Doctors Investor Club Podcast

In this episode, I sit down with Curtis Edwards , a dynamic force who went from medical sales and global marketing at Stryker to Managing Partner at Hudson Investing . Curtis shares his journey from Wall Street to the OR, and now to the deal room, helping high-income professionals turn commissions into long-term passive income. Whether you’re in medicine, sales, or just tired of watching your 401(...

In this solo episode, I open up about one of the most important transformations of my life — becoming the person my future self would thank me for. If you’re a physician or high-income professional feeling burned out, reactive, or stuck in the grind, this episode is your reminder: you don’t have to stay there. I share the journey of how I went from hustling in medicine to building real estate inco...

In this episode of Assets and Orthopedics , Dr. Ryan Greene shares his powerful journey from orthopedic surgery to founding Monarch Athletic Club — a cutting-edge wellness concept blending clinical medicine, training, and recovery under one roof. If you're a physician, health entrepreneur, or simply burned out by the current medical system, this episode is your roadmap to purpose, profit, and...

In this episode of Assets and Orthopedics, Dr. Alex Schloe shares how he leveraged Residential Assisted Living (RAL) to break free from the financial limitations of traditional medicine. If you're a high-income professional looking for time freedom, passive income, and meaningful legacy — this one's for you. 🔑 What You’ll Learn: Why RAL may be the most overlooked wealth strategy for phy...

As a physician, I was never taught how to build wealth—let alone through real estate. But over time, I’ve realized there’s more than one way to invest, even with a busy schedule. In this episode, I break down the difference between passive and active investing, and how you can choose a strategy that aligns with your time, your lifestyle, and your long-term goals. Here’s what we dive into: ✅ The t...

Most physicians are asked to invest in real estate—but how do you actually know what’s a good deal? In this episode, I sit down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to talk about the real due diligence needed before investing. With access to over 150 white papers and AI tools designed to analyze private equity deals, Richard breaks down how busy professionals...

Most physicians don’t track their net worth, don’t protect their greatest asset—themselves—and live in a cycle of financial scarcity despite their paychecks. In this episode, I am talking with Scott Jarred, CEO of Invst and author of Future Hack, about how physicians can break free from this mindset and build true wealth. You’ll learn: ✅ Why income doesn’t equal wealth ✅ The #1 asset you must pr...

Most doctors and business owners think they’re saving on taxes—but they’re actually losing thousands every year. The wealthy? They use a different playbook. In this episode, guest Craig Fouts uncovers the tax strategies high-net-worth individuals use to legally minimize taxes, protect their wealth, and scale their businesses , including: ✅ Maximizing Deductions – Keep more of what you earn. ✅ Sm...

Most people follow traditional financial advice—max out your 401(k), invest in index funds, and hope the market delivers. But the wealthy play a completely different game. In this episode, host Dr. Kyle Stephenson breaks down the key investment strategies ultra-high-net-worth individuals use to build lasting wealth , focusing on: ✅ Real Estate: Passive income, tax advantages, and appreciation. ✅...

What if you could pay off your mortgage faster, reduce interest costs, and unlock financial flexibility—all without changing your income? In this episode of The Assets and Orthopedics Podcast , host Kyle Stephenson sits down with Anthony Rushing , a seasoned Loan Originator at First Savings Bank , to explore the power of Velocity Banking and the First Lien HELOC strategy . Anthony has dedicated hi...

In this episode of the Assets & Orthopedics Podcast , I sit down with Hannah Kesler from The Money Multiplier to dive deep into the Infinite Banking Concept (IBC) and Real Estate Investing (REI). Hannah shares how her father, Brent Kesler , taught her and her siblings the power of IBC , using this concept as a financial tool to build wealth, cash flow, and financial independence. We break down...

🚀 From Cavities to Crypto: How Dr. Daniel Daniel Left Dentistry for Digital Wealth 🦷➡️💰 What happens when a successful dentist decides to trade his drill for digital assets? In this episode of Assets and Orthopedics , I sit down with Dr. Daniel Daniel , who made a bold leap from a stable career in dentistry to the fast-paced, high-risk world of cryptocurrency and digital finance. We discuss: ✔️...

