Podcasts about wealth strategies

Most people think debt is bad. But what if debt could actually make you rich? In this episode of Millionaire Tax Secrets, Tiffany Phillips breaks down how wealthy people use good debt to grow their money, create tax savings, and build long-term wealth. You'll learn the key difference between good debt and bad debt, why mortgages and business loans can actually help you, and how strategies like cash-out refinancing can give you tax-free cash to reinvest. Tiffany also shares real examples of clients who turned debt into cash flow, tax deductions, and lasting wealth. If you've ever been told to pay off all debt fast, this episode will flip your money mindset upside down. Don't miss the secrets millionaires use to maximize income and minimize taxes—listen now!   Next Steps:

Most small business owners don't realize that staying a sole proprietor or single-member LLC can cost them thousands every year. In this episode, Tiffany Phillips breaks down when and why you should switch to an S-corporation—and how it can cut your self-employment taxes by 15% or more. Learn the smart strategies behind setting a “reasonable salary,” how to balance salary and distributions, and why entity structure is the foundation of tax planning and wealth protection. Tiffany shares real stories of business owners who saved tens of thousands by making this simple change. If you want to stop overpaying taxes and build long-term wealth, this episode is your wake-up call. Don't leave money on the table—tune in now.   Next Steps:

AMD jumps more than 20 percent after the company reached a deal with Open AI leader for  a 10 percent stake in the chipmaker, Investors shrugged off worries about the U.S. government shutdown which has now dragged on into a second week, More on the Thursday October 16th Retirement and Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

 What if the IRS helped pay for your business car or equipment? In this episode, Tiffany Phillips reveals how wealthy business owners use smart tax strategies to turn everyday purchases into massive tax savings. Learn how Section 179, bonus depreciation, and the “6,000-pound rule” can help you write off vehicles, equipment, and even buildings faster than you thought possible. Hear real stories of clients who turned tax savings into rental properties and steady cash flow. Tiffany also explains the money mindset shift that separates wealthy business owners from everyone else. If you want to save thousands in taxes while building long-term wealth, this episode is a must-listen. Don't wait—discover how to make tax planning work for you today.   Next Steps:

What if you could slash your tax bill using the same strategies as the ultra-wealthy? In this episode of Millionaire Tax Secrets, Tiffany Phillips reveals three advanced tax strategies that can save you thousands while building long-term wealth. You'll learn how oil and gas investments create rare tax deductions that offset active income, how private family foundations give you control over your giving while creating massive tax savings, and how the Augusta Rule lets business owners generate tax-free income right from home. These aren't generic tax tips. They're the same tax strategies wealth managers use to protect millions—and they're completely legal. If you're ready to stop overpaying and start using smart strategies to minimize taxes and maximize income, this episode is for you. Don't wait—listen now and discover the tax secrets the wealthy don't share.   Next Steps:

In this episode, host David Mandell welcomes back attorney Jason Greis for his third appearance. Jason, a healthcare business attorney with extensive experience advising physician practices, discusses one of the most pressing issues for independent groups today: physician compensation models and partnership structures. With generational shifts and economic realities reshaping the field, many practices are rethinking what it means to become a partner and how to fairly compensate both younger and senior physicians. Jason explains how compensation models have evolved from the 1980s and 1990s to today. Younger physicians increasingly favor employment arrangements with health systems over partnership tracks, which creates challenges for groups that need to recruit. To compete, practices must clearly articulate the benefits of partnership—including higher long-term compensation, decision-making authority, and ancillary investment opportunities—while balancing the responsibilities and risks that come with ownership. He outlines the growing popularity of three-tiered structures (associate, non-equity partner, equity partner) as a way to create flexibility and manage risk tolerance. The conversation also explores buy-in and buy-out models, the shift away from high dollar amounts, and the trend toward productivity-based (“eat what you kill”) compensation rather than common pot models. Jason highlights potential red flags, including outdated “founder's models” that rely on new doctors funding senior physicians' retirements, which often result in disputes. He emphasizes the need for practices to proactively revisit their structures—ideally years in advance of retirements or potential sales—to remain competitive, avoid pitfalls, and position themselves for long-term success. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Most people chase one “magic” tax tip, but that's not how wealthy families build lasting wealth. In this episode, Tiffany Phillips reveals The Trifecta System—a simple, proven framework that helps you create multiple income streams, lower your tax bill, and protect your wealth for the next generation. You'll learn how to separate operations from assets, use smart tax strategies to maximize income, and set up legacy protection so your money flows exactly where you want it. Tiffany shares real client stories showing how entrepreneurs cut taxes by six figures while building passive income and long-term wealth. If you've ever wondered why the rich pay less in taxes, this episode gives you the clear blueprint they use—and how you can start today. Don't miss this eye-opening lesson that could save you thousands and change how you think about money forever.   Next Steps:

Want to slash your tax bill fast? In this episode, Tiffany reveals the short-term rental strategy that high-income earners are using to save thousands. Forget the 750-hour Real Estate Professional rule—this method only needs 100 hours a year. With the 7-day rule, your rental is treated like an active business, unlocking powerful tax savings and deductions that can wipe out W-2 income. You'll learn how to qualify, track your hours, and use cost segregation to maximize your first-year tax breaks. Real client stories show doctors, lawyers, and executives saving six figures in a single year—while still making money every month from rentals. This isn't a loophole—it's established tax law. If you're serious about lowering taxes and building long-term wealth, you can't afford to miss this.

In this week's Ask Loral episode, Loral Langemeier talks with Chris from Reno, Nevada, about turning scattered investments into clear generational wealth strategies. With real estate under two LLCs and W-2 income still in play, Chris wants to make smart moves over the next 12–24 months to protect assets and diversify.Listen in to hear why adding an active cash machine, reviewing taxes, and exploring new asset classes are essential steps in this process. If you are an entrepreneurs looking to put in place generational wealth strategies that protect what you've built and create lasting legacies, this episode is for you.Loral's Takeaways:Current Investment Portfolio and Professional Guidance (00:59)Need for an Active Cash Machine (02:37)Exploring Different Asset Classes (03:51)Tax and Financial Planning (05:50)Live Events and Networking (07:04)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

 Most people think taxes are just money out the door. But what if you could legally cut your bill to zero? In this episode, we reveal the Real Estate Professional status—one of the most powerful tax strategies in the IRS code. You'll learn how wealthy investors use real estate to create massive tax savings, why your spouse could be your biggest financial secret weapon, and how cost segregation turns properties into instant deductions. We'll break it down with real client stories—like the family who went from paying $60,000 a year in taxes to paying nothing at all. This isn't theory. These are proven methods used by high-income earners every year. If you're serious about business finance and keeping more of your money, you don't want to miss this. Listen now and unlock the secrets the IRS hopes you never discover.   Next Steps:

