Real Estate Mogul, M.D.: Recent Episodes

Thomas Geib & Brett Riggins

Real Estate Mogul, M.D. shares stories, conversations and actionable advice to help you get rich as a doctor. We cover everything on real estate investing for Physicians including: wealth accumulation, real estate investment strategies, tax strategies and "loop holes", investing, financial planning, asset protection, insurance, tax free exits, corporation structuring, retirement planning, and much more! To learn more visit: physicianwealthsystems.com

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What if the most powerful wealth-building tool in America is something you already have access to—but completely overlook?
In this episode, real estate legend Adiel Gorel breaks down how the 30-year fixed-rate mortgage can build massive long-term wealth, especially for busy professionals like doctors, engineers, and business owners. With over 10,000 homes purchased through his system, Adiel explains how brand-new homes in the right markets, backed by professional management, can generate passive income while inflation erodes your debt.

You’ll learn:

Why the 30-year fixed-rate loan is a miracle financial instrument
How inflation builds your wealth while you sleep
Why now—yes, even at 6.8% rates—may be the best time to buy
Which Sunbelt cities offer the best rent-to-price ratios right now
How to structure acquisitions for future equity, cash flow, and legacy
Why it’s never too late (Adiel has clients starting at 84)

If you’re a high-income earner looking to retire early, build generational wealth, or create passive income that grows over time—this is your blueprint.

Connect with Adiel:

Website: https://icgre.com/
Instagram: https://www.instagram.com/adielgorel/
LinkedIn: linkedin.com/in/adielgorel/

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Are you working in your business or building a machine that can run without you?

In this episode, Gary Harper shares how he went from a 300-deal real estate business to coaching 4,000+ entrepreneurs using the RISE Business Framework. After surviving Lyme disease and burnout, Gary made it his mission to help business owners reclaim their purpose, design smarter systems, and lead with intention.

If you’re scaling a real estate company, side hustle, or consulting practice, this episode will show you how to:

Stop chasing growth and start building with vision
Implement the 4 KPIs every real business needs (not just performance)
Align your business with your personal purpose
Protect your time with the right people and decision filters
Avoid the “operator trap” and step into leadership

Whether you’re a real estate entrepreneur or a physician building a side business, this episode is your roadmap to doing more with less stress.

Connect With Gary

Website: https://sharperbusiness.com
Instagram: https://www.instagram.com/sharperprocess/
LinkedIn: linkedin.com/company/sharperbusiness/

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How do you go from nursing shifts to scaling a multimillion-dollar portfolio of mobile home parks in just a few years?

In this episode, former RN Tim Woodbridge shares his journey into real estate, starting with a 36-pad mobile home park and a vision. Within 15 months, he doubled the value, refinanced to return all capital, and never looked back.

You’ll learn:

Why mobile home parks (MHPs) offer unmatched recession resistance
The “value-add” strategy that doubled Tim’s investment in under 2 years
How high-income professionals can overcome fear and take their first step
Common MHP misconceptions (and what the returns actually look like)
How to evaluate an operator before becoming a limited partner (LP)

Tim now owns over 544 pads, runs a vertically integrated team, and is on a mission to house 100,000 people through affordable housing by 2050.

Learn more at: WCGinvestments.com
Follow @TimWoodbridge or connect for tools and LP insights

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What happens when a psychiatrist leaves medicine, builds a $400M real estate portfolio, and designs a private equity model with zero sponsor fees?

In this episode, Dr. Elaine Stageberg, co-founder of Black Swan Real Estate, shares how she reached financial freedom in her 30s, why traditional syndications are broken, and how physicians can invest in real estate without becoming landlords or operators.

You’ll learn about:

Why “passive” investing often isn’t—and how to fix it
How Black Swan’s no-fee fund model creates radical alignment with investors
Elaine’s powerful “visioning” process to map your future and unlock results faster
Real estate’s role in recession-resilient wealth and generational legacy
Why operations—not acquisitions—determine success

Whether you're stock-heavy and seeking stability, or burned out from active real estate, this episode offers the clarity and tools you need to invest by design.

Connect with Elaine:

Website: BlackSwanTeam.com

Fund Details: SecureFreedomFund.com

Instagram: https://www.instagram.com/blackswanrealestatellc/
LinkedIn: https://www.linkedin.com/company/black-swan-real-estate/

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What do you get when a real estate strategist marries a physician?

A playbook built for high-income professionals who want to turn debt and burnout into cash flow and lifestyle freedom.

In this episode, Adam Pretorius—a luxury agent, developer, and owner of two construction companies—shares how he helps doctors buy smarter, invest with confidence, and compare mortgage interest rates to actual ROI. We break down physician loan myths, risk tolerance, construction tips, and why he’s all-in on real estate while his wife sticks to the stock market.

If you’re a doctor, dentist, or high-earning professional looking to diversify beyond your W-2, this is your roadmap.

Topics Covered:

Physician mortgage strategies and how in-house loans work
How to compare real estate returns to stock market performance
Building wealth through flips, rentals, and passive builder partnerships
Design trends that boost ROI
Why more physicians are turning to real estate to design a life by choice—not necessity

Connect With Adam:

Website: http://www.adampretorius.com/
Instagram: https://www.instagram.com/adampretorius/
LinkedIn: https://www.linkedin.com/in/adam-pretorius-98b5b0a2/

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In this conversation, Joel Miller shares his extensive experience in real estate investment, discussing his journey from a mobile DJ to a successful real estate investor. He emphasizes the importance of mindset, relationships, and education in building wealth through real estate. Joel also provides insights into tenant screening, structuring entities for investments, and the nuances of private money lending. His book, 'Build Real Estate Wealth, Enjoy the Journey of Rental Property Investment,' serves as a guide for those looking to navigate the complexities of real estate.

Takeaways

Real estate can complement your existing passions and careers.
Understanding the difference between riches and wealth is crucial.
Building relationships is key in the real estate business.
Tenant selection is critical for success in rental properties.
Education is essential before diving into real estate investing.
Time can heal mistakes in real estate investments.
Structuring entities properly can protect personal assets.
Private money lending is based on relationships and knowledge of the asset.
Clear financial statements improve chances of loan approval.
Surrounding yourself with the right people can lead to success.

Connect With Joel

Instagram: https://www.instagram.com/joelmillerbooks/?hl=en
LinkedIn:https://www.linkedin.com/in/joel-miller-42981811/
Website: https://www.joelmillerbooks.com/

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In this conversation, Ashley Garner shares her journey in real estate, highlighting her transition from traditional rentals to multifamily syndication. She discusses the importance of financial freedom, the challenges of value-add strategies, and the nuances of passive investing. The conversation also touches on navigating high interest rates, choosing the right markets, and common mistakes new investors make. Ashley emphasizes the significance of relationships in investing and the need for proper financial planning and risk management.

Takeaways

Ashley has always been in real estate, starting from a young age.
Her transition to multifamily syndication was driven by a desire for financial freedom.
Experiencing a heart attack changed her perspective on income and investments.
Value-add strategies require time and money, and challenges often arise during renovations.
Passive investors often misunderstand the importance of the sponsor's track record.
High interest rates have made finding profitable deals more challenging.
Choosing the right market involves analyzing job growth and stability.
New investors should focus on the relationship with their sponsors before investing.
Investing in multifamily properties can provide significant tax benefits.
Time management is crucial in real estate investing.

Connect with Ashley Garner

Instagram : https://www.instagram.com/abgmultifamily/?hl=en
Linkedin: https://www.linkedin.com/in/ashleybgarner/
Website: https://www.abgmultifamily.com/

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In this conversation, Casey Gregersen shares his journey from a W-2 employee in the oil and gas industry to a successful real estate entrepreneur. He discusses the importance of maintaining active income while transitioning to real estate, the challenges of scaling a business, and the significance of having a solid team in place. Casey emphasizes the need for creative financing strategies in the current market and shares valuable lessons learned from his experiences. He also expresses his passion for helping others achieve financial freedom through real estate investment.

Takeaways

Casey transitioned from a W-2 job to real estate while maintaining active income.
He emphasizes the importance of having two exit strategies in real estate investments.
Building a strong team is crucial for scaling a real estate business.
Creative financing can help mitigate risks in a high-interest rate environment.
Casey aims to help others achieve financial freedom through real estate.
He believes in the power of cash flow and long-term investments.
Lessons learned from scaling too fast include the need for careful market analysis.
Coaching and leadership skills from sports translate well into business.
Casey is focused on helping families achieve financial independence.
He plans to engage more with the community through workshops and events.

Connect with Casey:

Instagram: https://www.instagram.com/caseygregersen/
LinkedIn: https://www.linkedin.com/in/caseygregersen/
Website: https://caseygregersen.com/

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In this episode of Real Estate Mogul M.D., Brett sits down with former medical device sales rep turned investor-realtor Niyi Adewole, who shares how he escaped the W-2 grind and built a multi-state real estate business.

They dive deep into:

House hacking his first triplex with just $5K
Transitioning from long-term to short-term rentals (and direct bookings!)
Why design and experience are critical in today’s STR game
How to decide between STR, MTR, and LTR based on your lifestyle
Building a real estate team focused on investor freedom

This episode is packed with mindset gems and practical systems for investors ready to take the next step.

Connect with Niyi

Instagram: https://www.instagram.com/ekabohome/
LinkedIn: https://www.linkedin.com/in/niyiadewole/
Website: https: https://ekabohome.com

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What does a 14-year-old mowing lawns have in common with a passive investor and digital marketing expert? Intentionality.

In this episode, Brett sits down with Jason Wright, founder of Intentionally Inspirational, to unpack how he built a business that runs without him — and how that freedom led him to real estate investing.

Jason has built over 650 sales funnels and helped over 200 capital raisers grow their businesses — but what makes him different is his obsession with the relationship, not the tech.

Inside This Episode:

How Jason became a passive real estate investor (and why he avoids multifamily for cash flow)
Why your CRM is your real asset
The single biggest mistake capital raisers make (and how to avoid it)
Why video is the new handshake

The “backwards route” that actually scales trust

Connect with Jason

Instagram: https://www.instagram.com/intinspodcast/
Website: IntentionallyInspirational.com
LinkedIn: https://www.linkedin.com/in/thejasonwright/

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Imagine having access to $100K to $500K in business credit — all at 0% interest — without hurting your personal credit score. It’s not a gimmick. It’s strategy.

In this episode, Brett is joined by Patrick Pychynski, a U.S. Marine turned capital consultant and founder of Stacking Capital. He’s helped business owners secure over $14 million in funding using his Three C’s Framework — and now he’s walking us through how real estate investors and entrepreneurs can access elite capital the right way.

Inside the episode:

What most “funding companies” get completely wrong
The real difference between being creditworthy vs. bankable
How to use 0% credit to fund STRs, renovations, or marketing
When and how to liquidate a credit card without killing the 0% intro rate
Why you should treat your personal credit like gold — and let your business stand on its own
How to safely stack credit and grow access without getting overexposed

Whether you’re scaling a real estate portfolio, launching a business, or funding growth, this is the education you wish someone gave you before the mistakes.

Connect with Patrick

Free 6-Figure Funding Blueprint → stacking-capital.com/blueprint
Free Business Assessment → stackingsuccess.com/stacking-success-lp
Follow Patrick on Instagram: @itspatrickpy

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Most doctors dream of a simpler future. But what if you designed a portfolio that gave you freedom now?

In this episode of Real Estate Mogul M.D., Brett sits down with Dr. Josh Honaker — pediatrician, entrepreneur, and founder of Honaker Health and ParentMD. Josh shares how he went from hospital executive to real estate developer, startup founder, and marine industry investor, all while raising a family and staying grounded in his “mission-critical” mindset.

Inside this conversation:

The one real estate deal that changed Josh’s wealth trajectory
Why visionaries must find integrators to scale anything
How he flipped houses, built developments, and ran a 9-bed Airbnb
Why most doctors aren’t wired to build — and how to know if you are
The truth about balance, burnout, and what comes after financial freedom

If you’ve ever wondered how to juggle medicine, business, and real estate — this is the blueprint. Transparent, actionable, and inspiring

Connect with Josh Honaker

Instagram: https://www.instagram.com/joshhonakermd/tagged/
Linkedin: https://www.linkedin.com/in/josh-honaker-md-mba-faap-56a3bb8/
Website: https://www.honakerhealth.com/

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In this powerful episode, Yale-trained interventional radiologist Dr. Gustavo Elias joins Brett Riggins to talk about gratitude, designing your life with intention, and planting the seeds of wealth early in your medical career. While he doesn’t claim to be a real estate mogul just yet, his mindset around financial freedom, his real estate goals, and his commitment to doing meaningful, minimally invasive work for patients make this an inspiring listen.

Learn how Dr. Elias balances advanced medical innovation with real estate curiosity
Hear his take on living like a resident after residency—and why it matters
Discover how faith, gratitude, and strategy all play into long-term wealth

Tune in now and get inspired to define freedom on your own terms.

Connect with Gustavo

Instagram: https://www.instagram.com/doctor.gustavo/
LinkedIn: https://www.linkedin.com/in/gustavo-elias-md-875141112/
Website: https://www.vivassociates.com/about/our-medical-team/elias

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Investing Beyond Borders: Is International Real Estate Right for You?

Dr. Anne-Michelle Wand, a real estate investor with 40 years of experience across Panama, Mexico, and the U.S., joins me for an eye-opening conversation about building passive income, mindset for success, and the opportunities in international real estate. In this episode, we cover:

The difference between active and passive real estate investing
Why international real estate offers unique opportunities—and what challenges to consider
The mindset shifts that separate successful investors from those who struggle
Her current projects in Panama, including a multi-family investment model for 55+ living

Thinking about diversifying your investments beyond the U.S.? This episode is a must-listen!

Learn more about Anne-Michelle’s investments: Passive-Profit-Partners.com

Connect with Anne

Insta: https://www.instagram.com/passiveprofitpartners
LinkedIn: https://www.linkedin.com/in/cr8grtsuccess/
Website: https://www.passive-profit-partners.com/

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What if your investing strategy wasn’t just about ROI — but about alignment, values, and long-term clarity?

In this episode of Real Estate Mogul M.D., Brett sits down with Dr. Ahmad Awan, a fellowship-trained interventional cardiologist and first-generation immigrant navigating life, medicine, and money on his own terms. From his early days in Pakistan to board certifications at Harvard and beyond, Dr. Awan brings a refreshingly honest take on what it really means to build wealth — without losing yourself.

The blind spots doctors face with money and trust
Why “Islamic investing” is more than a label — it’s a mindset
How to filter bad advice in an era of noise
Lifestyle creep vs. values: the car/home trap no one talks about
The long game of real estate, without selling your peace of mind

Don’t invest in what you don’t understand. Learn …

Connect with Ahmad:

Instagram: https://www.instagram.com/ahmad.armoghan/
LinkedIn: https://www.linkedin.com/in/ahmad-a-awan-md-450121ba/?original_referer=https%3A%2F%2Fwww.google.com%2F
Website: https://www.lcmh.com/find-a-doctor/ahmad-awan-md/

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What if building your U.S. real estate portfolio didn’t require perfect credit, W-2 income, or even U.S. citizenship?

In this episode, Brett is joined by Amresh Singh, Founder and CEO of HomeAbroad and Ziffy — two platforms that are breaking down barriers to U.S. real estate for both global and domestic investors. With over 14 years in mortgage innovation, Amresh unpacks what actually works when building wealth remotely or scaling past lending limits.

You’ll learn:

How foreign nationals can invest in U.S. real estate — with no U.S. credit
The difference between conventional and non-QM (DSCR) loans
Why AI-powered deal search is a game changer for investor efficiency
The overlooked benefits of 30-year fixed loans in the U.S.
How to simplify ownership structure, insurance, banking, and legal
The best U.S. markets for investors in the next 12–24 months

Whether you’re investing across the globe or just looking to grow smarter — this conversation brings modern tools to a timeless asset class.

Connect with Amresh

Explore: homeabroadinc.com
Contact: contact@homeabroadinc.com
Connect with Amresh on LinkedIn: linkedin.com/in/amreshs

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In this conversation, Adiel Gorel shares his extensive experience in real estate investing, detailing his journey from a high-tech background to becoming a successful real estate investor. He emphasizes the importance of the 30-year fixed rate mortgage as a financial tool, discusses strategies for identifying the right markets for investment, and explains the advantages of investing in new homes. Adiel also provides insights on scaling investments and the differences between single-family and multifamily properties, ultimately highlighting how real estate can change lives and build wealth.

Takeaways

Adiel Gorel transitioned from high-tech to real estate investing.
The 30-year fixed rate mortgage is a unique financial advantage in the U.S.
Investing in new homes reduces maintenance stress for landlords.
Successful real estate investing requires identifying the right markets.
The Sunbelt states are ideal for long-term rental investments.
Scaling investments should start with one property to build experience.
Property management is crucial for hands-off investing.
Inflation can significantly reduce the real value of fixed-rate loans.
Networking with property management firms can enhance investment success.
Real estate can provide financial freedom and change lives.

