Podcasts about wealth strategies

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!

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar We're back with part 2 of our series on the Rockefellers and in this episode, Darren and Christina are breaking down what the Rockefellers called their “Family Legacy Rings”. These 3 legacy rings are the family office, the family retreat, and the family constitution and they play a vital role in ensuring that the family understands the responsibilities they have when it comes to the family wealth. Tune in now! Show notes: 00:00 - Introduction 1:50 - Breaking down “Family Legacy Rings” - Number one: The family office 4:05 - Number two: The family retreat 8:20 - Number three: The family constitution 14:50 - The power of cash value life insurance 18:10 - Wrap up BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

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!

We need to bust the myth that women aren't good with money. Thanks to this BS belief, we have more trouble getting business loans and more anxiety about investing and financial planning. Here's the thing: we're actually better at managing money — so let's change the narrative and take control of our financial health!My guest for this episode of Marketing Sucks was named one of the Top 50 Leading Women in Wealth in Canada for two years running, one of the Top 50 Advisors in Ontario, and is the #1 person I want to talk to about ANYTHING finance! As the founder and owner of BlueRidge Private Wealth, Kerry Rizzo helps people and businesses uncover their best financial goals, minimize their taxes, and make smarter investing decisions. Listen in as this award-winning Sr. Investment Advisor shares the best steps female entrepreneurs can begin taking right now to build a strong foundation for long-term financial stability. Marketing sucks. Let's learn together. Hit play to discover:‌ ‌Why money management is less complicated than we think and how to automate our savings effortsWhat it actually looks like to work with a financial advisor (and when to work with one!)Key mistakes women make when it comes to their finances — and why we're actually better stewards of money than men!Please rate, review, and subscribe!Guest bio: Kerry Rizzo has worked for 3 of the top 5 financial institutions in Canada, receiving multiple promotions and awards. Since leaving corporate brokerage, Kerry founded BlueRidge Private Wealth, operating under the brokerage banner of Harbourfront Wealth Management. She also founded and owns Kerry Knows Money, a firm designed to empower financial education and financial independence with a focus on increasing female representation for investors and advisors.Timestamps:‌ ‌00:11  Meet Kerry Rizzo05:38  Kerry's journey09:54  First steps for financial stability 13:59  Get comfortable & have the conversation19:47  Working with an advisor24:46  Key mistakes27:22  Start early30:34  Your action item35:18  Outro Links mentioned:‌ ‌Kerry Rizzoblueridgeprivatewealth.com kerryknowsmoney.com linkedin.com/in/kerry-rizzocfp Instagram: @KerryKnowsMoney TikTok: @kerryknowsmoney6 —

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 of the Know Your Why Podcast, Dr. Jason Balara speaks with Dr. Amir Baluch, a wealth strategist, private fund manager, and real estate expert. Dr. Baluch shares his inspiring journey from pursuing a medical career to becoming a leader in financial literacy and wealth management. Drawing from personal and family financial challenges, he emphasizes the importance of financial education and strategic investing. The conversation explores key aspects of real estate investing, including the growing appeal of built-to-rent communities, the value of partnerships, and the need for multiple exit strategies. Dr. Baluch also discusses his commitment to giving back, including initiatives to support education in underserved communities like Pakistan. - The Power of Financial Literacy: Dr. Baluch highlights how understanding finance can transform wealth-building strategies across income levels. - Built-to-Rent Opportunities: This asset class is emerging as a robust investment model, offering scalability and stability. - Partnerships in Investing: Collaborating with the right partners can significantly improve investment success. - Adaptable Investment Strategies: Having multiple exit strategies is crucial for navigating market uncertainties. - Giving Back Through Education: Dr. Baluch's philanthropic efforts in underserved communities, such as Pakistan, reflect his passion for creating a lasting impact. Dr. Amir Baluch's journey underscores the importance of resilience, financial literacy, and the transformative power of giving back. His insights into real estate investing and wealth strategy provide valuable lessons for aspiring investors. Tune in to this episode of the Know Your Why Podcast to learn how strategic partnerships, education, and innovative asset classes can drive success while fostering meaningful change. Get in touch with Dr. Baluch: Website: https://www.baluchcapital.com/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/JasonBalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of Ask Loral, Loral takes a no-nonsense approach to wealth-building as she answers live questions from members and offers practical strategies for financial success.. From diversifying real estate investments to creating generational wealth through trusts and strategic corporate structures, Loral provides actionable insights tailored to the unique goals of her audience. She emphasizes the importance of mentorship, community collaboration, and asking the right questions to avoid costly mistakes and seize profitable opportunities.Whether you're just starting your financial journey or looking to refine your strategies, this episode is packed with inspiration and tools to transform your approach to money.Loral's Takeaways:Education Focus and Community Support (04:45)Addressing Specific Questions and Strategies (11:53)Helping a New Investor in Canada (12:09)Generational Wealth Passed Onto Grandchildren (19:10)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:

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!

