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

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

Summary: My name is Dave Denniston. I started podcasting in 2014 as my way of paying back physicians for helping my family with our miracle child, Evangeline, who was born at a mere 12.4 ounces/ 23 weeks gestationally. Through this journey, I've had the honor of interviewing Dr. Jim Dahle (The White Coat Investor), Dr. Kevin Pho (KevinMD), Dr. Pamela Wible, Dr. Dike Drummond, Dr. Nii Darko, and so many more. This is my personal podcast, dedicated to physicians. It is focused on “financial freedom” and just as importantly, how physicians can engage in healthy & a prosperous mindset! My philosophy is that we can all learn from others and who better to talk to physicians than other physicians and experts in various areas! I want to see every physician lower their taxes, destroy their debt, and enjoy a joyous, liberated lifestyle so that they can focus on what they love most- their families, their patients, and the activities that give them joy. I speak and interview folks on a whole host of issues that are important to physicians- burnout, how to protect their families, divorce, taxes, medical school debt, how to be a blogger & author, how to start an independent practice, and much more. I also occasionally speak about the resources that I am discovering. My goal is to create insightful, relevant content that you can put to work in your personal and professional life. If you are a physician- or aspire to be- then this podcast is for you! I typically post once per week, sometimes more often. Make sure to subscribe and stay tuned. The best is yet to come!

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  • Artist: Dave Denniston, CFA author of The Freedom Formula for Physicians
  • Copyright: Copyright 2017 by Centurion Financial Strategies, All Rights Reserved

Podcasts:

 S6, Episode 23 - My Adventure in Tax Liens | File Type: audio/mpeg | Duration: 39:30

I’ve been investing in tax liens for a year now and I’m really happy with the results I’ve been able to generate. I have a lot of ups and downs that I will share with you in this episode, so if you are interested in Tax Liens, listen to my adventure & maybe you can pick tips and lessons along my way.   In this episode, you will… Gain insight into my adventures in Tax Liens & Portfolio — Stock, Bonds, Mutual funds, and Land Business. What do I think about tax liens? Tax lien as an Investment?  Listen to its Pros and Cons  Listen to my experience for years doing Tax Liens The reason why I got into Tax liens? (Hint: You will gain knowledge from this topic) How do I do my land business? Resources Mentioned: Financial Advisor Contact Number: 612-284-2409   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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 22 - My Top Business Lessons | File Type: audio/mpeg | Duration: 21:43

Hello, my friends. How's your first month of 2022 so far? I am happy and glad to see you in our new episode today about  BUSINESS LESSONS AND TIPS... Maybe a lot of you have started a business or planning to have one, soon. So I make this episode for you to listen to because it will encourage you in entrepreneurship and you can get a lot of tips that you can use now and in the future.   In This Podcast, You will… Dave’s shares a few of the top business lessons that he has learned in his entrepreneurial journey Listen to Dave’s first business lesson — Important of Profit and Passion Second Business Lesson — Be Curious Third Business Lesson — Reinvest into the business Fourth Business Lesson —- Why you should have a substantial income? Fifth Business Lesson — Debt Sixth Business Lesson — Why you should be investing in people Seventh Business Lesson — Developing community Lastly — What’s the feeling of having multiple incomes?   Resources Mentioned In This Podcast dave@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 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 opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 21 - Mike Silvestrini of Energea | File Type: audio/mpeg | Duration: 50:08

Today’s episode is full of adventure stories and more learning because… Our guests today are the co-founder, the managing partner at Energea, which is a renewable energy company and investment company. And they've been around for about a year. He's one of the largest commercial and industrial solar firms in the US before he sold a company called Green skies renewable energy in 2017. He is someone that's kind of a traveling Nomad with his family. He served in the Peace Corps in Mali. He serves as a board member of the Big Life Foundation and even a nonprofit in Kenya. Please help me welcome to the show, Mike Silva Silvestrini! In this Podcast, you will… Mike gives details about where you grew up & how he enjoy his life (HINT: He is a well-rounded person) Know more about him traveling and working at the same time, also he studied a bunch of languages? Listen because he is about to talk about Solar Industry  How does he generate revenue from this project? Mike gives answers to Dave’s curiosity about what if some certain areas are sunnier than others, how does he think about those kinds of decisions in terms of where he plays stuff? When he runs his projections, what is he hoping people break even on their investment? His disclosing thoughts about Financial Freedom for Physician Resources Mentioned In This Podcast Energea   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 excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 20 - Mark Myers of Peak Profit Solutions | File Type: audio/mpeg | Duration: 51:33

