Future. Your Strategy Does.  This episode was an internal update to my Freedom Founders community that may be helpful for you. I share how economic, cultural, and generational pressures are reshaping the marketplace, how inflation and debt dynamics are influencing opportunity, and the actions to consider to build a life that isn't just bigger—but better designed. If you're worried about the economy or unsure what step to take next, this episode will help you see more clearly and act with confidence, not anxiety. If you like this episode, here are more episodes we think you'll enjoy: Ep #566 - Partnerships, Practice Deals, and Pursuing Adventure – Freedom Through Relationships – Dr. Jose Vicens Ep #560 - The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David's Monopodcast Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

What if the life you want isn't something you retire into—but something you build now? In this conversation with orthodontist and adventurer Dr. Jose Vicens, we explore how he grew multiple thriving practices in Puerto Rico while intentionally carving out space for bold experiences, including a 54-day expedition to the most remote island on earth. Jose reveals how strategic partnerships, disciplined systems, and a commitment to living fully—not someday, but today—allowed him to design a business that supports a meaningful, adventurous, and deeply free life. If you like this episode, here are more episodes we think you'll enjoy: Ep #565 - You Need Discipline and Accountability – The Key To Lasting Freedom – Steven J. Anderson Ep #479 - Achieving Financial Freedom in Dentistry – Dr. David Phelps Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Most think freedom means doing whatever you want—but real freedom is built on discipline, responsibility, and timeless principles. In this Freedom Week episode, Dr. David Phelps and mentor Steven J. Anderson reveal the foundational habits that shape personal, financial, and generational freedom. If you like this episode, here are more episodes we think you'll enjoy: Ep #564 - The DSO Reckoning – What Every Doctor Needs to Know Before Selling Their Practice – Brannon Moncrief Ep #366 - Lessons From a Boy, His Father, and a Paper Route - Steven Anderson  Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

If you think selling to a DSO is still a "no-brainer," this episode will snap you awake. Brannon Moncrief unloads the truth about inflated valuations, duct-tape aggregators masquerading as platforms, and term-sheet fine print sharp enough to slice your future in half. This is a brutally clear roadmap for doctors who want freedom without walking into a trap—and the exact intel you need before signing anything with a dollar sign on it. If you like this episode, here are more episodes we think you'll enjoy: Ep #538 - Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies with Jake Conway Ep #499 - You Are More Than a Number – Selling Your Practice and Leaving Dentistry with David Porritt Check out the show notes for more information!   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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

In this deeply personal and faith-centered conversation, the Kellys share how intentional reflection, courageous restructuring, and the Freedom Founders blueprint helped them reclaim all five freedoms: financial, time, relationship, health, and purpose. Their journey reveals how "free for life" isn't a finish line but a transformation—one built on living below your means, aligning your marriage and mission, and choosing freedom over fear every single day. If you like this episode, here are more episodes we think you'll enjoy: Ep #562 - Stop Playing A Rigged Financial Game And Take Back Control Of Your Money – Anthony Faso and Cameron Christiansen Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David's Monopodcast Check out the show notes for more information!   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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Most people spend their lives working harder, saving longer, and praying Wall Street will take care of them. Anthony Faso and Cameron Christiansen—co-founders of Infinite Wealth Consultants—have lived that lie, seen it crumble, and replaced it with something far better. Today, they expose how conventional financial advice keeps professionals dependent and uncertain—and how the Infinite Banking Concept flips the entire system. Through tax-free growth, liquidity, and self-directed leverage, this approach lets you become your own banker and build assets that serve your timeline, not someone else's. If you like this episode, here are more episodes we think you'll enjoy: Ep #521 - Should I Self-Direct My IRAs? – Alternatives to the 401K and Traditional Investments – Mat Sorensen Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David's Monopodcast Check out the show notes for more information!   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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Two decades ago, Shaun McCloskey (visionary coach and founder of Leadership Boardroom) thought he had it all: A thriving real estate empire, 70-hour work weeks, and the external markers of success. Then he realized he was living his mentor's blueprint, not his own, trapped in a business that consumed his life. His 2007 wake-up call came when he discovered his "successful" mentor was miserable and had lost his family. Within 18 months, Shaun completely transformed using a simple framework he now teaches worldwide. This raw conversation will challenge everything you think you know about success, productivity, and what it really means to live life on your own terms. If you like this episode, here are more episodes we think you'll enjoy: Ep #552 – The Art of Entrepreneurship – Building Legacy and Focus – Ken Wimberly Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David's Monopodcast Check out the show notes for more information! 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

