Podcasts about wealth strategies

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:

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  

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/ 

This week we are talking about estate planning and generational wealth. Join our hosts Christian Nossum and Shannon Nossum of the Awesome Nossum Group at Wilson Realty as we interview Estate Attorney Julie Martiniello from Dimension Law. We will discuss estate planning and how to transfer your wealth properly without a large tax burden. If you like listening to the Awesome In Seattle Podcast, leave us a review. We would love to hear from you!

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!

Unlock the secrets to not just making money, but creating wealth. Join us on this transformative episode of The Flourishing Entrepreneur Podcast as we dive deep with Nikki Nash, a marketing genius and client enrollment expert who has mastered the art of increasing wealth. Whether you're speaking on stage or looking to elevate your financial game, Nikki's insights are invaluable. Key Takeaways: Mastering Money-Making as a Speaker: Nikki shares how moving beyond just getting paid to speak is crucial. It's about leveraging your stage presence to create ongoing revenue streams and build substantial wealth. Strategic Engagement for Financial Success: Learn how Nikki turned typical speaking engagements into opportunities for substantial income, not just through direct payments but by engaging audiences in a way that leads to long-term business relationships and growth. Preparation is Key: Discover Nikki's approach to preparing for talks that not only deliver value but also strategically set the stage for lucrative opportunities post-presentation. The Power of Connection: Nikki emphasizes the importance of genuinely connecting with your audience, understanding their needs, and aligning your message to address these needs, which significantly increases the impact and financial returns of your engagements. Insightful Moment: Nikki recounts a pivotal speaking event where she realized the importance of aligning her presentation with audience expectations and business goals. She stresses that "What you focus on grows," urging speakers to concentrate not just on the content but on the potential outcomes of their speeches.   About Nikki Nash Nikki Nash is a Hay House author, motivational speaker, podcast host, and client enrollment expert. Referred to as a “marketing genius” by clients and peers, Nikki uses her 15+ years of experience to help service based businesses attract and retain their dream clients. Nikki's methodologies and frameworks have helped clients fill group programs, triple their revenue, double their profits, and so much more. She believes that entrepreneurship can be a vehicle for generational wealth and strives to help close the gender and racial wealth gap in America.   Connect with Nikki Nash Instagram - https://www.instagram.com/nikkinashofficial/ LinkedIn - https://www.linkedin.com/in/nikkinash/ Facebook - https://www.facebook.com/NikkiNashOfficial/   About Aleya Harris Aleya Harris is the spark for your spark™. A trailblazer in purpose-driven story crafting, she is a marketing executive and ex-Google Vendor Partner who brings her dynamic experience to her role as the CEO of The Evolution Collective Inc. Aleya is an international award-winning speaker, the founder and lead trainer of Spark the Stage ™, and the host of the award-winning Flourishing Entrepreneur Podcast. She is also the author of the bestselling book Spark the Stage: Master the Art of Professional Speaking and Authentic Storytelling to Captivate, Inspire, and Transform Your Audience. Her unique approach as a Strategic Storytelling Consultant has revolutionized the way businesses communicate, transforming workplace cultures and market positioning. With her dynamic energy and proven methodologies, Aleya guides clients to unlock their potential, articulate their radically authentic stories, and achieve unparalleled success.   Watch the Free Masterclass Join Aleya's free masterclass "Build Unstoppable Confidence and Book Speaking Gigs Without Feeling Like an Impostor." Discover the proven framework to own your story, captivate audiences, and land speaking gigs—even if you've doubted your worth or have no experience on stage. Register at https://www.aleyaharris.com/masterclass    Buy the Book Aleya's bestselling book will help you become a more confident and authentic professional public speaker. Buy Spark the Stage: Master the Art of Professional Speaking and Authentic Storytelling to Captivate, Inspire & Transform Your Audience on Amazon or anywhere books are sold. Buy the Book: https://a.co/d/1T4EoJ7    Sign Up for Spark the Stage™ Spark the Stage™ is an online course and 12-month group coaching program that helps entrepreneurs and executives become radically authentic professional public speakers who can confidently deliver a compelling Radical Spark Signature Talk™ from the stage. Enroll at https://www.aleyaharris.com/spark    Work with Aleya to Craft a Better Story An unclear strategy, confusing brand, or undefined workplace culture will repel ideal clients, visibility opportunities, and career-making connections. The Evolution Collective Inc. transforms disconnected teams and overwhelmed leaders into thriving, inclusive cultures through Radically Authentic Strategic Storytelling. Schedule a call at https://www.evolutioncollective.com/    Book Aleya to Speak To book Aleya to edutain your audience at your next event as a keynote speaker, please visit www.aleyaharris.com/speaking to check out her speaking topics, reels, and why.  Click "Schedule a Call" to secure the speaker with "that something new" you've been looking for.   Connect with Aleya Harris Instagram: https://www.instagram.com/aleyaharris/  LinkedIn: https://www.linkedin.com/in/aleyaharris/  TikTok: https://www.tiktok.com/@thealeyaharris 

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.