Connect with Adiel Gorel:

Instagram: https://www.instagram.com/adielgorel/
LinkedIn: https://www.linkedin.com/in/adielgorel/
Website: https://icgre.com

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In this conversation, Dani Beit-Or shares his journey in real estate investing, starting from his first investment experience to the lessons learned during the 2008 financial crash. He emphasizes the importance of being mentally prepared for the challenges of property management and the stability that can come from unexpected tenant situations. Dani discusses common mistakes made by high-income investors, the value of long-term investments, and the significance of identifying resilient markets for successful investing. He also highlights the 1% rule as a guideline for evaluating potential rental properties. In this conversation, Dani Beit-Or discusses various aspects of real estate investment, emphasizing the importance of understanding cash flow over superficial metrics like the 1% rule. He shares insights on creative financing strategies, the significance of setting individual investment goals, and the challenges investors face when scaling their portfolios. Dani also highlights the need for a long-term perspective in real estate and introduces his company, Simply Do It, which aims to help clients navigate the complexities of real estate investment.

Takeaways

The first investment experience can be daunting and unpreparedness is common.
Stability in rental properties can come from unexpected tenant situations.
The 2008 financial crash exposed weaknesses in investment strategies.
Good leadership is crucial during financial downturns.
Being present for clients during tough times builds trust and loyalty.
Many investors chase creative deals but overlook the value of boring real estate.
Long-term investments often yield better results than quick flips.
Investing in resilient markets is key to weathering economic downturns.
Understanding local laws and market conditions is essential for successful investing.
The 1% rule is a useful guideline but should be considered alongside other financial factors. The 1% rule can be misleading; focus on cash flow.
Creative financing strategies can enhance investment opportunities.
Understanding personal investment goals is crucial for success.
Many investors get overwhelmed by the noise in the system.
A long-term perspective is essential in real estate investing.
Investors often wish they had started sooner or bought more properties.
Boring properties can be more profitable in the long run.
Setting clear investment criteria helps in decision-making.
Investors should not get bogged down by small issues.
Simply Do It provides a comprehensive approach to real estate investment.

Connect with Dani Beit-Or:

Instagram: https://www.instagram.com/simply.doit/
LinkedIn: https://www.linkedin.com/in/danib/
Website: https://simplydoit.net/dani-beit-or/

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In this conversation, Jake Clopton, founder of Clopton Capital, shares insights into the world of commercial real estate financing. He discusses the evolution of his company, the misconceptions surrounding commercial lending, and the differences between debt and joint venture equity. Jake explains the importance of understanding loan terms, the distinctions between recourse and non-recourse lending, and strategies for leveraging equity to scale investments effectively. The conversation emphasizes the need for operational systems to manage properties successfully. In this conversation, Jake Clopton discusses the intricacies of property management, the importance of understanding insurance in real estate investments, and the current state of the commercial real estate market. He emphasizes the need for investors to treat real estate as a business, the significance of shopping for insurance annually, and the potential opportunities arising from economic shifts. Clopton also highlights the challenges posed by rising costs and the importance of being prepared for market fluctuations.

Takeaways

Jake Clopton runs Clopton Capital, focusing on commercial real estate.
The original goal was to help people find capital during the credit crisis.
Commercial real estate financing differs significantly from residential financing.
The first source of repayment in commercial loans is the property itself.
Understanding the difference between debt and joint venture equity is crucial.
Interest-only payments can help stabilize properties during the initial phase.
Recourse lending means personal liability for the borrower.
Non-recourse lending focuses primarily on the property as collateral.
Equity sources can provide leverage for scaling investments.
Operating systems are essential for managing multiple properties effectively. Real estate should be treated as a business, not just an investment.
Property management companies should be viewed as employees requiring oversight.
Vertical integration in real estate can enhance control and profitability.
Investors often overlook the importance of shopping for insurance annually.
Insurance premiums can vary significantly; always compare options.
Planning for insurance before closing can prevent unexpected costs.
The housing market is facing a crisis due to supply constraints.
Rising building costs will make housing less affordable.
Investors should look for opportunities in consumer distress in residential properties.
Mitigating uncertainty in investments requires careful planning and expense control.

Connect With Jake Clopton:Instagram: https://www.instagram.com/jake.clopton
LinkedIn: https://www.linkedin.com/in/jakeclopton1/
Website: https://cloptoncapital.com/

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In this conversation, Steve Shull shares his journey from being an NFL linebacker to a successful real estate coach. He discusses the importance of discipline, team culture, and the mindset required for success in both sports and business. Steve outlines six standards for success in real estate, emphasizing the need for process, accountability, and relationship-building. He highlights the common mistakes agents make and the significance of focusing on improvement rather than merely chasing more sales. The discussion culminates in the importance of cultivating relationships and building a sustainable business culture.

Takeaways

Discipline learned in sports translates to business success.
Team culture is crucial for performance and accountability.
Success is about doing what is most important every day.
Real estate is a relationship-driven business, not transactional.
You can't scale chaos; processes are essential for growth.
Mindset is the foundation of a successful team culture.
Focus on getting better, not just doing more.
Building relationships takes time and investment.
Comfort with discomfort is key to personal growth.
Accountability and training are vital for team success.

Connect with Steve Shull:

LinkedIn: https://www.linkedin.com/in/steveshullperformancecoaching/
Instagram: https://www.instagram.com/shullperformancecoaching/
Web: http://www.performancecoaching.com

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In this conversation, Charity Hix shares her journey from a successful career in ophthalmology to coaching healthcare professionals, particularly introverts, on managing burnout and exploring new career paths. She discusses the signs of burnout, the unique challenges introverts face in the fast-paced medical environment, and the opportunities available in real estate. Charity emphasizes the importance of curiosity, energy management, and prioritizing personal interests outside of medicine to foster well-being and resilience. The conversation underscores the importance of physicians exploring diverse interests and maintaining a balanced life to prevent burnout and enhance their professional satisfaction.

Takeaways

Charity transitioned from ophthalmology to coaching in 2022.
Burnout often starts as ambition but leads to fatigue and irritability.
Introverts in medicine face unique challenges due to the fast-paced nature of the environment.
Real estate offers creative opportunities for professionals.
Curiosity and exploration are essential for personal growth.
Creating space for self-care is vital for introverts.
Prioritizing time and energy can prevent burnout.
Having diverse interests enhances resilience in challenging times.
Physicians should explore opportunities outside of medicine.
Maintaining curiosity can lead to unexpected career paths.

Connect with Charity Hix:

Instagram: She does not have an Instagram account.
LinkedIn: https://www.linkedin.com/in/charityhix/
Website: https://www.charityhix.com/

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Gelerie Stenbakken shares her journey from being a busy anesthesiologist to achieving financial independence through real estate investing. She discusses the mindset shift that led her to explore secondary income streams, the transition from long-term to short-term rentals, and the challenges faced along the way, including contractor issues. Gelerie emphasizes the importance of work-life balance, the lessons learned from her experiences, and offers valuable advice for aspiring real estate investors. She reflects on the significance of being present in life and the continuous pursuit of personal and professional growth.

Takeaways

Gelerie Stenbakken transitioned from a busy medical career to real estate investing.
The mindset shift was crucial for exploring new income streams.
Short-term rentals became a focus after initial long-term investments.
Health challenges prompted a reevaluation of life priorities.
Navigating contractor issues taught valuable lessons in real estate.
Understanding the financial metrics is key for successful investments.
Flexibility in work hours allows for a better work-life balance.
It's important to define what 'enough' means personally and financially.
Continuous growth and adaptation are essential in real estate.
Building relationships and networking can lead to new opportunities.

Important Links:

Instagram: https://www.instagram.com/winningwithrei/
Linkdein: https://www.linkedin.com/in/geleriestenbakken/
Website: https://eriks-academy.teachable.com

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In this conversation, Michael Perisa shares his journey through the medical field, particularly in pediatric care, and discusses the challenges and rewards of his profession. He emphasizes the importance of self-care and stress management, particularly in a demanding medical environment. Michael also delves into his experiences with real estate, expressing aspirations to invest more in the future while balancing family life and professional responsibilities. The discussion emphasizes the potential for physicians to explore real estate investments and the importance of community and support in both medical and personal endeavors.

Takeaways

Michael emphasizes the importance of self-care in managing stress.
He shares his passion for pediatric medicine and how it drives him.
Direct primary care allows for more personalized patient interactions.
Real estate investment is a future goal for Michael.
He acknowledges the challenges of balancing family and work life.
Michael's journey reflects the importance of community support.
He discusses the potential of leveraging relationships in real estate.
Understanding the local market is crucial for investment success.
Michael expresses a desire to create passive income through investments.
The conversation underscores the importance of physicians exploring financial opportunities.

Important Links:

LinkedIn: https://www.linkedin.com/in/michael-perisa-md-faap-72308b86/
Instagram: https://www.instagram.com/michael.perisa/
Website: https://zestpeds.com/

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In the second part of our conversation with Dr. Shideh Shafie, we dive deeper into her philosophy on achieving true freedom, both in life and in business. Dr. Shafie shares how her father's journey of resilience shaped her view on wealth and personal growth. She explains the importance of self-reflection and creating a balanced life, where freedom comes from intentional habits and decisions. Dr. Shafie also discusses her approach to setting actionable metrics and how physicians can break free from the "money trap" by making strategic choices that allow them to live a life of purpose and meaning.

Takeaways

Finding meaning in life goes beyond professional success.
True freedom allows for personal choice in practice.
Wealth is a component of freedom, but not the entirety.
Daily practices can cultivate a sense of freedom.
Metrics help track progress towards personal goals.
Self-reflection is crucial for personal growth.
Vulnerability is important, but it should be self-directed.
Transformative changes often come from intentional actions.
Celebrating small wins is essential for motivation.
Creating a legacy is about defining personal meaning.

Important Links:

LinkedIn: https://www.linkedin.com/in/drshidehshafieperformancecoach/
Instagram: https://www.instagram.com/shideh.shafie/
Website: https://www.shidehshafie.com/

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In this first episode, Dr. Shideh Shafie shares her journey from emergency medicine to real estate and coaching, all while balancing life as a mom and entrepreneur in Rhode Island. She dives into how her family’s experience with real estate shaped her financial perspective and influenced her career. Dr. Shafie also highlights her holistic approach to life, drawing parallels between her coaching in high-performance and her commitment to maintaining a balanced lifestyle. She explains how embracing real estate, even with minimal prior knowledge, has been a game-changer for her wealth-building strategy.

Takeaways

Dr. Shafie transitioned from emergency medicine to coaching and real estate.
Her family's immigrant background had a significant influence on her financial mindset.
Real estate can be a powerful vehicle for wealth building.
Physicians often overwork to maintain their lifestyle, missing creative solutions.
High performance requires balancing multiple aspects of life, not just work.
Education is important, but action is crucial for success.
Developing relationships outside of medicine is essential for personal growth.
Real estate investing is more accessible than many believe.
Understanding financial systems can empower better investment decisions.
Life is about figuring things out and taking action.

Important Links

LinkedIn: https://www.linkedin.com/in/drshidehshafieperformancecoach/
Instagram: https://www.instagram.com/shideh.shafie/
Website: https://www.shidehshafie.com/

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In this conversation, Angelo Christian shares his inspiring journey from a challenging upbringing to becoming a successful figure in real estate and mortgage banking. He discusses the importance of resilience, the nuances of various mortgage types, and the role of major entities such as Fannie Mae and Freddie Mac. Angelo emphasizes the significance of leveraging equity and building the right mindset for success in real estate investing. He also provides actionable advice for high-income earners looking to scale their investments and navigate the complexities of the mortgage landscape.

Takeaways

Angela Christian's journey from a humble background to success is inspiring.
The movie Rocky served as a catalyst for his transformation.
Resilience and perseverance are key to overcoming challenges.
Subprime loans cater to borrowers with lower credit scores.
Physicians can access specialized mortgage options with favorable terms.
DSCR loans allow investors to purchase properties without income verification.
Fannie Mae and Freddie Mac set the guidelines for conventional loans.
Equity in existing properties can be leveraged for new investments.
Joining mastermind groups can provide valuable networking opportunities.
Success in real estate requires a mindset shift and calculated risk-taking.

Important Links:LinkedIn: https://www.linkedin.com/in/angelochristian/
Instagram: https://www.instagram.com/officialangelochristian/
Website: https://www.officialangelochristian.com/

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In this conversation, Dr. Ziad Hage shares his journey as a neurosurgeon, discussing the challenges of balancing a demanding career with family life. He explores his interest in innovation within the medtech field and reflects on his experiences with real estate investing. Dr. Hage emphasizes the importance of education and understanding in making investment decisions, particularly for physicians. He concludes with insights on achieving a balanced life by design and the value of trusting relationships in both personal and professional ventures.

Takeaways

Dr. Hage is the head of cranial neurosurgery at Novant Health.
He has a strong family background in medicine.
Balancing work and family is a constant challenge for physicians.
Innovation in medtech is a key interest for Dr. Hage.
Real estate can be a valuable investment for physicians.
Starting small in real estate is a wise approach.
Trust and relationships are crucial in investments.
Education is essential for making informed investment decisions.
Life by design involves a balance of structure and freedom.
Physicians can benefit from understanding the investment landscape.

Important Links

LinkedIn: https://www.linkedin.com/in/ziad-a-hage-md-fcns-faans-facs-93a406b3/
Website: https://ziadhagemd.com/

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In this conversation, Dr. Anna Chacon shares her journey as a board-certified dermatologist who has expanded her practice nationwide. She discusses the importance of independence in her medical career, the role of real estate in her business strategy, and the significance of diversification in investments. Dr. Chacon emphasizes the need for control over her schedule and the challenges of managing real estate while balancing her medical practice. She also explores investment opportunities and her future plans for expansion in dermatology, emphasizing the importance of pursuing one's passions while maintaining financial freedom.

Takeaways

Dr. Chacon values freedom and control over her schedule.
Independence in practice allows for flexibility in work hours.
Owning real estate can provide stability for medical practices.
Diversification in investments is crucial for financial security.
Real estate management can be challenging but rewarding.
Exposure to different practices can enhance business strategies.
Investment in syndications can offer lucrative opportunities.
Balancing work and relaxation is essential for well-being.
Future expansion plans include obtaining a license in Puerto Rico.
It's important to do what you love while diversifying income sources.

Important Links

LinkedIn: https://www.linkedin.com/in/miamiderm/
Instagram: https://www.instagram.com/miamiderm/
Website: https://drannachacon.com/

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In this conversation, Nerissa Kreher, MD, MBA, shares her journey from a medical career to the biotech industry and her role as a coach for physicians transitioning into new careers. She discusses her experiences in real estate investing, the challenges of managing properties, and navigating personal changes such as divorce. Throughout the conversation, Nerissa emphasizes the importance of mindset, organization, and trusting oneself while also highlighting the joy of helping others in their career transitions.

Takeaways

Nerissa transitioned from medicine to biotech after budget cuts.
Imposter syndrome is a common fear among physicians.
She started investing in real estate in the Outer Banks.
Organization is a key challenge in managing multiple properties.
A mixed portfolio of investments can balance risk and reward.
Nerissa is considering a 1031 exchange for her property.
She enjoys hiking and plans trips to explore nature.
Helping physicians find new career paths is fulfilling for her.
Trusting oneself is crucial in overcoming career challenges.
Building a supportive network can lead to personal growth.

Important Links:

LinkedIn: https://www.linkedin.com/in/nerissa-kreher-md-mba-1387465/
Instagram: https://www.instagram.com/nerissakreher/
Website: https://industrymdcoach.com/

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In this conversation, Vishal Desai shares his journey as a physician and real estate investor. He discusses his focus on weight loss management in his medical career and the transition to real estate investment, highlighting the importance of passive income for financial freedom. Vishal reflects on his first real estate deal, the lessons learned, and his interest in multifamily properties. He outlines his investment strategy, future goals, and the significance of building relationships in the real estate market.

Takeaways

Vishal is a gastroenterologist with a focus on weight loss management.
He believes in the importance of addressing obesity in America.
Transitioning to real estate is a way to achieve financial freedom.
His first real estate deal was a property with a medical practice.
Vishal is exploring multifamily properties for investment.
He emphasizes the need for long-term tenant relationships.
Investment strategy includes reinvesting profits for growth.
Vishal aims to become an entrepreneur through real estate.
He has invested as a limited partner in a car wash business.
Building relationships with lenders and brokers is crucial for success.

