Generational Wealth MD

The wealthy do a great job setting their kids up for financial independence early on but most of us are clueless - and NO - the school system unfortunately DOES NOT give them this core foundation.As parents, all of us would do anything to keep our kids from making the same avoidable mistakes we made. So our kids Aren't stuck in the hedonic cycle of trading their time for money Aren't sucked into soul crushing jobs where they don't have autonomyAren't relying on a salary for their financial security So they can experience time, geographic & legacy freedom before they hit mid life! So they can pursue their true passions because they are financially secure…If you want to learn how to get your kids EarningInvesting & Becoming millionaires All before they are 18 Join me as I dive deep into Income shifting - Kids go from being your biggest expense to your biggest deductionInvestment vehicles that are 10x better than their 529What the wealthy do to set their kids up for successGenerationalwealth Starts with you....⏰ Interested in registering for our In-Person Event this October? Join the Physician Freedom Summit, tickets on sale now! Learn More: https://www.generationalwealthmd.com/summit

If you have been struggling to Replace your clinical income through investments & slash your tax bill - but keeIf you have been struggling to Replace your clinical income through investments & slash your tax bill - but keep hearing stories of physicians like you doing just that- you're not alone! If you dream of Financial security but:  1. You never seem to be able to find the time2. Feel overwhelmed just thinking about investing outside the stock market3. Or lose steam quickly and have surrendered to working till you're 65 or olderI want you to know - IT'S NOT YOU! These other physicians have an unfair advantage because they are leveraging 3 key elements to 10x instead of hustling to 2x This is why: 1. Dr Kumar's cash flow from her portfolio exceeds her clinical income (and she spends less than 2 hours a week on her portfolio)2. Dr Moole was able to Shelter over 800k of clinical income from taxes in 1 year 3. Dr Rawal was able to go from 0 to partnering to manage over 29 Million in Assets in under 2 yearsLet's do the math on that ROI! It's because their 3 pronged approach allows them to 10x - not 2x their income outside of medicine with little effort - doing less! Let's face it: 2x ing takes more 1. Time 2. Hustle 3. And is Soul crushing … 10x is about LESSJoin me as I dive deep into 1. how these doctors get to  the 10x strategy - skipping the 2x part - By Doing Less2. the 3 key elements you are missing that allows others to make 10x jumps 3. The one decision that can allow you to make these quantum leapsSo enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

President Trump's tariff policy induced sell off threw the stock market into turmoil this month wiping over $10 trillion off major markets across the globe. And since then the market's been going crazy- there's real concern about global financial market instability & spiraling of the US economy.But while so many are fearful and sitting on the sidelines waiting it out in cash & what they consider SAFE HAVENS -  1. Their net worth may be eroding 2. Purchasing power will further erode as these proposed policies take effect if inflation spikes or interest rates drop 3. Pushing them further and further from their retirement goals But there's a better way to 1. stay prepared 2. Profit even in these uncertain times 3. And not REACT to the chaos but have an INVESTMENT STRATEGY that can weather the volatility Join me as I dive deep into: 1. The WHY behind Trumps tariff policy2. Its short & long term implications on markets 3. How smart investors can PROFIT  from the volatility & aftermath So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

With President Trump's Tariffs wreaking havoc on the stock market, there's a lot of uncertainty amid investors - Is this still a good time to invest in real estate? Can investing in real estate still help me lower my taxes? What other big changes to the tax code can I expect ?Join me and Thomas Castelli CPA as we dive deep into: 1. Tax optimization strategies in 2025 for real estate investors2. What's happening with 100% bonus depreciation? 3. Potential tax changes for 2025So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

I recently bought balloons at our local dollar store for my kids' birthday at double the cost they were selling for a few years ago. I'm sure many of you are feeling the pain at the pump and stores  - yet our salaries and savings have not doubled! Here's the nasty truth about inflation -1. President Trump's tariffs & policies are pro inflationary - so brace yourself 2. The inflation game has winners & losers. 3. Most of us lose the inflation game! We make very costly mistakes during high inflationary periods -  that set us back decades in our Financial freedom journeys.So in the 1980s when we had 14% Inflation, you needed your investments to have a 14% ROI to be breaking even!! Otherwise you're losing money Join me as Bronson Hill (General partner in over 2500 apartments) & I dive deep into 1. Why savers are losers! 2. What assets you are holding that may be worth less in the next few years3. What to do to win the inflation game & make you many fold richer in inflationary periods So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Last year Valerie & Zach had a Breakthrough year! Not only did they tie the knot ❤️- they also had a breakthrough year financially as they took massive action - They went from owning 0 real estate to • Joining the Fall cohort of our Real estate coaching program • becoming proud owners of a short term rental before the end of 2024 with raving guest reviews• that allows them to shelter clinical income from taxes. So, as you set goals & build your Massive Action plan for this year, I wanted to share with you their storyWatch the episode where they join me to talk about: • Steps they took to make 2024 their breakthrough year• Leverage tools they used along the way• What they wished they did differentlySo enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