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies

Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took outside of the military on the east coast and his eventual move to Palm Desert, CA to a growing orthopedic practice there. The conversation then shifts to Pat's involvement with industry, including work on a Mako orthopedic robot for shoulder surgeries. He comments on the importance of physicians working with industry and gives advice to those thinking about doing so. David and Pat then discuss Pat's plan for retirement, which he has given a lot of thought to over the last decade after seeing colleagues struggle with life post-medical career. Pat is passionate about retiring TO something, not just FROM medicine. Pat explains his TO – is wine – and give insights on what he has been doing for some years to train and become certified as a master sommelier. The episode concludes with Pat giving some specific advice for colleagues on approaching retirement beyond medicine. KEY POINTS Dr. Pat St. Pierre's Background: A West Point graduate, he also completed his medical education at the Uniformed Services University of Health Sciences and has an extensive military medical career, including residencies and fellowships in orthopedic surgery and sports medicine. Military Experience: Dr. St. Pierre initially served in the infantry, where he undertook demanding roles such as airborne ranger and pathfinder, before transitioning to medicine in the military. Motivation for Medicine: Inspired by personal experiences, including his mother's battle with heart disease, Dr. St. Pierre initially considered cardiology before shifting to orthopedics. Choosing Orthopedic Surgery: He found his passion for orthopedics and sports medicine through impactful rotations and mentorship during medical school. Transition to Civilian Practice: After 24 years of military service, his first civilian role in Virginia was driven by family considerations and proximity to his wife's ailing parents. Palm Desert Practice: Dr. St. Pierre joined Eisenhower Desert Orthopedic Center and has been practicing there for 17 years, playing a pivotal role in the growth of the practice. Sports Medicine Leadership: He became the lead physician for major sports events, including the BNP Paribas Tennis Open, and worked with junior colleges, high schools, and a professional hockey team. Financial Lessons for Young Physicians: He emphasized the importance of mentors, contract review, and considering regional factors like managed care and ancillary revenue streams when choosing a practice. Overhead Management: Dr. St. Pierre's group reduced their overhead by transitioning into a hospital-affiliated model, which improved financial efficiency. Industry Collaboration: He values physician involvement in medical device development and has contributed to innovations like the BioWick rotator cuff anchor and the Mako robotic shoulder replacement. Mako Robotic Shoulder Surgery: Dr. St. Pierre is part of a global team developing this cutting-edge technology, with FDA approval recently granted, signaling a transformative advance in shoulder surgery. Planning for Retirement: He advocates for retiring to something meaningful rather than simply retiring from medicine, sharing his personal journey of preparing for life after surgery. Passion for Wine: Dr. St. Pierre pursued a Master of Wine certification, a rigorous program blending science, viticulture, and business, becoming one of a select few in the world to achieve this level. Future Endeavors: He plans to continue contributing to wine education and management while staying engaged with the medical industry, ensuring a fulfilling post-retirement phase. Lifelong Learning: Dr. St. Pierre underscores the importance of challenging oneself with new pursuits, such as studying wine or learning an instrument, to keep the mind active and engaged.     Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In this episode, Joyan sits down with Yvonne & Cleveland Stanberry, the husband-and-wife duo behind the book It's Never Too Late - Sometimes. After noticing unusual symptoms in their young daughter, Yvonne trusted her motherly intuition and sought a second medical opinion, an instinct that ultimately saved Samantha's life. But this is more than just a story of survival. It's a testament to the power of family, determination, and never giving up. Through immense challenges, they turned pain into purpose.What we talked about:The life-changing moment that altered their family's destinyNavigating the emotional toll of Samantha's illnessThe power of education in transforming their livesEpisode Resources:⁠⁠⁠⁠Yvonne & Cleveland BookYvonne & Cleveland Website

