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

Annuities are often recommended by financial advisors because there are many types, each with its own benefits and drawbacks.  This episode will educate you on what an annuity might be right for you! In this episode, Dave talks about… How to have Income Streams in Annuities? Two ways of turning on guaranteed income to these Annuities What are the options to do Annuitization How do you get income f...

Have you been wondering what it would take to retire? What if you wanted to retire by 45?   Download our e-book the Road to Retire by 45 to figure out the specific steps.   Just text ROADTORETIRE to 1-833-343-2986 and get your free copy!

Do doctors pay too much in taxes? It's a question many people ask, and it's not easy to answer. But if you're motivated enough, I'll help you find the answer! In this episode, Dave talks about… What are you doing to manage your taxes proactively? What do physicians say about taxes? Survey on how much Physicians pay on federal income taxes in 2021? Learn more about State income taxes What is a marg...

Annuities are a type of insurance that pays out a fixed amount at regular intervals over a specific period (usually decades). In this episode, Dave talks about… How does an annuity work? Why do financial advisors and some people like annuities? Pros and cons of different kinds of annuities? Why other people don't like annuities? Resources Mentioned: Website: Locum Story   For all the show notes, a...

Taxes are hard and it's almost impossible to avoid them. So if you want to know about other ways to get some of your money back, then this episode is for you. In this episode, Dave talks about… Dave's journey on his biggest tax deduction  How did he do it? Why acquisition of a business is fantastic? How to legally reduce your tax? Resources Mentioned: Email dave@daviddenniston.com Website: Locum S...

The truth is that you can experience both fast and slow growth throughout your career or phase in your life. I think most of us are rushing through life. We want to get to the next task, project, or goal on our list. Or maybe we're rushing towards trying new things and experiences. We simply want to live our lives and make sure we have time to see all we have on our "to-do" lists. In this episode,...

An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.  In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies. Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same . Toby is...

Wouldn't it be nice to build a passive income that you could rely on? If you're after financial freedom, this episode about real estate investing can help. Dr. Jeannette Birnbach has been running a successful practice for the last 24 years in the Pacific Northwest. She realized halfway through that time that scaling her business would require opening multiple offices or developing a passive income...

Some of the most common causes of malpractice include negligence, errors in diagnosis and treatment, failure to follow a doctor’s orders correctly, failure to correct problems when they first appear, failure to communicate with a patient, or an inappropriate amount of time spent evaluating a patient. If you want to learn more about Malpractice solutions, our guest today will give you the answer. J...

Are you looking into the steps to becoming a self-storage business owner? There are many steps involved, with much work ahead.  We have our guest today who can share his knowledge and his journey in the real estate investing and self-storage business. Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. When he w...

Have you ever wondered what is 831 b plans are? and how it differs from other plans? So, we have our guest today who will give an overview of the 831 b plan and its benefits. Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development. Ed leads the SRA...

Investing in self-storage is a smart idea that can provide you with a lot of good benefits and experiences. But, with many different factors involved, it's hard to know where to start and what you need to do before (or after) making an investment. This is your opportunity to learn as Paul Moore of Wellings Capital will share the do's and don'ts of self-storage that everyone should be aware of. Aft...

A financial market is a place where many enter and fail to find their footing.  This episode will teach you how to take advantage of good markets and why you NEED to be an active trader. The market will show you great opportunities if you only know where to look. In this episode, Dave talks about… What is Behavior Gap? Know more about the investment return What is the difference between the invest...

Are you looking for a substantial tax deduction? If the answer is YES and you're an independent contractor or you're a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of the defined contribution plan versus the defined benefit plan  Explanation of defined contribution plans Can an independent contractor or a s...

There are many factors to consider when determining the best time to do Roth conversions. Whether you're considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about… Why are Roth conversions an excellent thing to do? When is the optimal ti...

The Super Backdoor Roth IRA is one of the easiest ways to get more money into a Roth IRA. So, if you want to learn more then make sure to check this out! In this episode, Dave talks about… The easy ways to have money grow tax-free and come out tax-free in retirement? What is the limit to contributing outright to a Roth IRA? What are the defined contribution plans? The typical problem in super back...

The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today. In this episode, Dave talks about… The front door and backdoor Roth IRA What is the limit to contributing outright to a Roth IRA? Learn more about super backdoor Roth IRA Why is super backdoor Roth IRA isn't available everywhere? R...

There are many questions to be answered when considering real estate investment. So, we have our guests today who have a passion for helping people and real estate reach their highest and best use. Jeremy and Jennifer are serial entrepreneurs, and they understand what it takes to build companies and real estate from the ground up. They are members of multiple masterminds where they surround themse...

Investing might sound like a simple concept and it is, but at the same time, it's the hardest thing you'll ever do. So in today’s episode, I would love to introduce you to someone that can educate us when it comes to investing. He is someone that started with a corporate career and really kind of converted his mindset from Wall Street assets to real assets. He is the CEO of Match Real Asset Partne...

If you have ever wondered what I bond is and why it would be a good investment for yourself and your finances, this Podcast should give you the answers. In this episode, Dave discusses... What is an iBond? What are the major cons and pros of this kind of investment? How long does an iBond earn interest? What is the term for an iBond? Why it’s important to monitor the amount and the bond numbers? R...

When you buy life insurance, you're investing in your family's future. A good financial security strategy includes life insurance in case something happens to you. There are many different types of policies to choose from, so it's important to understand how buying life insurance works before making a purchase decision. In this episode, Dave talks about… Why life insurance is important for you and...

In a nutshell, disability life insurance provides financial support to your family if you become disabled and can no longer work. It can replace your income as well as help out with other expenses (e.g., rent, mortgage). It's an expense you definitely want to consider.  Listen to this episode for more details on how this type of life insurance works. In this episode, Dave talks about… What’s the p...

If you are interested in opening a Roth IRA account because you have been looking for an investment vehicle that will allow you to save for retirement with tax-free income, then listen to this episode to learn more. In this episode, Dave talks about… Overview of Roth IRA and traditional IRA  Pitfalls of Roth IRA conversion Things to watch out for Roth Conversion How to save money on taxes today? W...

I'm sure you've heard about some of my successes, big and small wins in our Podcast. It's been a lot of work, but sometimes it feels harder than you'd expect it to be.  The past few years have been challenging, but I've learned a lot. I'm excited to share an important update with you. So here's another Podcast Episode to look at my next financial experiment. In this episode, Dave talks about… How...

Investing is a numbers game. The more informed you are, the better your chances of success. Nobody likes to lose. You'll always be better off if you go with your gut and then follow up on it with some research. That way you won't second-guess yourself every step of the way. So, in this episode, Dave will tell you how can use novelty in your investment based on his personal experience and knowledge...