Send us a textMerry Christmas Eve! This week's episode of Investing RN Podcast is a special recap of the past year! We're so thankful for your incredible support and want to reflect on our journey together. If you're a nurse looking to start investing or explore side hustles, this episode is packed with beginner investment strategies tailored for you. Tune in to learn from amazing guests as they share their insights and tips. Whether you're new to investing or looking for fresh ideas, this is the podcast for you. Thank you for being part of our community, and here's to another amazing year!Timestamps0:00 - 7:00: Insights with Olivia: https://www.instagram.com/the_o.crew?igsh=dXZkYnd6cmp5OHBh7:00 - 11:55: Gabriel Hamel's Wealth Strategies: https://www.instagram.com/the_real_gabriel_hamel?igsh=MWFubG01MW1tdmhyOQ%3D%3D11:55 - 15:50: Tips from Nurse Who Invests: https://www.instagram.com/nursewhoinvests?igsh=OGllbnE3N3d1NWNo15:55 - 19:10: CRNA Scientist's Investment Insights: https://www.instagram.com/crna_scientist?igsh=MXNzMjU2bHB1ZzRsYQ%3D%3D25:05 -  Financial Freedom with Rickey Rod: https://www.instagram.com/rickeyrod?igsh=MWxnb3BlNWpuMDMwcg%3D%3DShop Our Favorites:https://www.amazon.com/shop/investingrnpodGet $10 off when you order your own pair of UNI shoes!Link: https://www.uni.shoesCode: InvestingRNDOWNLOAD NOTION:https://affiliate.notion.so/lbyqns2n647lBe sure to follow us on instagram here Subscribe to our YouTube channel here Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!

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.

SummaryIn this conversation, Garrett Gunderson shares his extensive journey in the financial services industry, discussing his early experiences, the evolution of his career, and the importance of understanding financial strategies. He emphasizes the significance of navigating financial noise, the concept of fractional family offices, and the value of creating cash flow through intellectual property. Garrett also provides practical advice for new business owners on managing their finances and building wealth effectively. In this conversation, Garrett discusses the strategic use of intellectual property in marketing and customer service, the importance of whole life insurance as a financial tool, and the challenges of ensuring adequate life insurance coverage in modern society. He emphasizes the need for financial education and the role of asset allocation in wealth management.Chapters00:00 Introduction to Garrett Gunderson03:07 Garrett's Journey in Financial Services05:50 Navigating Financial Noise and Conviction08:56 The Concept of Fractional Family Offices12:02 Running a Personal Family Office14:50 Advice for New Business Owners18:09 Creating Cashflow through Intellectual Property22:42 Leveraging Intellectual Property for Growth24:56 Navigating Intellectual Property Challenges28:02 The Case for Whole Life Insurance37:02 The Importance of Life Insurance in Modern Society41:49 Asset Allocation and Financial StrategyListeners can connect with Garrett Gunderson or follow his work through:Instagram: @GarrettBGunderson – where they can send him a DM for a copy of his book. Just mention “Antonio” and specify the title they'd like (e.g., Money Unmasked, What Would the Rockefellers Do?, Killing Sacred Cows).Wealth Factory: Wealth Factory – Garrett's platform for financial resources and educational content.Garrett's books, such as What Would the Rockefellers Do?, Killing Sacred Cows, and Money Unmasked, can be found on Amazon, Wealth Factory's website, or by connecting with him directly through social media.

Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engineering, his initial degrees in engineering and bio engineering and his gravitation to medical school and surgery. David and Ben then focus on the topic of innovation in general and specifically how medicine can learn from other industries—first discussing how the checklist concept came to medicine from aviation. Ben shares some of his research on the science and art of hospitality and how these concepts could translate into medicine. David and Ben then jump into a number of potential ways medicine could benefit from lessons learned in hospitality—from patient experience to environmental factors to employee satisfaction. Finally, Ben provides further resources for those interested in applying these concepts into their practice or hospital workplace. 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!