David warns that the next generation of wealth builders can't rely on speculation, paper appreciation, or passive abdication to Wall Street. Whether you're mid-career or nearing transition, this episode will help you reframe how you invest, protect your capital, and build durable freedom in an age of volatility. If you like this episode, here are more episodes we think you'll enjoy: Ep #559 – The True Endgame: Legacy, Leadership & Freedom – Bruce Baird Ep #533 – What They're Not Telling You About the Economy: The K Shaped Collapse – Dr. David Phelps, Jeremy Knauff Check out the show notes for more information! 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 your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice 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. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

Bruce opens up about his early years of debt, stress, and control—and how everything shifted when he learned to focus on people, not production. Through decades of practice ownership and entrepreneurship, he discovered that freedom isn't about early retirement—it's about creating the time and relationships that matter most. This is an inspiring conversation on abundance, collaboration, and building a practice—and a life—that truly outlives you. If you like this episode, here are more episodes we think you'll enjoy: Ep #558 – Holistic Dentistry – Living Well In Every Season of Life – Michelle Jorgensen Ep #412 – The Future of Dental Consolidation – Bruce Baird & David Porritt Check out the show notes for more information! 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 your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice 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. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

In this powerful episode, Michelle shares her journey from illness to advocacy, and how it sparked a mission to redefine dentistry around root-cause health, patient empowerment, and intentional living. Her story is a call to every doctor and patient who senses that "standard care" isn't enough—and is ready to step into a future where dentistry is not just about teeth, but total wellness. If you like this episode, here are more episodes we think you'll enjoy: Ep #557 – Building a Life by Design: From Dental Burnout to Lifestyle Freedom – Becky Steinbach & Schuyler Van Gorden Ep #411 – From Health to Wealth – How Adversity Becomes a North Star – Michelle Jorgensen Check out the show notes for more information! 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 your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice 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. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

What if you could hit pause on your career, sell everything, and rediscover what freedom really means? That's exactly what Drs. Rebecca Steinbach and Schuyler Van Gorden did. After years of burnout, nonstop staff turnover, and feeling trapped by their own success, they sold their practices, packed their bags, and spent a full year traveling through Central and South America—with no plans to return. If you like this episode, here are more episodes we think you'll enjoy: Ep #556 – Exposing Dental Embezzlement And Protecting Practice Owners – David Harris Ep #555 – From Burnout to Balance – Building a Freedom-Based Dental Practice – Dr. Paul Etchison Check out the show notes for more information! 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 your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice 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. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.

In this powerful episode, David Harris, founder and CEO of Prosperident, pulls back the curtain on the hidden epidemic of dental embezzlement. With over three decades of investigative experience, David shares the red flags every dentist must watch for, the systems that prevent theft before it starts, and the hard truths about why our trusting nature makes us vulnerable. Whether you're hiring your first team member or running a multimillion-dollar practice, this conversation is your wake-up call to put protective checks and balances in place—before it's too late. If you like this episode, here are more episodes we think you'll enjoy: Ep #555 – From Burnout to Balance – Building a Freedom-Based Dental Practice – Dr. Paul Etchison Ep #512 - Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities – Andrew McDannels Check out the show notes for more information! 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 your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice 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. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist 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.