Freedom Formula for Physicians Podcast

Tech stocks are an excellent opportunity for investors but they also come with risks. Let's discuss why people buy tech stocks, and what risks you might encounter when investing in them. In this episode, Dave talks about… What is tech stock? Deep dive into Traditional investment Should you buy something like tech tax? Where do these things end? Resources Mentioned: 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 registered or

In my last post about Tax Liens, I provided some examples of properties I've found and the things I do in the process. I've had some interesting experiences since then and thought it would be useful to give an update on my experiments with tax liens. In this episode, Dave talks about… How I got hooked on Tax Liens How do I get more tax liens? The pros and cons What happens if someone redeems their tax lien? How much have I made on my investments? What do I like about tax liens? Resources Mentioned in this Podcast: Website: daviddenniston.com Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Other episodes you may like: Investing on Tax Liens 2023   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 c

Let's explore some of the differences between Solo 401k and SEP IRA plans so you can decide which is right for your business. Plus, I'm going to show you some little-known facts that the IRS doesn't tell you about the Solo 401k plan. In this episode, you will discover… What is a better option – SEP IRA or Solo 401k? When to use them? ( w/ detailed example) Who is eligible for Solo 401k? Resources Mentioned: 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 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 serv

Dr. Leif Dahleen aka the Physician on FIRE, is a former anesthesiologist, a family man, and a supposed outdoors enthusiast who spends way too much time indoors. He attained financial independence (the F.I.) at age 39, meaning he could afford to retire comfortably after a 9-year career. He continued to work for various reasons, and mostly enjoyed his job but did choose to retire early (the R.E.) from medicine at the age of 43.  In this episode, you will discover… His early retirement in medicine His finances during the chaos of covid Red flags in the financial advisor world Why physicians should diversify their income Liquidating all your real estate is not the best option. Resources in this Podcast: Connect with Dr. Leif Dahleen Website: https://www.physicianonfire.com Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Other episodes you may like: http://doctorfreedompodcast.com/physician-fireside-chat-physician-on-fire-may-2017/   For all the show notes, and more, check out the podcast website

The life of a physician is difficult. Between medical school and residency, as well as the stress of the job itself, it's no surprise that burnout is common in doctors. But you don't have to let it affect your mental health any further. Today our special guest is going to talk about ways to prevent physician burnout. Dr. Errin Weisman, is a high-achieving alpha female who after years of education, achievement, and striving found herself deep in burnout and ready to quit it all. She made dramatic, intentional changes internally and externally that helped me reclaim my inner badass, live joy-filled, and work sustainably. In this episode, you will discover… What it's like to be a child of a workaholic How living within your means is a smart financial strategy? Is quitting the right thing to do? How she beat burnout Connect with Dr. Errin Weisman Podcast:  https://www.burntouttobadass.com/ https://www.doctormefirst.com/ Email: hello@burnoutbadass.com Contact Dave for a free 30mins strategy session: ‪(612) 284-2

Dr. Myrdalis Díaz-Ramírez, a dual Board-Certified Anesthesiologist and Interventional Pain Management Physician, Medical Expert, Professor, Author, Speaker, Podcaster, Entrepreneur, and Mastermind Facilitator. Through her Mastermind, physicians can transform their personal and professional lives. They have been able to define, plan, and execute a designed physician life just for them and are now in control once more. In this episode, you will discover: How did growing up in Puerto Rico affect Dr. Ramirez? What is the state of entrepreneurship in Puerto Rico? How financial literacy can help benefit your family Is medical education expensive in Puerto Rico? What kind of people is likely to join and not join this mastermind? Why mastermind isn’t common in the physician’s world? How coaching physicians will get you to the next level? Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Book: Freedom Formula for Physicians Connect with Dr. Myrdalis Díaz-Ramírez Podcast: Design you

Aspiring to be a doctor is certainly no easy feat. But becoming a doctor and building a successful business side by side? It's not impossible. Let Dr. Pranay Pranikh, known in the real estate investing space, show you his tips and tricks for passing down knowledge to the next generation of doctors via real estate. In this episode, you will discover… How does his family escape from the cycle of poverty? How did he pay for his education and student loans? Subsidized Stafford loan and unsubsidized Stafford loan Why aren't you allowed to work directly in a hospital in LA? Why did he decide not to purchase a primary residence and do a rental? Why fourplex? How to manage rental properties? Why shouldn't you buy at the same cap rate as six months ago? Thoughts on being financially free? Resources Mentioned:  Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 dave@doctorfreedompodcast.com assisstant@daviddenniston.com Book: Freedom Formula for Physicians Connect with Pranay Parikh Facebook LinkedIn MD

There is a type of investment that the average person seems to know very little about - tax liens. This episode gives some basic information about tax lien investing so that you can make an informed decision about whether or not this is a path you'd like to pursue. In this episode, you will discover… Who invests in tax liens? How to make money in tax liens? The area you can do these? How do you focus on learning interests? Cons on tax liens? How do you generally lose money in tax liens? How do you buy when you invest in tax liens? Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 dave@doctorfreedompodcast.com assisstant@daviddenniston.com Book: Freedom Formula for Physicians Website: https://www.daviddenniston.com/p/videos For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registere