Welcome to Freedom Formula for Physician Podcast!   HAVING A HEADACHE ABOUT SLASHING YOUR TAXES? Then this episode, I have someone who can give you tips on how to solve your tax problems. He is a gentleman who is a former Marine Corps sergeant who has 20 years of successful business op ownership, high level consulting, and he founded a company called Peak profit solutions where their goal is to help 1000s of individuals increase profit and permanently reduce their annual tax bill to better help them grow their business and accelerate their wealth. Please help me welcome Mark Myers to the show. Welcome, Mark.   In this Podcast, you will... A little background about Mark about where was he before being in California in his 20’s (HINT: Listen about his Marine Corps Journey) How did his dad influence him in joining the Military? What made him decide to join the reserves? Mark narrate his experience during September 11th (911) How did he get into the tax world? Did he train for it? His insights about some common tax mistakes that people are making Gain more knowledge about Tax codes, Tax Preparers, Entities, Revenue, CPAs, Cash flow, and more. His advice for Physician who faces challenges to their taxes Resources Mentioned In This Podcast: Judge - Learned Hand Quotes Peak Profit Solutions   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 excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 19 - How to Become a Medical Expert Witness with Armin Feldman M.D. | File Type: audio/mpeg | Duration: 54:24

Hello, my friend! This is the first month of 2022 and It’s great to see you here. I hope you can continue to make it a habit to listen to each episode this year, for you to keep learning & have the information that you need. Well, I am honored to have another guest here with us to talk about his experiences as a physician as well as some of the stuff he does for a side hustle. He is an MD. He is a medical, legal consultant, and physician coach. As a matter of fact, for the past 13 years, he has provided some pre-trial, pre-litigation medical consulting to our legal system. And he is the creator of a new sub-specialty of Forensic Medicine, which any physician in any specialty can learn to do. So I'm so glad to have him on the show.    Please help me welcome Dr. Armin Feldman. Welcome, Armin. In This Podcast, you will...  Dr. Armin shares about his life, adventure, & struggles that he goes through  Listen about him growing up in the Midwest  What influenced him to become a physician, even though his dad wasn't a physician? (Hint: His dad is a Dentist) He shares money lessons that he learned along the way Learn from Dr. Armin's mistakes that he saw from his parents or along in his journey? Dr. Armin shares about his experience going to medical school & student debt After he got out of residency did he join a private practice or a hospital? (HINT: THIS IS VERY INTERESTING) His insight about selling a private practice? His answer about "What specialties wind up being medical experts in cases, and are some medical specialties more likely to wind up being a medical expert?" Can a physician in any specialty become a medical consultant in legal cases? (LISTEN TO KNOW MORE) They talk about running a business & how to operate a business How Dr. Armin define Financial Freedom  Resources Mentioned In This Podcast Dr.Armin Feldman   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 excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.  

 S6, Episode 18 - Changes In My Life | File Type: audio/mpeg | Duration: 05:35

  “CHANGING LEAVES, CHANGING SEASON” First of all, I would like to thank you, my friends, for being here with me for this whole journey and for your never-failing support of our podcast. 2021 gives me a lot of lessons and experiences that made me to where I am today, and I hope that you, guys also grow and learn while listening to our past episodes. In this episode, I have an exciting announcement for all of you before 2021 ends, so I hope you can check this out to keep you updated on the changes in my life and to our new journey this 2022. I am now closing this book and welcoming a new beginning with all of you. Cheers to the New year! Resources Mention In This Podcast Contact: 6122842409   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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 17 - Joshua Kim with 7A Accelerator | File Type: audio/mpeg | Duration: 48:15

