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Heidi Mount – It All Starts With Your Team and Your Leadership
Podcast Episode #204: Heidi Mount – It All Starts With Your Team and Your LeadershipEpisode #204: Dentist Freedom Blueprint PodcastHeidi Mount – It All Starts With Your Team and Your LeadershipPeople often seem not to value their teeth, but in reality, this has a lot to do with how well their...  Read More
Mistakes to Avoid When Buying A Small Practice
Dentists learn an awful lot at dental school, but they don’t learn much about business. In this blog post I want to go over some of the benefits of owning your own practice and the mistakes to avoid as you look into it. Dentists who own their own practice experience benefits that a regular dentist...  Read More
Paul Moore – How to Lose Money
Podcast Episode #203: Paul Moore – How to Lose MoneyEpisode #203: Dentist Freedom Blueprint PodcastPaul Moore – How to Lose MoneyLearning from mistakes and living with faith, generosity, and purpose is a big part of Paul Moore’s life, and he has found ways to mesh this mission with business. In...  Read More
Veena Jetti – Understanding Real Estate Investment Syndications for the Passive Investor
Podcast Episode #202: Veena Jetti – Understanding Real Estate Investment Syndications for the Passive InvestorEpisode #202: Dentist Freedom Blueprint PodcastVeena Jetti – Understanding Real Estate Investment Syndications for the Passive InvestorAt the end of the day, everything has some amount of...  Read More
Steve Parker Podcast – Creating the Mindset of the Entrepreneur
Podcast Episode #201: Steve Parker Podcast – Creating the Mindset of the EntrepreneurEpisode #201: Dentist Freedom Blueprint PodcastSteve Parker Podcast – Creating the Mindset of the EntrepreneurMany dentists go through school thinking that’s the hardest part—until they get hit by the reality of...  Read More
Thomas Blackwell – The Power of Our Words – Living a Life by Design
Podcast Episode #200: Thomas Blackwell – The Power of Our Words – Living a Life by DesignEpisode #200: Dentist Freedom Blueprint PodcastThomas Blackwell – The Power of Our Words – Living a Life by DesignOur doubts and limiting beliefs hold all of us back in different ways, but simply changing the...  Read More
Tom Berry – The Risk of Freedom and Legacy
Podcast Episode #199: Tom Berry – The Risk of Freedom and LegacyEpisode #199: Dentist Freedom Blueprint PodcastTom Berry – The Risk of Freedom and Legacy What would you be willing to sacrifice to gain success? Are you willing to take risks and break away from ‘normal’ to live a unique and...  Read More
Tim Brockman – Is a 401K Always the Best Financial Vehicle?
Podcast Episode #197: Tim Brockman – Is a 401K Always the Best Financial Vehicle? Episode #197: Dentist Freedom Blueprint PodcastTim Brockman – Is a 401K Always the Best Financial Vehicle? Tim Brockman is a financial planner with Consolidated Planning who works with dentists across the country to...  Read More
Dr. Scott Leune – The Dental Whale
Podcast Episode #196: Dr. Scott Leune – The Dental Whale Episode #196: Dentist Freedom Blueprint PodcastDr. Scott Leune – The Dental WhaleToday’s guest is a true innovator in the field and has trailblazed through the industry to become the most subscribed-to person on , a groundbreaking company...  Read More
Tony Rubleski – Trailblazers
Podcast Episode #195: Tony Rubleski – TrailblazersEpisode #195: Dentist Freedom Blueprint PodcastTony Rubleski – TrailblazersWhen you want to get things done more effectively and blaze new and innovative trails through life, it’s important to look to the biggest achievers and find out what they do...  Read More
Greg Hughes – Hassle-free Real Estate Equity Investing
Podcast Episode #194: Greg Hughes – Hassle-free Real Estate Equity InvestingEpisode #194: Dentist Freedom Blueprint PodcastGreg Hughes – Hassle-free Real Estate Equity InvestingWhen it comes to managing real estate, things can get tricky, messy and time consuming so many people prefer a more...  Read More
Don't Buy FEAR!
