Bigger is not Always Better Many dental colleagues feel pressure to measure success in a certain way – growth, production, number of…
Personal Finance
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- Personal FinanceFinancial Well-BeingWell-Being
The Curse of the High-Income Earner
by David Phelpsby David Phelps 9 minutes readWhat we focus on shows up in our results. As private practice owners, we focus on creating a business that revolves around…
- Personal FinanceWell-Being
Maintaining Your Freedom and Autonomy in the Volatile Decade Ahead – Are You Prepared?
by TPD Editorby TPD Editor 10 minutes readThe past two years have been a period like no other in our lifetime. The coronavirus pandemic upset a strong economy and…
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Question: “What is your personal goal for ROI in real estate? Do you measure that in annual cash on cash return OR…
- Personal FinanceWell-Being
Ask David: “Will defaults on rental properties hurt landlords?”
by David Phelpsby David Phelps 2 minutes readQuestion: Will defaults on rental properties hurt landlords? With the reported rates of defaults on rental property – let alone home mortgages…
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This was never part of the original plan…
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Question: David, can you explain how I can use my Roth IRA to purchase the back-end of a note at a large…
- Personal FinanceWell-Being
What Your Financial Advisor Isn’t Telling You
by David Phelpsby David Phelps 6 minutes readThe 4 Financial Mega-Trends Affecting Your Ability to Retire from Private Practice and Achieve Financial Freedom
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Question: I have recently terminated our office 401K plan (thanks for your guidance) and rolled the cash assets that belong to my…
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Stand in front of a mirror and ask yourself, “What would I be doing right now if I wasn’t afraid, risk-averse, bored,…