Dr. Latifat is a financial coach and advocate for women physicians who are looking to take control of their money and build long-term financial security. The show focuses on helping women physicians master their finances, increase their net worth, and break free from financial stress, all while balancing their demanding careers and personal lives.In this episode, she discusses how to assess and improve your financial position by understanding net worth, leveraging income wisely, and the importance of taking breaks to recharge. She shares insights on how to make money work for you, avoid burnout, and prepare for financial emergencies.Key Takeaways:Net worth equals assets minus liabilities.Sabbaticals help recharge productivity.Your money should not just pay bills.Timestamps: 11:04 - Understanding your financial net worth12:40 - Why your primary home may not be considered an asset13:30 - The importance of taking a break or sabbatical14:37 - Wisdom from the Bible on allowing land to replenish16:45 - How to make your money work for you18:49 - Preparing for financial emergencies19:35 - Embracing growth and learning from challenges21:39 - Announcement about the upcoming financial challengeConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call

Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical practices make with marketing and how to avoid them.  They then chat about the importance of marketing when offering new services or equipment or even bringing on new doctors. The discussion then turns to branding – how an individual doctor can brand him/herself in the marketplace- which not only can be patient-focused, but also to other doctors, who are key referral sources –and even industry for further business opportunities. Finally, Kristy and Rachel speak to the use of social media and how doctors should approach getting started in marketing efforts. KEY TAKEAWAYS Takeaway #1: Having a Clear Marketing Strategy is More Effective Than Piecemeal Efforts. Piecing together different marketing tactics without a clear strategy can lead to poor results. Kristy points out that one common mistake practitioners make is trying “a little bit of this, a little bit of that, hoping something's going to stick.” Instead, she suggests that it's crucial to understand how different marketing activities work together to drive steady patient flow. Rachel supports this point, noting that practitioners often give up too soon or get in their own way due to imposter syndrome or feeling out of their comfort zone. She encourages practitioners to stick with their marketing efforts and to recognize the long-term benefits. “It's really getting also that validation and accolade from your colleagues in the space too, to then position you even further, which might open up the gates for different opportunities on boards and business development deals as well”. In essence, being strategic and consistent about marketing activities, rather than trying different tactics in a piecemeal manner, can lead to better results and open up new opportunities for practitioners. Takeaway #2: Diversifying Practice Offerings Can Lead to New Opportunities. With the rapidly evolving field of medical technology and treatments, diversifying practice offerings can open up new opportunities for physicians. For instance, adding new technologies or treatments to a practice can attract different types of patients, or even create new revenue streams. Rachel explains how one of her colleagues transformed his practice by incorporating group coaching and video training, thus creating a seven-figure business. She says, “So you just don't know what's possible until you start to go down this path.” She also mentions the increasing popularity of concierge medicine and biohacking, suggesting that practices that incorporate these elements are very appealing to buyers. Diversifying practice offerings can, therefore, not only bring in new patients and revenue streams but also increase the practice's value in case of a potential buyout. This diversification, coupled with a strong online presence and marketing strategy, can significantly enhance a practice's success and growth. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

My guest today is my friend and money expert, Mel Abraham! A former CPA turned entrepreneurial innovator and money mentor, Mel is renowned for his USA Today bestseller, "Building Your Money Machine: How To Get Your Money To Work Harder For You Than You Did For It!". Founder of The Affluence Blueprint™, The Legacy Factor™, and Thoughtpreneur™ Academy, Mel empowers individuals to achieve financial independence and create impactful lives. In our conversation, Mel shared how his personal journey as a single full-time dad and a health scare inspired his mission to democratize financial wisdom. He emphasized moving beyond revenue-focused mindsets to sustainable wealth-building strategies. Throughout the interview, Mel addressed common financial blind spots among entrepreneurs, providing practical steps to secure long-term financial futures. He highlighted strategies for turning businesses into wealth-generating assets, distilling insights gained from advising top course creators globally. Mel's approach goes beyond monetary success, encouraging a shift in money psychology to foster lasting wealth. He outlined a roadmap for financial independence tailored for entrepreneurs, stressing the importance of investment strategies amidst fluctuating incomes. Discussing growth and avoiding burnout, Mel redefined success, urging entrepreneurs to focus on profitability and cash flow rather than vanity metrics. He shared insights on generational wealth, emphasizing its broader significance beyond financial gains. Reflecting on his journey, Mel shared invaluable lessons, including critical mistakes in wealth-building and defining personal success beyond monetary achievements. His advice for entrepreneurs at various stages underscored the importance of strategic planning and holistic growth.   Where to find Mel Abraham:  Building Your Money Machine book link: YourMoneyMachineBook.com Instagram: https://www.instagram.com/melabraham9/ YouTube: https://www.youtube.com/@MelAbraham Where to find Tina Tower: Her Empire Builder: https://www.herempirebuilder.com/ Instagram: https://www.instagram.com/tina_tower/ YouTube: https://www.youtube.com/@herempirebuilder