Important Links

LinkedIn: https://www.linkedin.com/in/vasukakarlapudimd/
Instagram: https://www.instagram.com/aptainvestmentgroup/
Website: http://www.aptainvest.com/

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In this conversation, Vasu Kakarlapudi shares his unique journey as both a physician and a real estate investor. He discusses his early aspirations in baseball, his transition into medicine, and the eventual realization that he wanted to practice medicine on his own terms. Vasu emphasizes the importance of diversification in income streams, particularly for physicians, and dispels common misconceptions about real estate investing. He details his journey from single-family homes to larger multifamily investments and explains the syndication process. Vasu also provides insights into evaluating investment returns and navigating current market challenges, while sharing his vision for the future of his investment group and his mission to inspire other medical professionals to achieve financial independence.

Takeaways

Vasu's journey from aspiring baseball player to physician.
The importance of practicing medicine on one's own terms.
Diversification is key for financial stability.
Common misconceptions about real estate investing among physicians.
Transitioning from single-family homes to multifamily investments.
Understanding the syndication process in real estate.
Evaluating investment returns: cash flow, IRR, and equity multiple.
Navigating current market challenges in real estate.
The significance of taking action in investing.
Vasu's mission is to inspire a thousand surgeons towards financial independence.

Important LinksLinkedIn: https://www.linkedin.com/in/vasukakarlapudimd/
Instagram: https://www.instagram.com/aptainvestmentgroup/
Website: http://www.aptainvest.com/

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In this conversation, Matthew Simpson, shares his journey as a first-generation medical professional navigating the challenges of medical training, entrepreneurship, and financial awareness. He discusses the importance of resilience, mentorship, and the integration of his tutoring business with real estate to provide affordable housing for medical students. The conversation highlights the struggles and triumphs of balancing a demanding medical career with entrepreneurial aspirations. In this conversation, Matthew Simpson, discusses the growth of his tutoring business, transitioning from an LLC to an S-Corp, and the importance of financial freedom and networking for future physicians. He shares insights on overcoming barriers to real estate investing, the significance of trust and delegation in business, and strategies for building resilience amidst challenges. Matthew also emphasizes the value of taking calculated risks and the importance of mentorship for aspiring medical professionals.

Takeaways

Matthew is a third-year internal medicine resident.
He is a first-generation medical professional breaking generational barriers.
Mentorship played a crucial role in his journey.
He started a tutoring company to supplement his income during medical training.
Resilience and resourcefulness are key traits for entrepreneurs.
Medical professionals often overlook financial awareness during training.
He aims to integrate real estate with his tutoring services.
Affordable housing is a significant concern for medical students.
Networking and support systems are vital for success.
Matthew emphasizes the importance of educating medical students beyond just medicine.
Transitioning from an LLC to an S-Corp signifies business growth.
Financial freedom is essential for career flexibility in medicine.
Networking can provide valuable resources and opportunities.
Investing in real estate can be a viable option for physicians.
Trusting others and delegating tasks is crucial for business success.
Building resilience involves seeking support and taking breaks.
Future aspirations include expanding tutoring services to nursing and pharmaceutical students.
Calculated risks are necessary for personal and professional growth.
Mentorship can significantly impact one's career trajectory.
It's important to communicate and share emotions with trusted individuals.

Important LinksLinkedIn: https://www.linkedin.com/in/matthew-simpson-md-bs-9586b9a1/
Instagram: https://www.instagram.com/topmdtutors/
Website: http://topmdtutors.com/

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In this conversation, Jeremy, a trauma surgeon, shares his unique journey from a blue-collar background to becoming a trauma surgeon and entrepreneur. He discusses the emotional challenges faced in the medical field, particularly in trauma surgery, and the importance of mental health for healthcare professionals. Jeremy also explores his transition into real estate investment, highlighting the strategies he employed to succeed in this new venture. Additionally, he introduces his app, SurgeOn, designed to create a safe space for surgeons to connect and share knowledge. The conversation emphasizes the intersection of medicine, mental health, and entrepreneurship.

Takeaways

Gratitude for life is essential, especially in trauma surgery.
Surgeons often face emotional challenges that are not openly discussed.
The pressure of surgical responsibility can lead to burnout.
Investing in real estate can provide passive income for surgeons.
The SurgeOn app creates a safe space for medical professionals.
Mental health awareness is crucial in high-stress professions.
Surgeons desire their colleagues to share the same level of care for patients.
Real estate can be a viable investment for medical professionals.
The importance of finding the right property management in real estate.
Navigating emotional trauma requires support and understanding.

Important Links:LinkedIn: https://www.linkedin.com/in/jeremy-heffner-md-facs-35152a23a/
Website: https://surgeryunified.com

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In this conversation, Todd R. Otten, MD, discusses his journey from being a Navy flight surgeon to a family physician and the challenges he faced, including burnout. He shares insights on the importance of financial freedom through real estate investments and the role of community in supporting physicians. Todd emphasizes the need for setting boundaries in medicine to combat burnout and advocates for positive change in the healthcare system.

Takeaways

Todd is transitioning from clinical practice to advocacy and education.
His experience as a Navy flight surgeon shaped his medical career.
Burnout led Todd to write his book, Ripple of Change.
Financial decisions allowed him to stand up against burnout.
Real estate investments provided financial freedom and passive income.
Community and investment clubs can empower physicians.
Setting boundaries is crucial for physician's well-being.
Advocacy in medicine is essential for systemic change.
Creative thinking can lead to financial opportunities.
The importance of camaraderie in investment groups.

Important LinksInstagram: https://www.instagram.com/todd.r.otten/
LinkedIn: https://www.linkedin.com/in/todd-r-otten-md-faafp-173028277/
Website: http://www.ourquadrupleaim.com/

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In this conversation, Mark Willis, a certified financial planner and author, discusses the challenges of traditional wealth-building strategies and introduces the 'Bank on Yourself' philosophy. He emphasizes the importance of understanding the true costs of investing and the misconceptions surrounding wealth accumulation. Mark advocates for a more proactive approach to personal finance, encouraging individuals to take control of their financial futures by leveraging whole life insurance as a wealth-building tool. The discussion also touches on financing strategies, particularly in real estate, and concludes with insights on the importance of financial education and planning for the future.

Takeaways

Staying focused is crucial for achieving multiple goals.
Traditional financial vehicles often have hidden costs that hinder growth.
Investing should be balanced with saving for true wealth accumulation.
The average investor's returns are significantly lower than advertised.
Bank on Yourself empowers individuals to take control of their finances.
Financing decisions should consider the volume of interest paid, not just rates.
Being debt-free is less beneficial than using strategic financing.
Whole life insurance can serve as a powerful wealth-building tool.
Understanding the true nature of investment returns is essential for planning.
Financial education is key to navigating the complexities of wealth building.

Important LinksInstagram:https://www.instagram.com/notyouraveragefinancial/
Website:https://nyafinancialpodcast.com/
LinkedIn:https://www.linkedin.com/in/marklakegrowth/

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In this conversation, Zachary Beach discusses his journey from bartending and personal training to becoming a successful real estate entrepreneur. He emphasizes the importance of creative financing in real estate, especially in the current market with high interest rates and distressed properties. Zach shares insights on how busy professionals, particularly physicians, can navigate the real estate landscape, maximize their time, and leverage CRM systems for efficiency. He also highlights the significance of mindset in achieving success in real estate investing and the supportive community built around the Smart Real Estate Coach.

Key Takeaways

Zachary Beach transitioned from bartending to real estate out of necessity.
Creative financing allows investors to buy properties without cash or credit.
Understanding the market is crucial for successful real estate investing.
High interest rates create opportunities for creative financing solutions.
Distressed properties can be approached before foreclosure to help sellers.
Physicians should prioritize understanding deals before investing.
Time management is key for busy professionals in real estate.
Utilizing CRM systems can streamline real estate operations.
Community support is vital for growth in real estate investing.
Mindset plays a significant role in achieving success in real estate.

Important LinksLinkedIn:https://www.linkedin.com/in/zacharyrbeach/
Instagram: https://www.instagram.com/zacharybeachofficial/
Website: https://www.originalre.com/
https://smartrealestatecoach.com/

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In this conversation, Chris Massey, an interventional pain management specialist, shares insights into his medical career journey and the importance of balancing professional growth with financial success. He discusses the challenges of delayed gratification in the medical field, the value of learning from financial blogs, and his exploration of real estate investments. Chris emphasizes the significance of mindset shifts in financial planning and defines his vision of happiness and future goals, focusing on family and personal fulfillment.

Takeaways

The first thing that you need to do is to hone your craft.
Delayed gratification is something that is kind of ingrained into the physician's lifestyle.
The magic of compounding is key to financial success.
I want to give my children everything that I possibly can.
Happiness is a decision.
You try to be healthy, you exercise, you eat well, you feel better.
Content, but not complacent.
I need to make sure that I have a safety net just in case something happens.
There are a lot of little pieces that you just dropped there that sometimes go unsaid.

Important LinksLinkedIn: https://www.linkedin.com/in/chrismasseymd/
Instagram: https://www.instagram.com/chrismasseymd/

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In this conversation, Dr. Brook Choulet shares her journey into sports psychiatry, discussing the importance of mental performance in athletics and the mindset required for success. She emphasizes the significance of resilience, goal setting, and defining personal success, while also addressing the financial aspects of being a physician and the impact of childhood experiences on money mindset. Dr. Brook offers valuable insights for physicians looking to explore non-traditional career paths and highlights the importance of self-awareness and passion in achieving professional fulfillment.

Takeaways

Dr. Brook started her practice while in fellowship, showcasing her entrepreneurial spirit.
Mental performance is crucial in sports, with significant overlap between psychiatry and performance coaching.
Resilience and grit are essential for success in any field.
Living below one's means is vital for financial independence and flexibility.
Defining personal success is key to achieving fulfillment in life and work.
Setting both big goals and small, actionable steps can lead to greater satisfaction.
Childhood experiences significantly shape one's perspective on money and success.
Physicians should consider diversifying their income streams beyond clinical work.
Self-awareness is critical for understanding one's strengths and weaknesses in business.
Celebrating small wins is important for maintaining motivation and positivity.

Important Links
LinkedIn: https://www.linkedin.com/in/brook-choulet/
Website: https://www.brookchouletmd.com/
Instagram: https://www.instagram.com/brookchouletmd

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In this conversation, Snehal Sonawane shares her inspiring journey from a small town in India to becoming a leader in digital pathology and AI in the United States. She discusses her experiences in medicine, the importance of financial independence, and her interest in real estate investing. Snehal emphasizes the need for physicians to start thinking about their financial future and offers practical advice on saving and investing. The conversation also touches on the intersection of her medical career and her passion for real estate, as well as her efforts to provide resources for others in the field of digital pathology.

Takeaways

Snehal's journey from India to the U.S. was unexpected but fulfilling.
Her father's dedication to patient care inspired her medical career.
Financial independence became a focus after starting her private practice.
Physicians often lack formal education in financial management.
Real estate investing offers passive income opportunities.
Starting small in investments can lead to greater financial stability.
Surrounding oneself with knowledgeable people is crucial for success.
Taking calculated risks can lead to growth and opportunities.
Digital pathology is rapidly evolving and offers many benefits.
Creating resources for others in digital pathology is a passion project for Snehal.

Important Links:
LinkedIn: https://www.linkedin.com/in/snehalsonawanemd/
Instagram: https://www.instagram.com/snehal_shinde2000/

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In this conversation, Chris Long shares his journey from being a carpenter in Canada to creating Long Yards, a unique storage solution for contractors. He discusses the challenges of finding secure storage space, the innovative partnership model he has developed, and the lessons learned from expanding his business internationally. Chris emphasizes the importance of education in commercial real estate and offers advice for aspiring investors looking to enter the storage industry.

Takeaways

Chris Long transitioned from construction to creating Long Yards.
The storage solution addresses a significant gap in the market.
Contractor yards require minimal utilities, primarily just power.
The business model is adaptable to various land shapes and sizes.
Partnerships are crucial for scaling the business effectively.
Navigating commercial real estate can be challenging for new partners.
International expansion presents unique challenges and learning opportunities.
Education is key for potential investors in the storage industry.
The future of storage yards looks promising with increasing institutional interest.
Investors should always conduct their own due diligence.

Important LinksLinkedIn: https://www.linkedin.com/in/chris-long-152b3988
Instagram: https://www.instagram.com/longyardsstorage/
Website: https://longyards.com/

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In this conversation, Dr. Mitra Sadhu discusses her journey as a nephrologist in private practice, the challenges faced in the healthcare industry, and her innovative approach to managing overhead costs. She shares insights on the importance of virtual assistants in healthcare, her new venture LinkMedicalSpaces.com, and how it aims to optimize the use of medical office space. The discussion emphasizes the need for physicians to adapt to changing landscapes while maintaining a focus on patient care and personal well-being.

Takeaways

Gratitude for physicians is essential in the healthcare community.
The cost of doing business in healthcare is rising, impacting private practices.
Keeping overhead low is crucial for survival in private practice.
Virtual assistants can significantly alleviate administrative burdens for physicians.
LinkMedicalSpaces connects healthcare professionals with available office space.
Unused office space can be monetized to create additional revenue streams.
Physicians often learn about financial tools and business practices after training.
Balancing work and personal life is vital to prevent burnout.
Continuous learning is important for both personal and professional growth.
Focus on progress that aligns with personal values.

Important Links:LinkedIn: https://www.linkedin.com/in/sanghamitra-sadhu-md-470a02153/
Instagram: https://www.instagram.com/linkmedicalspaces/
Website: https://www.linkmedicalspaces.com/

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Dr. Jack Bulat shares his journey as a new physician specializing in anesthesiology and pain management. He discusses the challenges of transitioning from training to practice, the importance of financial planning, and the considerations of investing in real estate. Dr. Bulat emphasizes the need to align financial decisions with personal values and the significance of learning from peers and advisors in navigating his early career and financial landscape.

Takeaways

Dr. Bulat is early in his medical career, having just completed training.
He emphasizes the importance of continuous learning and growth in his practice.
Financial planning is crucial for new physicians facing student debt.
Outsourcing financial management to advisors can be beneficial.
Real estate is a potential investment avenue for wealth building.
Aligning investments with personal values is essential for long-term satisfaction.
Networking with peers can provide valuable insights into financial decisions.
Understanding different financial advisor models is important for making informed choices.
Living in a high-cost area presents unique challenges for investment.
Celebrating milestones, like achieving a net worth of zero, is important.

Important LinksLinkedin: https://www.linkedin.com/in/dr-jack-bulat/
Instagram: https://www.instagram.com/jack.bulat/
Web: https://www.vipmedicalgroup.com/doctor/dr-jack-bulat/

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In this conversation, Leon Adelman shares his journey as an emergency physician and entrepreneur, detailing the creation of Ivy Clinicians, a platform designed to bring transparency to the emergency medicine job market. He discusses the importance of data access for physicians, the disparities in pay within the field, and the entrepreneurial challenges he faced while building a software company. The conversation also touches on the significance of partnerships, equity in startups, and the balance between medical practice and investment opportunities, particularly in real estate. Leon emphasizes the inevitability of failure in any entrepreneurial journey and the importance of learning from those experiences.

Takeaways

Leon Adelman is an emergency physician and entrepreneur.
Ivy Clinicians was created to solve job market transparency issues.
The job market for emergency medicine lacks transparency.
Zillow serves as a model for transparency in job markets.
Physicians often face pay disparities due to a lack of information.
Building a software company requires a strong team and trust.
Equity is crucial for attracting young talent in startups.
Investing in real estate requires expertise or a good agent.
Failure is a normal part of the entrepreneurial journey.
Learning from failures can lead to future success

Important LinksLinkedin: https://www.linkedin.com/in/leoncadelmanmd/
Instagram: https://www.instagram.com/tarhealer08/
Website: https://emworkforce.substack.com/

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In this conversation, Anne-Michelle Wand shares her journey from being a single mom to becoming a successful international real estate investor. She discusses her experiences in Panama, the benefits of passive real estate investing, and the importance of mindset in achieving success. The conversation also covers the challenges and advantages of investing internationally, particularly in the context of retirement communities and the evolving market needs.

Takeaways

The catalyst for Anne's investment journey was her divorce and becoming a single mom.
Anne's love for warm beaches led her to explore international real estate opportunities.
Real estate has been a long-term business for Anne, providing both active and passive income.
Passive real estate investing allows investors to earn income without managing properties themselves.
There is a growing demand for over 55 communities in Panama, presenting investment opportunities.
Investing internationally offers diversification and potential tax benefits.
Understanding the local market is crucial for successful international investments.
Mindset plays a significant role in investment success, with a focus on positive belief systems.
Successful investors often have a morning routine that prioritizes self-care and health.
Networking and building relationships are essential for finding investment opportunities.

Important Links
LinkedIn: https://www.linkedin.com/in/cr8grtsuccess/
Instagram: https://www.instagram.com/passiveprofitpartners/
Website: https://www.passive-profit-partners.com/?

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In this conversation, Brian L Pettiford shares his experiences in thoracic surgery and the challenges faced by medical professionals in financial planning. He discusses the realities of medical training, the delayed gratification of income, and the importance of seeking financial advice. The conversation also touches on the potential of real estate investing and the significance of surrounding oneself with the right people for financial success.