Most business owners fear the tax code. But what if almost all of it was written to help you keep more of your money? In this episode, Tiffany Phillips shares the shocking truth: 99.5% of tax laws are incentives, not penalties. Learn how smart tax strategies can put thousands back in your pocket and why your CPA may not be telling you the full story. Stop overpaying and start using tax planning to build wealth. Don't wait—your biggest tax savings opportunities are hiding in plain sight.   Next Steps:

In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence.Related Podcast Episodes:- Ep 73: Leave a Legacy of Generosity- Ep 260: 10 Financial Habits That Lead to Long Term SuccessRelated YouTube Videos:- Pitfalls of Living Rich but Not Building WealthLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Financial freedom didn't come easy for Grant Cardone. Raised by a single mother after his father's early death, he saw firsthand how financial insecurity traps the middle class and vowed to break the cycle. Using unconventional strategies  like "storing money" instead of saving, living off passive income, and scaling investments, he built a multi-billion-dollar empire. In this episode, Grant shares how to grow wealth, maximize cash flow, and invest strategically to create a business that thrives in any economy. In this episode, Hala and Grant will discuss: (00:00) Introduction (01:15) His Childhood Struggles and Money Mindset (07:06) Why Saving Fails and Cash Flow Wins (12:17) Passive Income as the Key to True Wealth (19:44) Building an Unbreakable Business in a Recession (28:59) Strategies For Dominating Social Media (33:32) Investing in Social Media for Brand Growth (37:58) Grant's Morning Routine and Goal Setting Strategy? Grant Cardone is a serial entrepreneur, bestselling author, equity fund manager, real estate investor, and the CEO of Cardone Capital. He is the founder of the 10X Movement and leads seven privately held companies that generate $750 million annually. Known for his 10X Growth Conference and bold investment strategies, Grant has inspired entrepreneurs worldwide to think bigger and achieve financial freedom through smart financial planning. He has been recognized by Forbes as a top social media business influencer. Sponsored By: Airbnb - Find yourself a cohost at airbnb.com/host  Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting  Open Phone - Get 20% off your first 6 months at OpenPhone.com/profiting.  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  SKIMS - Shop SKIMS Fits Everybody collection at SKIMS.com  Policy Genius - Secure your family's future with Policygenius. Head to policygenius.com/profiting  Masterclass - Get an additional 15% off any annual membership at https://masterclass.com/profiting  BitDefender - Save 30% on your subscription at bitdefender.com/profiting  Resources Mentioned: YAP E368 with Grant Cardone:  Grant's Book, The 10X Rule: bit.ly/The_10XRule  Grant's Website: grantcardone.com Grant's LinkedIn: linkedin.com/in/grantcardone  Grant's Instagram: instagram.com/grantcardone  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Personal Finance, Stock Market, Scalability, Risk Management, Business Coaching, Finance Podcast 

What does a $14.6 billion healthcare fraud case have to do with your business? Everything. While criminals steal billions from taxpayer-funded programs, business owners like you are still overpaying the IRS every year. In this episode, we break down how government waste affects your bottom line—and why smart tax planning isn't just good business, it's your responsibility. You'll learn why a proactive tax strategy matters, how tax reduction can protect your hard-earned money, and what steps to take to keep more cash in your pocket. If you've ever wondered why your tax bill feels too high, or how to finally take control of your money decisions, this episode is for you. Don't let your money get wasted—tune in now and discover the strategies that could save you thousands.   Next Steps:

In this episode, we break down how Hulk Hogan built and protected a $25 million fortune—and the smart strategies you can use too. You'll learn simple tax tips and wealth planning moves that keep more money in your pocket. From diversifying income streams to choosing the right state for tax savings, we cover real-life examples any business owner can follow. We'll also unpack how trusts, life insurance, and tax strategy can help you pass wealth to the next generation—tax-free. Whether you run a small business or are growing your empire, these money hacks can help you maximize income and protect what you've built. This isn't just business talk—it's about making smarter money decisions starting now. Press play to learn the tax secrets the wealthy use (and most CPAs never mention).   Next Steps:

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination that fueled her success. Dr. Matossian reflects on the growth of her solo practice into a thriving multi-location enterprise with 14 physicians and over 90 employees. She emphasizes the importance of delegation, transparency, and staff empowerment in building an efficient, patient-focused practice. Her insights into practice management include implementing scribes to reduce physician burnout, investing in proper business education, and hiring skilled managers to bring structure and professionalism to the organization. She also highlights her personal approach to financial planning, beginning with small investments guided by a trusted advisor, which laid the foundation for long-term financial success. The conversation also explores Dr. Matossian's involvement in industry innovation, her leadership in clinical trials, and her founding of GPOptho, a group purchasing organization designed to help practices lower costs through collective buying power. She shares valuable advice for physicians considering private equity transactions, stressing the importance of preparing years in advance and selecting the right advisors. Ultimately, Dr. Matossian underscores the critical need for physicians to educate themselves on the business of medicine early in their careers, pairing clinical excellence with sound financial and practice management strategies. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Mikkel Thorup shares how he built an 8-figure global real estate portfolio, lives in 9 countries, and helps investors create offshore wealth strategies.In this episode of RealDealChat, Jack sits down with Mikkel Thorup, host of the Expat Money Show and founder of ExpatMoney.comMikkel shares his inspiring journey from being labeled with a “learning disability” and dropping out of school at 15, to traveling to 120+ countries, living in 9, and building an 8-figure international real estate portfolio.We cover:How to invest in pre-construction projects overseas for 30–50% appreciationWhy he prefers cash-based, expat-friendly markets like Panama & ParaguayThe risks and rewards of investing in Africa vs Latin AmericaHow to negotiate bulk deals with developers for better termsWhy Canada (and parts of the West) are “dumpster fires” for investorsHow to create a Plan B with offshore real estate, bank accounts & residenciesBuying property 100% in Bitcoin (including Panama's first BTC real estate deal)Why El Salvador, Paraguay & Argentina are emerging opportunitiesScaling with a family office model & property management partnersThe Expat Money Summit: October 10–12, 8,000+ attendees worldwide

Most business owners are missing out on one of the most powerful tax strategies available. In this episode, you'll learn how a Health Savings Account (HSA) can give you triple tax savings, grow your money for decades, and help you keep more of what you earn. We'll break down the new rules, bigger contribution limits, and smart strategies to turn your HSA into a retirement powerhouse. This is simple, legal, and works for almost any business owner. If you've been looking for real tax tips and ways to keep more profit in your pocket, this is for you. Stop overpaying the IRS. Start using the same wealth planning moves the pros use. Your future self will thank you—so hit play now and learn how to keep thousands more every year.   Next Steps:

