Podcasts about equity multiple

Sponsored by: Set for LifeSet For Life Insurance helps doctors safeguard their future with True Own Occupational Disability Insurance. A single injury or illness can change everything, but the best physicians plan ahead. Protect your income and secure your future before life makes the choice for you. Your career deserves protection—act now at https://www.doctorpodcastnetwork.co/setforlife_______________In this episode, host Dr. Brad welcomes Daniel Brereton, to demystify crowdfunded real estate investing. Brereton shares how platforms like Equity Multiple pool investor funds to participate in large-scale real estate projects, a shift enabled by the Jobs Act under the Obama administration. He discusses the role of middlemen in curating deals, key investment metrics like IRR and equity multiple, and strategies for mitigating risk. This episode is a must-listen for anyone seeking to diversify their portfolio with informed, accessible real estate investments.Three Actionable Takeaways:Understand Key Metrics – Learn terms like IRR (Internal Rate of Return), equity multiple, and cash-on-cash return to evaluate real estate investment opportunities effectively.Vet Platforms with Transparency – Choose platforms that provide full deal track records and align sponsor incentives, ensuring trust and reducing risk.Research Market Data – Use public sources like Google Maps, Zillow, and Yelp, or leverage platform-provided institutional data, to assess property viability and local conditions.About the Show:The Physician's Guide to Doctoring covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school! About the Guest:Daniel Brereton is the Growth Team Lead at Equity Multiple, where he educates investors on private real estate investments. With a background at UBS, where he consulted on high-net-worth corporate wealth management and retirement plans exceeding $3 billion, Daniel brings extensive expertise to democratizing access to real estate markets through crowdfunding.LinkedIn: http://linkedin.com/in/daniel-brereton-06b14785Website: equitymultiple.comEmail:  ir@equitymultiple.comYouTube: www.youtube.com/@equitymultipleAbout the HostDr. Bradley Block – Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest?Email Brad at brad@physiciansguidetodoctoring.com or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

Let me guess: you listened to our previous episode with Brian Armstrong and got interested in what the numbers look like in that real estate syndication opportunity for engineers. Correct?

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When it comes to real estate investing, understanding the right metrics can make all the difference. Equity multiple, IRR, and cash-on-cash returns often get thrown around—but what do they mean, and which one should you focus on? In this episode, we break down these essential metrics so you can make more informed investment decisions based on your goals. Key Takeaways: -Equity Multiple: Learn how this metric reflects your total return on investment and why it's ideal for long-term investors. -Internal Rate of Return (IRR): Understand how IRR factors in the time value of money to compare deals and maximize returns. -Cash-on-Cash Return: Discover why cash flow matters for investors prioritizing steady income over long-term growth. -Tailoring Metrics to Your Goals: Identify which metric—equity multiple, IRR, or cash-on-cash—aligns best with your investment strategy. Whether you're focused on building long-term wealth, growing your portfolio quickly, or achieving consistent cash flow, this episode will help you navigate the numbers and take actionable steps in your investing journey.  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose  Timestamps 00:00 Introduction to Real Estate Investing Metrics 00:51 Understanding Equity Multiple 01:29 Decoding Internal Rate of Return (IRR) 02:49 Exploring Cash on Cash Return 05:05 Conclusion and Final Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