As always, email david@parallelfinancial.com with any questions and get your value builder score at www.weeklywealthpodcast.com/valuebuilderscoreLearn more about David Steele by visiting https://davidsteel.xyz/Takeaways: In this episode, we dive into the principles of business success with David Steele, who is a seasoned entrepreneur. David Steele shares how his journey blends finance, creativity, and philanthropy to build sustainable wealth. The conversation emphasizes the importance of making financial decisions based on facts rather than assumptions or feelings. Successful entrepreneurs need to focus on building generational businesses instead of chasing quick exits for financial gain. We discuss how essential it is for business owners to delegate tasks effectively to scale their operations without micromanaging. David highlights the importance of having a solid financial foundation before venturing into entrepreneurship, ensuring personal stability. Links referenced in this episode:davidsteel.xyzMentioned in this episode:Weekly Wealth Website

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc.  David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress.  Carole begins with a discussion of potential changes to individual tax rates and Greg mentions the SALT limitations and dives into estate tax issues as well. David then chats with Carole about retirement plan changes due to the Secure Act, new planning opportunities coming online in 2025, and the continued importance of tax diversification.  Greg then shifts the discussion to corporate taxation, including the possibility that C corporations may come back into more utility for medical practices and other small businesses.  Carole and David then discuss Qualified Opportunity Zone investments and how the deferred tax is going to be coming up for payment soon and what that means for 2025 tax planning. David concludes asking both Carole and Greg for their input on the changes in the accounting industry and why so many physicians and practices are having difficulty finding good firms who want to provide tax return preparation services.     KEY POINTS Tax Uncertainty in 2025: With potential changes to tax laws due to a new administration, tax planning remains a "wait and see" process, especially for individuals and businesses.  Expiring Tax Cuts: Key provisions of the 2017 tax reforms, including lower individual income tax rates and increased standard deductions, are set to expire at the end of 2025 unless extended.  Estate Tax Exemptions: Current estate tax exemptions of $13 million+/- per individual ($27 million for married couples) could be halved if laws revert in 2026, raising planning concerns.  SALT Deduction Limit: The $10,000 cap on state and local tax (SALT) deductions is a significant pain point, particularly for taxpayers in high-tax states like California and New York.  Retirement Plan Changes: The Secure Act 2.0 introduces supersized catch-up contributions for ages 60-63 in 2025 and expands options for Roth contributions, encouraging tax diversification.  Opportunity Zones: Taxes deferred through qualified opportunity zone investments will become due in 2026, requiring proactive liquidity planning for investors.  Inherited IRA Rules: New rules require most beneficiaries to withdraw inherited IRA funds within 10 years, potentially accelerating tax liability.  Business Tax Considerations: Proposed reductions in C corporation tax rates from 21% to 15% and changes in bonus depreciation rules could shift entity structuring decisions.  Qualified Business Income (QBI): The QBI deduction benefits pass-through entities but is not available to most high-income professionals, particularly medical practices.  Industry Shifts in Tax Preparation: A shortage of accountants and outsourcing trends have made finding quality tax preparation services more challenging for individuals and small businesses.  Roth IRAs and RMDs: Funding Roth accounts now can reduce future required minimum distributions (RMDs), offering long-term tax benefits.  Accelerated Depreciation: Businesses, including medical practices, may benefit from restored 100% bonus depreciation for assets like equipment.  Tax Diversification for Retirement: Balancing assets in different tax treatment "buckets" (e.g., Roth, traditional accounts) enhances flexibility and minimizes tax burdens in retirement.  Future of C Corporations: Lower corporate tax rates could make C corporations more attractive, but double taxation remains a potential downside.  Challenges in Accounting Industry: Many firms are shifting away from individual tax returns, emphasizing the importance of finding specialized services that align with clients' needs. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, for a business opportunity for his father—beginning his entrepreneurship interests. This entrepreneurship continued in his residency, as he began moonlighting and early real estate investing. The conversation shifts to the challenges Jude had starting a practice in Miami and why he chose to move to a more rural area outside of Tampa. He explains his success in “getting busy” but also gives some advice around getting too busy and work-life balance for physicians. David and Jude then discuss Jude's work as a content creator, through books and videos, as well as his work coaching young physicians. They discuss the type of help he provides other physicians through this content, as well as his "Independent Physicians Blueprint" podcast. The podcast concludes with Jude giving some specific advice for young physicians. Key Points Dr. Jude Pierre's Background: Trained in internal medicine, he has been providing primary care since 2000 in South Florida and Tampa Bay metro area. Dr. Pierre actively mentors new physician graduates, helping them navigate the challenges of a rapidly changing healthcare environment. Apart from practicing medicine, Dr. Pierre is a podcast host and coach for physicians, sharing strategies to succeed both in medicine and entrepreneurship. Diverse Upbringing: Raised in Haiti after being born in New York, Dr. Pierre attributes his entrepreneurial spirit to early exposure to his parents' business ventures in Haiti. Residency and Financial Challenges: During his residency, Dr. Pierre faced