In this inspiring episode, I sit down with my dear friend of 30 years, Kim Holland—a faith-driven financial professional with nearly three decades of experience guiding families and business owners toward financial clarity and long-term prosperity. Kim shares her incredible journey from being a farmer's wife to building a seven-figure financial business, and how the 2008 financial crisis became the catalyst for her success. We dive into:

The IRS just made a big move that could cause headaches for business owners—and most people have no idea it's coming. In this episode, you'll learn what their new decision means for tracking tips and overtime pay, why the current tax forms won't help, and how to protect your business from costly mistakes. We'll cover simple tax tips and smart strategies to keep your payroll records audit-ready while helping employees get every dollar they're owed. You'll also hear how turning this challenge into a tax savings opportunity can boost your reputation and improve employee trust. Don't wait until tax season to figure this out—listen now so you can stay ahead and keep your business in control.   Next Steps:

Thinking about switching to an S-Corp—or staying with your LLC? This episode breaks down exactly what's changed in 2025 and how to pick the right entity for your business. I walk you through the pros, cons, and the hidden costs nobody talks about. Whether you're just starting out or making six figures, you'll leave knowing what to do and when to make the switch.   Next Steps:

In this episode of Portfolio Pulse, Steven Huskey sits down with Tim Smith, CFP®, founder and CEO of Aurora Private Wealth. With over 40 years of experience navigating market cycles, Tim shares how he helps high-net-worth clients and advisors prepare for volatility through customized strategies, downside protection, and advanced planning. From separating politics from investment decisions to tailoring portfolios for both risk tolerance and emotional resilience, Tim reveals why true personalization—not scalability—is key to building lasting financial confidence.

If you run an online business, you're probably walking right into a tax trap—and you don't even know it. In this episode, I walk through the five most common tax mistakes I see with digital entrepreneurs, content creators, and coaches. From write-offs to state nexus rules to what platforms like Stripe aren't telling you, this episode is full of must-know strategies that could save you thousands.   Next Steps:

Ever feel like you're making money but still falling behind? You're not alone. In this episode, I reveal the #1 regret I hear from business owners and exactly what to do instead. We talk about cash flow mistakes, what most entrepreneurs get wrong with their finances, and how to build a plan that protects your income and grows your wealth. Simple shifts, big results. Don't let this be your story too.   Next Steps:

Roth conversions can be one of the smartest tax moves you ever make—or one of the most expensive mistakes. In this episode, I show you how to time your conversions to maximize tax-free growth, avoid common traps, and decide if converting now makes sense. You'll hear real-life stories of people who got it wrong (and lost big), plus how to structure your conversions if you're still working or near retirement. This is advanced tax planning made simple.   Next Steps:

Attorney and wealth manager David B. Mandell discusses his article "Why physicians are unlike the 'average' investor," highlighting why doctors face unique financial challenges compared to most U.S. investors. David explains the significant income and tax liability differences physicians must navigate, the complexity of their net worth, and the critical opportunity cost of their limited time. He also outlines why many doctors choose to outsource investment management, and what they should demand from financial advisors in terms of transparency, communication, and alignment. Listeners will gain practical insights on how physicians can protect their wealth, make tax-efficient decisions, and focus on their highest and best use of time while still staying engaged in their financial future. Mentioned on the show: Wealth Strategies for Today's Physician: A Multi-Media Playbook. Get your free print copy or eBook download, available exclusively to members of the KevinMD community: https://www.ojmgroup.com/promo/KevinMD/ Our presenting sponsor is Microsoft Dragon Copilot. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Now you can streamline and customize documentation, surface information right at the point of care, and automate tasks with just a click. Part of Microsoft Cloud for Healthcare, Dragon Copilot offers an extensible AI workspace and a single, integrated platform to help unlock new levels of efficiency. Plus, iit'sbacked by a proven track record and decades of clinical expertise—and iit'sbuilt on a foundation of trust. It's time to ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

Think you can skip the salary and just take distributions from your S-Corp? Think again. In this episode, I break down the IRS rules around “reasonable compensation,” how to calculate the right amount, and the penalties for getting it wrong. We also talk about how to fix it if you've been doing it wrong for years—and yes, there's a workaround. If you're running an S-Corp or thinking about becoming one, this is one episode you can't afford to miss.   Next Steps:

In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You'll hear powerful stories from real clients who've saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you're a female entrepreneur tired of overworking and under-earning, this conversation will shift how you think about small business finance, wealth planning, and tax minimization. Tiffany reveals how scarcity thinking silently sabotages success, why women often resist tax strategies, and how to develop the financial mindset to build real, lasting wealth. You'll leave with practical strategies, tax tips, and the clarity to make better money decisions today.   Next Steps:

Are 30-year mortgages keeping you stuck in financial bondage? In this powerful episode, Amb. Elisha sits down with mortgage expert Michael Newmann of CMG Home Loans, who reveals how homeowners and entrepreneurs can escape the mortgage trap and build wealth through smarter financing strategies.   Michael shares his journey from college athlete to 20+ years in the mortgage industry, uncovering why banks love 30-year loans.   The hidden cost of refinancing, and how the All-In-One Loan can transform your financial future.   Learn how to leverage your equity like the banks do, accelerate debt payoff, and create long-term freedom.   If you've ever wondered why your mortgage feels like a never-ending cycle—or how to turn your home into a wealth-building tool—this conversation is packed with insights you won't want to miss.  

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows individuals to enjoy life while working towards financial stability. For more about Victor and his resources, visit cfvservices.com.au/resources Key Topics: Applying Wealth Strategies to All Financial Situations Understanding Bad Debt and Its Impact Strategies for Quick Debt Elimination Creating a Sustainable Cash Flow Plan Budgeting for Different Life Stages Success Stories: Transforming Financial Lives Key Links: https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube Contact the Host - vince@thecfoathome.com   Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500     

In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations. From the critical differences between a ‘practice' and a ‘business,' to why most Americans start planning far too late, this conversation dives deep into the strategies, mindsets, and planning essentials that create lasting financial security. Episode Timestamps: 01:00 – Adam's origin story - from Cleveland roots to business inspiration 03:00 – Early career dreams in trauma surgery and competitive TaeKwonDo 05:00 – A career-ending injury changes everything 06:00 – The surprising conversation with his father that led to financial advising 07:00 – Launching Libertas Wealth Management Group and building a client family 10:00 – Generational wealth and the difference between practices and scalable businesses 12:00 – Why starting retirement planning at 52 is too late 14:00 – Business exit planning and the power of intangibles 16:00 – Using commercial real estate as a pseudo-pension 20:00 – Social Security realities and the income test 24:00 – Bridging the retirement income gap with multiple income streams 27:00 – Why many business owners never fully retire 31:00 – The compounding effect of starting early 36:00 – Combining time and leverage to build wealth 39:00 – Overcoming fear of failure with trusted guidance Key Takeaways:

In this episode of CFO at Home, Vince's guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources Key Topics: Victor's Journey in Personal Finance The Motivation Behind 'Seven Basic Wealth Strategies' Overview of the Seven Basic Wealth Strategies Understanding and Overcoming Financial Biases The Importance of Tailored Cash Flow Management Shifting Mindsets Around Budgeting and Spending Key Links https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Title: Trump's Wealth Strategies for 2025 (and How to Apply Them Today) Summary: The video discusses the financial landscape in the aftermath of the 2024 election, particularly in the context of Donald Trump's anticipated presidency. The speaker expresses an optimistic viewpoint on how Trump's return will invigorate the economy, creating wealth-building opportunities, particularly in real estate and private equity markets. They outline several strategies for capitalizing on Trump's pro-business policies, including deregulation, tax incentives, and a strong focus on American manufacturing. The speaker emphasizes the importance of proactive investment in high-potential areas such as real estate, capital raising, and cryptocurrencies to benefit from this economic shift. Their approach includes increasing investment activity, building a robust network, and taking advantage of favorable regulations to maximize returns and mitigate risks in a changing economic environment. Links to Watch and Subscribe: https://drive.google.com/file/d/1dtsGF8NEokD60wmA54A04hRHnYS7sjsi/view?usp=drive_link https://www.youtube.com/watch?v=oFD3v9ERpNI&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=3 Bullet Point Highlights: Pro-Business Environment: Trump's presidency is expected to create a pro-business atmosphere with decreased government intervention. Deregulation and Opportunities: Anticipated deregulation will likely open up new financial avenues and incentivize investment in real estate. Real Estate Boom: A predicted resurgence in real estate investment is positioned as one of the most lucrative opportunities during Trump's term. Capital Raising Simplified: Reduced scrutiny on capital raising will facilitate more investment opportunities for entrepreneurs and investors. Tax Benefits Forecast: The return of substantial tax incentives, including retroactive bonus depreciation, will benefit real estate investors significantly. Crypto as a Key Component: The speaker notes the potential for increased investment in cryptocurrencies, positioning it as an essential part of modern investment strategies. Building a Network: Emphasis on establishing a strong investor network preemptively to capitalize on emerging opportunities in the evolving economic landscape. Transcript: (Seth Bradley) the election is over and guess what you're still not wealthy and you're still not in Nazi Germany but Donald Trump is about to make a lot of people rich and I plan on being one of them if you're smart you will too whether you love him or you hate him there's one thing you can't deny when he's in office the economy moves money shifts New Opportunities open up and old ones disappear and if you know where to look you can set yourself up to win big in 25 so I'm going to break down exactly how I plan to capitalize on Trump's return   from real estate investing to Capital raising to attx strategies so you can get ahead of the game and build some serious wealth let's get into it all right let's start with the big picture if Trump is in office this is what you can expect deregulation and business growth Trump has always been Pro business pro- entrepreneur and anti-g a that means less government interference fewer roadblocks for businesses and a pro capitalist environment expect them to cut funding to agencies like the SEC the IRS and   other regulatory bodies that slow down investment and deal making so also expect more tax incentives for small businesses investors and real estate developers and of course tariffs right America First manufacturing Trump has made it very clear he's bringing Manufacturing back to the US expect tffs on China Mexico and other foreign producers forcing companies to reinvest in American infrastructure factories and real estate so what does that mean that means more demand for industrial real estate warehouses and Logistics hubs   right here in the US and guess who's already looking at those opportunities this guy next think about stock market volatility private Market opportunity things like that the stock market will always be a roller coaster investors will Panic foreign economies will overreact to tariffs and our economy will overreact to Mean Tweets but the real money it's going to be in the private markets real estate funds direct Investments small businesses smart investors will pull money out of the stock market and put it into hard assets   and that's where the real opportunity is let's talk specifics next now that we know what's coming let's talk about where the money is moving and how I'm going to capitalize number one of course real estate real estate is about to explode again Trump is a real estate guy he's going to bring back policies to favor investors I'm calling it now 100% bonus depreciation is coming back and it'll be retroactive that means massive tax writeoffs for Real Estate Investors making syndication funds and Commercial properties even   more attractive Trump will push for more opportunity zones making it easier to defer and reduce capital gains taxes by investing in you know it real estate and we're going to see lower regulation which means easier development faster approvals and more investor-friendly lending so what am I doing doubling down on multif family things like self storage and especially industrial real estate also raising Capital raising Capital aggressively to get in before the next wave of incentives positioning myself to capitalize on tax advantages   while everyone else plays catchup that's the key start thinking about your real estate play now number two raising Capital will be easier than ever under Trump trump will likely gut the sec's budget of course he's already doing it now which means less scrutiny on private Capital raising more capital is going to flow into the private Equity markets syndications and alternative assets fewer restrictions on fundraising advertising and deal structuring those sorts of things and institutional investors will reallocate big money to   private markets as the economy shifts so what am I doing specifically scaling up my Capital raising strategies for these syndications for funds for fun to funds using especially 506c offerings to publicly Market deals and attract accredited investors and positioning funds to take in institutional Capital that's going to be fleeing the stock market and that volatility and getting into the private markets and number three a lot of people hate him for this but it's true and it's going to happen happen the rich get richer so you better   play the game to win Trump won so expect major tax cuts for businesses and investors in a pro capitalism Market expect lower corporate tax rates more deductions for business owners and a friendlier tax code for those who actually know how to use it he'll defund the IRS and possibly eliminate it all together we'll see he's talked about the external Revenue Service replacing it we'll see but anyways less audits less enforce less aggressiveness from the IRS if it even exists anymore this will favor   business owners investors in high net worth individuals so what am I doing structuring my investments to take full advantage of bonus depreciation and tax loopholes using cost segregation studies to maximize tax deductions on real estate and remember it's highly likely predicting it now 100% bonus depreciation will be restored and on top of that be retroactive to the previous few years so I'll be advising High net worth investors on how to legally keep more of their money number four investing in   crypto and Bitcoin Trump is pro crypto and creating massive tax shelters and deregulating this will be the perfect storm for another crypto Bull Run so start setting some money aside for crypto it's got to be part of your portfolio get educated make sure you know what you're doing invest wisely and again make it a major part of your portfolio moving forward and if you're still playing by the old rules W2 income stock market Investments zero tax strategy you're going to get left behind that's all all right so here's what I'm   doing right now to prepare number one stacking up capital for real estate deals before these policies actually shift number two building a bigger investor Network because when the floodgates open it's going to be too late I've got to be ready I've got to build that Network number three structuring my business entities to take full advantage of tax benefits number four focusing on Industrial real estate and always multif family as well because if Trump brings back us manufacturing that's where the   Gold Rush will be number five using my legal and investment expertise to help investors navigate and win in this new economy huge help you guys out along the way number six investing in Bitcoin and crypto crypto As Trump is pro crypto and creating massive tax shelters deregulating is going to be huge look guys this is not about politics it's about understanding how money moves and positioning yourself now ahead of time to get ahead of the curve so here's the deal you can either sit back you can let   this opportunity pass you can let everybody catch up you can sit on the sidelines and let things happen let it pass you by or you can get in the game right now if you're serious about raising capital Capital investing in real estate and multiplying more of your money in 2025 let's talk drop a comment hit that subscribe button and follow along because I'm going to be breaking down exactly how to play this game in real time let's go get it   Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=oFD3v9ERpNI&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=3   https://www.facebook.com/sethbradleyesq/posts/pfbid0YM2q1WNHabhysUrF6eSRyeGFHErEFG88pFgxsjQjgxcuXpBMwndSRXJkVYUR4APal   https://www.instagram.com/p/DGBUz4uzg-m/ https://x.com/sethbradleyesq/status/1890086851630997992 https://www.linkedin.com/posts/sethbradleyesq_trumpeffect-donaldtrump-wealthbuilding-activity-7295852153070333952-p_px?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAKVay0BMf-qnL2v6W-30PvVRZnCs0eCFQU https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en  

