Freedom Formula for Physicians Podcast

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. Bradley to pursue a career in medicine Debt and credit card discussions He shared his ENT-Otolaryngologist journey Financial decision-making skills for physicians How he manages being a full-time physician, a husband and father of three young boys, and a podcast host Resources Mentioned in this Podcast: Connect w/ Dr. Dr. Bradley Block Website: https://www.physiciansguidetodoctoring.com/  Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in

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 Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we

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 period? Understand the importance of fund manager Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Email: assistant@daviddenniston.com For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD

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 surgeon Lessons he learned while opening his own private practice What insurance should be considered when opening a practice? Did Dr. Craig sold his practice at some point in the hospital system? Discussions of Real estate, including investing in properties and Airbnb. Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect w/ Dr. Craig Thayer Website: https://www.craigthayer.net/  For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions whe

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 common mistakes made by people in their early years of retirement, and how to avoid them! In this episode, you will discover… A comparison of Roth IRAs and Traditional IRAs Determine the cost of your retirement Strategy on which asset to tap first Understanding taxes and retirement Social security earning limit What is the IRMAA cliff? Learn about Medicare's unique rules and penalties How and when to use Taxable, Tax-Deferred, and Tax-Rate Assets Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Email: assistant@daviddenniston.com For all the show notes, and more, ch

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 school in Canada? Is it cheaper than attending veterinary school? How did he manage to graduate debt-free? How can a veterinarian be an investor at the same time? The process of buying a property in canada When can he know that he has achieved financial freedom?   Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect with Dr. Micheal Bugg: Personal Website: www.michealbugg.com  Website: theveterinaryproject.com Facebook: theveterinaryproject Youtube: The Veterinary Project For all the show notes, and more, check out the podcast website at www.doctorfreedompodcas

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 college Lastly, this is the same investment could be used to fund your retirement Wanna Know the SECRET? Then discover it in this episode! Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 dave@doctorfreedompodcast.com For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of char

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 become a sustainable investment? Could farmland be on the brink of a bubble? How can you add value to your farmland? Where is farmland valued most highly right now? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect w/ David Chan: Farmtogether.com For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Par

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 day-to-day business operations securing the functionality of the business to drive extensive and sustainable growth. In this episode, you will discover… How do they ensure patient data is kept secure? What are the duties of a medical VA? How much does it cost? What are the benefits of a medical va? Pros and cons to hiring a medical virtual assistant Resources Mentioned in this Podcast:  Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect w/ Beth LeChance: Reva Global Medical For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more------

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 brain training, leadership, peak performance, emotional intelligence, and coaching. Her mission is to help people create time, vitality, and deep connections so they can reach peak performance andfulfillment in life. In this episode, you will discover… How she adjusted to living in a different culture What is it like to work with an astronaut as a physician? How to overcome the barriers to wealth creation? She took out a loan to finance her travel venture? WHY? Understanding the process of tenancy selection Why did she choose to become an active real estate investor? What is Productivity coaching? Resources Mentioned i

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 physicians transform their lives, realize their potential, and learn to live life on their own terms. In this episode, you will discover... What influences them to pursue a medical degree? Overcoming the scarcity mindset How did their parents' relationship with money influence their own? What kind of debt are they struggling with? How did they know that telemedicine would be successful? Can telemedicine be applied to everyone or not? Resources Mentioned on this Podcast: Connect w/ Dr. Cherisa and Dr. Alex Sandrow Podcast: https://open.spotify.com/episode/2ig2EySif1GhTm5owo3ggo Website: https://www.sandrowconsulting.com/ 

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 clients' experience in inheriting Roth IRAs Specific rules and regulation of Inherited IRAs Few things to keep in mind if you inherit an IRA. Why should you avoid mix and match? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Also, on Itunes --- https://podcasts.apple.com/us/podcast/the-freedom-formula-for-physicians-how-doctors-cut/id966058807   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies,

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 30mins strategy session: ‪(612) 284-2409 For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registere

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 in your kids' college education or future plans? Why you still shouldn't overfund your 529 plan Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name

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 Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jur

Have you been wondering how to lower your taxes? What if you could download a 2 page cheatsheet that could help guide you on how to do that?   Download our 2023 Tax Cheatsheet to figure out the specific steps.   Just text CHEATSHEET to 1-833-343-2986 and get your free copy!

Asset allocation is all about slicing up the pie. We want to divide the pie into pieces that are proportional to each other in size, but how do you decide how big a slice should be? And which method is best? Let's dive in. 

The 200-day moving average is one of the most famous technical analysis tools that traders use. The phrase "200-day moving average" yields conflicting evidence on whether this tool really works or not when searched in Google, but the question remains: does it work? In this episode, you will discover… Is it possible to time the market? What happens if January is negative? What is the average low point of negative? What it’s slightly positive in January? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Website: https://www.stocktradersalmanac.com/   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm b

The January effect is a term used to describe a phenomenon where stocks tend to do better in January than in other months. The phrase "buy stocks in January and sell in May" has been circulating since the 1980s if not before, leading investors to hire professional managers to trade their money for them during the winter months so that they can take advantage of this so-called effect. But does it really exist? Does it work? In this episode, you will discover… Is it possible to time the market? What happens if January is negative? What is the average low point of negative? What it’s slightly positive in January? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Website: https://www.stocktradersalmanac.com/ For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately

Bonds seem like a simple investment, but in reality, they are quite complicated. Let's deep dive into how your bond investments can add value to your portfolio. In this episode, you will discover… What is the upside of treasury bonds? Duration and interest rate of treasury bonds with detailed example Which is a better choice, shorter bonds or intermediate? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are no