Welcome to Freedom Formula for Physician! Well, I have the pleasure of having a gentleman with me who at a very young age, had the desire to purchase a small business and he discovered the world of SBA financing and ended up buying a business that got a million-dollar-plus loan at age 19. Without family money or connections and done it several more times since and is now educating people through his latest business 7A accelerators to help educate, consult and assist business owners in securing SBA financing and he works with a lot of Doc's, He also helps with tax credits, like talking about slashing taxes. So I'm glad to introduce Joshua Kim the Founder of the 7A accelerator. Welcome, Josh! In this episode, you will… They will be chatting about what you can and can't do with SBA financing A little background about Josh Kim (Hints: He start hustling at a young age. You’ll get inspired about it) Dig in about Tax Strategy  Joshua Kim shares the top three lessons from running his businesses What are his businesses? What led him to start the 7a accelerator Listen to Josh STRATEGY on how he slashed his taxes by moving to Puerto Rico while still running a domestic business Benefits of moving overseas Learn more about Tax credits   Resources Mentioned In This Podcast Josh@7accelerator.com https://www.7accelerator.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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 16 - Solutions to Social Security | File Type: audio/mpeg | Duration: 22:36

In the last week's episode, we talked about Understanding Social Security which is kinda related to this Episode. I suggest listening to the last episode, so you can understand more about our topic today. Click here for Episode 15 - Understanding Social Security In this podcast, you will... • Gain understanding about the SOLUTIONS to Social Security • Explore more about FICA taxes & Medicare taxes • Full retirement age (Hint: You can know the inside out of this topic) • Listen to Dave's insights about the PIA formula • What if we raise the early retirement age? • Skilled worker from overseas • Pension and Inflation • Other benefits of Social Security Resources Mentioned In This Podcast Episode 15 - Understanding Social Security Longevity, published by the CDC 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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 15 - Understanding Social Security | File Type: audio/mpeg | Duration: 34:02

Why Social Security is Important? According to ssa.gov, the purpose of Social Security is to provide material needs of individuals and families, to protect aged and disabled persons against the expenses of illness that otherwise use up their savings, to keep family together, and to give children the chance to grow up healthy and secure. Social Security is the most important source of U.S retirement income, so if you have parents or someone that is thinking about taking Social Security, then this podcast episode is to help them give a better understanding of what's behind it. And as they think about retirement and when to take Social Security.   In this podcast, you will… Learn more about Taxes, Penalties, Retirement, Insurance, Interest, and Formulas. Dave will be talking about third rails in politics, social security. History of Social Security (Hint: It will broaden your knowledge about this topic) The problem of Social Security Educate yourself about Socialism How earnings are calculated? What happens with taxes? What is provisional income? If you have questions just email 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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 14 - Why I Joined Land Academy? | File Type: audio/mpeg | Duration: 16:44

“The best investment on EARTH is EARTH” is a saying of widely known real estate investor and philanthropist, Louis Glickman.  When do you want to start to invest? Not just from real estate or business, but also to yourself?  Do you ever wonder why you are still in the same position even if you are working so hard to get out of your situation? Then maybe you have to evaluate and upskill yourself. Land Academy will give you the potential progress if you are into Investing, Real estate, and Land business, especially when you are starting or planning to start this kind of business. In this episode, you will… The reason why you should join Land Academy Dave shares about his land business (Hint: You will be shocked by how many properties he already bought) Feed your brain information about Land investing Coaches that teaches Dave about his business Learn the steps to start a land business (Hint: Listen and learn from Dave’s experiences) Benefits of Land Academy member   Resources mentioned in this episode Land Academy Interview Land Academy   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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 13 - My Faith and Finances- Part 2 | File Type: audio/mpeg | Duration: 23:25

I know we have talked about a lot of educational topics lately, but today a want you, guys to know me better. As much as possible you to feel that I am your friend who wants you to do better and improve in life. So, today’s episode is a little bit personal show. I just want to speak from the heart and I want to get this opportunity to express my gratitude for your support — you guys are awesome! Since day 1 you have been there and I couldn't have pulled this off without y’all.   In this episode, you will… Reminisce about my past situation with my family Talked about my faith My insight about my Finance and Money  Do I love money? How do we leave an impact on this world? Context of Deuteronomy 8 How do we navigate wealth? So that we don’t forget where we came from? Could I retire by 45?   Resources Mentioned In This Episode Book Warburgs by Ron Chernow Email 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 services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 12 - What Is The 3 Percent Rule? | File Type: audio/mpeg | Duration: 11:29