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Imagine owning real estate that's as flexible and liquid as stocks—would you invest? Join us as Kira Golden, CEO of Direct Source Wealth, reveals her revolutionary approach to real estate. From tokenized assets to multi-generational wealth strategies, Kira shares how her bold, 300-year vision is transforming property investment. Discover the future of fractional ownership, blockchain-powered liquidity, and long-term thinking in an era where flexibility meets financial legacy. To check out the YouTube (video podcast), visit: https://youtu.be/vOfW_aoMps0?si=KK5967XS48ZvpD2c Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd If you enjoyed the audio and video quality of this episode, enhance your own productions by signing up through our Descript affiliate link: https://get.descript.com/gaei637mutik Click here to check out our Amazon product of the day (affiliate): https://amzn.to/4fudgqG We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Subscribe to our email list: https://financial-freedom-for-physicians.ck.page/b4622e816d Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Many physicians are now using AI medical scribes to take notes during appointments. It allows doctors to truly interact with their patients while at the same time making them more efficient and notes more detailed.   Freed founder Erez Druk and his wife Dr. Gabi Meckler join us today to talk about the inspiration for Freed, how it works, the cost for using the technology and new innovations currently being developed for future iterations of the software.   If you are interested in trying Freed, you can do a free trial and if you like it you can get a discount of $50 for the first month just for being a Financial Residency podcast listener by using the code FR2024. Go to www.Freed.ai to learn more.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. This week on Mortgage Minute, Doug Crouse from BMO Bank explains the difference between par, premium, and discount mortgage rates. Learn how paying discount points can affect your interest rate, the benefits of lender credits, and tips for deciding which option is best for you. Tune in for expert advice on navigating your mortgage rate choices! Plus, don't forget to reach out for a free copy of Doug's book, The Hippocratic House, by emailing doug.crouse@bmo.com. Tune in for more insightful mortgage advice! To learn more about Doug, go to  www.DougCrouse.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Jon discusses how to maximize vacation time and navigate employer leave policies. He covers the nuances of paid and unpaid leave, the impact of burnout, and how to handle PTO rollover, accrual, and payout.  Jon emphasizes the importance of understanding your employer's vacation policies and negotiating for the best terms in your physician contract. Jon invites individuals to contact Contract Diagnostics through phone, chat, or email for personalized assistance, visit www.ContractDiagnostics.com

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter emphasizes the importance of time and how it is the most valuable resource we have. He shares an exercise he does every year to audit his time and evaluate how he spent it.  By categorizing things to leave behind, people to leave behind, things to bring forward, and the best moments and people of the previous year, he is able to prioritize joy and fulfillment in his life. Nutter encourages listeners to schedule time to do this exercise and experience the rewards of intentional time management. Time is the most valuable asset we have, and unlike money, it cannot be replenished once it's gone. An annual time audit can significantly enhance awareness of how time is spent and assist in making intentional decisions for future joy and productivity. Categorizing experiences into areas to continue or discontinue can lead to progressively more fulfilling years. The exercise includes a review of photos, calendars, and even financial statements to evaluate past activities and expenditures. Scheduling time and space to conduct such an audit is essential for gaining the most from the exercise. Click here to access your free financial wellness 101 playbook Register for our upcoming physician homebuying masterclass here Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter from IM Wealth navigates the "Life Well Lived" series, focusing on aligning your financial decisions with core values. Discover reflective exercises to imagine a fulfilling life, understand your identity beyond your profession, and set goals that truly resonate with who you are.  Nutter delves into thought-provoking questions to help physicians build life plans supported by their careers. Reflect on purpose, impact, and ideal lifestyles to ensure your money and time are spent in harmony with your deepest values.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Welcome back to the Mortgage Minute with Doug Crouse from BMO Bank! In this episode, Doug shares essential tips on comparing lender offers effectively. He explains how to accurately compare interest rates and closing costs by either matching rates or costs between lenders.  Doug also advises getting quotes on the same day to ensure accurate comparisons, as rates can fluctuate. Plus, don't forget to reach out for a free copy of Doug's book, The Hippocratic House, by emailing doug.crouse@bmo.com. Tune in for more insightful mortgage advice! To learn more about Doug, go to  www.DougCrouse.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Alexis Gallati is the owner of Cerebral Tax Advisors and author of Advanced Tax Strategies for Medical Professionals. She works with physicians to legally shelter money from taxes.  She shares several ideas with us today that independent contractors, business owners and those with side gigs can utilize to not only lower their tax burden but also potentially add to their retirement plan. You can learn more about Alexis and her Cerebral Wealth Academy at www.CerebralTaxAdvisors.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of Mortgage Minute, Doug Crouse of BMO Bank shares essential tips on handling purchase contracts. Learn what to avoid when asking for closing cost concessions, how to manage seller contributions effectively, and the importance of accurate contract terms to avoid complications with underwriters. Doug emphasizes the need for thorough planning and lender consultation to ensure a smooth home-buying process. To learn more about Doug, go to  www.DougCrouse.com. 