Takeaways

The journey in medicine is rewarding but challenging.
Financial planning is crucial for medical professionals.
Delayed gratification is a reality for many surgeons.
Seek legal counsel when presented with contracts.
Surround yourself with knowledgeable advisors.
Real estate can be a viable investment option.
Understanding the financial landscape is essential for success.
Living below your means can lead to financial freedom.
Training and education are foundational for a successful career.
Finding a balance between work and personal life is key.

Important LinksLinkedIn: https://www.linkedin.com/in/brian-pettiford-md-mba-mmm-ab585388/
Web: https://www.ochsner.org/doctors/brian-pettiford?

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In this conversation, Anne Gannon shares her journey from a passion for golf to becoming a CPA specializing in tax strategies and real estate investing. She discusses the importance of understanding tax implications, effective tax rates, and the challenges faced by investors in today's economic climate. The conversation highlights the benefits of real estate as a hedge against inflation and the significance of long-term planning and cash flow management. Gannon introduces her Accelerator Method, which focuses on building a comprehensive strategy for wealth growth through real estate and tax planning.

Takeaways

Weather affects our state of mind and productivity.
Engaging with clients throughout the year is crucial for tax planning.
Understanding the nuances of tax rules is essential for real estate investors.
Taxes have increased for higher net worth individuals in recent years.
Effective tax rates should be a key consideration in financial planning.
Short-term rentals are treated as active businesses for tax purposes.
Cash flow management is vital for real estate investors.
Long-term planning can lead to significant equity growth in properties.
Investors should be proactive in understanding their tax picture.
The Accelerator Method helps clients take control of their financial future.

Important LinksLinkedin: https://www.linkedin.com/in/anne-gannon-529107148/
Instagram: https://www.instagram.com/annegannoncpa/
Web: https://www.thelargogroup.com/

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In this conversation, Carlos Samaniego shares his journey from the medical field to becoming a tax resolution expert. He discusses his personal experiences with tax issues, the importance of seeking help, and the role of enrolled agents in navigating IRS challenges. The conversation also covers real estate investment strategies, tax planning for investors, and the significance of understanding tax liabilities when entering partnerships. Carlos emphasizes that every tax problem is solvable and encourages listeners to take proactive steps in managing their financial situations.

Takeaways

Carlos transitioned from the medical field to tax resolution.
He faced significant tax issues due to poor financial advice.
The importance of filing taxes and understanding exemptions.
Enrolled agents are specialized professionals for tax issues.
Tax problems can lead to severe emotional stress.
Real estate investments require due diligence on tax liabilities.
The IRS has resumed aggressive collection efforts post-COVID.
Investors should be aware of potential tax liens on properties.
Communication with the IRS is crucial for resolving tax issues.
Every tax problem is solvable with the right help.

Important Links

Linkedin: https://www.linkedin.com/in/carlossamaniego/
Instagram: https://www.instagram.com/jcarlossamaniego/
Web: https://carlossamaniego.com/

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Dr. Omer Awan shares his journey in medicine, emphasizing the importance of education and public health. He discusses the financial literacy challenges faced by physicians, the significance of investing in retirement, and the potential of real estate for passive income. The conversation highlights the need for prioritizing personal passions and interests over societal expectations, ultimately encouraging listeners to take control of their financial futures.

Takeaways

Dr. Awan emphasizes the importance of simplicity in communication.
Physicians often lack financial literacy due to their demanding training.
Investing in retirement accounts is crucial for financial security.
Real estate can provide a significant source of passive income.
Many physicians are beginning to recognize the importance of financial independence.
Intrinsic motivation is key to learning about finances.
Time constraints are a major barrier for physicians in financial education.
Building a strong foundation in financial literacy is essential for future success.
Prioritizing personal passions can lead to greater satisfaction in life.
Engaging in financial discussions with peers can enhance understanding.

Important Links:LinkedIn: https://www.linkedin.com/in/omer-awan-md-mph-ciip-6243556b/
Instagram: https://www.instagram.com/omerawanmd/
Web: https://www.dromerawan.com/

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In this conversation, Misker Kassahun Teka shares her journey from being a medical doctor in Ethiopia to pursuing public health in the United States. She discusses the importance of healthcare equity, her experiences in the nonprofit sector, and her evolving understanding of financial literacy and entrepreneurship. Misker emphasizes the need for self-care and personal growth as essential components of being able to help others effectively. The discussion also touches on the significance of learning from mistakes and the intersection of passion and financial freedom.

Takeaways

Misker's mood is influenced by the weather, highlighting the connection between environment and mental health.
Healthcare equity is crucial, and affordable, accessible services are necessary for underserved populations.
Self-care is essential for those in caregiving professions to effectively help others.
Financial literacy is a journey that requires intentionality and planning.
Learning from mistakes is vital for personal and professional growth.
Balancing passion with financial independence can lead to a fulfilling career.
Surrounding oneself with the right people can facilitate growth and learning.
Taking time for self-reflection can enhance personal development.
The importance of having a vision for financial goals and milestones.
Engaging in diverse experiences can enrich one's life and career.

Important LinksLinkedIn: https://www.linkedin.com/in/misker-kassahun/
Instagram: https://www.instagram.com/miskerkassahun/
Web: https://miskerkassahun.com/

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In this conversation, Elizabeth Clayborne shares her journey from being an emergency physician to becoming a startup founder with her innovative product, NasaClip, designed to treat nosebleeds. She discusses the challenges and triumphs of transitioning from medicine to entrepreneurship, the importance of prototyping and market validation, and the steps aspiring physician entrepreneurs should take. Elizabeth emphasizes the need for balance in life, the value of investing, and her vision for the future of her company and her role as a physician innovator.

Takeaways

Liz transitioned from emergency medicine to medical innovation.
NasaClip addresses a common yet mismanaged medical issue: nosebleeds.
Prototyping involved iterative design and collaboration with engineers.
Entrepreneurs must be resourceful and willing to take risks.
The first sale was a significant milestone in her entrepreneurial journey.
Protecting intellectual property is crucial for startup success.
Balancing personal life and entrepreneurship requires support and self-care.
Investing in startups can be accessible to more than just the wealthy.
Liz aims to inspire other physician innovators, especially women of color.
Success in entrepreneurship is a marathon, not a sprint.

Important Links

LinkedIn: https://www.linkedin.com/in/elizabethpclayborne/
Instagram: https://www.instagram.com/drelizpc
Website: https://linktr.ee/drelizpc

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Austin dives into the complexities of commercial real estate development, from navigating entitlements and zoning approvals to working with multi-site healthcare groups for long-term investment stability. He explains how overleveraging can be dangerous, emphasizing the importance of cash flow-based investing to mitigate risk. Drawing parallels between his sports background and real estate, Austin discusses how resilience, discipline, and long-term thinking are essential for financial success. He also breaks down the importance of having the right team, including contractors, CPAs, and financial advisors, and why strategic partnerships are key to scaling investments while minimizing risk.

Takeaways

Multi-site healthcare groups offer financial security in real estate investments.
The complexities of zoning, approvals, and feasibility studies when developing new real estate projects.
The risks of buying too aggressively and why cash flow-focused investing is key to sustainable growth.
Lessons from wakeboarding and Ninja Warrior translate into success in real estate and entrepreneurship.
Patience, strategic partnerships, and risk management determine financial success.

Important LinksLinkedIn: https://www.linkedin.com/in/austin-hair/
Instagram: https://www.instagram.com/austinhair/
Website: https://leadersre.com/

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Austin Hair’s journey is a unique blend of wakeboarding, real estate investment, and entrepreneurial success. He started by using house hacking to create passive income, eventually transitioning into commercial real estate, focusing on healthcare properties. Austin shares his experiences, including learning the value of strategic site selection, tenant stability, and how the Airbnb market has evolved. Through his investments, he emphasizes the importance of understanding market dynamics and data-driven decision-making when selecting profitable locations.

Key Highlights:

Austin's transition from wakeboarding to real estate investment was fueled by a passion for passive income.
He used house hacking to finance his first property and save for more investments.
Healthcare-related real estate is a low-risk, stable investment due to tenant stability.
The Airbnb market has evolved from a passive income source to a more active management strategy.
Understanding site selection and market demand is essential in making profitable real estate investments.
Austin advocates for data-driven decision-making to ensure long-term investment success.

Important LinksLinkedIn: https://www.linkedin.com/in/austin-hair/
Instagram: https://www.instagram.com/austinhair/
Website: https://leadersre.com/

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In this conversation, Uri, a neurosurgeon and entrepreneur, shares his journey from Israel to the U.S., discussing the differences in real estate, the startup culture in Israel, and the challenges of balancing a demanding medical career with family life. He emphasizes the importance of attention over time with family and offers advice for physicians feeling stuck in traditional career paths.

Takeaways

Uri is a spine surgeon with a complex journey from Israel to the U.S.
He is excited about starting a fellowship in Miami focused on advanced spine surgery techniques.
Real estate in Tel Aviv is very competitive and expensive compared to the U.S.
Uri has been involved in multiple startups, focusing on medical devices for surgery.
He believes in taking calculated risks in both surgery and entrepreneurship.
Balancing family time is crucial; Uri dedicates quality time to his children despite a busy schedule.
He advises physicians to prioritize their personal lives alongside their careers.
Uri emphasizes the importance of attention over mere time spent with family.
He acknowledges that most startups fail, but views failure as a learning opportunity.
Uri encourages physicians to set boundaries and manage their time effectively.

Important Links

LinkedIn: https://www.linkedin.com/in/uri-hadelsberg-md-mba-a6222456/
Instagram: https://www.instagram.com/007spine/

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In this conversation, Drew Boyer shares his unique journey as a financial planner who combines his passion for finance with hip-hop culture. He discusses the importance of financial literacy, the role of real estate in wealth building, and the significance of teamwork in financial planning. Drew emphasizes the need for a mindset shift regarding money, the lessons learned from successful figures in hip-hop, and the current economic climate's impact on investments. He also highlights the importance of planning for the future and making personal finance accessible to a broader audience.

Takeaways

Drew Boyer combines finance with hip-hop to make it relatable.
The journey to financial success requires patience and learning.
Real estate can be a powerful tool for wealth building.
Understanding cash flow is crucial for financial health.
Teamwork is essential in navigating financial planning.
Avoid over-leveraging in real estate investments.
The current economic climate affects investment strategies.
Planning is key to managing inherited wealth.
Mindset shifts are necessary for financial success.
Personal finance should be accessible to everyone.

Important LinksLinkedIn: https://www.linkedin.com/in/drew-w-boyer-cfp/
Instagram: https://www.instagram.com/hiphopxfinance/
Web: https://hiphopxfinance.com/

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In this conversation, Dr. Rak shares his journey from being a physician to embracing lifestyle medicine and entrepreneurship. He discusses the importance of health in achieving wealth, the transformative lifestyle changes he made, and how he founded 'Rock Your Life' to help others. The conversation also explores the mindset needed for personal growth and the connection between health and financial freedom, particularly in the context of investing.

Takeaways

Feeling on top of the world comes from satisfaction in life.
Many physicians enter medicine to help others, but burnout is common.
Lifestyle changes can lead to significant health improvements.
Meditation was a key factor in Dr. Rak's transformation.
Lifestyle medicine addresses the root causes of chronic diseases.
Entrepreneurship arose from the need for a better healthcare system.
Health should be viewed as an investment for the future.
Real estate investing can provide financial freedom but requires time and commitment.
Mindset plays a crucial role in personal and financial growth.
Building relationships is essential in both health and wealth.

Important LinksLinkedIn: https://www.linkedin.com/in/doctorrak/
Instagram: https://www.instagram.com/rakyourlife/?hl=en
Website: https://www.rakyourlife.com/

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In this conversation, Harman Chopra MD shares his journey from growing up in Queens, New York, to his current residency at Johns Hopkins in Baltimore. He discusses the importance of real estate investment for physicians, particularly in the context of his own experience buying a condo. Harman emphasizes the need for strategic thinking when navigating the real estate market, including understanding local trends and leveraging community resources. He also explores alternative investment strategies, such as land acquisition, and highlights the risks associated with investing in startups within the medical field. Throughout the discussion, he shares valuable insights on balancing work and income, the importance of exposure and experience, and offers advice for future physicians on making informed investment decisions.

Takeaways

Real estate is a crucial part of financial planning for physicians.
Investing in property can be more beneficial than renting.
Understanding local market trends is essential for real estate success.
Community resources can provide valuable insights for new residents.
Investment strategies should consider both immediate income and long-term appreciation.
Land investment is a low-maintenance option with potential for appreciation.
Startups in healthcare carry unique risks for physicians.
Alternative revenue streams can help manage financial pressures during residency.
Experience and exposure are key to making informed investment decisions.
Support from family and community is vital for success.

Important LinksLinkedIn: https://www.linkedin.com/in/harman-chopra/
Instagram: https://www.instagram.com/dr.harmanchopra/

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In this conversation, Sapna Shah-Haque shares her medical journey, the challenges of burnout in healthcare, and the importance of addressing mental health issues among physicians. She discusses the impact of financial independence on burnout and contrasts the experiences of private practice versus corporate medicine. The conversation also explores real estate as an alternative path for physicians, emphasizing the need for caution and alignment with personal values. Ultimately, the discussion highlights the significance of finding purpose and creating a fulfilling life beyond the confines of traditional medical practice.

Takeaways

Burnout is a significant issue in the medical profession.
The suicide rates among physicians are alarmingly high.
Financial independence can alleviate some burnout but is not the sole solution.
Physicians often struggle with their identity tied to their profession.
Real estate can be a viable alternative path for physicians.
Caution is necessary when making business decisions during burnout.
Outsourcing tasks can free up mental space for better decision-making.
Finding purpose and aligning with core values is crucial for fulfillment.
The culture of medicine often contributes to burnout.
Support systems and open conversations are essential for addressing mental health in healthcare.

Important Links:LinkedIn:https://www.linkedin.com/in/sshahhaque/
Instagram:https://www.instagram.com/theworthyphysician/
Website: https://www.sapnashahhaque.com/

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In this engaging conversation, Jessica Rhodes shares her journey of founding Interview Connections, the first podcast booking agency, and discusses the immense value of podcast guesting for entrepreneurs, particularly in the real estate sector. She emphasizes the importance of building a personal brand through storytelling, networking effectively, and avoiding common pitfalls as a podcast guest. The discussion also covers current trends in podcasting, the significance of niche content, and strategies for maximizing the impact of podcast appearances.

Takeaways

Podcast guesting can significantly enhance visibility and networking opportunities.
Building a personal brand is about emotional connection and storytelling.
Investors should focus on niche podcasts to reach their target audience.
Common mistakes include poor audio quality and lack of personality.
Consistency in podcast guesting is key to long-term success.
Providing value first leads to better engagement and opportunities.
The podcasting landscape is shifting towards more niche content.
Video integration in podcasts is becoming increasingly important.
Effective calls to action can help monetize podcast appearances.
Networking happens not just during the interview but also in the 'green room' chat.

Important LinksLinkedIn: https://www.linkedin.com/in/jessica-rhodes-9a291020/
Instagram: https://www.instagram.com/jessrhodes45/
Web: https://interviewconnections.com/?

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In this conversation, Dr. Cory S. Fawcett shares his journey from music to medicine, discussing the importance of financial independence for healthcare professionals. He emphasizes the need for passive income through real estate investing and the common pitfalls that busy professionals face. Dr. Fawcett also highlights his mission to help others achieve a debt-free life and the insights from his series of books aimed at physicians. In this conversation, Dr. Cory S. Fawcett shares his insights on achieving financial success through real estate investing. He emphasizes the importance of defining a clear finish line when pursuing passive income and warns against the pitfalls of side gigs that can lead to burnout. Dr. Fawcett discusses the automation of real estate processes to streamline operations and shares his criteria for successful property acquisition. He also provides resources for listeners to learn more about financial success and real estate investing.

Takeaways

Dr. Fawcett aims to walk/run 2025 miles in 2020.
He transitioned from music to medicine for financial stability.
Musicians often face a challenging lifestyle on the road.
Perceptions of success can be misleading in both music and medicine.
Dr. Fawcett's mission is to help healthcare professionals achieve financial independence.
He has written seven books in the 'Doctor's Guide' series.
Real estate investing can be a passive income source for busy professionals.
Delegation is key in both medicine and real estate management.
Financial planning is crucial for unexpected life events.
Creating passive income allows for greater flexibility in life. Finding the finish line is crucial for success.
Many side gigs can become more demanding than full-time jobs.
Passive income should not turn into active income.
Set clear goals for real estate investments.
Automate processes to save time and effort.
Owner financing can provide better deals than traditional banks.
Criteria for property acquisition should be well-defined.
Investing in real estate can be simplified with the right strategies.
Start taking action to achieve financial goals.
Continuous learning and adaptation are key to success.