In this episode of Assets and Orthopedics, I sit down with Curtis Wilkerson, a soon-to-be medical student at Michigan State College of Osteopathic Medicine, to dive into the journey of becoming a doctor. We discuss: ✔️ What it truly takes to get into medical school ✔️ The mindset and habits required to succeed ✔️ Curtis’ perspective on what it means to step into the world of medicine Whether you’r...

Had an amazing conversation with @DevinBurr all about the Infinite Banking Concept—a strategy the wealthy use to take control of their money 💰, grow their wealth 📈, and create a legacy that lasts for generations 🌱. 🎙️ We dove deep into how this concept can: ✅ Make your money work for you 🏦 ✅ Provide liquidity and control 💼 ✅ Fund real estate, businesses, and MORE! 🏘️📊 Whether you're...

In this episode, we are joined by Dr. Vikram Raya to explore the intersection of real estate wealth and biohacking for a truly elevated life. Dr. Raya shares his inspiring journey of mastering real estate investing while optimizing his health and performance. He reveals actionable strategies to help you build generational wealth, boost energy, and unlock your full potential. Whether you're a...

In this episode, we are joined by Brent Kessler, to discuss the powerful Money Multiplier Method. Brent shares his incredible journey of paying off nearly $1 million in debt in just 39 months using the Infinite Banking Concept (IBC). He reveals how this strategy helped him take control of his finances without working harder or increasing his risk. Whether you're a physician, chiropractor, or...

In this episode, we are joined by Dr. Jim Marino, founder of NuVasive and a trailblazer in minimally invasive spinal surgery (MISS). In this episode, Dr. Marino takes us through his groundbreaking journey in medicine, sharing how he redefined spinal surgery with innovative techniques and navigated the financial hurdles of launching new medical procedures. Tune in for his valuable insights on medic...

In this episode of the Assets and Orthopedics podcast, we’re joined by Chad Schieler , Founder of Focused Capital and seasoned real estate investor with over 1000 apartment units under his belt. Chad’s conservative, analytical approach has helped him build a trusted network of professionals, while maximizing client returns and preserving investments. We’ll dive into his journey from electronic pay...

🎥 Today, we sit down with the incredible Dr. Jason Cuellar, MD PhD, a renowned spine surgeon specializing in artificial disc replacement for the neck and lower back. 🧠 He shares his inspiring journey through years of study and hard work to become both a medical doctor and a PhD.  Learn why Dr. Cuellar moved his family from California to South Florida to start his Concierge Medicine practice.  Bu...

In this episode, Justin Davis, a former medical sales representative turned real estate mogul and entrepreneur, shared his incredible journey from the world of healthcare sales to building a thriving investment portfolio and entrepreneurial ventures. Join us as we explore innovative strategies, real-life success stories, and actionable insights to help you navigate the intersection of medicine and...

In today's video, Dr. Jeff Anzalone joins us to share his journey on how physicians can pay zero taxes and build passive income through real estate investing. Learn about the challenges he faced, the lessons he learned, and the top tax strategies you can use to take advantage of tax benefits and achieve financial freedom. Start transforming your tax situation and building wealth today! 📚 Dis...

🚀In this inspiring episode, Franky Davis, MD, an accomplished orthopedic surgeon and real estate coach, shares his incredible journey of building a $6.2 million real estate portfolio in less than five years. Discover how he balanced the demands of being a physician and father while leveraging opportunities in real estate investing. Franky breaks down his process, discusses the power of leverage,...

In this episode, Dr. Stephenson interviews Chris Rood, who shares his incredible journey from being a poor student to becoming a business genius, amassing up to $40 million in real estate! 🏘️ Chris reveals where he learned about business, how he tripled his income, and what his first investments were like. Today, Chris is a full-time real estate investor, coach, and entrepreneur, as well as the au...

Are you a physician feeling the sting of astronomical taxes eating away at your hard-earned income? Say goodbye to the hefty tax burden and hello to financial freedom with our expert strategies! In this eye-opening video, we unveil actionable steps to reduce your taxes from 40 to 50% down to an astonishing ZERO. Imagine keeping every dollar you earn and securing your financial future without the I...

We're diving deep into the current state of healthcare and the harsh realities faced by physicians. From the financial struggles and high taxes to the rising costs of becoming a doctor and whether we're truly getting paid our fair share. We'll also discuss smart investment strategies for medical professionals. This episode is packed with valuable insights and research that every med...