In this week's powerhouse episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with me to uncover the most effective alternative wealth strategies for entrepreneurs today.From a Nebraska farm girl to creating eight-figure wealth across industries like real estate, oil and gas, aviation, and even cannabis farming, all using creative deal structures and tax-smart investing, I explain why most people stay broke, how to break out of the "make and spend" cycle, and how to fast-track your path to financial freedom.Whether you're an investor, entrepreneur, or just getting started, this is your crash course in alternative wealth strategies for entrepreneurs who want to move fast, build smart, and leave a lasting legacy. Loral's Takeaways:Transition to Finance and Entrepreneurship (04:54)Millionaire Mindset and Investment Strategies (06:25)Teaching Entrepreneurship and Investing (08:58)Alternative Investments and Asset Protection (15:22)Advanced Investment Strategies (31:41)Tax Strategies and Wealth Building (40:15) Connect With Bronson Hill:InstagramLinkedInYoutube Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules:

Financial freedom is possible—even in volatile markets—and Jaden Sterling explains how to achieve it using intuitive investing, strategic stock selection, and a mindset rooted in personal empowerment.If you've been searching for ways to overcome poor investment returns, escape the trap of mutual funds, or understand how to protect your wealth from inflation and rising interest rates, this episode is for you. Jaden, known as the Spiritual Money Guy, offers deep insights into how you can gain confidence and control over your financial future without relying on outdated systems or traditional advisors.You'll learn how Jaden's Wall Street experience and his intuitive approach to investing align with your search for clarity, simplicity, and real results. Whether you're worried about economic uncertainty or looking to build a smarter portfolio, this conversation delivers practical solutions and spiritual insight that speak directly to your financial goals.Are mutual funds dragging down your portfolio? Learn why Jaden says they're outdated and what to use insteadAre you overwhelmed by too much financial noise? Discover how intuitive investing clears the confusionNot sure where to invest with today's inflation? Learn how to find opportunity in value stocks and strong ETFsConcerned about the real estate market and interest rates? Jaden explains where things are headed and how to pivotWant real control over your money? Find out why building a focused portfolio of just 6–8 stocks may outperform diversificationJaden's method connects logic and intuition, empowering you to invest with confidence and purpose. His software, Sterling Stock Picker, is designed to simplify your decision-making and boost returns by using both data and instinct.

In this episode, we welcome Michelle Rule, a multi-millionaire business owner, investor, and mother known as the Millionaire Maker. Michelle shares her journey from being $30,000 in debt to achieving multimillionaire status. She discusses the pivotal role of energetics and strategy in wealth building, the importance of leveraging assets such as property, and the unique dynamics of working with her husband in their business. Michelle's mission is to empower women to break free from financial limitations and intentionally build wealth for future generations. Tune in for an inspiring conversation that dives into the energetics of money, overcoming limiting beliefs, and strategic investment for sustained financial freedom. Watch the full interview on YouTube 00:00 Introduction to Michelle Rule: The Millionaire Maker 01:15 Michelle's Turning Point: From Debt to Wealth 06:24 The Power of Energetics in Wealth Building 09:05 Overcoming Limiting Beliefs About Money 14:18 The Abundant Mindset: Quality Over Quantity 21:29 Healing Your Relationship with Money 23:33 Embracing Money as a Creative Partner 25:09 The Power of Visibility in Attracting Wealth 27:45 Supporting Business Owners Beyond Cash Flow 29:06 Building Wealth Through Assets and Investments 33:14 Leveraging Property for Generational Wealth 37:28 Working with Your Spouse in Business 42:09 The Importance of Legacy and Generosity Connect with the Millionaire Maker Michelle Rule: michellerule.com.au Follow her on IG @michellerulemillionairemaker  IG: @marciacolosi | LI: @marciacolosi | FB: @marciamiatke  Ready to take your life and relationships to the next level? Follow The EQ Academy Official where you'll learn to optimise your emotions, leverage your feminine and masculine energies and show up your most confident and radiant self!

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.  Medical office real estate investing is quickly becoming one of the most lucrative—and misunderstood—strategies for building wealth among high-income professionals. In this episode, we sit down with David Hrizak, a 29-year industry veteran and commercial real estate fund manager, to demystify this niche and explain why it's a powerful path to financial freedom.For doctors, dentists, and other professionals overwhelmed by taxes and market volatility, this episode offers answers. David shares how his firm, Streamlined Companies, helps clients create passive income for doctors through smart real estate strategies in one of the fastest-growing markets: real estate investing in Arizona. Learn how vertically integrated operations, local market expertise, and a focus on recession-resistant assets give you the confidence to invest without being a landlord.If you've been Googling:“How can I earn passive income outside of my medical practice?”“Is commercial real estate safe in a high-interest rate market?”“What are the tax advantages of real estate investing?”This episode provides actionable solutions. David Hrizak's real estate wisdom addresses these concerns and more—bringing you insight, trust, and a clear next step toward building generational wealth.00:00 – Meet David Hrizak & Overview of Streamlined Companies01:15 – From Broker to Fund Manager: 29 Years of Real Estate Experience03:00 – Why Medical Office Buildings Are a Hidden Gem04:45 – The Power of Passive Income for Doctors06:30 – Why Arizona Is Prime for Real Estate Investing08:00 – Busting Myths Around Real Estate Ownership09:30 – Turnkey Investing: Avoiding Tenants, Toilets, and Trash11:15 – The Tax-Advantaged Reality of Real Estate13:00 – How High-Income Earners Quietly Build Wealth15:00 – David Hrizak Real Estate Approach: Relationships Over Transactions17:00 – Final Thoughts & How to Connect with David#MedicalOfficeRealEstateInvesting#PassiveIncomeForDoctors#DavidHrizak#RealEstateInvestingArizona#CommercialRealEstateFundManager#DoctorInvesting#RecessionProofRealEstate#ArizonaRealEstateBoom#K1RealEstateTaxBenefits#BuildWealthWithRealEstate#HighIncomeInvestor#FinancialFreedomForDoctors#RealEstateWithoutLandlordStressTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