My best friend is a Pediatrician - and a millionaire real estate investor (No surprise given that we talk every other day

Till 4 years ago- I was paying multiple six figures in taxes Most of you probably still do. And as you are looking to make this your year of financial Breakthrough - remember the easiest dollar you earn is the dollar you keep in your pocket If you remember step 6 from the 7 steps to a breakthrough Financial year - it was Leverage! That's what Tax sheltering strategies helped me do! Join me as I go over...  • The tax strategies my students and I have used to add momentum to our plans  • How Passive investors & full time physicians can also tap into this • Why 2025 & 2026 may be critical years to tap into these strategiesSo enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Worried about protecting your real estate empire from lawsuits?Over the years, I have seen so many of our members either Build their real estate portfolios, without the right legal structures to protect them.Get stuck worried about & figuring out asset protection - paralyzing them from taking action.Create elaborate entities for protection that they end up never using Watch as I am joined by Jeff Hampton - best-selling author, seasoned real estate investor and asset protection lawyer. We will be deep diving into:What real estate investors need to know about asset protection as they start their portfoliosHow to pivot as they scale locally or out of stateUnique aspects of Asset Protection for Short Term Rental owners!So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Last month I made a decision to make 2025 my breakthrough year and I solidified the decision by committing to a six figure mentorship program - to surround myself with 7 and 8 figure entrepreneurs! And as I begin mapping out my Breakthrough year with my coaches, I wanted to share with you Ray Dalio's (founder of the world's largest $196 Billion hedge fund) “Holy Grail” of investing principles and the 7 step process to implement this principle for your Breakthrough year. This is the same process I used in 2024 to boost my passive income by 50% & triple our Assets under management to  $375 Million.But till a few years ago, a new year would come - I was motivated, ready to take action, felt energized But when I looked back at the end of the year -  the needle hadn't moved much. I was still trapped in my W2 job and nowhere close to Financial Freedom So what changed? Watch the Replay as I go over: - Ray Dalio's “Holy Grail” of Investing - the same principle that helped me retire at 41 - 7 step process you can use to implement this principle and make this the year you take massive action - Levers you can use to gain momentum- Case studies of physicians like you using this principle to grow passive income & shelter clinical income from taxes I want you to make this your Breakthrough year for your Finances & passive income - and your health & relationships!Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Join the 10X your Freedom FREE Virtual 3-Day event: https://www.generationalwealthmd.com/event So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

If you are curious about:Physicians using real estate to pay $0 in taxesStrategies to save $$$ in taxes before the end of the year Join me and Nick Aiola as we dive deep into:Tax efficiencies of real estate investing for Passive & active investorsImpact of elections on tax policy, and real estate investingYear-end power tax strategies landlords should consider Nick leads Aiola CPA, a virtual CPA firm exclusively serving real estate investors, specializing in tax advisory, tax preparation, and accounting. Nick actively manages his own investment portfolio of rentals (LTR and STR), flips, and syndications, enhancing his tax advice with practical insights.

Worried your retirement account isn't growing fast enough?Frustrated because you have No money to invest in real estateBut Want higher returns, more diversification & stability in your portfolio? Then this podcast is just what you need! Join me on as I dive deep into Self Directed IRAs & Solo 401ks with Ramez Fakhoury of the IRA club Half the country has IRAs worth $14.6 trillion  but  only 4% use the money to invest out of the stock market forTax efficient Higher returns and to reduce portfolio volatility - which can have you RETIRING FASTER  with Millions more in your retirement nest egg You don't want to miss this! ✅ By using our unique link, the first year fees for the IRA Club Membership are waived providing you with a $200 value.

