The Decade Play: Long-Game Investing in an Uncertain Market – Ep 13 Anna Kelley

Time Is Dry Powder - Ep17 Zach Hoskins

What if success isn’t about doing more—but creating more freedom? David Phelps sits down with Zach Hoskins, entrepreneur, COO, and leadership coach, to discuss designing a life around intentionality, family, gratitude, and the belief that time—not money—is your most valuable form of dry powder. This conversation challenges conventional hustle culture and offers a refreshing framework for building a life you've already won. Episode Links: Get David Phelps' Book: https://exitoptional.com [https://exitoptional.com] Connect with Zach Hoskins: LinkedIn: https://www.linkedin.com/in/zachhoskins [https://www.linkedin.com/in/zachhoskins] Instagram: https://www.instagram.com/zachhoskins [https://www.instagram.com/zachhoskins] Facebook: https://www.facebook.com/zachhoskins [https://www.facebook.com/zachhoskins] X: https://x.com/zachhoskins [https://x.com/zachhoskins] Time Codes: 00:00 – Time Is Dry Powder 03:36 – Zach’s Military & Entrepreneurial Journey 05:30 – Designing a Compressed Workweek 11:15 – Fatherhood Changed Everything 14:47 – The Power of Free Time 16:55 – Money, Margin & Optionality 22:56 – If This Is As Good As It Gets 26:17 – The Five Freedoms Framework 29:11 – Purpose, Family & Unique Ability 30:18 – Advice for Young Entrepreneurs

Have You Built a Practice Too Valuable to Sell? - Ep16 Perrin DesPortes

How do You Build for Freedom Without Getting Trapped by Your Own Success? In this episode, Dr David Phelps sits down with Perrin DesPortes to unpack one of the most overlooked problems in dentistry today — the practice that's become too valuable for a clean, simple exit. If you've ever wondered how to transition your practice without taking a discount, handing it to a DSO, or getting trapped in a partnership that wasn't built to last — this conversation is for you. David and Perrin cover: * Why bank financing limits who can actually buy your practice — and what to do about it * The critical difference between a transaction and a transition * How to have the ownership conversation with associates before it's too late * Why agreement and alignment are not the same thing — and why confusing them could cost you everything * The profit sharing structure that rewards your partner without eroding your business * Why the emerging group practice space may be the biggest opportunity in dentistry right now The most expensive conversations in business are the ones you wait too long to have. This episode is the one that starts them. Episode Links: Connect with Perrin DesPortes: LinkedIn - https://linkedin.com/in/perrindesportes [https://linkedin.com/in/perrindesportes] Twitter - https://twitter.com/perrindesportes [https://twitter.com/perrindesportes] Get David's New Book - https://exitoptional.com [https://exitoptional.com] Episode Highlights: 00:00 Communication and Mentorship in Partnerships 01:33 Navigating Associate Relationships and Ownership Conversations 14:00 The Importance of Community in Business Ownership 18:40 Understanding Ownership Mindset in Young Associates 23:36 Navigating the Path to Partnership 28:19 The Complexity of Profit Sharing and Equity 33:58 Future Trends in Dentistry and Business Ownership 45:31 The Dream of Exiting a Business 46:12 Evaluating Readiness for Exit

The Fastest Learner Wins — And It’s Never Too Late to Start - Ep15 Daniel Louzanis

What if most of what we believe about education is wrong? In this episode, Daniel Louzonis—founder of The Einstein Blueprint, educator, entrepreneur, and former Wall Street trader—shares why traditional schooling leaves massive human potential untapped. From homeschooling and accelerated learning to entrepreneurship, screens, and social intelligence, Daniel explains how parents can help kids become self-driven learners prepared for the real world. Episode Links: Connect with Daniel Louzonis - https://www.einsteinblueprint.com/ [https://www.einsteinblueprint.com/] Get David's New Book - https://exitoptional.com [https://exitoptional.com] Time Codes: 00:00 – Why Traditional Education Is Failing Kids 03:01 – How His Son Went From Counting to Algebra 09:43 – Hard Work vs Talent & “DNA” 15:55 – The Biggest Mistakes Parents Make 20:05 – Why He Chose Homeschooling 25:28 – The Most Important Non-Academic Skills 29:26 – Raising Entrepreneurial, Independent Kids 33:12 – Building The Einstein Blueprint Academy 36:05 – The Future of Education & Mentorship 38:04 – Exit Optional Playbook