In this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valuable content over the Summer. David reviews each of the 18 episodes of Season 5, including a quick recap and highlights. The goal of this episode is to help listeners catch up on missed episodes or revisit important insights they may have forgotten. He invites feedback and topic suggestions for future episodes as the podcast continues to grow its audience. EPISODE SNAPSHOTS: 5.1 & 5.2 – Dr. Jay Foley: After a life-altering snowboarding accident, Dr. Foley transitioned from surgery to medico-legal consulting, highlighting the importance of disability insurance and leveraging a medical license in new ways. 5.3 – Andy Taylor: Explored how election cycles influence market behavior and how physicians can remain calm and strategic with their portfolios. 5.4 – Nolan Bradbury, CPA: Covered KPIs, practice delegation, legal/tax structure for side hustles, and exit planning from a CPA's perspective. 5.5 – Dr. Ben Ostrander: Applied hospitality industry lessons to healthcare to enhance patient experience, employee satisfaction, and operational efficiency. 5.6 – Jessica Jones, Consultant: Shared insights on aligning practice models with physician passion, wellness trends, and diversification within practices—especially cash-based models. 5.7 & 5.8 – Dr. Sue Keller: An unflinching look at financial mismanagement, the emotional toll of bankruptcy, and finding meaning in a reinvented career after decades in dentistry. 5.9 – Dr. Jay Zigmont: Introduced “child-free wealth” as a growing financial niche, challenging traditional planning assumptions and offering guidance tailored to child-free individuals. 5.10 – Dr. Jude Pierre (Pt. 1): Talked about geographic and specialty shifts, mentorship, and the creation of a physician coaching practice to fight burnout and debt. 5.11 – Carole Foos & Greg Heimkreiter, CPAs: Discussed looming tax law expirations, industry-wide challenges in accounting services, and what physicians should know about finding quality tax advisors. 5.12 – Kristy LaGourgue & Rachel Varga: Focused on brand building and marketing strategy for all doctors, not just those in aesthetics—emphasizing the importance of digital presence and patient communication. 5.13 – Dr. Pat St. Pierre: Reflected on a military-to-medicine career, financial planning, industry involvement, and proactive retirement through wine education to avoid post-retirement difficulty. 5.14 – Attorneys Byrd & Adatto: Covered major legal trends including compounding pharmacy scrutiny, the evolving legal landscape around non-competes, and internal practice exits. 5.15 – Dr. Jude Pierre (Pt. 2): Discussed optimizing workflow through scribes, practice innovation via Medicare Advantage, and financial/lifestyle balance to avoid physician burnout. 5.16 & 5.17 – Cory Kleinschmidt: Provided a comprehensive look at locum tenens work for physicians—ideal for both early-career flexibility and late-career freedom—including licensing, contract tips, what to look for in an agency, forming LLCs for tax purpose and more. 5.18 – Drs. Mark Figgie & Joel Press: Shared a mentorship model from HSS that helps young physicians with career planning, finances, wellness, and leadership development. 5.19 – Bob Goettling: Introduced ESOPs (Employee Stock Ownership Plans) as an innovative, tax-efficient practice exit strategy increasingly relevant in the medical space.     Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In this conversation, John Harcar interviews Mark Willis, a certified financial planner, about his journey from a ministry degree to becoming a financial expert. They discuss various wealth strategies for real estate investors, the importance of financial planning for college funding and retirement, common mistakes made by investors, and the keys to success in the financial industry. Mark shares insights on how to avoid pitfalls in real estate investing and emphasizes the importance of understanding financial tools and strategies to achieve financial independence. Professional Real Estate Investors - How we can help you:             Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

She worked for the IRS—until they sent her to prison for 3 years.In this episode, Dr. Sherry Peel Jackson, a former IRS agent and CPA reveals how the ultra-wealthy legally pay little to no tax, while small business owners and everyday Americans get squeezed. We talk about her time inside the IRS, why she believes the system is broken, and how she's now helping others protect and grow their wealth.We also cover:How the IRS targets small businessesWhy she's leaving investments behind for gold, silver, and real estateMoney-making strategies for everyday peopleTeaching kids about money and mindsetWhy she's relocating to Costa Rica for a freer lifeConnect with Dr. SherryWebsiteLinkedInWorldwise Capital Links⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YoutubeWebsitePrivate Community AccessStrategy Session