If you have heard of physicians investing in Short term rentals with 10% down Lending products and then turning around and pulling all that downpayment  out come tax time in tax savings -Come learn how! Responsible Leverage is a big part of a real estate investor's Wealth strategy. Listen as Jeff Chisum with Northpointe mortgage joins us to discuss:Financing alternatives like the 10% down second home loan, HELOCs & delayed financing to help you maximize leverage and scale faster Non- income based Loan products for those on a 1099 and those who have exceeded your DTI (Debt to Income ratio)Jeff is a Top 1% loan officer in the U.S, and specializes in 10% down loans as used for short term rentals! Come hear what's real, and what's a myth about the Second Home loan.Also if you are looking into Short Term Rentals, don't forget to download our FREE STR calculator so you know you are actually getting a good deal!

“I don't have enough money to get started in real estate” is something I hear over and over again - and it's often just a limiting belief. Because there are ways to get creative with real estate investing - where you can invest with less down - sometimes little to no money of your own. To make this more interesting, I'm going to go over multiple ways I would invest today if I were getting started and had Just $5K, $50K or $500KSo watch the replay as I give you examples of How you should think differently at each. So, enjoy and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

5 Tips to Invest in Real Estate in 20242024 has been a tricky year - everyone went from focusing on a Recession to predicting a soft landing, stock market volatility to interest rate cuts…And yet, if you have been on the sidelines, there's a way to position yourself strongly to invest in real estate and take advantage of opportunities in the next 12-24 months…Watch the replay of the episode where I talk about:Strategy - What to pay attention to & stay hyper focused on? Boosting returns (yes you can even in this market!)Minimizing Risk in risk your portfolio If you are ready to position yourself at the starting line of this upswing, there's a unique window of opportunity for forward thinking Real estate investors to move in early and reap rewards before rates start dropping and competition increases. So, enjoy and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

“What got you here won't get you there” - the challenges I had to overcome and mindset and strategy shifts that got me to six figures in Passive income could not get me to where I am today. This is true for everyone. But those who continue to grow do very similar things to foster growth. So join me  as I let you in on the Secrets to Scaling Billionaires use…So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

After a decade of earning close to half a million dollars as a radiologist - I only had $2000/ month in passive income. And if i continued doing what I was doing then, it would take me another 20 years to get to 10k/m in passive income from my portfolio. So how did I manage to change things around in a year?Listen to the replay as I talk about:Key shifts in StrategyHow I added Momentum See you there! So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Ever wonder why some people achieve 10x more than others in a short span of time - Build things that others think impossible in one lifetime?That's because the Uber successful Goal set differently! Watch the Episode Replay as I walk you through the: - My “aha” moment for Goal setting that shifted my trajectory- How I teach goal setting todaySo enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Many times I have heard physicians brush off Passive real estate investing because they think they can't tap into the tax efficiencies afforded by the IRS- unless they but nothing is farther from the truth …You can shelter 6 figures of income from taxes as a Passive investor while working full time in medicine ! You heard that right - YOU DON'T HAVE to:Self manage multiple Short Term rentals Spend over 750 hours a year in real estate  and finding properties, running complex underwriting, managing rehabs and tenants Work Part time in medicineListen to the podcast as we deep dive into Tax strategies to shelter Rental income, Capital Gains, Other passive income & Active income as a Passive investor The beauty of Lazy 1031s Pitfalls to look out for as a passive investor So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Do you hear about doctors paying $0 in taxes, but then they talk about cost segregation, bonus depreciation and your eyes glaze over? You're not alone!  Join us as we decode complex tax strategies with industry expert Kim Lochridge, a big-league tax expert for Fortune 500 and ultra high net worth individuals. We'll dive into: How Cost Segregation and Bonus Depreciation work Will 100% bonus depreciation come back?What to do when  bonus depreciation goes away - how you can still use Cost segregation to your benefit Don't miss out—tune and unlock secrets to maximizing tax benefits!Check out our latest deal, Villas at Sundance 252-unit, 2012 built Class A Core Plus asset 5.7% Fixed Rate | 18-22% ARR in the Austin- San Antonio hyper growth corridor and the best part is Every GW investor gets Reserve Class Preferred returns! https://www.generationalwealthmd.com/austin So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Have you been hearing stories about physicians, members of our coaching program who work full time & are sheltering over half a million dollars of clinical income from taxes in one year, generating six figures in revenue from a single property, but you're still stuck at : How do I pick the right Airbnb Market?Am I picking a profitable property?Is it even possible to manage a property from across the country?How do I go from property 1 to property 10 without burning out?Then join me and Avery Carl - author of Amazon's best-seller, "Short Term Rental, Long Term Wealth“ &  CEO of The Short-Term Shop, the country's TOP short-term rental agency who scaled real estate portfolio of over 220 doors in 5 years through strategic investingWe'll be talking about:Current STR market trendsAcquisition & marketing strategyRemote management & Scaling So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

