Podcast Episode #566: Partnerships, Practice Deals, and Pursuing Adventure - Freedom Through Relationships - Jose Vicens
Episode #566: Dentist Freedom Blueprint Podcast
Partnerships, Practice Deals, and Pursuing Adventure - Freedom Through Relationships - Jose Vicens
What if you stopped building your practice around your work—and started building it around your life? In this episode, Dr. David Phelps sits down with orthodontist and adventurer Dr. Jose Vicens, a Freedom Founders member who has scaled three thriving practices without sacrificing the bold, meaningful experiences that define a life well lived.
Jose shares how intentional partnerships, smart deal structures, and relentless clarity around personal priorities have allowed him to grow, transition, and build wealth—while still saying yes to once-in-a-lifetime adventures like a 54-day expedition to the world’s most remote island. This powerful conversation reveals how to design a practice that funds freedom instead of consuming it—and why the real ROI is time, optionality, and the courage to live fully now.
Minute Markers:
00:00 – Intro
01:23 – Meet Dr. Jose Vicens
03:27 – Building multiple successful practices from scratch
07:18 – Partnership lessons: structuring buy-ins and avoiding pitfalls
10:42 – The power of relationships and the network effect in dentistry
17:23 – Drafting win-win partnership agreements that last
22:05 – Re-thinking exit strategy: why keeping equity can mean more freedom
27:08 – Designing life around travel and experiences, not work
28:37 – Journey to Bouvet Island: 54 days to the world’s remotest place
32:14 – “Die With Zero”: living fully now instead of waiting for someday
Featured on the Show:
Jose Vicens: Website | Facebook | Instagram
Book: Die With Zero by Bill Perkins
Download the Exit Strategy Playbook
Schedule your Freedom Founders discovery call
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) :
In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.
Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.
Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.
Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.
1. 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. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.
2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
4. Want to Work Directly with Me?
If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.