significant financial pressures, prompting him to moonlight and prioritize early debt repayment. Real Estate Ventures: Dr. Pierre began investing in real estate during residency, starting with a condominium and later flipping properties, which sparked his interest in entrepreneurship. Physician Practice Challenges: Early in his career, Dr. Pierre faced challenges establishing a private practice in Miami due to oversaturation of primary care providers. Strategic Career Moves: Dr. Pierre moved to Spring Hill, near Tampa, for greater professional opportunities, noting that smaller markets can offer significant practice growth potential compared to larger urban areas. Burnout Awareness: Dr. Pierre emphasizes the importance of work-life balance, sharing his experiences with burnout and the personal impact on relationships. Coaching and Education: He launched a course, "Learn About Medicare Advantage (LAMA)," to educate physicians on managing patient populations and insurance dynamics effectively. Independent Practice Advocacy: Dr. Pierre promotes independent practice models like concierge medicine and direct primary care as alternatives to corporate healthcare. Risk Management in Rural Practice: He highlights the risks of being overwhelmed in underserved areas, urging physicians to set boundaries and prioritize manageable workloads. Efficient Practice Management: Dr. Pierre coaches physicians on balancing patient care with payer relationships to optimize practice sustainability. Podcast Rebranding: His podcast, initially "Practice Impossible," was rebranded to "Independent Physicians Blueprint" to align with his mission of empowering independent practitioners. Advice to Physicians: Dr. Pierre advises doctors pursuing entrepreneurship to seek wise counsel and avoid taking on ventures alone, emphasizing the value of collaboration and specialized guidance. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Roots to Riches: Rebranding for Health, Wealth, and Personal Growth Welcome to the inaugural episode of the Roots to Riches podcast! I'm Justin Benton, your guide to unlocking ancient wisdom to boost both your health and wealth. This episode marks an exciting rebrand from our previous podcast, The Miracle Plant, to a more encompassing theme that integrates natural healing, foundational values, and personal growth.Key Highlights:Introduction to Roots to RichesRebranding: Transition from The Miracle Plant to Roots to Riches to cover a broader range of topics.Focus Areas: Natural healing, personal growth, and achieving true riches in health, relationships, and purpose.My Journey and MissionPersonal Story: How CBDA (cannabidiolic acid) helped my son recover from a severe autism diagnosis.Mission: To help people unlock the power of natural solutions like CBDA and to explore the deep connection between personal healing and achieving dreams.Topics CoveredNatural Healing: Insights into raw CBDA, nutrition, and mindfulness.Mindset and Success: The importance of mindset in achieving success, inspired by legends like Napoleon Hill.Networking and Online World: The shift to online networking post-COVID and how it has opened new opportunities for partnerships and growth.Health and Wealth: Strategies for balancing health, wealth, and happiness.Future EpisodesContent: Stories of transformation, strategies for wealth creation, and insights into natural healing.Guest Appearances: Expect interviews with experts and thought leaders in various fields.Community Engagement: Encouraging listeners to send in their questions and topics they want to hear about.Call to ActionSubscribe and Review: Encouraging listeners to subscribe, write reviews, and share the podcast.Engagement: Inviting listeners to email me at jbenton@101cbd.org with their thoughts and questions.Closing ThoughtsQuote: "Strength and growth come only through continuous effort and struggle." - Napoleon HillNext Episode Teaser: The connection between mindset and money, and how the stories you tell yourself about success could unlock your full potential. TIMESTAMPS:00:00:00 - Introduction to Roots to Riches00:00:11 - The Impact of Stress on Success00:00:32 - Welcome to Roots to Riches00:01:09 - Transition from The Miracle Plant to Roots to Riches00:01:30 - The Power of Going Back to Our Roots00:01:51 - Personal Journey and CBDA00:02:22 - Connection Between Healing and Achieving Dreams00:02:32 - Importance of Mindset, Health, and Networking00:02:54 - Russell Brunson and Secrets of Success00:03:15 - Five Holistic Principles00:03:47 - The Miracle Plant and Homeostasis00:04:19 - Endocannabinoid System and Deficiency00:04:50 - CBDA: The Raw Version of CBD00:05:01 - Rebranding and Expanding Topics00:05:12 - Reaching a Billion People00:05:34 - Health, Purpose, and Alignment00:05:55 - Russell Brunson Show and Personal Development00:06:16 - Rebranding Inspiration and Roots to Riches00:06:37 - Future Topics and Stories of Transformation00:06:59 - Networking in the Virtual World00:07:19 - The Shift to Online Networking00:07:50 - Dream Partnerships and Networking Insights00:08:11 - Balancing Wealth, Health, and Happiness00:08:32 - Health, Wealth, and Relationships00:08:42 - Spirituality and Ancient Texts00:09:04 - Cannabosum and Its Historical Significance00:09:47 - Encompassing More Topics in the Podcast00:10:08 - Stress and Unlocking Potential00:10:29 - Listener Engagement and Feedback00:11:01 - Future Podcast Topics and Interviews00:11:11 - Subscribe and Join the Community00:11:42 - Quote from Napoleon Hill00:12:03 - Connection Between Mindset and Money00:12:15 - Closing Remarks and Future Guests00:12:47 - The Need for Healthier Living00:13:19 - Growing Your Own Food00:13:40 - The Impact of Big Food and Big Pharma00:14:24 - Detoxifying Our Bodies00:15:06 - Educating for Peak Performance00:15:27 - Conclusion and Call to Action00:15:48 - Heal the World Sign-off Thank you for tuning in to the Miracle Plant Podcast. Remember, our mission is to heal the world with the power of this miracle plant. Join us next time for more inspiring stories and insights into the world of cannabis. Produced by PodConx 101cbd - https://101cbd.org/Email Justin Benton - jbenton@101cbd.orgGet a free consultation - askjanet.orgKaneh Bosm Connection - https://youtube.com/@kanehbosmconnection