Ever wonder how some physicians are buying profitable Short Term Rentals for 10% down in this interest rate environment and sheltering $$$ of clinical Income from taxes? If you're someone who:- Wants to learn how to invest with less money down so you can utilize leverage optimally- Are curious about using a second home loan for investing- Want to explore financing options for Short Term rentalsThen watch this informative replay of our podcast, where we go over the intricacies of Second Home loans for investing in STRs with Parker Borofsky, an experience loan officer with Movement Mortgage and STR investment expert, Saumya Kumar.So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

How I made my first million in Real estate: 2021 was the year I made my first million in real estate - It wasn't easy but it was simple! 90% of millionaires  in this country are through owning real estate - I am not special If you want to learn the: Strategies I used;Breakdown of actual numbers;& insights into how you can do the same in the current economic cycle.Let's get started!So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

3 Steps to Make Your Fortunes During the Upside of This DownturnIf the high interest rates and talk of recession has kept you on  the sidelines, and you are waiting to jump into the market when the timing is right, know that it's never that simple! Most humans are poor investors- our emotions invariably  get in the way. To really Participate in the upside of this downturn, you need to learn to Use market Psychology to your advantage!Join me as I talk about how you can train yourself to be Greedy when others are Fearful by Understanding Market Psychology Market Fundamentals Underwriting & Stress testing to MAKE YOUR RETURN ON THE BUY - Recessionary acquisitions.Spring is coming - let's get ready! So, enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

It's the beginning of a brand new year, new possibilities, fresh starts, and the perfect time to reset old patterns.If you're all revved up to take your finances to the next level in 2024, really work towards growing meaningful passive income and accelerating to financial freedom but...Don't know where to start? Are confused about your best next step?Are overwhelmed by the plethora of options out there..Join me as I go over:The 1 shift that will have the greatest impact on your passive income in 20245 steps to build your Financial Roadmap for 2024Honing in on your best NEXT STEP before the end of the month....

If you're venturing into passive real estate investing, it's hard to fight the temptation to invest like your friend who doubled his money in 18 months when he invested a few years ago, or to invest with someone you like!And there's nothing wrong with that inherently, except -“One size doesn't fit all.”Often we end up:❌ over diversifying to hedge our bets (thereby diluting returns & over-complicating our portfolio)❌ our investments end up out of alignment with our long-term visionJoin me as we deep dive into building your unique BUY BOX

Who says you have to wait till New Year's to make shifts that can be super rewarding? You have 30 more days in 2023 to take massive action! To get fit, to make smart investments, to save $$$ in taxes… If you're wondering what tax savings moves you could make between now and New Year's to: Legally Keep more of your money in your pockets (Because 1$ saved = 2$ earned) So you can invest it and let it grow (take advantage of the Time Value of Money) Join me as I deep dive into 5 strategies you can still take advantage of before the end of the year to reduce your 2023 tax burden. —

Thank you for your support & trust in us with another great quarter of investing in strong Real Estate Investing with me!

Inflation is in much better control, but with interest rates where they are, are you: - struggling to find cash flowing properties where the numbers still make sense? - Are you contemplating waiting on the sidelines till rates cool? Join me on as I go over the strategies our students have been using to: - Find cash flowing properties in this market

Ok so you have a plan- you have created your Investment Policy Statement, you are on track to retiring on your schedule. But are you sure you aren't sabotaging yourself with these common financial mistakes? Join me as I go over the most common mistakes that can jeopardize your Financial future: - Incorrect protection for yourself & your assets - Dead money- Incorrect asset allocation - Under or over re-balancing - Tax inefficiencies & other blunders in your financial plan that are super easy to fix

Ok so you have been good - you maxed out your 401, invested in a Target date fund, maybe even contributed to a back door Roth

Ever wonder how much all the extra shifts, second job & frugality are moving the needle? Are you really on track to retiring when you want to?What if I told you retirement was a game of numbers and in 15 minutes we could together figure out if you are saving enough for retirement and how long it will take you to get to retirement?Join me as we figure out your : - Financial Independence numbers, - actual ROI of your portfolio and - years to Financial Freedom Oh, and we have a super cool Retirement Calculator that we just upgraded - it will literally take you a minute to know where you stand!Link to our new Retirement Calculator: generationalwealthmd.com/fi

I don't usually talk about quick wins on this podcast, but in today's episode I'm excited to talk about 5 quick and easy steps you can take to significantly boost your passive income and get the most out of your portfolio.

