The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education

Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies.  Now, he's on a mission to empower physicians and entrepreneurs to achieve their goals, unlock their full potential, and position themselves for growth and prosperity. In this episode, you will discover… Understand more about Nolan's expertise...

Cobin Soelberg, founder of Greeley Wealth Management and a Board Certified Anesthesiologist practicing in Oregon. He started financial advising practice for physicians to allow them the freedom to practice medicine when and how they want, just as he learned to do for himself. Now, Cobin and his wife have paid off $500K in student loan debt in 5 years and increased their net worth to where both of...

While you may know that interest rates can affect your financial life, what you might not realize is how they impact the economy. Interest rates have been around as long as there has been money, which is why they're called "interest rates." So if you want to know a little bit about history's interest rates -- and how they're affected by inflation, bond prices and other factors -- then this episode...

I've always enjoyed land and I’ve been investing in land for the last 5 years. However, despite being a land lover, there are serious (and possibly legal) tax consequences when buying or investing in land. This is where this episode comes into play — it will guide you through a strategy for land investing that maximizes your tax efficiency. In this episode, you will discover… How did I change my m...

Getting R&D Tax Credits is a long and complex process, and you have to get through all sorts of hoops to qualify. Today, Jonathan Cardella of Strike Tax Advisory will help you understand the ropes, step by step, and hopefully walk away with a better understanding of the process. In this episode, you will discover… Why does Jonathan discontinue pursuing his PhD career? Deep dive into Major Tax...

Every business owner must strive to make their business thrive. However, many struggle to find the time to do so while managing their other responsibilities. Today, I will show you how I run my businesses while still having time for future investments---self storage. ----more---- In this episode, you will discover… A quick update on my land flip situation. How I make my businesses thrive How can I...

I have paid off my mortgage and am now free of it! BUT, why did I do it? 🤔 In this episode, you will discover… How did I pay off my mortgages? What are we planning to do next ----more---- Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Finan...

Brett Riggins has a passion for helping people reach their goals in life. Over the past 20 years as a veteran of the real estate business, he has acquired more than 20 million dollars' worth of transactions and built a seven-figure passive real estate portfolio. He has led his team at Connect Home Buyers to become a seven-figure nationwide virtual acquisition machine. In this episode, you will dis...

Which one is better? The S&P 500 or the Dow Jones Industrial Average?  You've probably heard that the Dow Jones Industrial Average (DJIA) once dominated the American financial market, and that the S&P 500 is now much more important. Let's take a look at some key differences between them & things to consider when making your investing decisions… In this episode, you will discover… The c...

The banking crisis has sparked a lot of interesting questions about what's going on in our economy. Now, let's explore Silicon Valley Banks, and how to start considering your next moves are going to be in today's economy. In this episode, you will discover… What are some good news about the world we live in today. How is inflation these days? Why you should not move everything to cash in an Enviro...

Today, we’ll cover the ins and outs of physician podcasting with Dr. Bradley Block of Physician's Guide to Doctoring . Have you ever thought about starting your own podcast or just wondered about the inner workings? We'll talk about whether podcasting is a viable side gig, along with other topics that are important to healthcare providers!  In this episode, you will discover… What inspired Dr. Bra...

Ever wonder how you can calculate your withdrawal rate? And more importantly, is there a way to reduce the risk of capital loss if you withdraw funds from your account prematurely? I'll explain everything here! In this episode, you will discover… What is the safe withdrawal rate today? Understand the Sequence Risk How can your money last beyond your own lifetime? Resources Mentioned in this Podcas...

Have you ever wondered what makes Unicorns so interesting and valuable within the investing world? Now, I'll share some additional insights that may be helpful for you to better understand these hot-ticket investments. In this episode, you will discover… What is the term "unicorn" in private equity? The chances of a unicorn startup What risk is involved in this investment? What is the lock-up peri...

Dr. Craig Thayer, a best-selling author of “ Saved ”, radio show host and surgeon, discusses how he overcame obstacles on his path to success. He highlights the importance of taking a leap of faith despite all the challenges he experienced during his formative years, which shaped him into the person he is today. In this episode, you will discover… Journey of discovery that leads to becoming a surg...

Retirement planning is an extremely important part of any financial plan. Your retirement accounts will likely make up a large portion of your wealth, so you want to make sure that they're set up in the best possible way. Today, we'll take a look at why retirement tax planning is so critical, and how it affects you and your family's financial future. In addition, I will tackle some of the most com...

Today, we're going to sit down with Dr. Michael Bugg, an author of You're Gonna Get Peed On and began building his real estate portfolio while still working in vet medicine. He isn't afraid to share everything that got him to where he is today, and will walk you through tips for creating your own wealth. In this episode, you will discover… How he escaped the rat race What is the cost of medical sc...

If you're saving up for your kid's college education, you probably have a 529 plan—But here's the thing: they don't last forever, and they don't always get you the best deal on the market. What if I told you there was an investment is much better and that would... Give you an even better return in the future An investment that will keep growing in value even after your child has graduated from col...

Farmland is a unique asset class, providing investors with long-term economic benefits and the opportunity to proactively fight climate change. But how do you invest in farmland? David Chan of FarmTogether will discuss several different ways to invest in farmland and the benefits that each method offers. In this episode, you will discover… What made David Chan interested in farmland? Can farmland...

Do you have a busy practice and too much to do? Medical Virtual Assistants can help you overcome the challenges of a traditional business and help you become more time efficient. But the question is... how do you find the right one? In today's episode, our guest Beth Lechance will offer more insights into medical virtual assistants. Beth Lachance is leading REVA Global Medical in vision and the da...

After achieving her goal of becoming a residency-trained physician, Ann Tsung, MD, MPH felt something was missing. She met all societal definitions of success but was not as happy as she should be. To learn more about herself and how she could achieve more happiness in life, she embarked on a journey around the world with her fiance.  For multiple years she devoted time to self-work including brai...

Dr. Cherisa and Dr. Alex Sandrow have faced multiple challenges as they take a unique path to solve health care crisis and create a sustainable future. Today, they are experts in telemedicine, burnout, and creating a thriving independent telemedicine practice that gave them more time, freedom, and family. They are passionate about sharing their journey with others in hopes of helping other physici...

What happens to a deceased person's IRA? What can you do with inherited IRAs? Can you roll over the money into your own existing IRA? Will taxes eat up the money? Inherited IRAs and inheriting Roth IRAs can be confusing to navigate. This episode should help you understand some of the most important things that you need to know about these special accounts. In this episode, Dave talks about… My cli...

Let's explore the ins and outs of Required Minimum Distributions and the options you have for withdrawing from your IRA or 401(k) penalty-free. In this episode, you will discover… How can you withdraw without penalty? How to avoid a 10% early withdrawal penalty? How much can you withdraw each year? How can you reduce your tax burden? Resources Mentioned in this Podcast: Contact Dave for a free 30m...

The decision to invest in a 529 plan is a no-brainer if you're married and have or will have children in college. The money you put away while your children are young can be used to pay for their education, even if they decide not to graduate. Let's deep dive into 529 plans to Roth! In this episode, you will discover… Talks about legislation What this legislation has changed? How can this help you...

Are you one of the millions of Americans struggling with financial stress? Do you have a hard time getting out of debt, managing your bank accounts, or even accumulating wealth? If so, you are not alone. Let me share my experience as a financial advisor who also suffered from "financial PTSD" In this episode, Dave talks about… The pain of being wrong My experience with financial PTSD Resources Men...