Investing in land is a great way to boost your long-term wealth. It's tangible and can provide you with a steady source of passive income, but only if you understand the ins and outs of buying and selling land. I hope to walk you through each step of the process. I've been flipping land for years, so take a listen as I tell you everything that I learned. In this episode, I’ll talk about… How did I start as a land flipper? What is a land flipper? Good and bad things in land flipper How do you make money in this kind of business? Things to see buying land How do you buy when you flip land? A step-by-step guide to selling a land Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 dave@doctorfreedompodcast.com Book: Freedom Formula for Physicians Website: https://www.daviddenniston.com/p/videos For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more---- Investment advice is only offered in jurisdictions where Centurion

The start of a new year can be a great time to focus on your financial concerns by learning about the new retirement plan contribution limits for 2023. In this episode, Dave talks about… 401K Contribution for 2023 Should you do the backdoor Roth IRA or the front door Roth IRA? Cons on married filing separately Resources Mentioned: Website: https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500 Contact Dave for a free 30mins strategy session: ‪(612) 284-24 dave@doctorfreedompodcast.com   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----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 ad

Do you want to know where I'm spending, how much I have, or how much debt I owe? Then tune in to this episode as I'll be updating you all on my financial experiments and share the results of initial successes and failures. In this episode, Dave talks about… Experiment with land businesses with Partners How many properties did I sell and bought? Plans for Generation family properties The big revelation for my financial experiment this year How fund&grow help my business? Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 Ebook to Road to Retire Contact: 833-343-2986   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----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

If you're a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed. Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. In this episode, Catherine & Dave talk about… Ways that people who work in hospitals can reduce their taxes? What is a Tax credit? Tips for business owners and solopreneurs that can help them with their taxes. Employee retention credit What you can and cannot do when you hire your kids on the business? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 Ebook to Road to Retire ebook Contact: 833-343-2986 Connect w/ Catherine Tindall LinkedIn: https://www.linkedin.com/in/ctindallcpa/ Websit

It is hard to obtain new patients. However, this is the age of technology, and the internet plays a significant role in people’s lives. A lot of consumers are using internet search engines to find a local doctor who can help them maintain their physical health. Marketing and finances meet in the middle for the success of physicians with Justin Knott of The Patient Convert Podcast In this episode, Justin & Dave talk about… Interesting background about Josh Knott What should you look for when investing in an early-stage company? Why subscription-based model is powerful? How online marketing can help physicians? How do physicians promote their practices during covid? How can we be more tech-savvy to better connect with patients? How can physicians who don't work in private practice market themselves? What mistakes can doctors make when it comes to their finances? Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 Ebook to Road to Retire Contact: 833-343-2986 Connect with Jus

It's coming up to your 2023 tax year, and you're starting to get worried about how you're going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether you're a doctor, business owner, or investor. Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.   In this episode, Dave & Shauna talks about… Ways to reduce taxes and increase cash flow How did Shauna Wekherlien become obsessed with taxation? Steps to take to improve your finances as a WU2. How to spot good and bad oil gas investments? Tax Strategies for Business Owners Tips for Airbnb owners aside from renting out your property for a night   Resources Mentioned: Connect with Dave: Ebook to Road to Retire Contact: 8

It might hard to accept but the cost of medical supplies and devices can be extremely expensive. Hospitals need them on a daily basis, which means they have to shell out thousands and sometimes millions of dollars every month. And that's just for keeping the lights on. As we all know, you cannot get by without the equipment, meds, and other supplies your hospital routinely uses. And our guest today, Richard Palarea is the CEO of Kermit, a Baltimore-based healthcare cost reduction and spend management company bringing automation and insight to the high-spend category of implantable medical devices within hospitals and health systems. In this episode, Dave & Rich talk about… How hospitals and surgeons can save money The cost of medical supplies used in hospitals How did the supply chain adapt to increasing prices worldwide? Innovation in healthcare The medical product negotiation process Resources Mentioned: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 Ebook to Road to Retire Contact: 833

Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway?

In this episode, Dave talks about how much he enjoys spending time with his family, the precious moment during his travel, and how we need to prioritize the things in life that really matter. Grab a cup of coffee and listen to this episode as you will get a lot of wisdom. Resources Mentioned: Ebook to Road to Retire Contact: 833-343-2986 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   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 registered or excluded from registration. The information, statements, and o

As the title of this Podcast, I will share with you how you can protect your family by following certain tips and tricks. In this episode, Dave talks about… How to protect your family from probate in a cheap and easy way? How to possibly avoid thousands of dollars in state taxes? Why a will is important? What are the 2 basic legal structures in the state? Resources Mentioned: Ebook to Road to Retire Contact: 833-343-2986 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 juri

Charitable planning is a way of thinking about your finances to maximize your charitable donations' impact. Learn about why charitable planning is such a powerful tool, what purpose it serves, and how you can use it. In this episode, Dave talks about… How to slash your taxes through charitable planning What are the special rules that apply to a certain type of donation? What is the charitable giving that you can do? Things to know about charitable giving while getting a tax deduction Resources Mentioned: Ebook to Road to Retire Contact: 833-343-2986 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

The field of investing is complicated and confusing to the average investor. This can lead to misconceptions and fallacies that prevent you from finding the right financial products. Dive in to be more knowledgeable and be an advanced investor! In this episode, Dave talks about… How to identify historically the riskiest period in the market? How tactical asset allocation can and should work Resources Mentioned: Ebook to Road to Retire Contact: 833-343-2986 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