Important LinksLinkedIn: https://www.linkedin.com/in/financialsuccessmd/
Instagram: https://www.instagram.com/financialsuccessmd/
Web: https://financialsuccessmd.com/

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In this conversation, Brian Bradley, shares his journey into asset protection and financial planning, emphasizing the importance of proactive strategies for high net worth individuals, particularly in real estate. He discusses the legal risks faced by real estate investors and introduces the concept of the hybrid bridge trust as a powerful tool for asset protection. The discussion highlights the need for layered protection strategies and the significance of planning ahead to mitigate risks and protect wealth. In this conversation, Brian Bradley also discusses the importance of understanding different types of life insurance, particularly indexed universal life insurance (IUL), and how they can complement real estate investments for wealth building. He emphasizes the need for financial planning that integrates asset protection strategies, especially for real estate investors. The discussion also covers the significance of annuities and long-term care planning, highlighting the importance of having a comprehensive approach to financial security and wealth accumulation.

Takeaways

Brian's journey into law was unexpected but fulfilling.
Asset protection is crucial for high net worth individuals.
Proactive planning is essential to avoid legal pitfalls.
The hybrid bridge trust combines the best of offshore and domestic protections.
Real estate investors face unique legal risks that require careful planning.
Equity stripping must be done carefully to avoid legal issues.
Layering asset protection strategies is key to effective risk management.
Understanding the difference between asset protection and tax mitigation is vital.
Building a solid foundation is important before scaling investments.
The hybrid trust offers flexibility and strong protection against lawsuits.
Life insurance can be a powerful tool for wealth building.
Indexed universal life insurance offers flexibility and growth potential.
Term life insurance is less costly but does not build cash value.
Whole life insurance generates cash value that can be accessed during life.
Annuities provide a steady income stream in retirement.
Protecting assets is crucial for generating long-term wealth.
Financial planning should consider both current and future needs.
Long-term care planning is essential for aging individuals.
A clean and simple financial system is easier to manage.
Utilizing the tax code effectively can enhance wealth accumulation.

Important Links:Linkedin: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/
Insta: https://www.instagram.com/bttahoe/
Web: https://btblegal.com/

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In this conversation, Dr. Tolulope Olabintan shares her journey as a family physician and her transition into real estate investing. She discusses the challenges and rewards of flipping properties, the importance of leveraging virtual assistants in her medical practice, and her future aspirations in real estate. The conversation emphasizes the mindset shift needed for financial freedom and the importance of surrounding oneself with knowledgeable individuals in the investment space.

Takeaways

Dr. O emphasizes the importance of making money work for you.
She highlights the challenges faced in real estate investing, particularly with unexpected costs.
The conversation underscores the value of leveraging virtual assistants to focus on core responsibilities.
Dr. O shares her experience of flipping properties and the lessons learned along the way.
She discusses the significance of having a solid support system in real estate investing.
The importance of mindset and calculated risks in achieving financial freedom is emphasized.
Dr. O reflects on the transition from being a landlord to a business owner in real estate.
She expresses interest in exploring mid-term rentals and other investment opportunities.
The conversation highlights the need for continuous learning and adaptation in the investment journey.
Dr. O's story serves as an inspiration for others looking to diversify their income streams.

Important Links:Linkedin: https://www.linkedin.com/in/tolulope-olabintan-md-faafp-dipablm-a7630a182/
Instagram: https://www.instagram.com/dr_olabintanmd/
Web: https://www.livingspringmedicals.com/

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In this conversation, Ronak Vyas, co-founder of MedCoShare, discusses the innovative approach his company takes in the commercial real estate market, specifically in providing flexible leasing options for medical professionals. He explains how MedCoShare acts as a middleman between landlords and doctors, offering month-to-month agreements that allow physicians to start their practices without the burden of long-term leases and high upfront costs. The discussion also covers the company's expansion plans, funding strategies, and the importance of maintaining quality and consistency across locations. Vyas emphasizes the growing trend of autonomy among physicians and how MedCoShare positions itself as a solution to the challenges faced by medical professionals today.

Takeaways

MedCoShare provides a flexible leasing model for physicians.
The company acts as a middleman between landlords and doctors.
Traditional leases can tie doctors into long-term commitments.
MedCoShare allows doctors to start practices with lower upfront costs.
Marketing services are essential for attracting new patients.
The company aims for national expansion with multiple locations.
Quality and consistency are prioritized across all MedCoShare locations.
Vertical integration is key to supporting medical practices.
The healthcare industry is moving towards more autonomy for physicians.
Funding is crucial for the growth and expansion of MedCoShare.

Important Links:Linkedin: https://www.linkedin.com/in/ronakv/
Instagram: https://www.instagram.com/ronakvyas/
Web: https://www.medcoshare.com/?

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In this conversation, DR. Paula Ferrada, a trauma surgeon and professor, shares her insights on the importance of early investment for physicians, particularly women. She discusses the challenges of medical debt, the significance of understanding risk in investments, and the unique hurdles faced by physicians in real estate investing. Paula emphasizes the need for a long-term investment mindset and the value of seeking professional financial advice to build wealth and secure a future for oneself and one's family.
Takeaways

Investing should be a priority for physicians right after residency.
Women physicians often face unique challenges in financial equity.
Understanding risk tolerance is crucial for investment decisions.
Real estate can be a valuable investment for physicians.
Time constraints are a significant barrier to investing for physicians.
Trust issues can hinder investment opportunities.
Utilizing financial advisors can help navigate investment strategies.
Investing in oneself is as important as investing in assets.
Long-term thinking is essential for successful investing.
Social media can be a powerful tool for financial education.

Important Links:Linkedin: https://www.linkedin.com/in/paula-ferrada-md-facs-fccm-mamse-9b659352/
Instagram: https://www.instagram.com/pferrada1/
Website: https://www.inova.org/doctors/paula-a-ferrada-md?

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In this conversation, Dave shares his journey towards understanding holistic wealth and the importance of creating a legacy. He outlines a five-phase strategy for building wealth, emphasizing the need for a growth mindset, financial education, and creating a solid infrastructure for wealth management. The discussion also covers alternative investments, the concept of infinite banking, and the benefits of self-directed IRAs. Dave highlights the significance of having a comprehensive vision for achieving financial freedom and the transformative impact of his strategies on clients' lives.

Takeaways

Wealth means creating a legacy and values for others.
Frustration with traditional financial advice led to exploring alternatives.
A growth mindset is crucial for exploring wealth-building opportunities.
Creating a proactive tax strategy can significantly increase wealth.
Investing in alternative assets can provide better returns than traditional methods.
Building passive income is essential for financial freedom.
Infinite banking allows for tax-efficient liquidity and growth.
Proper structuring of financial strategies is vital to avoid risks.
Self-directed IRAs offer more control over investments.
A comprehensive vision for wealth can lead to transformative results.

Important Links:

Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/

Insta: https://www.instagram.com/pantheoninvest/

Website: https://pantheoninvest.com/

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In this conversation, Nick Edwards shares his unique journey from being a professional MMA athlete to becoming a venture capitalist. He discusses the importance of identifying high-potential investment sectors, the significance of relationships and unique experiences, and the concept of growth inflection points in investments. Nick also delves into the process of flipping medical buildings into REITs, the innovative approach of Champion Venture Partners, and the importance of fostering a high-performance culture in business. He emphasizes the need for purpose-driven business practices, finding one's North Star, and ensuring access to equity opportunities for all. The conversation concludes with insights on the importance of deal flow and choosing the right partners for success.

Takeaways

Nick transitioned from MMA to venture capital to find sustainable career options.
Investment sectors like health tech, real estate, and sports are recession-proof.
Building relationships and leveraging unique experiences is crucial for success.
Identifying growth inflection points can lead to better investment opportunities.
Flipping medical buildings into REITs can provide liquidity and growth.
Champion Venture Partners aims to democratize access to sports investments.
Fostering a high-performance culture is essential for business success.
Integrating purpose and profit can lead to more meaningful business practices.
Finding your North Star is key to long-term success.
Access to equity opportunities should be available to all investors.

Important Links:LinkedIn: https://www.linkedin.com/in/nick-edwards-008b82144/
Instagram: https://www.instagram.com/bisonxorg/
Website: https://bisonx.org/?

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In this conversation, Heather Awad, MD, shares her journey from practicing medicine to coaching professional women through the menopause transition and beyond. She discusses the stress of traditional medical careers compared to the freedom of entrepreneurship, her experiences in real estate investing, and the importance of conservative underwriting in syndications. Heather emphasizes the value of collaboration and learning from others in the real estate space, as well as the significance of finding the right investment opportunities. In this conversation, Heather Awad, MD, shares her experiences and insights into real estate investment, particularly from the perspective of a physician. She discusses the complexities of managing multiple properties, the importance of understanding legal risks, and the necessity of having clear performance indicators. Heather emphasizes the value of accountability and the need for effective bookkeeping to navigate the challenges of real estate investment. She also offers advice for aspiring investors, encouraging them to take action and not delay their investment journey.

Takeaways

Heather transitioned from family medicine to coaching women in menopause.
She emphasizes the stress reduction that comes with entrepreneurship.
Real estate is a way to diversify income and reduce job dependency.
Conservative underwriting is crucial for successful syndications.
Collaboration with a strong team enhances real estate ventures.
Heather's background in medicine informs her coaching approach.
She values geographic freedom in her new career.
Investing in real estate has been a family tradition for Heather.
Understanding the market is key to successful real estate investments.
Syndications can offer better returns when managed directly. Real estate investment can be complex but manageable.
Understanding legal risks is crucial for property owners.
Effective property management requires good bookkeeping.
Key performance indicators help track investment success.
Accountability among partners is essential in real estate.
Investing locally can provide better oversight.
Hiring professionals can alleviate management burdens.
It's important to inspect what you expect in investments.
Physicians should not wait to scale their investments.
Building relationships in real estate is key to success.

Important Links:
Linkedin: https://www.linkedin.com/in/heatherawadmd/
Insta: https://www.instagram.com/heatherawadmd/
Website: https://www.vibrant-md.com/

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In this conversation, Bruce Hill from Insula Capital Group shares insights into the lending industry, particularly focusing on his unique approach to private lending and the specifics of DSCR loans. He emphasizes the importance of trust and efficiency in the loan process, detailing how his experience allows him to navigate challenges and provide tailored solutions for investors. The discussion also covers the simplification of the loan application process and strategies for overcoming credit challenges in partnerships. This conversation delves into the intricacies of DSCR loans, private lending, and the common pitfalls that borrowers face. Bruce Hill shares insights on maximizing leverage through credit scores, understanding loan types, and navigating interest rates. The discussion also highlights the importance of equity in refinancing opportunities, especially for medical professionals looking to diversify their investments. Current trends in loan rates and market dynamics are explored, emphasizing the need for building relationships and trust in lending. Additionally, the conversation touches on tax implications and financial strategies for real estate investors.

Takeaways

Bruce Hill has over 30 years of experience in mortgage lending.
Insula Capital Group focuses on helping investors close loans quickly and efficiently.
Trust and transparency are key components of Bruce's lending approach.
DSCR loans allow for a different evaluation of borrower capability compared to traditional loans.
The DSCR ratio is crucial for determining loan risk and approval.
The loan process can be simplified with proper documentation and communication.
Borrowers can overcome credit challenges through strategic entity structuring.
Stipulations in the loan process are necessary for smooth transactions.
Bruce's unique approach includes customizing loans to fit borrower needs.
The importance of having a strong relationship with managing partners in lending. Private loans are business loans, not personal loans.
Understanding debt service coverage ratio is crucial for investors.
Credit scores significantly impact loan terms and leverage.
Lower loan-to-value ratios typically lead to better interest rates.
Equity in properties can be a powerful tool for refinancing.
Medical professionals can benefit from DSCR financing without limits.
Current market trends show rising interest rates post-election.
Building relationships in lending is essential for success.
Paying taxes can indicate financial growth and success.
Staying committed to the investment process is key to long-term success.

Important Links
Linkedin: https://www.linkedin.com/in/bruce-g-hill/
Insta: https://www.instagram.com/bruce_hill_privatemoneylender/
Web: https://insulacapitalgroup.com/our-team/bruce-hill/

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In this conversation, John, an anesthesiologist and entrepreneur, shares his journey of balancing a medical career with real estate investments and innovative solutions for opioid management. He discusses the challenges and rewards of his dual career, the importance of passive income, and his commitment to helping others through his work. The conversation also touches on the complexities of the real estate market in California and the significance of community support in addressing housing challenges.

Takeaways

John has been practicing medicine for 31 years while also pursuing entrepreneurship.
He uses real estate as a way to relieve stress from his medical career.
The iPill dispenser aims to improve medication adherence and reduce opioid overdoses.
Real estate investments provide passive income that supports his entrepreneurial ventures.
John emphasizes the importance of learning about business and financial models.
He enjoys hands-on work in real estate as a form of relaxation.
Investing in California real estate allows him to manage properties personally.
John prefers cash flow over appreciation in his real estate investments.
He believes in the importance of community support and addressing housing challenges.
John's journey highlights the value of thinking outside oneself to help others.

Important LinksWeb: https://www.ipilldispenser.com/
LinkedIn: https://www.linkedin.com/in/john-hsu-md-300a8b2a/
Instagram: https://www.instagram.com/innovatormd/

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In this conversation, Megan Melo, a physician coach, discusses her journey in medicine, the challenges of burnout, and the importance of internal mindset shifts for physicians. She highlights the unique struggles women face in the medical field, including imposter syndrome and the need for boundaries. The discussion also explores gender dynamics in real estate investment, emphasizing the differences in risk-taking behavior between men and women. Megan shares insights on overcoming financial mindset challenges and the significance of investing in oneself for personal and professional growth.

Takeaways

Megan is a family and obesity medicine physician and a coach.
Burnout in physicians often stems from internal thoughts and feelings.
Women in medicine frequently experience imposter syndrome.
Setting boundaries is crucial for self-care and preventing burnout.
Women tend to wait until they feel fully prepared before taking risks.
Real estate can provide financial independence for physicians.
Many women physicians undercharge for their services.
Overcoming money mindset challenges is essential for success.
Investing in real estate can help physicians achieve financial freedom.
It's essential to focus on self-development and internal growth.

Important LinksLinkedin: https://www.linkedin.com/in/megan-melo-md/
Instagram: https://www.instagram.com/meganmelomd/
Website: http://www.healthierforgood.com/

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In this engaging conversation, Manisha Ghimire shares her journey from being an internal medicine physician to becoming a successful entrepreneur and real estate investor. She discusses her transition to telemedicine her experiences in real estate investing, including her first purchase and the acquisition of a 24-unit apartment building. Manisha emphasizes the importance of education, overcoming fears, and the value of community and mentorship in achieving financial freedom. She also introduces her initiative, Momkins, aimed at supporting new mothers by connecting them with trusted service providers.

Takeaways

Manisha transitioned to telemedicine for greater freedom.
Real estate investing started as a way to grow wealth.
Education and mentorship are crucial in investing.
Overcoming fear is essential to taking action in investments.
First real estate purchase boosted confidence in investing.
Short-term rentals can provide significant income.
Collaboration with friends can mitigate investment risks.
Passive investing allows for less hands-on management.
Tracking investments is key to financial success.
Investing in self-development is vital for growth.

Important Links
LinkedIn: https://www.linkedin.com/in/manisha-ghimire-md-a46a772aa/
Instagram: https://www.instagram.com/manisha.ghimire.md/
Web: https://momkinz.com/

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In this conversation, Maryal Concepcion, a family physician, shares her journey from corporate medicine to establishing her own direct primary care practice. She discusses the importance of building relationships with patients, the challenges of navigating real estate for her practice, and the financial concepts of good debt versus bad debt. Maryal emphasizes the need for legal guidance in real estate transactions and the mindset shifts necessary for entrepreneurship. She also touches on tax strategies for direct primary care physicians and the significance of community and patient relationships in her practice.

Takeaways

Direct primary care allows for better patient relationships.
Leaving corporate medicine can lead to greater autonomy.
Understanding real estate is crucial for practice ownership.
Good debt can be an investment in your future.
Legal guidance is essential when negotiating leases.
Mindset shifts are necessary for entrepreneurial success.
Tax strategies can significantly impact financial health.
Building community ties enhances patient care.
Investing in real estate can provide additional income streams.
Sharing experiences with fellow physicians fosters growth.

Important Links:LinkedIn: https://www.linkedin.com/in/maryalconcepcion/
Insta: https://www.instagram.com/owningmypractice/
Web: https://www.maryal.me/

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In this conversation, Vinki Loomba shares her journey from an IT professional and educator to a successful real estate entrepreneur. She discusses the importance of having a strong 'why' in life, viewing challenges as opportunities, and her commitment to philanthropy. Vinki emphasizes the significance of perspective in overcoming obstacles and the value of giving back to the community. She also highlights her experiences as an immigrant and offers advice to new professionals navigating similar paths.

