Joining us today is Chris Litzler, Senior Managing Director at Marcus & Millichap, for an insider look at the current state of real estate capital markets. We dive into the world of refinancing and acquisition lending. With interest rates significantly higher than just a few years ago, most refinancing today is "involuntary." Listen in to hear Chris explain what passive investors should be looking for in real estate deals, the growing role of private credit funds, and more!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #534 - Russ Morgan – Becoming a Better Investor: What to Pay Attention to and What to Ignore
2. Ep #532 - David McAlvany – Recession and Reindustrialization: Investing Wisely in a Time of Transformation
3. Ep #527 - Marcus Crigler – Real Estate Investing and Profit Retention For 2025

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Are dentists missing a critical opportunity when it comes to investing in their own technology? Dr. Jeremy Krell, Managing Partner of Revere Partners (the first independent venture capital fund dedicated to oral health) brings his experience from years of building and exiting startups and clinical expertise, and makes a compelling case for why dentists should consider investing not only in their practices, but also in the very tools and technologies they already use!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #534 - Russ Morgan – Becoming a Better Investor: What to Pay Attention to and What to Ignore
2. Ep #529 - Dr. Peter Dinh – Unlocking Peak Performance – A Dentist’s Guide to Health, Productivity, and the Entrepreneurial Mindset

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Mark Drager has helped over 300 companies across 29 industries sharpen their brand positioning and marketing strategies, and he joins us to unpack hard-won lessons about entrepreneurship, branding, and navigating radical business shifts. Mark shares his journey from building a multimillion-dollar agency to confronting its potential collapse, and offers a transparent look at the emotional and operational toll of scaling too quickly. Check it out!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #530 - Brad Chandler – Why Business Owners Need to Unlock Self-Love and Break Limiting Beliefs
2. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Get Your Dentist Retirement Survival Guide:

The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Is traditional retirement keeping you trapped instead of setting you free? Joining us today is Russ Morgan, co-founder of Wealth Without Wall Street. Russ shares his powerful journey from certified financial planner, turned real estate investor, and reveals why traditional financial planning often leads to frustration, and not freedom. Russ dives into understanding your unique "Investor DNA," and building passive income streams that align with your strengths and goals rather than blindly following Wall Street narratives and conventional reliance on 401(k)s and IRAs. 

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #532 - David McAlvany – Recession and Reindustrialization: Investing Wisely in a Time of Transformation
2. Ep #518 - Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today’s Market

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Today, I'm sharing a recent and powerful conversation I had with Jeremy Knauff, a friend and public relations and marketing expert, unpacking the dramatic shifts underway in the global economy and how everyday Americans can prepare. In this conversation, we make sense of macroeconomic chaos, including inflation, tariffs, the demise of the dollar standard, and the risks of a debt-fueled financial system, as well as how it's important as Americans to increase our financial literacy, live within our means, invest in real assets (not just paper wealth), and build resilient networks in preparation for the volatile times ahead.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #532 - David McAlvany – Recession and Reindustrialization: Investing Wisely in a Time of Transformation
2. Ep #518 - Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today’s Market
3. Ep #512 - Andrew McDannels – Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

David McAlvany, CEO of McAlvany Financial Companies, joins us for a deep dive into today’s volatile economic environment. He shares his insights into the growing risks tied to overleveraged hedge funds, private equity, and private credit markets, which are increasingly unstable in the face of rising interest rates. We also discuss the need for active management, increased cash allocations, the importance of liquidity, and how time, not net worth, is the true measure of wealth. 

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #527 - Marcus Crigler – Real Estate Investing and Profit Retention For 2025
2. Ep #518 - Mathew Owens – Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today’s Market
3. Ep #512 - Andrew McDannels – Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Dr. Bill Jordan, an oral and maxillofacial surgeon, shares his unexpected and life-altering journey from a thriving practice to a sudden retirement due to a tremor in his hands that impacted his ability to perform surgery. Bill dives into the emotional toll of this unplanned exit and the urgent need to reevaluate his and his wife's financial readiness. What followed was a radical shift—from traditional wealth accumulation to intentional budgeting, financial resilience, and building passive income streams.

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #529 - Dr. Peter Dinh – Unlocking Peak Performance – A Dentist’s Guide to Health, Productivity, and the Entrepreneurial Mindset
2. Ep #528 - Dr. David Moffet – Financial Wisdom Before Retiring & The Ultimate Patient Experience

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Joining us today is my longtime friend, Brad Chandler, founder of LimitlessYou and a real estate guru. Though Brad has closed over 4,500 real estate transactions, the most significant turning point in his life didn't come from a deal but from a personal crisis—helping his son through anxiety. In doing so, it revealed Brad's own deeply buried limiting beliefs and a lack of self-love stemming from childhood experiences. And he shares how he broke the cycle through deep inner work and now dedicates his life to helping others rewire these false narratives!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #524 - Trevor Mauch – Escaping Frustration: How to Change Your Life and Business
2. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

If you want to optimize performance, you can't neglect your health. In this episode, I interview Dr. Peter Dinh, dentist, performance coach, and co-founder of the Gut Hormone Clinic, about his journey from unexplained burnout to optimized living. Peter shares how years of trying to better his performance failed until he addressed deeper health issues and how he tackled these root causes through functional medicine to regain energy, clarity, and motivation. Give it a listen!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #524 - Trevor Mauch – Escaping Frustration: How to Change Your Life and Business
2. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
3. Ep #513 - Patrick Precourt – True Transformation and How Comfort Becomes a Crutch

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

Joining the podcast today is, Dr. David Moffet, creator of The Ultimate Patient Experience, and a dental practice management and profitability expert. He shares his journey from running a highly profitable dental practice to selling it in 2007, and the steps that led to his transition into the coaching world. We also discusses his philosophy of practicing for longevity versus quick fixes, providing a great experience for your patients, and the power of networking with like-minded professionals!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep #526 - Brannon Moncrief – Dental Practice Transitions – DSO Trends, Seller Options and Best Practices
2. Ep #525 - Dr. Victoria Peterson – Investment Grade Practice – The Business Principles Every Dentist Needs to Succeed
3. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner

Check out the show notes for more information!

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):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.