Send us a textJoin us on Average Joe Finances as our guest Mark Miller, the CEO of Hilton Tax and Wealth Advisors, discusses his career and collaboration with the Hilton family, highlighting the importance of advanced tax mitigation strategies that can significantly reduce tax liabilities and enhance wealth for business owners and high-income earners. He also shared the proprietary techniques used by the Hilton Financial Network, methods for optimizing tax brackets in high-tax areas, and debunk common tax myths.In this episode:Discover the power of tax planning to cut costs and boost your wealth potential.Learn smart, non-traditional strategies to reduce taxes without relocating.Experience the value of expertise to shift from conventional advice to wealth-maximizing solutions.Unlock wealth-building insights that balance safety with growth for lasting success.And so much more!Key Moments:00:02:07 Meet Mark Miller: CEO of Hilton Tax and Wealth Advisors00:02:24 Mark Miller's Journey and Expertise00:06:20 Advanced Tax Mitigation Strategies00:06:38 The Importance of a Formalized Tax Plan00:07:27 Proprietary Strategies for Tax Savings00:08:28 Client Success Stories and Minimum Requirements00:09:01 Beyond Basic Deductions: Deep Dive into Tax Codes00:09:50 Home Office and Accountable Spending Plans00:10:18 Tax Mitigation for W-2 Employees00:10:58 Living in High-Tax States: Strategies to Save00:11:43 The Legal and Ethical Side of Tax Mitigation00:12:25 The Role of Legislatures in Tax Codes00:12:52 Achieving Zero Tax Bracket: Real Examples00:14:34 Fee Structure and Client Proposals00:15:36 Hilton Wealth: Investing Like an American Dynasty00:16:57 Mark Miller's Personal Motivation and Background00:23:16 The Role of CPAs and Red Flags to Watch For00:25:18 The Importance of Trust in Financial Relationships00:26:03 Understanding the Role of CPAs and Financial Advisors00:27:57 Success Stories: Transforming Financial Futures00:30:12 Addressing Common Fears in Personal Finance00:32:53 Lessons Learned from Financial Mistakes00:35:30 The Value of Conservative Investment Strategies00:41:28 Getting Started with Financial Planning00:44:00 Final Thoughts and Words of WisdomFind Mark Miller on:Website: http://hiltonwealth.comLinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/Facebook:https://www.facebook.com/HiltonWealthYouTube: https://www.youtube.com/@hiltontaxwealthadvisors6590Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

In this Topical Tuesday episode, I spoke with M.C. Laubscher who is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies. M.C. is also the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking. Be sure to tune in if you're interested in learning about: The importance of having multiple income streams to secure financial stability and capitalize on opportunities during volatile times. Warehousing capital in various assets like gold, silver, and life insurance, and leveraging them for opportunities. Clarifying what constitutes alternative investments and their advantages over traditional Wall Street investments. Tips on how to identify and assess alternative investment opportunities that align with your financial goals. To your success, Tyler Lyons Resources mentioned in the episode: M.C. Laubscher Book Website Amazon Website Interested in investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can transform their practices from mere service providers to architects of memorable client experiences. The industry is rapidly shifting from a product focus to an experience focus, and Dan emphasizes that modern financial planning should revolve around clients' goals and values rather than just charts and numbers. From the mindset shift required to embrace this new paradigm to the operational changes needed to support it, Dan offers a wealth of insights for advisors at every stage of their careers. He stresses the importance of cultivating genuine curiosity and empathy as crucial tools for understanding clients' needs. Creating positive experiences, Dan explains, requires intentionality in all aspects of client interactions, going beyond providing services to crafting "time well spent" for clients. Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Dan Murphy: Website | LinkedIn - Financial Planning Experience - Financial Wellness Experience - The Experience Economy by Joseph Pine and James Gilmore

Welcome to the Super Entrepreneurs Podcast! Today's episode features Rob Moore, a seasoned entrepreneur with over two decades of experience in business. Rob is a self-made multimillionaire, renowned author, investor, podcaster, and speaker dedicated to empowering individuals with financial knowledge. In this episode, Rob shares invaluable insights on how to overcome common hurdles in entrepreneurship, the power of a meaningful mission, and practical strategies for creating multiple streams of income. Whether you're a seasoned business owner or just starting out, Rob's wisdom on scaling your ventures and maintaining unwavering enthusiasm will inspire and guide you. Tune in to discover how to harness your inner drive and transform your results!