Takeaways

Your why has to be really, really strong.
Every challenge is actually an opportunity.
The more you give out, the more you're gonna get back.
I became an entrepreneur. Super happy about that.
I never thought of myself outside of that company.
It's all about the way that we see things.
Life is full of challenges in itself.
I took that as an opportunity.
It's my time to give back.
Don't hesitate to fail fast either.

Important LinksLinkedin: https://www.linkedin.com/in/vinkiloomba/
Insta: https://www.instagram.com/loombainvest/
Website: https://loombainvest.com/

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In this conversation, Dr. Matthew Kavalek discusses his journey from medical school to establishing his own direct primary care practice, Blue Ocean Health. He shares insights on the challenges of modern medicine, the importance of spending quality time with patients, and the role of exercise in health. The discussion also delves into navigating real estate for medical practices, investment strategies for young physicians, and the significance of delaying gratification. Dr. Kavalek emphasizes the need for mindset shifts and creative financing in real estate, highlighting future opportunities in the field.

Takeaways

Direct primary care allows for deeper patient relationships.
Modern medicine often prioritizes volume over quality of care.
Proactive care can prevent future health issues.
Exercise is essential for both personal health and patient trust.
Real estate can be a valuable investment for physicians.
Delaying gratification is crucial for long-term financial health.
Creative financing options exist for acquiring medical practice spaces.
Networking on platforms like LinkedIn can lead to valuable opportunities.
Understanding the business side of medicine is essential for success.
Mindset shifts can open up new possibilities in real estate and investments.

Important LinksInsta: https://www.instagram.com/blueoceandpc/?hl=en
Linkedin: https://www.linkedin.com/in/matthew-kavalek-md/
Web: https://www.blueoceanhealthdpc.com/

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In this episode of The Real Estate Mogul MD, host Brett welcomes Chris Prefontaine, a seasoned real estate expert with over 33 years of experience. Chris shares his journey from being financially broke after the 2008 market crash to creating a recession-resistant real estate business using creative financing methods like seller financing, subject-to-deals, and lease purchases. Chris emphasizes the importance of reducing reliance on personal loans and transactional income while building a long-term, cash-flowing portfolio through his "Three Payday System." He highlights how physicians, often constrained by time and reliant on their income, can leverage these strategies to supplement their income and build wealth passively.

Takeaways

Chris Prefontaine has over 33 years of experience in real estate.
The 2008 market crash led to a shift in his investment strategies.
Creative financing allows for purchasing properties without banks.
The 'Three Payday System' provides multiple income streams from real estate deals.
Effective communication is crucial when dealing with sellers and realtors.
Physicians can benefit significantly from investing in real estate.
Investing in real estate requires a commitment of 5-10 hours to get started.
Understanding seller needs is key to successful negotiations.
Real estate education is essential for navigating the market.
Building confidence can lead to more successful real estate transactions.

Important LinksLinkedin: https://www.linkedin.com/in/chrisprefontaine/
Instagram: https://www.instagram.com/chrisprefontaine_/
Web: https://smartrealestatecoach.com/
wickedsmartbooks.com/remogul

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Sean O’Dowd is the founder of Scholastic Capital, a real estate investment fund specializing in high-performing school district properties. Sean shares insights into his innovative real estate investment strategy. He discusses his journey from corporate consulting to real estate investing, his data-driven approach to acquisitions, and the long-term vision for his fund. He reveals how values and alignment with team members and investors guide his decision-making. With a unique emphasis on building a portfolio tailored for institutional buyers, Sean explains how his methodology combines cash flow, long-term appreciation, and scalability. The episode offers valuable lessons on leadership, real estate investment, and the power of aligning personal and business values.

Takeaways

Sean moved 22 times before college, shaping his interest in real estate.
The investment strategy focuses on school districts as a competitive advantage.
Average tenant income is significantly high, reducing risk of late payments.
The portfolio is intentionally built for future sale to large institutions.
Market analysis includes metrics like high school graduation rates to predict rental premiums.
The focus is on areas with low rental supply and high owner-occupancy rates.
Acquisitions are primarily off the MLS, with plans for off-market strategies.
Cash flow is maintained through 30-year fixed debt and careful expense management.
The goal is to achieve a 6% unlevered yield on cost for investments.
The conversation highlights the importance of understanding local market dynamics. Always escrow for maintenance, even in low-maintenance months.
Cash flow represents a significant portion of total returns.
Targeting a portfolio size of 250 to 500 homes is optimal.
Managing a large portfolio involves unexpected challenges.
Data management is crucial for successful acquisitions.
Custom software can streamline the acquisition process.
Utilizing virtual assistants can enhance operational efficiency.
Fundraising requires building relationships and trust with investors.
Protecting investors' capital is a core value in investment.
Identifying unknown unknowns is key to avoiding pitfalls.

Important LinksLinkedin: https://www.linkedin.com/in/sean-odowd/
Insta: https://www.instagram.com/seanpodowd/
Web: http://seanodowd.co/

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In this conversation, Tom Dunkel shares his extensive experience in real estate, particularly in self-storage and distressed mortgage debt. He discusses the political climate affecting real estate, his journey from corporate mergers and acquisitions to real estate investing, and the launch of his new venture, Eagle Capital Investments. Tom introduces the SAFE method for passive investing, emphasizing the importance of understanding the sponsor, asset, financials, and exit strategies. He reflects on lessons learned from past mistakes and the significance of building relationships in the investment world.

Takeaways

Tom Dunkel has nearly 30 years of experience in real estate.
He transitioned to real estate investing after being laid off in 2006.
Self-storage is a fragmented market with opportunities for growth.
Eagle Capital Investments aims to diversify investment options for accredited investors.
The SAFE method helps investors mitigate risks in private investments.
Understanding the sponsor and asset is crucial for successful investing.
Tom emphasizes the importance of having clear investment goals.
Mistakes in investing can lead to significant financial losses.
Building relationships with trusted operators is key to successful investments.
Investing in what you understand is essential for long-term success.

Important LinksLinkedin: https://www.linkedin.com/in/tomdunkel/
Insta: https://www.instagram.com/dunkeltd/
Web: https://eaglecapitalinvestments.com/

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In this conversation, Shauna, The Tax Goddess, shares her expertise on tax strategies specifically tailored for physicians and real estate investors. She discusses the hierarchy of tax professionals, the importance of customizing tax strategies to individual circumstances, and various methods to reduce tax liabilities legally. Key topics include the Augusta rule, paying children for tax benefits, and the significance of cost segregation in maximizing tax deductions. Shauna emphasizes the need for a knowledgeable CPA and the potential for significant tax savings through strategic planning. In this conversation, Shauna, The Tax Goddess, and the host discuss various tax strategies for real estate investors, focusing on capital gains, proactive planning, and the importance of understanding tax liabilities. They explore different scenarios, including insurance proceeds from property damage, and emphasize the flexibility of tax strategies for individuals at different financial levels. The discussion also highlights the significance of long-term tax planning and the potential for significant tax savings through strategic investments.

Takeaways

Tax strategies can save clients billions legally.
Customization of tax strategies is crucial for effectiveness.
Understanding the hierarchy of tax professionals is important.
Real estate offers unique tax deduction opportunities.
The Augusta rule allows renting your home to your business.
Paying children can lead to significant tax savings.
Cost segregation can maximize tax benefits for properties.
The aggregation election is a valuable tax loophole.
A knowledgeable CPA is essential for effective tax planning.
Aim for a minimum of three times ROI on tax strategies.
Paying $6,000 in taxes can be optimized to $3,000.
State tax implications must be considered alongside federal deductions.
Capital gains from property destruction can be managed through various strategies.
1031 exchanges may not always be applicable, especially for damaged properties.
Investing in qualified opportunity zones can defer capital gains taxes.
Tax strategies can apply to both small and large financial situations.
The average return on investment for tax strategies can be significant.
Understanding the difference between proactive and reactive tax strategies is crucial.
Luxury assets like yachts can have unique tax deduction opportunities.
Long-term tax planning should consider future life changes and potential tax law changes.

Important LinksLinkedin: https://www.linkedin.com/in/taxgoddess/
Insta: https://www.instagram.com/thetaxgoddess/
Web: https://taxgoddess.com/socialmediafamily/

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In this conversation, Trever shares his journey from serving in the Marine Corps to becoming a successful real estate investor. He emphasizes the importance of financial literacy for service members and medical professionals, discussing innovative strategies like novation to make real estate more accessible. Trever also addresses common challenges in real estate transactions and offers practical advice for aspiring investors, highlighting the significance of collaboration and education in achieving success in the industry. In this conversation, the speakers delve into innovative real estate financing strategies, emphasizing the importance of cooperation between investors and agents. They discuss the challenges faced by new entrants in the real estate market, particularly in navigating traditional agent dynamics. The dialogue highlights the significance of taking action, even imperfectly, as a means to achieve success in entrepreneurship. The speakers also stressed the value of building a supportive community and leveraging educational resources to enhance one's real estate acumen.

Takeaways

Trever emphasizes the need for financial literacy among service members and medical professionals.
Real estate can be a viable outlet for those with demanding careers.
Novation is a creative real estate strategy that can benefit sellers and investors alike.
Building relationships with sellers and agents is crucial for success in real estate.
Trever's approach to novation involves transparency and collaboration with homeowners.
Challenges in real estate transactions can often be mitigated with proper communication and planning.
Scalability in real estate requires a strong network and trust in local partners.
Education and mentorship are key components for aspiring real estate investors.
Trever's innovative strategies have led to significant success in the real estate market.
The importance of adapting to market conditions and being proactive in sourcing deals.
Creative financing can be more beneficial than traditional methods.
Documentation is crucial for protecting investments in real estate.
Real estate agents can be barriers or bridges in creative deals.
Transparency and honesty improve collaboration with agents.
Imperfect action is essential for progress in entrepreneurship.
Building a community can enhance real estate success.
Education is key to understanding creative financing strategies.
Networking with experienced individuals can provide valuable insights.
Taking action today can lead to future success.
Real estate is a continuous learning journey.

Important Links:Linkedin: https://www.linkedin.com/in/trever-ahing-54800b305/
Insta: https://www.instagram.com/investwithtrev/?hl=en

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Jessica Jones, a medical practice consultant, shares her journey from marketing to consulting in the medical field. She discusses the challenges faced by medical practitioners, particularly in navigating the insurance landscape and the advantages of cash-based practices. The conversation also delves into the importance of real estate decisions for medical practices and the need for greater awareness of the systemic issues within the healthcare system. In this conversation, Jessica Jones discusses the intricacies of starting and running a medical practice, focusing on financial management, pricing strategies, and the challenges faced by healthcare professionals. She emphasizes the importance of understanding startup costs, the impact of private equity, and common pitfalls in real estate decisions. The dialogue also highlights the need for effective marketing and the significance of maintaining financial health through tools like EBITDA and P&L reports.

Takeaways

Jessica Jones is a medical practice consultant who helps grow practices.
She emphasizes the importance of understanding the business side of medicine.
Cash-based practices can start up faster than insurance-based ones.
Credentialing for insurance can delay practice openings significantly.
Chiropractors often lead in owning their practice spaces.
The insurance system often undervalues medical procedures.
Patients are increasingly seeking care outside of insurance networks.
Real estate decisions are crucial for new medical practices.
Many practitioners lack knowledge of business finances.
There is a growing need for awareness of challenges in the healthcare system.
Track all startup expenses meticulously.
Understand market pricing and added value.
Patients seek comprehensive care, not just reactive solutions.
Physicians often feel frustrated with administrative constraints.
Rekindling passion in medical professionals is crucial.
Real estate decisions should align with patient demographics.
EBITDA is essential for understanding business profitability.
Many practitioners are unaware of their financial health.
Marketing is vital for attracting patients to practices.
Surrounding oneself with knowledgeable professionals is key.

Important LinksLinkedin: https://www.linkedin.com/in/jessicajonesbuildyourcashpractice/
Insta: https://www.instagram.com/the_jones_brigade/
Web: https://buildyourcashmedicalpractice.com/

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In this engaging conversation, Shameem Nazeer, an ER physician turned real estate investor, shares her journey from traditional stock market investments to exploring alternative investments. She emphasizes the importance of financial education, the role of financial advisors, and the need for physicians to take control of their financial futures. Shameem discusses her experiences, the challenges of relying solely on financial advisors, and the significance of creating passive income streams. She also highlights valuable resources and books for those looking to enhance their financial literacy and encourages listeners to take action in their investment journeys. In this conversation, the speakers delve into the importance of financial tracking, budgeting, and the need for individuals to take charge of their financial futures. They discuss the significance of vetting financial advisors and syndicators, emphasizing the lack of qualifications in the syndication industry. The conversation transitions into the fund-of-funds model, exploring innovative investment strategies and the legal considerations involved in creating a fund. The speakers also highlight the importance of generating passive income and the need for continuous learning and growth in financial literacy.

Takeaways

Shameem Nazeer is an ER physician with 25 years of experience.
She transitioned from stock market investments to real estate.
The lack of passive income was a major turning point for her.
Financial advisors can be beneficial but may have conflicts of interest.
Creating passive income should be a priority for everyone.
Financial education is crucial for making informed investment decisions.
Networking and mentorship are key to learning about investments.
Books and podcasts are valuable resources for financial literacy.
Taking action is essential in the journey of investing.
You are the best custodian of your financial future.
Track everything and break down your budget.
Care more about your money than anyone else.
Vet financial advisors like you would a doctor.
Syndicators can operate without qualifications.
Investing in funds can lead to better returns.
Legal fees for creating a fund can be significant.
Using a fund administrator can simplify processes.
Preferred returns can provide cash flow options.
Investing is a long-term game, but cash flow is essential.
Continuous learning is key to financial success.

Important LinksWeb: https://www.thedoctorinvestor.com/Linkedin: https://www.linkedin.com/in/shameem-rana-nazeer/
Insta: https://www.instagram.com/shmmnzr/

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This episode features Brett Riggins, author of How to Get Rich as a Doctor and founder of Physician Wealth Systems. Brett shares insights into his entrepreneurial journey, highlighting the power of passive income, real estate investing, and automation in achieving financial freedom. He discusses his experience writing his book, the challenges of creating a residual income stream, and the importance of intentional investing. Brett also introduces resources available through Physician Wealth Systems to help individuals transition from accidental to purposeful financial planning.

Takeaways

Consistency is key in both fitness and real estate investing.
Real estate investors are increasingly looking for creative financing options.
Non-QM loans provide flexibility for unique investment strategies.
Interest rates impact homeowners and investors differently.
The BRRRR strategy can be supercharged with the right loan products.
Building relationships with lenders is crucial for success.
Waiting for the perfect moment can lead to missed opportunities.
Understanding the appraisal process is vital for investors.
Investors should focus on cash flow rather than just interest rates.
The current market presents unique opportunities for savvy investors.
Automation and integration can streamline financial processes.
Starting with the right mindset is essential to building wealth.

Important Linkshttps://physicianwealthsystems.com/
https://www.instagram.com/physician_wealth_systems/
https://www.facebook.com/PhysicianWealthSystemsProgram/
https://www.youtube.com/@PhysicianWealthSystems
https://realestatemogulmd.com/

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Brett Riggins speaks with Scottie Talaski and Mike Easton from Sincere Mortgage about the current state of the mortgage industry, focusing on non-QM loans and strategies for real estate investors. They discuss the importance of adapting to market changes, the benefits of creative financing options, and the significance of building relationships in the industry. The discussion also covers the BRRRR strategy and how to navigate challenges such as appraisals and renovations.

Takeaways

Consistency is key in both fitness and real estate investing.
Real estate investors are increasingly looking for creative financing options.
Non-QM loans provide flexibility for unique investment strategies.
Interest rates impact homeowners and investors differently.
The BRRRR strategy can be supercharged with the right loan products.
Building relationships with lenders is crucial for success.
Waiting for the perfect moment can lead to missed opportunities.
Understanding the appraisal process is vital for investors.
Investors should focus on cash flow rather than just interest rates.
The current market presents unique opportunities for savvy investors.

Important LinksLinkedin: https://www.linkedin.com/in/scottie-talaski/
Instagram: https://www.instagram.com/scottietalaski/
Website: https://sinceremortgagegroup.com/

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This episode features an insightful conversation with real estate attorney, investor, and broker Bishoy M. Habib. Bishoy delves into the nuances of real estate investing, emphasizing the importance of asset protection, strategic planning, and understanding legal and financial risks. From land entitlements to navigating Florida's challenging insurance market post-hurricane, Bishoy offers practical advice for investors at all levels. He also shares his journey as an attorney and investor, highlighting key lessons learned, common mistakes investors make, and his bullish outlook on Florida’s real estate market.

