Brian at NaviPath Wealth

05/26/2026

Still recovering from dragon boat race weekend 😂🚣‍♂️

This past week, I had the chance to sponsor and paddle with the Opalites team at the Asian Festival in Huntersville — and it was such a great experience.

One thing I loved about it… nobody wins alone in dragon boat racing. Everyone has to move together, trust the process, and stay aligned.

That’s true in business, relationships, finances, and honestly life in general.

Huge shoutout to Opal Dental and for putting together such an awesome team and community experience.

Already ready for next year 👊

05/06/2026

Great turnout already at the GBA Small Business Expo.

One of the best parts of events like this is getting to connect with other business owners who are building meaningful things in our community.

Had a chance to spend time with Keanu from alchemy_cowork and Angeliki from — both doing great work supporting entrepreneurs and helping people grow personally and professionally.

We’re here talking with business owners about more than just money.

Because building a successful business is important…
but building a life you actually enjoy matters too.

If you’re at the expo today, come say hey 👋☕

SmallBusiness FinancialPlanning WealthManagement NaviPathWealth Community Networking BusinessGrowth

04/29/2026

You can be successful on paper…
and still feel like something’s missing.

That’s the conversation I’ll be having at the
Gastonia Small Business Expo.

📍 May 6th | 3–6 PM
🎟 Free to attend

If you’ve ever thought:
“Is this really it?”

Come find me.

04/28/2026

Rick just released a new Market Commentary on market timing and why the data suggests it tends to work against long-term investors. It covers the psychology and probability behind selling and buying decisions, and what a more disciplined approach looks like.

Watch the latest Market Commentary:

3 likes, 1 comment. "Why Market Timing Doesn't Work: What the Data Really Shows"

04/02/2026

Rick just released a new Market Commentary on recent claims that the U.S. is insolvent and what that actually means for investors. It provides important context around government debt and why headlines may not reflect immediate risks.

Watch the latest Market Commentary:

A recent headline claims the U.S. has effectively become insolvent. In this commentary, Rick Wedell breaks down what that claim means and why the reality is ...

03/31/2026

Rick just released a new Market Commentary on rising geopolitical tensions, oil prices, and recent market volatility. He explains what is driving the uncertainty and how it may affect inflation and investor sentiment.

Watch the latest Market Commentary:

Markets have pulled back as geopolitical tensions rise, and oil prices move higher. In this update, Rick Wedell explains what is driving recent volatility a...

03/27/2026

Tax loss harvesting is a strategy that allows you to offset gains and reduce ordinary income. For dentists, it can help reduce taxable income while staying invested.

Learn more with the full episode of Oral Wealth: Prosperity in Practice.

Listen now: https://open.spotify.com/episode/0PW7eBpGzAxNAxwE9x0Gxv?si=fe7f101749f44f1b

03/27/2026

Choosing the right entity structure matters. Filing as an S Corp instead of an LLC can save dentists thousands in self-employment taxes once income grows.

Check out the full episode on YouTube: https://bit.ly/4qiaQ4v

03/25/2026

Cost segregation studies can unlock powerful tax savings for dentists who own their practice building. By accelerating depreciation, you can create significant upfront deductions and free up cash flow. A strategy worth knowing.

Check out the full conversation today: https://podcasts.apple.com/us/podcast/tax-planning-for-high-earners-smart-tax-strategies/id1822793444?i=1000744253644