What happens when a successful endodontist redefines success—not by the size of his practice or his net worth, but by the depth of his relationships and the culture he creates? Today, Dr. Jerry (Gerald) Gray joins Dr. David Phelps to share his journey from burnout to transformation, and how coaching, family wake-up calls, and a renewed vision for leadership helped Jerry pivot from a transactional, high-performance mindset to a transformational purpose-driven life—one centered on values, trust, and impact.

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

1. Ep #531 - Dr. Bill Jordan – Proactive Financial Planning and Embracing Life Transitions
2. Ep #530 - Brad Chandler – Why Business Owners Need to Unlock Self-Love and Break Limiting Beliefs
3. Ep #529 - Dr. Peter Dinh – Unlocking Peak Performance – A Dentist’s Guide to Health, Productivity, and the Entrepreneurial Mindset

The Free For Life Masterclass - The catalyst for exponential success: https://freedomfounders.com/catalyst

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.

Want to know more about leadership, culture, and creating a business that thrives? Joining the show today is Dr. Matt VanderMolen. From starting his dental career in the Navy to building a top dental practice in Springfield, Illinois, Matt talks about why your team comes before the patient and the importance of defining a clear mission within your business. Dr. VanderMolen shares how his military background instilled a passion for structured advancement and people development, and how it inspired him to create a five-level system to empower his dental staff. Give it a listen!

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 #529 - Dr. Peter Dinh – Unlocking Peak Performance – A Dentist’s Guide to Health, Productivity, and the Entrepreneurial Mindset
3. Ep #525 - Dr. Victoria Peterson – Investment Grade Practice – The Business Principles Every Dentist Needs to Succeed

The Free For Life Masterclass - The catalyst for exponential success: https://freedomfounders.com/catalyst

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.

What do dentists need to increase profitability in their business and create time freedom? Jake Conway, founder of Custom Practice Analytics, is back for an in-depth conversation on future-proofing businesses in an era of uncertainty. We dig into the financial stressors facing dentists and entrepreneurs today and how knee-jerk decisions often compound the problem. Jake shares his battle-tested approach to key performance metrics, and also tackles one of the most misunderstood decisions practice owners face: whether to scale or sell.

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 #522 - Dr. Mauricio Dardano – An Inside Look At a Dentistry Consolidator – The Success of MB2 Dental

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.

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.