“Retirement is the only time in your life when time no longer equals money.” this is a saying that I’ve read before — as I’m sharing it with you today to be inspired and to keep you motivated from grinding, learning to invest, and growing your business even more. Perhaps, you are worried about the future and asking questions to yourself if “Can I retire at the age of 45, 50, or 60?” or  “is my investment enough for me and my family’s expenses?” So, I’ll be answering your thoughts by making you understand the rule of thumb which can help you today and for your future.  In this episode, you will… Know more about the 3% rule What does it take to retire? Understand how to outlive your assets What if you earn more than 3%? Pencil out your expenses The best part of retirement is time with your family and grandchildren.   If you have more questions about this you can email me at 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 advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 11 - What is an ARM? | File Type: audio/mpeg | Duration: 09:47

In the last episode, we talk about how to handle your reputation slash reviews online. If you are interested in building your reputation online, especially in today's generation that negative and positive reviews can have a big impact on us and our business, if you are curious you can check it out later after this episode. So, today’s topic is very informative and beneficial, particularly for people in real estate and finance. Some of you might know about this topic, but give it a try to listen again so you can refresh your knowledge.   In this podcast, you will… Talked about what is an ARM? (Tips: this is very educational for you ) How does an ARM work? Pros and Cons of ARM Adjustable-rate mortgages Vs. fixed-rate mortgages Learn more about loans and interest  Different kinds of ARM   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 excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract. ‌

 S6, Episode 10 - How to manage online reputation with EmpathIQ | File Type: audio/mpeg | Duration: 30:43

Good to see you here at Freedom Formula for Physician Podcast! Just a few months before 2021 will ends. Time goes by too fast. We have to be productive, maximize our time, and enjoy the few months of 2021 with our family and friends. So, I would like to introduce you to someone that can help you lessen your time out of your desk. They Provide Healthcare Reputation Management for individual providers, hospitals, and healthcare organizations. Technology has given healthcare providers the ability to reach more new patients than EVER. 94% of patients choose positively rated doctors over similarly qualified doctors because of their online reviews. I would like to present to you, Avalon Hartman with  EMPHATHIQ.IO – a platform that increases your visibility online to make sure that NEW PATIENTS CAN FIND YOU and EXPERIENCE YOUR CARE. A little insight about them Allows you to send a personalized link to your patient that directs them to the review sites that matter most to your practice. The reviews you receive from all online resources will be featured here in one easy-to-navigate page that will give new patients confidence in your services. Their listing connector puts in control of your data across 50+ directory sites to ensure patients can easily find you. Making it easier to get more online reviews with less effort In this episode, you will… More details about EmpathIQ (Different Functionality) Be educated about managing your reputation online How to handle negative reviews Does EmpathIQ post multiple places? Keeping track of these kinds of things is hard, how do they do this? Listen to their ways to make people leave a review for you Learn more about what’s gonna happen when people give you a negative review. Insight about how many reviews can someone have? Resources Mentioned In This Podcast EmpathIQ Contact number: 858-375-5686 Yelp   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 excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

 S6, Episode 9 - What is Cap Rate? | File Type: audio/mpeg | Duration: 17:26

Welcome back to Freedom Formula for Physician Podcast.  I’m so proud of you that you have come to this episode. If you have an interest in this Episode, you must also check Episodes 7 - “What is IRR” and Episode 8 “What is CAPM” I appreciate you, guys for choosing us to grow yourself and be educated on this kind of topic.   In this podcast, you will… Educate yourself with Finance, Cap rate, and Real state Comparing asset vs another How to calculate Cap rate? The formula for Cap rate What’s the use of Cap rate?   Resources Mentioned In This Podcast EmpathIQ.io Zillow Dave@doctorfreedom.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 services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

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