Are you building wealth... or just playing the hustle game on hard mode?Let's get real—between inflation, AI, and market mayhem, it's easy to feel like you're hustling just to stay afloat.But what if you could thrive in this chaos—and future-proof your biz in the process?That's what we unpack in this exclusive guest guru training inside The Happy Hustle Club—my private mastermind community for purpose-driven entrepreneurs. This one was so packed with gold that I had to share it publicly on The Happy Hustle Podcast.I sat down with my buddy Rob Luna—wealth strategist to the ultra-successful, media financial expert, and real-deal entrepreneur. We broke down how to grow your money, your business, and your freedom in this wild economy.Rob's insights are next level—and he doesn't just talk the talk. He's helped countless entrepreneurs go from financial chaos to clarity. In this convo, he spills the tea on everything from tariffs and investing, to AI's impact on the game, to building sustainable portfolios and planning your ideal exit.Rob talked about how AI is changing the way we do business—and why adaptability is non-negotiable if you want to thrive in the future. He laid it out clearly: AI won't replace you, but someone using AI better than you definitely could. But here's the kicker—while everyone's out here automating everything, the people who lead with empathy, creativity, and human connection are gonna be the ones who win big.Rob also dropped serious gems on how to build a sustainable portfolio. Not the kind of shiny stuff you see influencers posting about—but a real plan that aligns with your goals, values, and lifestyle. Because let's be real, if your financial strategy isn't supporting your happiness, what's the point?One of my favorite moments? When Rob broke down the difference between growing a business and building wealth. Most entrepreneurs are great at the first one—but never learn the second. And without a clear exit strategy, you're just building yourself a job. We also touched on financial literacy—something too many entrepreneurs ignore until it's too late. If you don't know your numbers, your business owns you. Plain and simple. Rob explained how understanding your cash flow, risk tolerance, and freedom number can change your life. Because the goal isn't just to work less—it's to live more.This convo was filled with truth bombs, mindset shifts, and practical steps you can take right now to level up. Whether you're just starting out or already crushing it, Rob's wisdom will challenge you to think bigger, act smarter, and stay aligned with your mission.So if you're ready to stop playing small, take control of your financial future, and adapt to the changes coming fast—hit play on this episode now. You'll learn how to invest wisely, protect your energy, prep for a smart exit, and most importantly, build wealth without burning out.Connect with Robhttps://www.instagram.com/thelunarobhttps://www.youtube.com/lunarobhttps://twitter.com/thelunarobFind Rob on these websites: https://robluna.com/ closeyourwealthgap.comConnect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body actually needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental wellbeing all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including ESOPs as a potentially powerful but underutilized tool.  Bob breaks down the core structure and history of ESOPs, describing them as trust-based leveraged buyouts that allow physicians and employees to own their practice while benefiting from significant tax advantages. He explains how the Bloom Organization itself became an ESOP nearly a decade ago, and how his team has since developed a tailored hybrid ESOP model for medical practices, especially as interest in private equity has cooled due to rising interest rates and negative post-deal experiences. While ESOPs offer clear advantages—like retaining control and optimizing tax outcomes—they also come with complexity. Goettling stresses the importance of choosing the right advisors and ensuring a strong internal management structure. Not every practice is a good fit; size, structure, and strategic alignment are critical factors. The episode offers high-level insight into how ESOPs work, who they benefit, and what red flags to watch for in considering this alternative to traditional M&A routes. KEY INSIGHTS ESOP stands for Employee Stock Ownership Plan and enables employees to become beneficial owners through a trust structure. Originally introduced in the 1950s, ESOPs gained traction in the 1970s due to government incentives. Goettling and his team at Bloom implemented an ESOP for their own firm nearly 10 years ago and now advise physician groups on doing the same. Tax benefits are significant: ESOP sellers can defer or eliminate capital gains, and the entity itself becomes tax-exempt. ESOPs allow physicians to monetize their practice without surrendering control, unlike private equity deals. The model is ideal for larger practices (15–20+ physicians) with existing governance (boards, CEOs, CFOs). Complexity is a key barrier—ESOPs involve oversight from both the IRS and Department of Labor. Hybrid ESOP models can account for partners, junior doctors, staff, and even future hires. Mistakes often stem from poor advisory choices; experience with ESOPs is essential to avoid pitfalls. ESOPs can be a game-changer for practices looking to stay independent while scaling strategically. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Feel as though your business is always in a feast or famine cycle making it impossible to predict cash flow or pay yourself regularly? Are you unsure when and how to use debt wisely? Do you know how to create lasting wealth (even if your business isn't yet profitable) so that you have long-term options and security?  Today's guest is Gina Knox, aka Money's Mom, and she's going to help you get a better grip on your business finances so that your money can start working for you instead of you working for your money!    Chapters 00:29 - Meet Gina Knox 02:10 - Good versus bad business debt   06:13 - When to pay yourself 11:41 - Dealing with inconsistent income  16:36 - Why we avoid getting help with finances 19:31 - The importance of passive income  25:00 - Building a wealth portfolio  31:01 - Connect with and learn from Gina   To attend Gina's next webinar, Pay Off 5 Figures of Business Debt in 2025, sign up at https://www.ginaknox.co/masterclass-ad Learn more about Gina and her programs at https://www.ginaknox.co Follow Gina on Instagram at https://www.instagram.com/ginaknox/   For even more content and a daily dose of inspiration, follow me on Instagram at http://www.instagram.com/HeatherJoyHubbard Join my newsletter at http://www.HeatherJoyHubbard.com/Subscribe for insider access and perks you can't get anywhere else!   

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journeys in medicine. Dr. Press shares how his diverse early experiences led him to physiatry, while Dr. Figgie recounts his balance between science, business, and a lifelong pursuit of education, including earning an MBA during his fellowship. The conversation shifts into a discussion of mentorship at the Hospital for Special Surgery, where both physicians have played key roles in developing a cross-disciplinary mentorship model to support younger doctors. Their focus extends beyond clinical guidance to include career development, personal financial planning, and wellness—areas often overlooked in traditional medical training. This approach fosters institutional collaboration and a stronger culture at HSS. Finally, the episode dives into physicians' relationships with industry. Dr. Figgie offers candid advice on contracts, intellectual property rights, and ethical considerations when working with device manufacturers. He emphasizes the importance of legal review and staying true to what benefits patients. Dr. Press adds insight into personal financial trust, suggesting that doctors build a "board of directors" for trusted guidance. The episode closes with a preview of future initiatives aimed at supporting physicians earlier in their careers through financial education and mentorship. Key Insights: Dr. Press discovered physiatry through a unique summer program, showing the value of early exposure to diverse specialties. Dr. Figgie pursued an MBA during fellowship, believing in the power of financial literacy for physicians. Mentorship at HSS now includes financial, administrative, and personal development components—not just clinical. A cross-specialty mentorship program allows different departments (e.g., orthopedics and radiology) to learn from one another. Many young physicians lack basic financial planning tools, leading to under-preparedness later in their careers. HSS has created a repository of recorded educational sessions covering mortgages, insurance, investing, and more. Dr. Figgie cautions against blindly signing industry contracts without legal review, especially when IP is involved. Relationships with medical device companies often include consulting, design input, or teaching—but require transparency. Dr. Press emphasizes the importance of building a trusted "personal board of directors" to help with life and career decisions. Future initiatives at HSS may include subsidized financial checkups for new physicians to kickstart long-term planning. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In today's podcast, Aaron Christie-David and I delve into the intricacies of successful property investment, emphasising the importance of mindset, financial education, and strategic planning.     We discuss the current property cycle, the role of strategic mortgage brokers, and how to improve your borrowing capacity while managing your cash flow.     Takeaways  The property market is entering a new phase as interest rates will continue to fall.  The long-term fundamentals will drive property values up over the next few years but there will be ongoing challenges..  Taking control of your financial future is essential, the government won't look after you in your golden years..  The right mindset is crucial for successful investing.  Financial education is often lacking in Australia.  Investors need to manage cash flow effectively.  Choosing the right mortgage broker can impact success.  Borrowing capacity can be increased with strategic planning.  Lifestyle choices can hinder investment potential.  Investing requires grit and the ability to hold on.  Chapters  00:00 Introduction to Financial Freedom  04:00 The Importance of Mindset in Investing  06:55 Understanding Borrowing Capacity  09:41 The Role of Mortgage Brokers  12:06 Strategies for Increasing Borrowing Capacity  14:46 Navigating Cash Flow Challenges  17:33 Long-Term Investment Strategies  20:07 The Impact of Lifestyle on Investment  22:59 Scaling Investments Amidst Economic Challenges  25:35 Fundamentals of Property Investment  28:17 Taking Control of Your Financial Future   Links and Resources:       Michael Yardney  - Subscribe to my daily Property Update newsletter     Metropole's Strategic Property Plan – to help both beginning and experienced investors     Aaron Christie-David co-founder of Atelier Wealth his podcast is The Australian Property Podcast     Get a bundle of free reports and eBooks – www.PodcastBonus.com.au      Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to or watching this podcast and subscribe so each week we can unveil the trends shaping your future. 