Key Takeaways: Inflation Lowers Your Savings' Value – Over time, the money you save in regular bank accounts or dollar-based investments loses buying power. This means your retirement savings might not go as far in the future. Scarce Assets Hold Value – Things that are rare, like Bitcoin, art, or property, tend to keep or grow in value because they can't be easily duplicated. Investing in these can help protect your money. Bitcoin's Limited Supply – There will only ever be a certain amount of Bitcoin, unlike regular money that governments can keep printing. This makes Bitcoin a strong alternative to traditional savings. Digital Assets Strengthen Retirement Plans – Adding digital assets like Bitcoin to your retirement account (like an IRA) can help protect against inflation and give your savings a boost over time. Turn Savings into Wealth – By including Bitcoin in your retirement portfolio, your money doesn't just sit – it has the potential to grow significantly. This transforms your retirement plan from simple savings into a tool for building wealth. Chapters: Timestamp Summary 0:00 Introduction to Retirement Savings and Inflation 0:39 Hidden Cost of Money Printing 1:11 Understanding Inflation and Traditional IRAs 2:23 Wealth Strategies and Scarce Assets 2:59 Bitcoin as a Scarce Asset in Cyberspace 4:10 Bitcoin's Scarcity and Its Value 6:32 Adding Bitcoin to Retirement Portfolio   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Today in an Ask Loral for Members session, Loral delivers actionable strategies for building wealth, securing a financial legacy, and maximizing tax benefits. Whether you're navigating investments in Saskatchewan, Canada or exploring tax-saving opportunities somewhere in the U.S., Loral tackles live questions from listeners, offering expert advice on trusts, corporate structures, and strategic planning. Listen in and learn why collaboration with experts, such as tax strategists and trust specialists, is key to maximizing deductions, protecting wealth, and ensuring financial security for your future generations.Loral's Takeaways:Discussion on Corporate Structure and Trusts (1:36)Legacy Planning and Financial Strategies (3:32)Loral's Approach to Financial Education and Expert Collaboration (5:01)Q&A Session: Narosha's Financial Strategy (6:21)Q&A Session: Jennifer Boyd's Investment Strategy (10:00)Q&A Session: Lolly Garcia's Property Investment Decision (11:27)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:

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read's Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay's background and how he came to direct his career around helping child-free clients. Jay then shares some statistics from various studies about the prevalence of childfree people and how this demographic is growing rapidly. David and then dig into the various ways traditional financial planning misses the mark for childfree people—working backwards from estate planning to present day financial decisions. David makes the point that even folks with kids or grandkids can learn from tactics that childfree people use often. Jay then provides to David and the audience a few resources that childfree people can utilize if they are interested and concludes with Jay emphasizing the importance of community. Key Points: Childfree Wealth Defined: Childfree Wealth caters to individuals who do not have children by choice or circumstance, representing a significant and underserved demographic in financial planning. 25% of the U.S. Population is Child-Free: Research indicates that 25% of Americans are child-free or permanently childless, highlighting a large, often overlooked segment of the population. Lack of Representation in Financial Planning: Traditional financial planning is geared towards families with children, leaving child-free individuals with advice that doesn't align with their unique needs. Financial Impacts for Child-Free Individuals: Child-free people often focus less on wealth transfer to future generations and more on living fulfilling lives, with different priorities such as disability insurance, long-term care, and lifestyle investments. Higher Net Worth Among Child-Free People: Research from Pew shows that child-free individuals tend to have higher net worth, and gender pay gaps are significantly reduced within this group. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In this episode, hosts Brad Adatto and Michael Byrd are joined by David Mandell, Partner at OJM Group. David brings his unique perspective as both an attorney and wealth advisor to share tips for life after selling a medical practice—especially how to handle a large cash payout. Learn how to manage your money effectively, protect your assets, and avoid investment mistakes physicians often make. Tune in for insights to help you make the most of your financial future post-sale.  Unlock your financial future with the OJM Group's latest book, Wealth Strategies for Today's Physician – A Multi-Media Playbook! Visit https://www.ojmgroup.com/product/wealth-strategies-for-todays-physician/ and download your copy today at a discount by using promo code: BALAW.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller. Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice.  Here, they tackle Sue's difficult decision to file bankruptcy for the practice after more than 20 years -- and the legal, practical and emotional processes involved. The discussion then turns to Sue's transition after closing her practice – from working part-time for another dentist, serving patients as part of a non-profit and her eventual interest in, and transition to, coaching. David and Sue conclude the conversation chatting about Sue's role as a coach and how physicians and dentists could benefit from this type of advisor. Key Points David discusses the stigma around bankruptcy in the medical and dental fields and how it can be a difficult but necessary decision. Dr. Sue opens up about the emotional attachment she had to her practice, likening it to one of her children, which made it hard to let go despite financial struggles. By 2018, Sue realized she was losing $7,000 per month despite working with coaches, accountants, and business consultants. She shares that her staff turnover and the irregular income of her practice contributed to her financial distress, comparing the ups and downs to a "gambling addiction." A business coach encouraged Dr. Sue to explore bankruptcy, which led her to interview multiple lawyers to understand her options. Sue highlights the emotional weight of separating her identity from the practice, realizing she wouldn't "die" if the practice failed. Once she accepted the need for bankruptcy, Dr. Sue moved quickly, closing the practice within a month and transitioning into part-time work at another practice. Working part-time at another dental practice, Sue found she earned more with less stress and more time for herself than she ever did in her own practice. The bankruptcy process took several years to resolve, but Dr. Sue managed to repay part of her debt and eventually moved on from the practice. During the COVID-19 pandemic, Sue worked with the Medical Reserve Corps, vaccinating as part of a team, which she found rewarding and different from the solo nature of running a practice. Dr. Sue transitioned into life coaching after discovering her love for helping people make positive life changes, drawing on her own experiences of resilience. She explains the distinction between coaching and therapy, emphasizing that coaching focuses on helping clients take steps toward future goals, rather than revisiting past traumas. Sue advocates for the importance of balance in life, urging professionals to reflect on whether their careers are enhancing or detracting from their overall well-being. She notes the value of mastermind groups and communities where professionals can openly share challenges and vulnerabilities without competition. The episode ends with Dr. Sue encouraging listeners to seek support, whether through coaching, therapy, or peer groups, as no one is truly alone in their struggles. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In this episode of the Inspired Money live-stream podcast, we discuss the concept of generational wealth and how to achieve long-term financial success. Our expert panel features renowned professionals James E. Hughes Jr., Kirby Rosplock, PhD, Andrew Howell, and Rabbi Daniel Lapin. Each expert brings a wealth of knowledge to the table, providing clear strategies for building and preserving family wealth across generations. Understanding Generational Wealth Generational wealth refers to assets passed down from one generation to the next. It often includes real estate, investments, businesses, or other valuable assets. Establishing generational wealth can secure your family's financial future, help align family values, and increase financial literacy among younger generations.

