Dr. Victoria Peterson, co-founder and CEO of the Productive Dentist Academy, and host of the Investment Grade Practice Podcast, joins us to discuss running a dental practice worth selling, practice management, and best practices for high-performing dental practitioners. Victoria shares her unconventional path from a high school dropout in rural Georgia to a leading dental entrepreneur. She challenges the conventional wisdom that exit planning is only for those nearing retirement and how it should be a core business strategy from day one.

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

1. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner
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.

Are you constantly overwhelmed by your workload or feel like your business is controlling your life? Then this episode is for you! Trevor Mauch, Founder of Carrot, a lead generation system for Real Estate investors and agents, explores the challenges entrepreneurs, particularly dentists and business owners, face when trying to break free from the overwhelming demands of their work. Trevor walk us through a framework for understanding transformation, how success often leads to complacency or "default mode," which, if left unchecked, leads to frustration, drift, and ultimately failure.

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

1. Ep #523 - Perrin DesPortes – Creating a Business That Runs Itself – The Truly Successful Business Owner
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.

In today's rapidly evolving business landscape, reinvention is essential for long-term success. Perrin DesPortes, Founder of The Next Level Executive, and co-founder of two other successful businesses, explores the evolving landscape of entrepreneurship and leadership, draws from his experience as a general manager and his entrepreneurial ventures, he discusses the necessity of strong leadership, strategic decision-making, and mentorship in building sustainable, profitable businesses, and more!

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

1. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
2. Ep #515 - Marty Fort – Effective Marketing Equals More Profit For Less Effort – 95% of Businesses Don’t Do This
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.

Today, I'm joined by Dr. Mauricio Dardano, co-founder and senior managing partner of MB2 Dental. Mauricio shares his journey from working as an associate dentist to helping build a thriving dental partnership organization. With MB2 Dental, he helped create a model that combines the resources, shared services, and scalability of a larger organization while preserving the autonomy of individual dentists. Tune in for the two key things associates think about before becoming a dental practice owner and why scaling more dental practices can be challenging for a solo practitioner!

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

1. Ep #519 - JM Ryerson – Leadership that Creates Growth, Profit and Results
2. Ep #510 - Brannon Moncrief – Planning for Your Practice Exit – What You Need to Know 
3. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur 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. 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.

Mathew Sorensen, CEO of Directed IRA and a leading authority on self-directed retirement accounts, shares insights on how investors can take control of their financial future. In this episode, we will dive into how the affluent prioritize control, tangible assets, and diverse income streams to build and preserve their wealth outside Wall Street. Mat explains how self-directing your retirement accounts empowers you to invest in alternative assets and provides greater flexibility and potentially higher returns. Be sure to check it out!

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

1. Ep #520 - Mark Lane – From $40K to $400K – Gaining More Money and Time with Real Estate
2. Ep #517 - Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors
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.

I'm joined today by Mark Lane, founder and owner of Lane Investments, LLC, a former factory worker turned real estate investor, shares his story of breaking free from a dead end, exhausting career, to build a life of financial independence and freedom. Mark talks about how as he envisioned a better future for his daughter, it became his key pivotal moment and propelled him to explore real estate as a path to better financial security. Mark's story also underscores the value of resilience, adapting to challenges like an unexpected health crisis, and maintaining focus on what truly matters. Give it a listen!

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

1. Ep #514 - Kim Kiyosaki – How to Think For Yourself and Learn to Invest
2. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
3. Ep #507 - Anna Kelley – Building Financial Security and Freedom – Business vs Employee vs Investing

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.

How would you describe a good leader? Confident, charismatic? Vulnerable? A risk taker, an excellent communicator, a servant? JM Ryerson, best-selling author and CEO of Let's Go Win, joins me today to discuss principles and strategies on how to lead effectively, authentically, and with greater success in business and personal relationships

JM teaches entrepreneurial wisdom to double growth and profit, but he also inspires others in a way that excites them to try new things with honesty, vulnerability and service. Give it a listen!

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

1. Ep #513 - Patrick Precourt - True Transformation and How Comfort Becomes a Crutch
2. Ep #501 - Laura Schwindt and Karen Tindall - A Balanced Life and Practice – More Joy Equals More Productivity

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.

Resilience and adaptability are key traits for success in real estate. Today, I am joined by Mathew Owens, CPA and Owner of OCG Properties and OCG Capital. We discuss the transition from active income to passive income for long-term security.

Mathew shares his personal journey of rebounding from a 50k loss to making a 70k profit and the importance of learning from challenges such as contractor fraud and market downturns. Listen in to hear about what due diligence is necessary, the insight active real estate investing can offer, and more!

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

1. Ep #517 - Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors
2. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
3. Ep #505 - Jeff Watson – How and Why You Should Loan Money in Real Estate

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, we're diving into some niche real estate markets, then broadening out to the general real estate market and the overall economy. I spoke with Austin Hair, a former professional wakeboarder now a real estate operator and managing partner of Leaders Real Estate.

In this episode, we discuss how Austin uses demographic and competition analysis, particularly in the healthcare sector, to look for acquisitions and opportunities for both healthcare providers looking for new locations and investors. Listen in to learn why healthcare real estate is a resilient investment class, the benefits of long-term asset holding, wedding venues as a niche opportunity, mitigating risks via relationships, and the potential for a recession soon.

Check out the show notes for more information!

 

Time Codes:

03:21 Austin's transition from wakeboarder to entrepreneur to real estate operator

 

06:57 How to use demographics and competition data to find new business locations

 

10:19 Why Austin focuses on multitenant properties.

 

14:12 What kinds of business owners benefit the most from Austin's acquisition analysis.

 

16:18 The real estate market ahead and how much the economy and interest rates actually affect investors.

 

23:59 Pursuing opportunity while mitigating downside risk.

 

25:00 Wedding venues as a niche real estate asset.

 

27:30 How Austin works with investors and his favorite asset holding period.

 

29:46 Don't do all the investment or business research yourself. 

 

30:56 Recession potential - How much risk should you take today?

 

 

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

1. Ep #514 - Kim Kiyosaki - How to Think For Yourself and Learn 
2. Ep #512 - Andrew McDannels - Protecting Your Wealth - Fiat Currency, Tangible Assets, and Commodities
3. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur and Real Estate Investor Mindset

 

Episode Links:

Austin's Company: Leaders Real Estate

Austin's Podcast: Helping Healthcare Scale

Download the free report: Becoming a Full-Cyle Investor

 

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.

A New Year's Eve Special where I reflect on 2024 in podcasting, preview conversations and lessons to come, the top 3 ways to work with me in 2025 and my thoughts on success and enjoyment for this next year. In gratitude and reflection, we realize how blessed we are and what we'd like to do next. I invite you to try it out and see how it affects your next year.

Time Codes: 0:26 - 2024 reflections and the benefits of podcasting. 2:36 - A preview of lessons from my conversations in 2025. 5:32 - The top 3 ways to connect and work with me. 8:24 - How to enjoy and create success in 2025.  

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

1. Ep #508 - Ben Glass – Time Management Principles and Strategies for Success and Enjoyment
2. Ep #501 - Laura Schwindt and Karen Tindall – A Balanced Life and Practice: More Joy Equals More Productivity
3. Ep #446 - Paul Goodman – Finding Joy and Happiness in a World of Complaint

Links from this episode:

1. Join my Catalyst Group: 4-week Online Real Estate Course
2. Order free copies of all my books.
3. Schedule your call with my team.

#reflection #podcasting #2025 #success #enjoyment #gratitude

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.