When you think of physicians or other high-earning professionals, you instinctually assume that they have high net worths, right?

I'm sure you've all been told at one point or another not to put your eggs in one basket. And that's sound advice, but what if you really know the in's and out's of the basket?

Do you ever wonder how the real estate giants built their empires?

Are Infinite Returns Slowing You Down? Pros and Cons of BRRRR for Real Estate Investing The BRRRR strategy, also known as the infinite return strategy, is a popular method for investing in real estate. This approach involves purchasing a property with a 25% down payment, renovating it to increase its value, refinancing the property to pull out equity, and repeating the process with another property while renting out the original one. This system can lead to infinite returns since investors have withdrawn their initial investment. However, the other side of the coin is that the equity in the property is not maximized in terms of return potential. In this week's episode, I delve into the pros and cons of the BRRRR strategy for real estate investing. We explore the nuances of leaving equity tied up in a property and discuss advanced strategies that can help you achieve financial freedom faster. What happens when an investor realizes they've held onto a property for too long - Sell or Keep it? Tune in to find out! In this episode, we cover:

Guess what? Here's the good news! Real estate can still be incredibly rewarding, even without those advanced tax strategies. - HIDDEN TAX SAVINGS: How you're still saving a bunch on taxes as a real estate investor - let's learn strategies to maximize tax savings and keep more money in your pocket

From Hustle to 10k per hour: Pro Tips for Hands off Real Estate investing

Not sure how to be a successful real estate investor AND

Ever wonder how many properties you actually need to own to get to

If you have ever considered investing passively in Real Estate syndications but

If you have ever considered investing passively in Real Estate syndications but

If you have constantly been hearing your fellow physician investors talk about the TAX BENEFITS of investing in real estate and are curious about • what these benefits really are

If you are • looking for life changing cash flow & tax savings from one property• and are considering STRs but are getting cold feet

When you're fired up to start investing in real estate - but your spouse isn't, it can be:❌ Frustrating❌ Lonely❌ Even Scarier to take that first step But it doesn't have to be.Join me as I go over how to ✔️ Show up positive & stay pumped up✔️ Get your spouse on the same page✔️ Create True Freedom for your family through real estate Love the Generationalwealthmd podcast? Then please consider Rating and Reviewing the show! This helps me support more people -- just like you -- accelerate to financial freedom and move toward the life they desire. Rate with Five stars, and “Write a Review.” Be sure to let me know what you loved most about the episode! 10x your Financial Freedom - FREE Virtual 3 day Coaching event September 8-15 2022 Www.generationalwealthmd.com/event Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the wait list for the next cohort of Creating Generational Freedom here: https://www.generationalwealthmd.com/real-estate-investing-101 Get notified about upcoming opportunities to invest with us passively in Multifamily apartments by filling out this form: https://www.generationalwealthmd.com/Passive-investment-Multifamily-Syndication Want to stay connected to a supportive community of like minded professionals also trying to creating meaningful passive income? Join us on Facebook https://www.facebook.com/groups/generationalwealthmd

If you have ever felt like: X you just can't find affordable CASH FLOWING rentals in your market X you want to cash in on Short Term Rentals but cannot imagine buying property hours away Join me as I go over ☑️ WHY Out of State investing may be exactly what you need to consider ☑️ HOW to DE-RISK Out of State investing for Long Term & Short Term rentals 10x your Financial Freedom - FREE Virtual 3 day Coaching event September 8-15 2022 Www.generationalwealthmd.com/event Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the wait list for the next cohort of Creating Generational Freedom here: https://www.generationalwealthmd.com/real-estate-investing-101 Get notified about upcoming opportunities to invest with us passively in Multifamily apartments by filling out this form: https://www.generationalwealthmd.com/Passive-investment-Multifamily-Syndication Want to stay connected to a supportive community of like minded professionals also trying to creating meaningful passive income? Join us on Facebook https://www.facebook.com/groups/generationalwealthmd Love the Generationalwealthmd podcast? Then please consider Rating and Reviewing the show! This helps me support more people -- just like you -- accelerate to financial freedom and move toward the life they desire. Rate with Five stars, and “Write a Review.” Be sure to let me know what you loved most about the episode!