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Andrew's advisory company website - Gray Wealth StrategiesTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Money Moves Podcast: December Market Updates, Political Shifts, and Wealth Strategies Episode Highlights: Market Movements: Analysis of recent market volatility and year-end trends. The S&P 500 is expected to finish strong, potentially gaining another 10% by year-end. Updates on CPI, PPI, and inflation metrics influencing the Federal Reserve's policy decisions. Political Shifts: The Trump administration's proactive stance ahead of inauguration. Biden administration updates: increased aid to Ukraine, Africa, and Syria. Insights into Hunter Biden's pardon and its implications for American trust in political institutions. Economic Updates: Trump proposes expedited approvals for $1 billion+ investments in the U.S. to incentivize economic growth. Federal budget savings proposed by reducing federal agencies from 428 to 99. Pfizer COVID vaccine trial documents to be unsealed sooner than initially planned. Key Investment Strategies: Importance of staying invested in both traditional and speculative markets. Ripple Labs achieves major milestone with ETF approval, signaling growth in crypto adoption. Bitcoin's recent bull run and implications of quantum computing developments on blockchain technology. Real Estate Market Insights: New construction homes hit the highest levels since 2007, providing much-needed inventory. New homes now priced lower than existing homes in some regions, signaling a buyer's market in select areas. Featured Topics: Global and Domestic Policy Shifts: Discussion on U.S. financial aid to NGOs and its implications for taxpayers. Debate over Hunter Biden's pardon and political weaponization of the judiciary. Cultural Commentary: Candace Owens' thoughts on objective truth and its role in societal discourse. The rise of independent media voices like Joe Rogan and their impact on public trust. Crypto Market Highlights: Bitcoin nearing $100,000 and Ripple Labs' ETF approval. Challenges posed by Google's quantum computing breakthroughs. Wealth Building Tips: Tony Robbins' framework for achieving financial security, independence, and freedom. How to leverage the next four years for wealth-building opportunities. Key Takeaways: Investing Insights: Now is the time to revisit your portfolio. Ensure alignment with market trends and personal financial goals. Real Estate Opportunities: Take advantage of new construction inventory and strategic pricing shifts. Stay Proactive: Engage with a financial advisor or planner to capitalize on potential wealth-building opportunities in 2024 and beyond. Calls to Action: Get Your Free Financial X-Ray: Connect with Ryan and his team for a complimentary financial portfolio review. Text "X-Ray" to 844-447-1555 to get started. Join the Conversation: Have questions or topics you'd like us to cover? Text us at 844-447-1555, and we'll address them in upcoming episodes. Stay Connected: Subscribe to the podcast and follow us on [social media links] to stay updated with the latest insights and strategies. Closing Thoughts: "We're entering what could be one of the greatest wealth-building cycles of our lifetime. Take action, stay informed, and position yourself for success. Cheers to a prosperous year ahead!" Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://wiseinvestorcollective.com/ and submit your application to join!  

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to general dentistry. Sue explains her initial venture into private practice, purchasing an existing practice from a burned-out dentist, and her initial attempts to grow the practice. She and David discuss her challenges in growing the practice, the positives and negatives to developing a niche practice, to moving the physical location and the difficulties of keeping good staff. For the remainder of this first part of a two-part episode, Sue tells David about the challenges of keeping the practice afloat financially. In part two, they discuss Sue's decision to file bankruptcy for the practice after more than 20 years and her career transition thereafter. Insights: Sue shares her personal journey, mentioning her early interest in dentistry after having her first loose tooth at six years old. Sue had a positive childhood experience with her dentist, which fueled her desire to make dentistry comfortable for others. She discusses the transition in her career, starting her practice after a residency and eventually purchasing an existing practice from a burned-out dentist. In 1995, Sue took over a family practice and started building it up, noting challenges with old technology and financial constraints. She explains that her practice focused on treating anxious adult patients with oral sedation, creating a niche in an underserved area. She moved her practice in 2007, creating a comfortable environment in Northampton but encountered financial challenges in 2008 due to the financial crisis, including losing two-thirds of her patients after the move and facing difficulties hiring motivated staff, leading to constant turnover. Sue reflects on the decision to go fee-for-service and the financial pressures of taking insurance while striving to maintain high-quality care. Despite her advanced education, she struggled to implement complex treatments due to a lack of patients who could afford the care. Sue emphasizes the importance of utilizing specialists, even for bread-and-butter dentistry, to maintain quality and avoid complications. She outlines the ongoing financial struggles from 2008 to 2017, refinancing multiple times to stay afloat amid a tough market. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

On this week's Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking a pension as a lump sum or as monthly income. They provide valuable tips on managing vacant property in disrepair and whether to sell or renovate. They discuss the intricacies of Indexed Universal Life Insurance and why it may not be the best choice for tax savings. Plus, they cover estate planning and step-up in basis, offering listeners comprehensive strategies for efficient wealth management. With insightful discussions on retirement strategies, annuities, and pension plans, Scott and Pat offer practical advice to navigate these significant financial crossroads. Don't miss this informative session as they debunk myths, provide clarity, and guide you towards financially sound decisions.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.