  This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of the Mortgage Minute, host Doug Crouse from BMO Bank revisits the critical comparison between APR and interest rates. Doug explains that while APR reflects the total cost of borrowing including fees, the interest rate is the basic cost of the loan itself.  He highlights the importance of comparing these figures to evaluate mortgage offers and warns that the lowest interest rate may not always be the best deal if you're planning to refinance soon. Tune in for insights on how to make informed mortgage decisions and understand the nuances of APR versus interest rates. To learn more about Doug, go to www.DougCrouse.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. DisCover how to align your financial decisions with your personal and family core values in today's episode with James Nutter. Navigate life's choices by identifying the three values that resonate most with you.  Learn from the examples of admired figures and understand the importance of making aligned decisions to avoid burnout and achieve fulfillment.  James shares his own values of growth, impact, and experiences, and guides you through a process to find yours. Use your newfound values as guideposts for a life well lived. Listen in for a transformative journey to Epiphany City. Click here to discover your core values Click here to access your free financial wellness 101 playbook Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Join Jon as he delves into the complexities of compensation structures, highlighting why understanding your contract is crucial. From salary versus bonuses to RVU calculations and proration, Jon explains how different compensation models—whether salary, shift rates, or collections—can impact your earnings.  Discover the importance of clear contract terms, the role of data sets in fair market value, and how benefits like vacation and retirement plans can affect your overall compensation. Tune in for essential insights to navigate and negotiate your compensation effectively. Jon invites individuals to contact Contract Diagnostics through phone, chat, or email for personalized assistance, visit www.ContractDiagnostics.com

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.   John Dameron, financial planner with Spaugh Dameron Tenny, joins Dr. Tammy to share insights on how residents and new attendings can set themselves up for financial success by determining early on what is important. Setting short, mid and long-term goals is vital to a physician's success. John explains "Money Dysmorphia" and how to avoid it.    He talks about various factors in financial planning, such as asset protection, debt management and investing. You can learn more about John at www.SDTplanning.com.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter hosts Dr. Lisha Taylor, a primary care sports medicine physician with a passion for personal finance. They delve into merging medicine and money, financial wellness for physicians, and their program Upgrade, aimed at teaching financial literacy in medical schools.  Dr. Taylor shares personal anecdotes, including an inspiring story of planning a trip to the Paris Olympics. The episode also covers valuable insights on managing finances as a new attending, negotiating income, and leveraging credit card points for luxury travel.     Timestamp Summary 0:02 Merging Medicine and Finance: Dr. Lisha Taylor's Unique Journey 7:29 Lessons on Money, Family, and Priorities from a Father's Influence 12:51 Finding Balance Between Spending and Saving for Financial Goals 15:35 Balancing Financial Planning and Living in the Present 17:09 Finding Fulfillment Without Excessive Wealth 22:12 Boosting Physician Income and Living Luxuriously on a Budget 27:43 Creative Programs for Physicians and Financial Wellness 31:14 Maximizing Credit Card Rewards for Luxury Travel 37:30 Navigating Financial Transitions for New Medical Attendees 40:10 Financial Planning and Protection for New Medical Attendees 44:34 Balancing Financial Planning and Personal Fulfillment for New Attendees 47:14 Optimal Timing for Life Experiences and Inheritance 50:56 Aligning Wealth with Personal Fulfillment and Meaningful Experiences 53:41 Financial Wellness Curriculum for Physicians by Dr. Lisha Taylor 55:58 Manifesting a Dream: From Heartbreak to the Paris Olympics 1:00:05 Finding Balance and Gratitude in Life's Journey Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.  

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter hosts Dr. Amelia Bueche, an osteopathic physician, yoga instructor, and wellness coach, in a conversation about holistic health, physician burnout, and financial well-being.  Exploring the integration of mind, body, and spirit, Dr. Bueche shares insights from her specialty in neuromusculoskeletal and osteopathic manipulative medicine. They discuss the importance of balance, identity outside of medicine, and practical tips for managing burnout and finances. Tune in for actionable advice and a unique perspective on living a fulfilling life amidst the demands of a medical career. Timestamp Summary 0:02 Integrating Health and Finance for Physician Well-Being 4:34 From Osteopathic Medicine to Coaching During the Pandemic 8:44 Balancing Rational Thought and Emotions in Medical Coaching 11:55 A Journey from Veterinary Aspirations to Osteopathic Medicine 15:56 Integrating Fitness and Medicine for Holistic Health 21:49 Balancing Professional Identity and Personal Fulfillment for Physicians 27:10 Addressing Physician Burnout Through Individual Autonomy and Systemic Change 29:52 The Activation Process: Overcoming Burnout and Finding Clarity 38:25 Distinguishing Facts from Stories in Medical Assessments 39:47 The Power of Clarity and Controlling What You Can 43:51 Understanding Physicians' Money Mindset and Financial Coaching 52:42 Unifying Body, Mind, and Spirit for Holistic Success Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of 'Mortgage Minute,' Doug Crouse from BMO Bank discusses how to protect yourself from mortgage and real estate fraud. Learn about recent incidents of wire fraud, how email hacking can affect your closing process, and why it's crucial to verify wire instructions with your title company and lender to ensure a secure transaction. To learn more about Doug, go to www.DougCrouse.com.   