“When emotion is high, logic is low.”I hope that you are not paying too much attention to the markets lately, but it’s when the markets are bumpy posts like the one below begin to pop-up. I’m posting this because I will not stand for the idea of selling products based on preying on people’s fears....  Read More
Episode 8 - Reese Harper on Financial Planning (and more) for Dentists
The Dental Amigos were excited to host Reese Harper, who is the founder of and CEO of , a registered investment advisory firm that focuses exclusively on dentists and specialists. In this episode, Paul and Rob chat with Reese about the importance of occupational-specific consulting and the unique...  Read More
Chris Moriarity – The Psychology of Selling Value
Podcast Episode #193: Chris Moriarity – The Psychology of Selling ValueEpisode #193: Dentist Freedom Blueprint PodcastChris Moriarity – The Psychology of Selling ValueSomething that really frustrates dentists, doctors or business owners is trying to understand why clients and customers make the...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART IV: WHAT IS YOUR TIME WORTH?
Only you can determine if financial advice is worth paying for. The question you need to ask is what your time is worth? I use this rationale when evaluating almost everything in business and my personal life. Now, I wish I was the man’s man who was extremely handy and could fix anything. The truth...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART III: WHAT DO FINANCIAL ADVISORS DO?
“Why doesn’t everyone use Vanguard? In the last nine years, the market has returned over 11%.” That was the exact question and comment I received last week. The next comment, “My brother-in-law, got me 8% last year which is good, that’s what we wanted. I seem to pay him a lot though, and I’m not...  Read More
Wendy Sweet – Making Lemonade from Lemons
Podcast Episode #192: Wendy Sweet – Making Lemonade from LemonsEpisode #192: Dentist Freedom Blueprint PodcastWendy Sweet – Making Lemonade from LemonsExperience and connections are so important to succeeding in any area but in investing, it’s even more important. Wendy Sweet, an expert on...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART II: WHERE IS THE FOCUS?
Missed part one? Click .The next step in the conversation is structuring our discussion around what is the focal point. An essential part of finding advice that is additive to your net worth is someone that wants a relationship. You want someone that is talking with you, not at you. While this is...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART I: WHAT’S YOUR TITLE?
I am biased. I am a believer in the value of financial advice. The unfortunate part is there are advisors worth their weight in gold, but the majority of consumers don’t work with these advisors. Before you think I’m about to self-promote, I’m not. I plan to give you perspective and allow you to...  Read More
Todd Doobrow – The Retirement Gamble
Podcast Episode #191: Todd Doobrow – The Retirement GambleEpisode #191: Dentist Freedom Blueprint PodcastTodd Doobrow – The Retirement Gamble42% of Americans will die broke but most Americans have a different idea of how they will retire and spend the last part of their life comfortably. Todd...  Read More
Buck Joffrey – From Surgeon to Entrepreneurial Wealth and Freedom
Podcast Episode #190: Buck Joffrey – From Surgeon to Entrepreneurial Wealth and FreedomEpisode #190: Dentist Freedom Blueprint PodcastBuck Joffrey – From Surgeon to Entrepreneurial Wealth and FreedomConventional wisdom can be (surprisingly) frequently wrong and misleading. Buck Joffrey hops on the...  Read More
Coffee Talk: Utilizing the Qualified Business Income Tax Deduction
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals.Along with a lower corporate tax rate (21 percent), the Tax Cuts and Jobs Act of 2017 developed a Qualified Business...  Read More
Vicki McManus Peterson – Life is an Adventure with No Limits
Podcast Episode #189: Vicki McManus Peterson – Life is an Adventure with No LimitsEpisode #189: Dentist Freedom Blueprint PodcastVicki McManus Peterson – Life is an Adventure with No LimitsOriginally a reluctant recruit into dentistry, Vicki McManus Peterson is now an owner of multiple practices...  Read More
Chandler George and Matt Patterson – Business Growth Hacks
Podcast Episode #188: Chandler George and Matt Patterson – Business Growth HacksEpisode #188: Dentist Freedom Blueprint PodcastChandler George and Matt Patterson – Business Growth HacksMany of us are searching for ways to grow our businesses and our income streams. Two good friends join in on the...  Read More
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