Takeaways

Bishoy Habib is a real estate attorney with 12 years of experience.
Passive investments are preferred due to time constraints.
Land entitlement can significantly increase property value.
Insurance premiums in Florida are rising due to recent storms.
Investors should never accept the first offer from insurance companies.
Real estate should not be held in personal names for liability reasons.
Having a good attorney can save money and mitigate risks.
Written agreements are crucial in real estate transactions.
Investors need to vet their partners thoroughly.
Insurance costs can drastically affect the viability of real estate deals. The primary reason people keep the property in their personal name is financing difficulties.
Using a land trust can help avoid the due-on-sale clause risk.
Asset protection is crucial for property owners, especially those with significant assets.
Holding properties in personal names exposes owners to greater liability risks.
Land trusts do not have bank accounts or file tax returns, simplifying management.
It's essential to maintain the corporate veil to protect personal assets.
Investors should avoid overcomplicating their structures to prevent mistakes.
Aggressive investment strategies are necessary in the current real estate market.
Buy and hold strategies are more effective than short-term flipping.
Understanding the market dynamics is key to making informed investment decisions.

Important Links:Linkedin: https://www.linkedin.com/in/bishoyhabib/
Instagram: https://www.instagram.com/attorneybishoy/
Web: https://levacylegal.com/home300892

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In this conversation, Michael Hersh, a practicing gastroenterologist and founder of Better Physician Life Coaching, discusses the complexities of physician burnout, the pursuit of financial independence, and the importance of overcoming limiting beliefs. He shares his personal journey through burnout, the impact of financial pressures, and how he transitioned into entrepreneurship to help other physicians find balance and fulfillment in their careers. Michael emphasizes the need for community support and the power of coaching in transforming lives.

Takeaways

Physician burnout is a complex issue influenced by various factors.
The expectations of a medical career can change over time.
Financial independence can be a double-edged sword for physicians.
Limiting beliefs can hinder personal and professional growth.
Entrepreneurship offers a path to fulfillment beyond clinical practice.
Failure is a crucial part of the entrepreneurial journey.
Physicians can learn to embrace risk and explore new opportunities.
Community support is vital for overcoming challenges in medicine.
Coaching can help physicians rediscover their passion for medicine.
It's important to maintain a balanced identity beyond being a physician.

Important Links
Insta: https://www.instagram.com/betterphysicianlife/
Linkedin: https://www.linkedin.com/in/michael-hersh-md/
Web: https://www.betterphysicianlife.com/

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In this conversation, Diana Londono, MD, shares her insights on burnout in the medical profession, particularly among physicians. She discusses her personal experiences with burnout, the impact of COVID-19 on mental health, and the importance of mindfulness, movement, and self-care. Diana emphasizes the need for boundaries, the relationship between money and burnout, and the significance of finding happiness in the present moment. She offers valuable advice for future physicians on maintaining their well-being and authenticity in their careers.

Takeaways

Burnout affects over 65% of physicians, highlighting a significant mental health crisis.
It's crucial to reach out for help when dealing with burnout or mental health issues.
Stress manifests physically, leading to various health problems.
Mindfulness and coaching can help change negative thought patterns.
Movement and exercise are powerful tools for improving mental health.
Setting boundaries and learning to say no is essential for self-care.
Rest is vital for creativity and overall effectiveness in life.
Happiness is found in the present moment, not in future achievements.
Your worth is not tied to your professional title or accomplishments.
Writing can be a therapeutic outlet for processing emotions.

Important Links:https://www.instagram.com/dianalondonomd/
https://www.linkedin.com/in/dianalondonomd/
https://dianalondonomd.com/

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Eric Recker shares his journey from being a practicing dentist to becoming a coach and speaker, highlighting the impact of burnout on his career choices. He discusses the importance of self-reflection, vulnerability, and understanding one's purpose in life. Eric emphasizes the significance of partnerships in business, the need for self-care, and the role of money in shaping our mental health. He introduces the DAMN analogy to illustrate managing energy flow and offers advice on living in the present and discovering one's 'why.'

Takeaways

Burnout is a common issue among medical professionals.
Self-reflection can lead to significant personal growth.
Partnerships can alleviate the burden of business ownership.
Understanding your energy flow is crucial for your well-being.
Vulnerability is key to building meaningful relationships.
Money insecurities can stem from past experiences.
Living in the present can enhance joy in life.
It's important to evaluate commitments against your purpose.
Adversity can lead to unexpected opportunities for growth.
Finding your 'why' is essential for a fulfilling life.

Important Links:https://www.instagram.com/docrecker/
https://www.linkedin.com/in/eric-recker-583849278/
https://ericrecker.com/

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Tilden shares his journey from a litigator to a successful real estate syndicator, emphasizing the importance of partnerships, legal compliance, and the value of relationships in real estate. He discusses common pitfalls in syndication, the significance of legal documents, and the process of securing investor commitments. Tilden also highlights the need for professionalism and the benefits of having a knowledgeable attorney on your team.

Takeaways

Tilden transitioned from litigation to real estate syndication.
Choosing the right partners is crucial for success.
Legal compliance is often overlooked by new syndicators.
A Private Placement Memorandum (PPM) is essential for investors.
Soft commitments are non-enforceable expressions of interest.
Professionalism in documentation reflects the quality of the deal.
Building relationships is key to finding investment opportunities.
Starting sooner in syndication leads to greater confidence.
Investors should be wary of deals without proper documentation.
Having an attorney can streamline the syndication process.

Important Links:https://www.moschettilaw.com/
https://www.linkedin.com/in/tildenm/
https://www.instagram.com/moschettilaw/
https://www.instagram.com/tildenmoschetti/
https://www.instagram.com/altitudesyndication/

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Randy Langenderfer shares his journey from the corporate healthcare world to becoming a successful real estate investor. He discusses his pivotal 'aha moment' that led him to seek alternative income streams, particularly in real estate. The dialogue explores the transition from active to passive investing, the importance of asset management, and the role of property management software. Randy emphasizes the need for diversification in investment strategies and the balance between business and compassion in real estate dealings. He also highlights the significance of building relationships with general partners and offers advice for aspiring investors.

Takeaways

Randy transitioned from corporate healthcare to real estate investing.
His 'aha moment' was realizing the need for alternative income streams.
Real estate offers passive income and tax advantages.
The shift from active to passive investing can mitigate risks.
Asset management involves overseeing operations and KPIs.
Property management software is crucial for tracking performance.
Limited partners should vet general partners thoroughly.
Balancing business and compassion is essential in real estate.
Investors should take massive action to achieve financial goals.
Building relationships in the investment community is vital.

Important Links:www.linkedin.com/in/randy-langenderfer/
www.invest-ark.com/
https://multifamilymaestros.com/
randy.langenderfer@invest-ark.com

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In this engaging conversation, Rod Khleif shares his remarkable journey from a Dutch immigrant to a successful real estate investor and coach. Rod shares insights on scaling wealth through multifamily investing, navigating economic downturns, and building lasting success. Having lost millions in the 2008 crash and rebuilt his wealth, Rod emphasizes the importance of mindset, mentorship, and calculated risk-taking. He dives into market conditions, the looming debt crisis in commercial real estate, and why multifamily properties remain one of the safest bets in volatile times. His advice combines practical strategies with an emphasis on staying grounded, giving back, and achieving fulfillment beyond financial gains.

Takeaways

Rod Khleif's journey from immigrant to real estate mogul is inspiring.
Mindset plays a crucial role in achieving success in real estate.
Experiences in Memphis highlight the importance of market conditions.
Multifamily investments allow for greater control over property value.
Current economic conditions present challenges for multifamily deals.
The concept of 'extend and pretend' reflects the current lending landscape.
Opportunities for distressed asset purchases are on the horizon.
Education and mentorship are key to success in real estate.
Rod's boot camp offers valuable insights for aspiring investors.
Building a network and community is essential in real estate.
Incredible opportunities are emerging in commercial real estate.
Goal setting is crucial for success and clarity.
Focus on cash flow when investing in real estate.
Conservative underwriting is essential in the current market.
Repetition and practice are key to mastering deal analysis.
Trust your gut feelings when forming partnerships.
Partnerships require alignment of values for success.
True fulfillment comes from giving back to the community.
Happiness is derived from progress and growth, not just achievements.
Play to your strengths and hire for your weaknesses.

Linkedin: www.linkedin.com/in/rodkhleif/
Instagram: www.instagram.com/rod_khleif/
Website Link: https://rodkhleif.com/
https://linktr.ee/rodkhleif

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In this enlightening episode, Dawn shares her journey of living off-grid while balancing her career as a physician and her family life. She discusses the importance of financial independence, the concept of 'leaning out' instead of 'leaning in,' and how personal values guide decision-making. Dawn emphasizes the significance of self-realization and practical steps to achieve a fulfilling life, including understanding one's values and cultivating stillness in a busy world.

Takeaways

Living off-grid can enhance one's quality of life.
Geographical freedom is increasingly accessible with technology.
Financial independence is achievable through smart choices and hard work.
Work-life balance is crucial for personal fulfillment.
Parenting involves instilling values of happiness and balance in children.
The concept of 'leaning out' challenges traditional work culture.
Self-realization is key to understanding personal happiness.
Values should guide decision-making in life and career.
Coaching can help individuals navigate their professional paths.
Cultivating stillness can lead to greater self-awareness and joy.

Website: www.practicebalance.com
Instagram: www.instagram.com/practicebalance

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In this conversation, Dasha Beardsley from Lone Star Capital discusses the intricacies of real estate investing, particularly focusing on 1031 exchanges and syndication. She shares insights on the company's operations, the importance of tax advantages, and the complexities involved in structuring investments. Dasha explains the differences between tenant in common (TIC) and Delaware Statutory Trust (DST) structures, the process of executing a 1031 exchange, and the implications of debt allocation for investors. The discussion also touches on tax-exempt deals and their role in preserving affordable housing.

Takeaways

Dasha Beardsley has a background in real estate and has been with Lone Star Capital for over three years.
Lone Star Capital focuses on multifamily acquisitions in Texas while being headquartered in New York.
1031 exchanges can be complex and require careful structuring to avoid IRS complications.
Investors must identify a property within 45 days when executing a 1031 exchange.
Debt allocation is a critical aspect of 1031 exchanges, impacting investor liability.
Tax-exempt deals can provide significant benefits, including property tax exemptions.
The program for tax exemptions can last up to 99 years, but can be exited if necessary.
Lone Star Capital has a structured approach to managing properties through asset managers.
The minimum investment for a 1031 exchange with Lone Star is typically around $750,000.
Understanding area median income (AMI) is essential for structuring rent restrictions in tax-exempt deals.

Website: www.lscre.com
LinkedIn: https://www.linkedin.com/in/dashabeardsley/overlay/photo/
Instagram: https://www.instagram.com/dashasophiaa/

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In this conversation, Mark Podolsky shares his journey from an average investment banker to a successful land investor. He discusses the evolution of the land business over the past 24 years, highlighting the impact of software and automation on the industry. Mark explains the process of buying and selling land, emphasizing the creation of passive income without the hassles of traditional real estate. He also addresses common roadblocks faced by new investors and the importance of emotional management in entrepreneurship. Mark's future goals focus on helping others achieve financial freedom and creating a legacy through land investing.

Website: www.thelandgeek.com
Email: mark@thelandgeek.com
Instagram: www.instagram.com/thelandgeek/
Linkedin: https://www.linkedin.com/in/thelandgeek/
FREE BOOK: https://landgeek.samcart.com/products/dirt-rich?utm_source=real-estate-mogul&utm_medium=podcast

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Roberto Chavez, an attorney turned land investor, shares his experience of closing his first land deal, which became the turning point in his real estate career. Roberto discusses his business model of sending offer letters to landowners and recounts how a $1,000 investment turned into a $20,000 profit despite initial setbacks like unpaid property taxes. He explains the process of picking the right area, navigating deals, and learning marketing strategies, all of which contributed to his success in land investing. Now a coach with LandGeek, Roberto emphasizes the importance of taking action, continuous learning, and having a strong "why" to succeed in the land investment business.

https://www.thelandgeek.com/
https://www.linkedin.com/in/roberto-chavez-5b628830/

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Meet Dr. Jeff Anzalone, a Louisiana-based periodontist who found himself questioning his family's financial security a few years ago. As a solo practitioner, he realized the risks of relying solely on active income—what if injury, disability, or burnout struck? Determined to take control of his financial future, Dr. Anzalone discovered the power of passive income, allowing him to replace his active earnings slowly. He's sharing his journey and expertise through his blog, helping doctors and high-income earners break free from trading time for money and live on their terms.

https://www.debtfreedr.com/
https://www.instagram.com/drjeffanzalone/

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Lailan Bento is a native Hawaiian born and raised on the Big Island of Hawaii. She is the owner of a real estate company that not only focuses on high-end and affordable housing but is also pioneering sustainable and affordable housing developments on the island. With a background in hotel sales and over eight years of experience working for a former Hawaii governor, Lailan has a unique blend of skills in government relations, community building, and real estate. She is also deeply involved in community service, including creating a scholarship fund for Hawaiian kids and working with nonprofits to improve educational opportunities and living conditions for native Hawaiians.

https://lailanbento.com/
https://www.instagram.com/lailanbento/
(808) 936-1800

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Lane Kawaoka is a seasoned real estate investor, engineer, and the founder of Simple Passive Cashflow. He boasts a portfolio controlling over $2 billion in assets, primarily multifamily real estate. Initially starting as an engineer, Lane transitioned into real estate investment and has since expanded into private equity and business acquisitions. He is the author of "The Wealth Elevator" and shares his insights through his website, WealthElevator.com, helping high-net-worth individuals navigate the world of passive income and strategic investments.

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Jennifer Page is a seasoned real estate agent with specialized experience in healthcare-specific real estate. She works for Carr, a company that exclusively represents healthcare professionals such as physicians, doctors, dentists, and other medical practitioners in real estate transactions. With a background in dental sales, operations, and consulting, Jennifer has been an invaluable resource in helping healthcare professionals navigate leasing and purchasing needs for their practices. She has been with Carr for five years and is dedicated to delivering value and avoiding conflicts of interest by representing only buyers and tenants.

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Sanjay Sharma, MD is a prominent hematologist and oncologist based in Southern California, with over 25 years of experience in the medical field. He completed his fellowship in hematology and oncology in 2005 and has been practicing since. Along with his esteemed medical career, Dr. Sharma is a successful real estate investor and an entrepreneur. He is a founding partner of Titan 3 Capital, a physician-owned real estate investment firm focused on developing high-value properties and fostering community-centric developments. Dr. Sharma is dedicated to enabling other physicians and professionals to achieve financial freedom through strategic real estate investments.

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Zeynep is an inspiring trauma clinician and relationship therapist originally from Turkey. An immigrant who moved to the United States, Zeynep has dedicated her career to psychology and human behavior after initially pursuing architecture. She holds a double major in psychology from the University of Houston and has established a successful private practice. She is also renowned on social media, particularly Instagram, where she boasts over 134,000 followers, sharing valuable mental health content primarily in Turkish. Her upcoming book, "Walking Alone," is set to release in October.

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Dr. Rachel, originally from Haiti and raised in Miami, is a successful real estate investor and former Doctor of Pharmacy. She has not only conquered significant student debt but has also helped others transition from medical professions to real estate investment. She specializes in short-term and mid-term rentals, with a keen eye for profitable markets and effective property management strategies.

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Brent Kesler is a former chiropractor who transitioned into financial education. He is the founder of The Money Multiplier, a platform focusing on the Infinite Banking Concept. Brent has extensive experience managing chiropractic clinics and has been teaching about personal finance and wealth management for over 12 years. After paying off nearly a million dollars in debt by applying the principles he teaches, he became an advocate for financial literacy and now travels across the country sharing his expertise.

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Eric Martel is a seasoned real estate investor and entrepreneur with decades of experience. Starting young with his first property purchase at 18, Eric's journey encompasses various entrepreneurial ventures and significant experience in the real estate market. He is the founder of Martel Turnkey and Flip System, where he helps investors make their mark in the real estate world. Eric combines his actuarial background and business acumen to create successful real estate investment models and mentorship programs.

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Benjamin is a seasoned commercial real estate investor and developer with over two decades of experience. Graduating from the University of Texas in 2004, he has played a pivotal role in brokering and selling numerous large shopping centers and triple net investment properties. Benjamin also holds an MBA and has been actively involved in the commercial real estate industry as an investor and developer, co-founding Rooster Equity. His expertise particularly shines in structuring creative financing solutions for medical properties and partnering with medical professionals to expand their practices through strategic real estate investments.

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Arn Cenedella is a seasoned real estate investor and professional with over 46 years of experience in the industry. Holding a master's degree in physical chemistry from the University of Michigan, Arn initially pursued a career in science before transitioning into real estate. Growing up in the heart of Silicon Valley, he started his journey in residential real estate in Menlo Park, California, in 1978. Currently, Arn operates out of Greenville, South Carolina, focusing on multifamily properties and working with Spark Investment Group. His extensive knowledge and strategic approach to real estate investment have facilitated numerous successful ventures across various markets.