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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Today, Jon dives into the often misunderstood concept of fair market value (FMV) in physician contracts. He discusses how employers determine FMV using various data sets and internal metrics, emphasizing the importance of transparency in these calculations.  Jon also explores how physicians can negotiate compensation based on their workload and additional responsibilities, and why understanding FMV is crucial in contract negotiations.  Tune in to learn more about how to ensure you're fairly compensated and what to consider when reviewing your contract's terms and FMV assessments.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode, Jon delves into the importance of precise language in contracts. Drawing from over 13 years of experience and reviewing thousands of contracts, he explains how subtle differences in wording—such as "guarantee" versus "draw" or "minimum hours" versus "maximum hours"—can have significant implications on employment terms. Whether it's about salary, bonuses, termination, or other contract terms, understanding these nuances is crucial.  Jon emphasizes that every word matters and encourages listeners to carefully review their contracts to ensure clarity and fairness.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Curtis May with Practical Wealth Solutions joins us today to talk about his 6 Principles of Investing. He also offers a free report on the Value of Liquidity if you text BETHEBANK to 55444. You can learn more about Curtis at www.PracticalWealth.net. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Preston Crouse joins us today to talk about his experience buying a home and to give tips to those who are getting ready to do the same. He explains the process of getting preapproved, documents you will need to get a mortgage, how banks determine how much house you can afford and how much money you can expect to need at closing. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. You have a couple options if you cannot be present at the scheduled time for closing. Doug talks about ways to accomplish this and explains why you must plan ahead to utilize your options of using a power or attorney or getting a remote notary. To learn more about Doug, go to www.DougCrouse.com. 

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In this episode, we sit down with Francesca Amante, an accomplished entrepreneur, public speaker, coach, and author, to delve into the transformative power of gratitude, discipline, and leadership. Francesca shares her remarkable journey from competitive figure skating and dance with Skate Canada to founding AMANTE Company and becoming a dynamic force in personal development. We explore how her daily practices and CEO mindset have shaped her success, pivotal moments in her leadership journey, and the strategies she employs for personal and professional growth. Tune in to discover how Francesca's approach to overcoming obstacles, maintaining gratitude, and fostering behavioral change can inspire you to unlock your full potential and achieve your goals. Topics covered and key takeaways: Maintaining a CEO mindset amidst challenges and setbacks The role of gratitude in personal and professional life Daily discipline and habits of successful entrepreneurs Overcoming obstacles and navigating leadership journeys Strategies for personal growth and behavioral change Practical advice on integrating gratitude into your daily routine Insights into maintaining discipline and focus in pursuit of goals Francesca's personal experiences and lessons learned from her entrepreneurial journey Techniques for fostering positive change and development in both personal and professional spheres Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Join our Patreon Community: https://www.patreon.com/user?u=87512799 Join our Spotify Community: ⁠https://podcasters.spotify.com/pod/show/christopher-loo/subscribe⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter delves into the personal side of financial decision-making by exploring "money love languages" from the Gottman Institute, emphasizing the importance of understanding what money means to you and your partner. Drawing from his own experiences with security, freedom, and success, James highlights how childhood influences shape our monetary behaviors.  Listeners are encouraged to identify their top money love languages and consider how these can guide their financial decisions. Whether you're single or in a relationship, this episode provides valuable insights into aligning your finances with your personal values. Special mention to James' fiancée, Steph. Click here to access your free financial wellness 101 playbook Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter dives into four essential financial habits for new physicians transitioning to attending status. Drawing from client success stories, James emphasizes the importance of a well-structured financial plan, setting personal life goals, and understanding cash flows.  Listeners receive practical advice on scheduling "money talks," creating a life plan, managing new income, and developing an action plan for free cash flows. Learn how to balance enjoying life now with future financial security during this pivotal career shift. Tune in for actionable steps tailored for medical professionals aiming to live a meaningful, financially confident life. Timestamp Summary     0:03 Four Critical Habits for Physicians Transitioning to Attending Hood 4:26 Debunking Financial Myths and Their Impact on Relationships 6:42 Effective Strategies for Scheduling and Discussing Financial Matters 11:22 Building Your Life Plan Before Your Career 16:23 Understanding Cash Flows for Financial Planning 19:13 Financial Planning for New Medical Attendees 22:10 Seven-Part Goal Setting for Financial Priorities and Investments 24:49 Financial Wellness Tips for Physicians Transitioning to Attending Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Doug explains the goal and use of an impound/escrow account. Basically it builds a cushion for the bank to make payments on your behalf for taxes and insurance. He also highlights why your loan estimate may differ from your closing disclosure regarding this account. To learn more about Doug, go to www.DougCrouse.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Dr. Lisha Taylor, podcast host of WealthMindedMD, joins us to talk about 5 important things to review either when taking a new job or annually when signing up for new benefits.  We talk about protecting yourself, reviewing benefits, maximizing retirement accounts, being strategic about time off and making sure you understand your schedule and expectations. You can learn more about Lisha or listen to her podcast at www.WealthMindedMD.com. 

