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Welcome to the Burleson Box podcast – your go-to resource for dentists and orthodontists seeking game-changing insights. Dive into compelling, evidence-backed guidance from renowned authors and experts who've shared their life's work in top-selling books. Join us alongside influential CEOs, CMOs, academic thought leaders, and savvy business investors as we unravel the intricacies of marketing, management, and leadership best practices. Uncover the impact of your decisions on all facets of yo ...
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Podcast for dentists – practice transformation and passive cash flow generation.
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Bob Sutton on The Friction Project: How Smart Leaders Make the Right Things Easier and the Wrong Things Harder
37:55
37:55
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Every organization is plagued by destructive friction—the forces that make it harder, more complicated, or downright impossible to get anything done. Yet some forms of friction are incredibly useful, and leaders who attempt to improve workplace efficiency often make things even worse. Drawing from seven years of hands-on research, The Friction Proj…
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Achieving Financial Freedom in Dentistry – Dr. David Phelps: Ep #479
25:55
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Today I want to share a critical—yet often overlooked—inflection point in career planning that impacts not just dentists, but professionals across various industries. It's about understanding how much capital you truly need to alleviate pressure and gain financial freedom. Whether you're at the start, middle, or end of your career, the challenge li…
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Shifting Perspective – From Building a Practice to Selling It – Rick and Cindy Ostler: Ep #478
27:57
27:57
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27:57
Today’s conversation is with Freedom Founders members Rick and Cindy Ostler, who have moved from a place of financial struggle to financial freedom. I like to have these chats from time to time because it is not only fun, but also sheds light on what has become my life's mission: to help other people on their path to financial freedom and leadershi…
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Is This the Time to Sell or Not? – Brannon Moncrief: Ep #477
29:42
29:42
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29:42
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…
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Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 2) - Anna Kelley: Ep #476
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21:20
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21:20
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 …
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Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1) - Anna Kelley: Ep #475
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31:07
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31:07
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. Chec…
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My Blueprint For Financial Freedom – Dr. David Phelps: Ep #474
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18:27
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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 the…
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Financial Freedom For Medical Professionals - Overcoming Bad Money Habits – Dr. David Phelps: Ep #473
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24:57
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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…
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Karyn Gordon on The Three Chairs: How Great Leaders Drive Communication, Performance, and Engagement
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36:00
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36:00
We all want to be great leaders who are confident, productive, and highly energized. But if you don’t learn foundational leadership skills, research shows you will face problems with communication, performance, engagement, and employee retention. The stakes are high. How can you quickly learn essential leadership skills? The Three Chairs provides a…
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Embracing Change and Building Resilience: How to Shape Better Decisions in a Fast-Changing World - Dustin Burleson: Ep #472
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24:56
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24:56
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 i…
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Elevating to Time Freedom - Dr. Steffany Mohan: Ep #471
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29:08
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29:08
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 fo…
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Career Paths and Financial Freedom – Dr. David Phelps: Ep #470
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17:32
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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 a…
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What I Would Do Differently: Wisdom from 50 Years of Pursuing Freedom – Dr. David Phelps: Ep #469
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23:07
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23:07
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 f…
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Coach Brook Cupps on Surrender the Outcome: The Path to an Impactful Life of Coaching, Leading, and Living
35:21
35:21
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35:21
Surrender The Outcome is a leadership fable that follows the progress of a longtime basketball coach, Mick, through his traditional, transactional approach to coaching to a new refreshing, impactful, and transformational approach to life. Along the way he receives great wisdom from those closest to him. Mick is your typical coach to start: focused …
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The Evolution of Real Estate and the Markets – Eddie Speed: Ep #468
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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 pla…
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Pursuing Freedom in a Dynamic & Fast-Changing World (Part 2) - Dr. Mike Abernathy: Ep #467
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27:23
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…
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Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) - Dr. Mike Abernathy: Ep #466
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41:38
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, a…
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Finding Freedom through Practice Evolution - Creating Margin Right Now, Without Waiting for a Mystical Someday – Alastair MacDonald: Ep #465
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19:11
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19:11
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 …
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John Bowe on I Have Something to Say: Mastering the Art of Public Speaking in an Age of Disconnection
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40:57
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Public speaking is difficult because you’ve never been taught the proper techniques. Fascinated by the possibility that speech training could foster the kind of psychological well-being more commonly sought through psychiatric treatment, and intrigued by the notion that words can serve as medicine, Bowe set out to discover the origins of speech tra…
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Canaries in the DSO Coal Mine - Analyzing Trends in the DSO and Private Equity Marketplaces – Alastair MacDonald: Ep #464
26:25
26:25
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26:25
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 n…
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Creating Your Own Economy in the Midst of Volatility in 2024 – David Phelps: Ep #463
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29:13
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29:13
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 mor…
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Shifting Perspectives, Finding Purpose, and the True Definition of Wealth – David Phelps: Ep #462
24:03
24:03
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24:03
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 w…
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The Credit Market Today and Its Impact on Real Estate - Chris Litzler: Ep #461
27:49
27:49
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27:49
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, Chri…
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Living with Legacy In Mind - Ted Oakley: Ep #460
28:26
28:26
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28:26
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 he…
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Karen Eber on The Perfect Story: How to Tell Stories that Inform, Influence, and Inspire
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50:55
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50:55
What makes a story perfect? How do you tell the perfect story for any occasion? Stories are a memorable and engaging way to differentiate yourself and build connections. They are integral to forming trust, creating new thinking, and even influencing decision-making. But it isn’t enough to tell a story. The way you tell a story makes a difference in…
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Is Your Financial Advisor Up to the Task?: The Dentist's Guide to Financial Freedom Without Wall Street – Paul Goodman: Ep #459
50:06
50:06
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50:06
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…
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A Future Without 401(k)s: The Major Threats Facing the Conventional Retirement Model – Austin Hair (Part 2): Ep #458
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17:45
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17:45
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…
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The Freedom Way: How Crisis Became My Path to Freedom in My 40s - Austin Hair (Part 1): Ep #457
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28:02
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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 …
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