Thinking In Chaos: Military Decision Models For Leadership & Life - Ep 14 Schuyler Williamson

What if the key to better leadership isn’t reacting faster—but thinking deeper? In this episode, Schuyler Williamson—West Point graduate, Army combat veteran, entrepreneur, and author of The Steady Leader—shares how military leadership principles, intentional thinking, and faith-driven purpose shaped both his business journey and his life. This conversation is packed with practical wisdom on leadership, decision-making, influence, and building businesses that truly serve people. Episode Links: Schuyler's Official Website - https://www.schuylerwilliamson.com/ [https://www.schuylerwilliamson.com/] Schuyler's LinkedIn - https://www.linkedin.com/in/schuylerwilliamson/ [https://www.linkedin.com/in/schuylerwilliamson/] Get David's New Book - https://exitoptional.com/ [https://exitoptional.com/] Time Codes: 00:00 – The Solution to Chaos Is Clarity 00:48 – Why Leaders Must Think First 01:06 – Choosing West Point Over Sports 05:20 – The Conversation That Changed His Life 07:48 – Why He Chose Business School 09:52 – Optionality & Living Below Your Means 10:59 – Desperation Destroys Decision-Making 12:13 – Military Planning for Business & Life 15:43 – Why Most People React Too Fast 16:08 – Entrepreneurs Get Bored Too Easily 17:50 – Can Leadership Be Trained? 20:44 – The Difference Between Responding & Reacting 22:51 – Teaching Leaders to Ask Better Questions 24:06 – Leadership, Trust & Team Buy-In 29:33 – The Biggest Leadership Mistakes 33:36 – Praying for Influence Instead of Success 40:12 – The Mission Behind Laundry Love 43:57 – How Laundry Love Serves Families 48:09 – What He’d Build If Money Didn’t Matter 49:31 – Where to Connect with Schuyler

The Decade Play: Long-Game Investing in an Uncertain Market – Ep 13 Anna Kelley

Most investors think they understand risk—until the cycle turns. In this episode, Anna Kelley—real estate operator, LP, and former institutional investor—breaks down why today’s economy is more fragile than it looks. From liquidity cycles to debt risk and market illusions, Anna shares what she’s watching closely and how disciplined investors can navigate uncertainty without getting caught in the next downturn. Episode Links: Anna Kelly's Website: https://annakelleyinvesting.com/ [https://annakelleyinvesting.com/] Get My New Book: https://exitoptional.com [https://exitoptional.com] Time Codes: 00:00 – Signal vs Noise in Today’s Economy 00:32 – Why Smart Investors Must Be More Careful 02:59 – The Liquidity Cycle Explained 06:30 – Why Refinancing Risk Is Rising 10:16 – Private Credit: The Hidden Threat 11:55 – Are We Still Early in the Downturn? 13:33 – Real Estate Repricing Reality 17:51 – Capital Calls & Investor Pain 20:20 – Why the Economy Isn’t Responding 22:05 – Could We Repeat the 1970s? 25:31 – The Fed, Inflation & Policy Risk 31:08 – The Reverse Wealth Effect Explained 36:44 – Why Investors Are Pulling Back 38:31 – Why Raising Capital Is So Hard Now 40:52 – What Makes a Deal Worth It Today 44:54 – Why Bigger Deals = Bigger Risk 47:51 – The Case for Simple, Long-Term Investing