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Doug explains how a declining market might impact getting a mortgage on a new property. We have seen a rapid rise in home prices over the past few years, but several markets throughout the US are pulling back and appraisals are coming in short.  When this happens, a bank may not lend you the full offer price you initially made. To learn more about Doug, go to www.DougCrouse.com.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Explore essential strategies for achieving financial wellness with James Nutter in another insightful episode of "Life Well Lived, a Physician's Guide to Wealth." This episode dives into critical financial planning steps — from cash reserves and life insurance to disability planning and estate management.  Whether assessing your current position or making significant strides toward financial goals, learn how to evaluate and enhance your financial health with practical, customizable advice. Perfect for physicians looking to secure their financial future and live a balanced, meaningful life. Click here to access your free financial wellness 101 playbook Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Join James Nutter of I Am Wealth as he guides physicians through mastering their finances in the latest episode of "The Life Well Lived." James dives into cash flows and emergency reserves, providing insight into understanding money in and out, determining free cash flows, and setting up a peace of mind fund.  He offers practical tools like the circulatory cash flow system and the Rocket Money app to help achieve financial freedom. Discover how to balance present and future financial goals and sleep soundly knowing you're on track. Simply click here to access the free video training for the circulatory system and click here to download the circulatory system guide. Timestamp Summary 0:02 Mastering Financial Vitals for Physicians 4:58 Achieving Financial Freedom Through Cash Flow Awareness 10:11 Strategies for Managing Household Cash Flow and Financial Goals 15:16 Building a Peace of Mind Fund for Financial Security 19:16 Mastering Cash Flow Management for Financial Freedom Resources PSLF Hacks Checklist Follow James Nutter Book a free financial wellness diagnostic with James here Instagram Follow IM Wealth www.imwealth.com Youtube Meaningful Journeys Scholarship Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Jon from Contract Diagnostics addresses a physician's query about the implications of their employer losing a hospital contract, detailing how to prepare and what to expect during such transitions in hospital-based employment. Jon invites individuals to contact Contract Diagnostics through phone, chat, or email for personalized assistance, visit www.ContractDiagnostics.com

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode, Doug Crouse discusses a rare but costly mistake made by a borrower with high credit and 100% financing, emphasizing the importance of maintaining credit utilization and avoiding new charges during the mortgage process. For more details, reach out to me at www.dougcrouse.com or www.dougcrousephysicianloans.com  

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Darick Hensel with Wintrust Mortgage has been helping people get into homes for 20 years. He talked with us today about strategies for home buying, building savings and improving credit scores. He has a special love for educating physicians as he is married to one.  He encourages everyone to learn as much as they can before starting the homebuying process. You can learn more and reach him at www.DarickHensel.com.