“Insanity is doing the same thing over and over again and expecting different results.” – Albert Einstein Tired of Living Paycheck to Paycheck? Break Free and Build Wealth with Smart Money Strategies! Are you trapped in debt and/or finding it hard to grow your net worth? Stop repeating the same financial mistakes and expecting different results. … Continue reading Wealth Strategies for Every Income Level | Episode 116 →

In episode 37 of Wake Up to Wealth, Brandon Brittingham interviews Mark Evans, a real estate investor and business consultant, as he discusses the importance of relationship capital, the transition from being a boss to a leader, and the critical lessons learned from near bankruptcy. Tune in for insights on wealth-building and the power of community in achieving financial goals.SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Mark EvansInstagram: https://www.instagram.com/markevansdmFacebook: https://www.facebook.com/markevansdmWEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeMark Evans: https://www.markevansdm.com/ 

In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt, an industry veteran in the locum tenens space. Cory shares his journey into the field, which began unexpectedly in the late 1990s when he helped develop LocumTenens.com, a job board that played a significant role in the industry's growth. He later founded Locumpedia, a digital platform dedicated to locum tenens professionals, offering resources, job listings, and insights into the industry. Cory explains the concept of locum tenens, which allows physicians to work as temporary providers in various healthcare settings, providing them with flexibility, higher earnings, and work-life balance. He highlights how the industry has evolved from a necessary staffing solution to a strategic workforce model, driven by growing physician shortages and changing work preferences.  This first part of a two-episode interview also covers trends in locum tenens, including the increasing interest from younger physicians, the rising demand for specific specialties like neurology, cardiology, and psychiatry, and the impact of AI. Cory emphasizes that locum tenens is becoming an essential part of healthcare staffing, allowing doctors to explore different practice environments while mitigating burnout and financial stress.   Key Insights: Locum tenens, meaning "to hold the place," originated in the Catholic Church before transitioning into healthcare staffing. The industry has grown significantly, with more physicians, especially younger ones, choosing it for career flexibility and income potential. Locumpedia is a digital platform that provides a free, centralized resource for physicians and healthcare organizations. The No-BS Guide to Locum Tenens was created to offer straightforward, unbiased insights into locum work. See https://www.locumpedia.com/. Locum tenens physicians work as 1099 independent contractors, allowing them to take advantage of tax benefits and business deductions. The demand for locum tenens is increasing due to physician shortages, burnout, and changing work preferences. Specialties such as hospital medicine, neurology, cardiology, psychiatry, anesthesiology, and radiology are currently in high demand. AI is expected to impact radiology, but the combination of AI with skilled radiologists is seen as the future rather than full automation. More doctors are using locum tenens as a way to test different work environments before committing to full-time positions. Locum tenens is becoming an essential part of modern healthcare staffing, allowing hospitals to adapt to patient demand and financial constraints efficiently. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion on physician entrepreneurship, financial pitfalls, and operational best practices. They begin by revisiting common mistakes doctors make when purchasing their first or second home, such as relying on 100% financing and overspending on a house before their career stabilizes. Dr. Pierre emphasizes the importance of financial prudence and warns about the risks associated with early-career real estate decisions. The conversation then shifts to the benefits of hiring a medical scribe, a strategy that transformed Dr. Pierre's practice. He explains how scribes improve efficiency by documenting patient interactions in real time, allowing physicians to focus more on patient care. His transition from an in-house scribe to a virtual scribe further optimized workflow while reducing costs. He also discusses the financial benefits of Medicare Advantage, outlining how physicians can maximize revenue while ensuring high-quality patient care. Lastly, the discussion covers physician burnout and the importance of self-care, social connection, and financial planning. Dr. Pierre stresses to David that doctors should recognize their worth, invest in their practices wisely, and plan their personal finances strategically. He highlights the advantages of owning medical real estate and encourages physicians to take control of their financial future by being proactive in wealth management. The episode closes with a reminder that strategic decision-making, both professionally and personally, can lead to long-term success. KEY INSIGHTS: Many physicians fall into the trap of buying a large home too early, only to face financial strain when their career trajectory changes. 100% financing often leads to a lack of equity, which can create problems during economic downturns. Physicians should be mindful of lifestyle creep, resisting the temptation to upgrade their homes or cars just because they can afford them. Hiring a medical scribe can free up significant time, improving work-life balance and patient interactions. Virtual scribes offer a cost-effective and efficient alternative to in-house scribes, reducing administrative burdens. Medicare Advantage provides an opportunity for physicians to earn steady income through capitation, but it requires proper patient management. Owning the building where a physician practices can be a smart long-term financial decision, adding equity and stability to their business. Physicians should be aware of their worth and avoid undervaluing their services, ensuring they receive fair compensation. Small personal care habits, like regular haircuts, contribute to mental well-being and help combat burnout. A structured financial plan, including strategic investments and savings, is essential for long-term financial success. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Are prefab ADUs the key to unlocking new streams of real estate income? In this episode of The Rich Somers Report, Rich sits down with Andrew Greer to discuss how investors are using prefabricated accessory dwelling units (ADUs) to maximize their properties, scale rental income, and build long-term wealth.Rich and Andrew dive into:How prefab ADUs can be installed quickly and generate high cash flowWhy ADUs are one of the best solutions for affordable housing and rental demandThe step-by-step process of adding an ADU to your propertyHow to finance and permit ADUs, plus key zoning laws to knowWhy California's ADU-friendly policies are creating massive opportunities for investorsAndrew shares real-world case studies and strategies from his own projects, breaking down how investors can leverage ADUs for long-term passive income and portfolio growth. Whether you're a seasoned investor or looking to maximize the value of your property, this episode provides actionable insights to help you get started.For limited investment opportunities with Somers Capital: www.somerscapital.com/invest. Ready to take your investing to the next level? Join our Boutique Hotel Mastermind Community. Join a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.