Today we are diving deep into legacy and wealth planning with Dr. David Phelps. David is the founder of an amazing community organization called “freedom founders” which is dedicated to guiding dentists and other professional practice owners to Freedom and Certainty, utilizing to create passive cash flow through the use of alternative investments in real estate.
Three Things Listeners Will Take Away:
- Why do families fall victim to the “curse” of shirt sleeves to shirt sleeves within 3 generations?
- How to involve your children in legacy, wealth, and estate planning, and that included creating a truly deep connection.
- Creating the flexibility for not trading hours for dollars and learning the fundamentals of investing
The Freedom Founders Community is dedicated to guiding dentists and other professional practice owners to Freedom and Certainty. Freedom to once again return to practicing the way that brings joy or exiting from the profession and enjoying retirement under your terms and conditions, FREE from the worries of Wall Street and the Stock Market. Freedom Founders Members create freedom in life and practice through the creation of a practice not dependent on the owner practitioner, but one in which functions as a business that operates if you’re there or not. All the while assets are used to create passive cash flow through the use of alternative investments in real estate of various forms including Syndications, Single Family, Commercial, Debt and Note Purchase, and Financing and Real Estate Funds.
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