The Dentist Freedom Blueprint Podcast

Brannon Moncrief, CEO of McLerran & Associates and expert in DSO transactions, is back for another episode. Today he sheds light on how he helps doctors who want to sell and how his work is similar to what Freedom Founders does in the real estate marketplace. Listen in to hear Brannon's insight into the current DSO and private equity situations, as well as what to look out for in the coming months...

Welcome back to the second half of my conversation with Anna Kelley. Last week, we talked about how she and her family achieved financial freedom. (If you missed it, be sure to go back and listen to that conversation.) This time, we will be diving into the current market, the economy, real estate, and what we're looking for in terms of opportunity as a recession becomes more likely. Check out the...

Anna Kelley joins the show today to dive into the world of wealth-building, sharing her journey from the corporate world to achieving financial freedom. In this episode, she talks about the importance of mindset and discipline in the wealth-building process, emphasizing the value of perseverance and hard work—especially during the early years. Check out the show notes for more information! P.S. Wh...

In this episode, you will hear why I started Freedom Founders and how it has evolved into the premier community for financial freedom for dentists. After a major wake-up call shook me out of my routine and into a place of growth, learning, and planning, I transformed my life and learned how to repurpose what I did to help other people transform theirs. Listen in to hear how I started out in real e...

Becoming a proficient medical professional leaves  little time to figure out the financial side of things . With the abundance of propaganda and misinformation in the healthcare professions today, I thought it worthwhile to dig into "8 Reasons Doctors Suck at Money" by Jim Dahle of the White Coat Investor. From lack of financial training to lifestyle creep and time management, you'll learn key pri...

It can be confusing and frustrating trying to figure out how to plan a successful path to reach future goals, but my long-time friend and colleague in orthodontics, Dustin Burleson, joins the show again today to tackle this topic for us. Dustin covers decision-making, action-taking, and doing all of this in a way that considers the long game—even in a fast-paced world. Rather than continuously pus...

Today we are joined by Dr. Steffany Mohan, a significant contributor to the dental audience with incredible insight to share after her shift from practitioner to multi-practice ownership. Listen in as Dr. Steffany discusses her career path and what it takes to succeed as an entrepreneur in the ever-shifting dental arena. Check out the show notes for more information! P.S. Whenever you're ready, he...

What happens after you've sunk loads of money and time into something that no longer feels right? Today I'm going to continue the conversation I started last week about how I would do things differently, but this time, I'll go more into what it looks like when you're deep into your business or career path and what to do now that you are where you are, for better or for worse. Listen in to learn ho...

What would you do differently if you could go back in time and redo your life? I get asked this question all the time, and in this episode, I'm going to share my answer. For those who want to know what to pass on to their kids or mentees—and for the younger generations—listen in to learn what I would tell my younger self. Check out the show notes for more information! P.S. Whenever you're ready, h...

This week, I'll be treating you to a special conversation I had with my longtime friend, colleague, and mentor in the real estate space, Eddie Speed. Eddie began his real estate career back in 1980 and has a great understanding of not only real estate, but also the markets and getting funding. Listen in to hear about the changes that have taken place in the last few decades and how to navigate wha...

Today you'll get to hear the second part of my conversation with Dr. Mike Abernathy. (If you missed last week's episode, be sure to go back and listen to the first part of the conversation.) This time, we'll focus on financial independence, investing outside of your practice, legacy, community support, and so much more. Check out the show notes for more information! P.S. Whenever you're ready, her...

The world is changing rapidly, but I think there are some ideas and concepts that stay constant throughout the years. Over the next two weeks, I'm going to treat you to a great conversation that I had with my good friend Dr. Mike Abernathy. You will hear about some of our experiences as our practices evolved over time, the successes and failures, and the biggest things we've learned along the way....

Many of us may dream of being able to take our foot off the pedal in our practice and put energy into something else. In this week's podcast, you'll hear about the overall mindset and the provocations that a particular doctor took when he exited his practice early in life. Listen in to hear how he executed his transition, built the right team, and invested in the right infrastructure to set his pr...

The exit model is changing rapidly and there are a lot of moving parts to be aware of when you're planning a practice transition. On this podcast, I'm going to share a conversation I had with Alastair Macdonald that happened in a small group setting where we addressed the conundrum about the DSO and private equity exit options. Check out the show notes for more information! P.S. Whenever you're re...

It's important to look back on the past year in order to move forward effectively. That's why in this episode, I'll be monologuing again to go over the big picture and provide insight and reflection on 2023. Listen in to hear how you can also reflect, prepare, plan, and build an incredible life—even amid volatility. Check out the show notes for more information! P.S. Whenever you're ready, here ar...

At the end of the year, it is so important to take a step back to gain not only some perspective, but also gratitude for your life. In today's podcast, I'm going solo and sharing a bit of an end-of-year monologue that will include my own perspective on the last year, the year to come, and what gratitude looks like amidst all of the challenges and worries. Check out the show notes for more informat...

Today on the podcast, you'll get to listen in to another live conversation that I had at a recent Freedom Founder's event. Chris Litzler is the Senior Vice President of Capital Markets for Marcus and Millichap, and is a stand-out in his knowledge of the commercial real estate space. As we witness the massive upheavals in the commercial market, Chris is here to provide insight into the capital mark...

Today I'm sharing a live conversation that I had at a recent Freedom Founder's event with Ted Oakley, founder and managing partner of Oxbow Advisors in Austin, Texas. With his incredible understanding and ability to grasp the larger economic picture, Ted shares tips on how to set your priorities in order to remain fulfilled. You will also get to hear insight and wisdom from Ted's four-plus decades...

It's time for every one of you to start taking more control over your financial future. Abdicating important decisions to Wall Street or any single money manager is not going to be the plan that gets you where you want to go. In this episode, you will hear a part of a Dental Nachos webinar with Paul Goodman, where we discuss the role of a financial advisor and shed light on the areas where you may...

For this week's episode, I'm sharing the second half of a recent conversation I had with Austin Hair of Leader's Real Estate. (If you missed the first part of the conversation, make sure to check out last week's episode.) Today, we dig into the major threats facing 401(k)s and what a future without them looks like. Check out the show notes for more information! P.S. Whenever you're ready, here are...

Today on the podcast, I'm going to share a conversation that I recently had with Austin Hair, managing partner of Leader's Real Estate. Leader's Real Estate helps healthcare partners, providers, and operations with their commercial real estate needs. In the first part of this two-part conversation, you will hear about my freedom way and how crisis became my path to freedom in my 40s. Check out the...

A lot of people know that I've made my way through life by building recurring income through real estate investment. In this episode, I'll share my own story of navigating real estate investing over the years and the importance of having the right mix of investment education and career or profession. You will hear about what worked really well for me (and hundreds of others) to orchestrate financi...

From time to time, I feel the need to go hard on a subject that I feel convicted about, and this is one of those episodes. It will be just me today, talking about market cycles, trends, fads, and how there are dangers that lie within these that affect your investing opportunities going forward. I'll dive into this to talk specifically about how it may affect your practice transitions and what you...

This episode is the second part of a conversation I started last week with Perrin DesPortes. (If you missed last week, be sure to go back and listen as we chatted about the different considerations one needs to make in terms of your pathway, your business model, and your potential exit plan.) In this episode, we will be following up with the backend of all of this, covering the effects of the risi...

For the next two weeks, I will be sharing a conversation I had with my friend Perrin DesPortes about practice transitions and group practice. In this first half of our conversation, we go over the state of the industry, DSO mania, the changes going on in the marketplace, and where doctors need to be looking to set up a successful game plan and path forward. You'll hear about the changes in opportu...