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From two suitcases, a nearly empty bank account, and a big dream to a multi-million-dollar land business, Jack Bosch is a true American success story. Originally from
Germany, Jack moved to the U.S. to attend college and met his wife, Michelle. Now, they have flipped over 5,000 properties. From their experience, they’ve created the “Forever Cash” model, which has helped over 1,000 people become millionaires through their free and paid educational programs. Over the past 27 years, Jack has built a formidable career in the real estate sector, specializing in land flipping through his innovative strategies.

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Dr. Johnny "Walker" Withanachchi is an accomplished endodontist and a seasoned real estate investor. Graduating from NYU in 2008 and Howard University for Dental School, he has ventured beyond the world of dentistry into the realm of real estate. Dr. Walker is the founder of Walk of Wealth, where he educates and mentors other professionals on passive real estate investment. His mission is to help 1000 dentists achieve financial freedom through strategic real estate investments. With a keen focus on passive income and burnout prevention, Jonny has successfully managed a diversified portfolio of real estate properties, transitioning from active to passive investments.

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Join Brett Riggins as he hosts a dynamic panel discussion featuring Tom Bibby, Noel Liu, Laura Nguyen, Clint Harris, and Noel Parnell. Together, they delve into diverse real estate topics, including multifamily investments, storage conversions, and triple net lease opportunities. The guests share invaluable insights on networking, passive investing, and navigating the challenges faced by medical professionals entering the real estate market. Tune in to learn from the experiences of these seasoned experts and explore opportunities for wealth creation through smart real estate investments.

Tom Bibby and Noel Liu Dentists / Doctors Passive Real Estate Investing Club (REI and Dentist)
Clint Harris - Nomad Capital (Self Storage Conversion)
Laura Nguyen (Director - Investor Relations) - Sentinel Net Lease (Triple Net Lease)
Noel Parnell - Crown Capital (Multifamily)

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Justin Barber is a seasoned nurse with 14 years of experience, currently serving as an informatics nurse. He started his career on a cardiac step-down unit, eventually transitioning into frontline management roles. Faced with burnout, Justin pursued real estate investing to diversify his income and achieve financial independence. He has been actively involved in private money lending for the past year.

Eric Fuller holds a degree in biomedical engineering and pursued graduate studies at the University of Florida, where he also served as a teaching professor. Venturing into real estate through Airbnb, Eric expanded his involvement into various investment strategies, including the Burr method and creative financing. He now specializes in private money lending, enjoying the flexibility and lucrative returns it offers.

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Dale Wills is a seasoned real estate professional with a career spanning various facets of the industry, including construction, land development, real estate banking, and home building. With vast experience under his belt, he founded Centric Companies in 2011 and later started Centric Capital Partners. Dale's focus is on enhancing communities through real estate development, with particular expertise in for-sale housing and build-to-rent properties. His innovative approach also extends to developing investment opportunities for his employees and broader audiences via real estate syndication.

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Melissa and Eric are the dynamic duo behind Busy Bee Advisors, a firm dedicated to transforming the financial landscapes of small business owners and medical professionals. Melissa, with a background in corporate America, took a bold leap from her executive position to start a bookkeeping firm, driven by a desire for work-life balance. Eric, transitioning from a career in nursing, brought his analytical and financial expertise to the table, making their partnership both professionally and personally fruitful. Together, they specialize in tax strategy, bookkeeping, and helping businesses structure their financial health for maximum efficiency and minimum tax liability.

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Mylira Green is a licensed social worker, therapist, Reiki master, motivational speaker, and life coach. Growing up in Hampton Roads, Virginia, Mylira transformed her personal journey of trauma and survival into a mission to help others. She is dedicated to suicide prevention, turning pain into purpose, and empowering people to live fulfilling lives. Through her work, Mylira promotes the idea that everyone is enough and supports her clients in realizing their maximum potential.

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Allen Lomax is a distinguished professional with a rich background in higher education and real estate investing. Based in the picturesque region of western North Carolina, Allen holds a Ph.D. in Organizational Systems Psychology and has a profound commitment to making a positive impact before he leaves this life. He transformed his challenging personal journey, filled with dyslexia and a struggle with sexual identity, into strengths of empathic understanding and unconditional positive regard. Allen has considerable experience in real estate, both before and after the 2008 financial crisis. He currently focuses on empowering professionals to achieve financial freedom through passive income streams from real estate investments, with a passion for higher education and a unique approach to autonomous horsemanship.

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James Jones: A seasoned real estate investor with nearly two decades of experience. James began his journey in 2004, initially dabbling in contract flipping and later building a substantial portfolio of rental properties. He faced significant setbacks, notably losing 527 rentals due to a due-on-sale clause enforcement in 2009. James has since pivoted to specialize in Section 8 housing, developing a robust, fully virtual property management system. He is also an educator, helping other investors navigate the complexities of Section 8 rentals.

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Chad hails from Nashville, Tennessee, and brings with him a wealth of experience in the real estate industry. With degrees in Finance and Accounting, Chad began his professional journey selling copiers door-to-door at Xerox. Seeking to control his destiny, he transitioned into real estate, starting with wholesale and fix-and-flip properties. Over the years, Chad scaled his operations to include extensive commercial properties, leading to the acquisition of nearly 400 homes and a portfolio that encompasses 25 commercial transactions, 14 syndications, and approximately $130 million in assets under management.

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Zach Lemaster is a seasoned real estate investor and the founder of Rent to Retirement, a company specializing in helping individuals acquire turnkey rental properties. With a background in healthcare as an optometrist and a former Captain in the United States Air Force, Zach has successfully transitioned into real estate, creating a formidable portfolio. He and his wife, also an optometrist, focus on building a sustainable business that offers financial freedom and supports global humanitarian efforts, such as establishing cataract clinics in third-world countries.

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Matthew - Partner at Alpha Funding Matthew is a seasoned professional with an extensive background in sports, personal training, and real estate investment. He holds a degree in exercise physiology and initially pursued a career in the medical field before transitioning into real estate and financial services. Currently, he is a partner at Alpha Funding, a private hard money lending company based in the northeast USA. Matthew is also the co-host of the "Mike and Matt Show" podcast, where he shares insights on real estate investment and funding strategies.

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Connor Steinbrook is a highly successful real estate investor, entrepreneur, and educator hailing from Dallas, Texas. Connor's professional journey spans from being one of the top online poker players in the world to becoming a significant figure in the real estate investment space. He founded Investor Army, a widely followed YouTube educational channel, and is also a top growth leader at eXp Realty. Over the past six years, Connor has developed an extensive organization of almost 3400 agents, covering all 50 states and 16 countries, making a remarkable impact in the real estate industry globally. His expertise includes wholesaling, flipping properties, investing in rental properties, and creative financing strategies.

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Whitney Elkins-Hutten is a Director of Investor Education at passiveinvesting.com
Whitney started her real estate investment journey in 2002, inadvertently turning a personal housing need into a lucrative venture. With over two decades of experience, Whitney has scaled her portfolio from house hacking single-family homes to investing in large multifamily buildings, self-storage, and express car washes. Her industry expertise is set in guiding busy investors to build passive income through strategic real estate investments.

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Gino Barbaro is a multifamily real estate investor, business owner, author, and entrepreneur. With his partner Jake Stenziano, Gino has built an extensive real estate business, an educational platform under Jake and Gino LLC, and a highly successful podcast. He is passionate about coaching and mentoring new and seasoned investors, ensuring they understand the intricacies of multifamily real estate investment. Gino has been instrumental in helping his community close over 80,000 units and raise substantial capital, fostering financial independence and personal growth among his students.

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Dan Lewkowicz is a Senior Director at Encore Real Estate Investment Services. With over a decade and a half of experience in real estate investment and business ownership, Dan has become an expert in net lease investment sales. His career highlights include the sale and purchase of single-tenant net lease properties such as Taco Bells, Walgreens, and Dollar Stores, as well as multi-tenant retail and office properties across all 50 states. Dan has a strong background in real estate investing, having flipped over 100 houses.

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Trevor Oldham is the founder and CEO of Podcasting You, a company specializing in booking podcasts for clients, particularly in the alternative investment space. Since starting the company in 2017, Trevor has pivoted from a broad client base to focusing on real estate investors and specialists in niches like multifamily investing, self-storage, and oil & gas. His journey includes hiring business and mindset coaches to overcome obstacles and significantly scale his business.

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Shannon Seeberan is an experienced professional in the Medspa industry, with a background in working with Cloud Medspas for the past four years. Living in northern California, Shannon leverages her deep understanding of the pain points and challenges faced by physicians in private practice, a perspective shaped by her own father's career as a physician. Her work focuses on finding legal, HIPAA-compliant solutions that allow medical practitioners to optimize their practice spaces and regain focus on patient care.

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Chrissy Grigoropoulos is a skilled attorney specializing in personal injury law and a corporate real estate broker based in New York. Her diverse professional background includes managing multiple law offices across Brooklyn, Queens, the Bronx, and Nassau County. Chrissy also engages in real estate investment, particularly fixing and flipping houses, and is the author of the upcoming book "Lady Shark: How to Become a Millionaire in Your Thirties."

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Robin is a retired logistics officer who served 26 years in the United States Army, with five deployments to Afghanistan and Iraq. After retiring, along with her retired husband (an Apache pilot), she transitioned to civilian life and co-founded Best Medicine Brigade, a team of comedians sharing military experiences through humor. Additionally, she spearheaded Hilarious, an initiative aimed at reducing veteran suicides through comedy and connection. Robin remains actively engaged in the veteran community, emphasizing the importance of service, storytelling, and mental health.

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Sharad is a seasoned real estate investor and entrepreneur known for his expertise in property investment and his knack for creating systems that promote efficiency and profitability in real estate ventures. With an initial footing in accounting, Sharad has accumulated a vast portfolio of around 50 rental units that are nearly all paid for in full. Since his start in August 2010, he has performed around 700 to 800 flips and has also founded a property management company along with a real estate CRM company tailored for investors. His success story began in Chicago investments and later transitioned to the West Coast, where he now manages his East Coast investments remotely.

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Frank Rohde is a seasoned professional with a deep-rooted background in finance and an entrepreneurial spirit. Born and educated in Germany until age 18, Frank moved to the US for college and attended the Wharton School at the University of Pennsylvania. He began his career in financial services consulting and early on ventured into the startup world by founding an insurance company. Later, he spent several years at FICO focusing on credit risk underwriting and banking software solutions. Frank's notable achievement was Nomis Solutions, a company he led for 15 years, developing mortgage pricing engines used by large lenders in various countries. After selling Nomis, Frank embarked on his current venture, Ownify, a platform designed to facilitate homeownership for first-time buyers through fractional ownership models.

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Tom Burns is an Austin, Texas native who started his career as a sports doctor specializing in orthopedic sports medicine. Over time, he realized he needed to look beyond medicine to achieve the happiness and lifestyle he desired. This led him onto the path of real estate and passive income, where he successfully built a lucrative career alongside his medical practice. Tom has a passion for travel, meeting new people, and playing music. Notably, he spent the last four years of his medical career working for free, thanks to the financial freedom he gained through his real estate investments.

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Dennis is a seasoned real estate investment expert with a rich professional history within the industry. Starting out as a housing market analyst right out of college, he quickly climbed the corporate ladder, with notable stints at prominent companies like Lennar and Toll Brothers, culminating in a CEO position. Despite his success, Dennis realized that true freedom and control came from utilizing his skills for his own benefit rather than others'. This led him to leave his position and launch his own investment firm. Among the three investment firms he has since established, the primary one, Sentinel Net Lease, focuses on bringing Wall Street-level opportunities to mainstream investors in commercial real estate.

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Dan Erb is a real estate investment entrepreneur and the founder of EM Capital, a firm focused on single-family real estate investments. He started his professional journey in finance, obtaining an accounting and finance degree from Indiana. Following several internships and experience in wealth management, strategic consulting, and transaction services, Dan transitioned from investment banking into real estate to address the market's structural undersupply in single-family homes. He and his partner, who has extensive experience in equity research and worked at BlackRock, have successfully scaled their business, embracing a unique structure that incentivizes their team through equity compensation.

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Joel is an industrious individual who hails from the vibrant city of Chicago. He boasts an impressive career that began during his teenage years with an entrepreneurial spark for cutting lawns. This initial foray into business led to a profound realization: his future belonged in real estate. Joel pursued his passion at the University of Michigan, focusing on economics and real estate, which paved the way for his distinguished career in industrial real estate.

After graduating, Joel joined a family business specializing in small industrial buildings in the Chicago area. With over 42 years of experience and a successful company exit under his belt, Joel now champions a unique investment strategy centered around low-risk and no-debt real estate ventures, predominantly dealing with industrial properties and working closely with entrepreneurial tenants.

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Eric is a seasoned dentist with a background in psychology from Tulane University. Despite initially pursuing a business career, a personal incident led him to the world of dentistry where he has now been practicing for about 20 years in Massachusetts. Eric is an alumnus of Nova Southeastern and Boston University where he completed his dental schooling and residency, respectively. Outside of dentistry, Eric embodies the entrepreneurial spirit, having founded the stressfreedentist.com platform. He is also an author, a public speaker, and an advocate for personal wellness and professional development within the medical field.

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Lana Lipe is a licensed clinical social worker, a serial private practice owner, and a current doctor of social work student. She brings a wealth of experience particularly in medical social work, having worked in level one trauma ICUs and community health agencies. She pivoted to private practice during the pandemic and is passionate about mentoring, providing clinical supervision, and conducting workshops for other clinicians.

Carrie Lipe holds expertise in business and marketing, complementing Lana's clinical background. Her educational foundation includes a minor in psychology and extensive experience in bar and restaurant management. Carrie transitioned into freelance marketing and business consulting, primarily helping in brand strategy, which became pivotal in the formation of Therapy Homeroom.

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Adam is a Pediatric Anesthesiologist based in New Orleans, working at the city's children's hospital. With an intriguing journey that led him to medicine, Adam holds a remarkable backstory as a philosophy major who pivoted to medicine, pursuing his longstanding aspiration to be an anesthesiologist since childhood. Adam's experience spans several years, including time spent at the University of Oklahoma as a program director for an anesthesia fellowship before his return to New Orleans. Diversifying his scope, he has ventured into real estate, participating in syndications, short-term rental investments, life coaching, and most recently exploring business acquisitions.

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Ayush is a pediatric emergency medicine specialist with a significant presence in the real estate investment sphere, particularly in the area of house hacking. Having completed his fellowship in Michigan and seeking sunnier climates, Ayush moved to New Orleans, where he established his medical practice and grew the pediatric emergency department. Beyond medicine, he has a passion for real estate, having ventured into house hacking to create financial freedom and generate income. He has since become an advocate for real estate investment among medical professionals, sharing insights and strategies through his platform, mdhousehacking.com.

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Shridhar Kumar Sannidhi is a seasoned professional with a deep background in the IT sector, boasting 30 years of experience across various roles, including complex IT systems implementation and architecture. His career highlights include working with prestigious firms such as Google, where he specialized in cloud solutions, and an 18-year tenure on Wall Street focusing on IT for major finance companies. Recently, Shridhar has pivoted from IT to become a full-time commercial real estate syndicator and developer, building an impressive portfolio that includes over 3500 units acquired, 1000 plus units full cycled, and the management of 2000 plus units as a lead GP. His portfolio expansion is ongoing with new construction and mixed-use development projects.

Shanyn is a former advisor for General Electric, now the founder of a tax planning and accounting firm. For over 30 years, Shanyn has catered to the needs of entrepreneurs and real estate investors by mitigating taxes and offering financial planning services. Notably, Shanyn's unique approach combines an entrepreneurial mindset with a tax strategist's expertise, distinguishing her from traditional financial advisors. She also has a background as a former American Baptist pastor and engages in what is known as "memos from the head office," offering intuitive advice for guidance. In the real estate domain, Shanyn is well-versed, with experience handling both residential and commercial properties, emphasizing tax-advantaged wealth creation and legacy building.

Kyle is a general practice dentist based in Utah, operating with over 20 years of experience in the field. Starting his career as an associate in 2005, he quickly transitioned into a partnership role, later expanding into multiple successful dental practices. An advocate of the Wim Hof method and a fan of cold plunging, his professional journey has grown from a single partnership to owning three orthodontic practices and having a group practice spread across three locations. Kyle's approach to business has been methodically systemized, allowing for scalable growth and operations.

Dr. Earl is an accomplished internal medicine physician based in Atlanta, Georgia. A proud son of Augusta, he went on to study at Mercer University, earning a bachelor's degree in science with a minor in chemistry and Latin. Dr. Earl then graduated from Meharry Medical College and completed his residency at Brown. Currently, he practices medicine in Georgia where he enjoys teaching medical students and other physicians, alongside caring for his patients. With a strong ethos centered on work-life balance, he also pursues entrepreneurship, particularly with an interest in real estate investing and building generational wealth.

Steven Andrews is a seasoned real estate investor and entrepreneur hailing from the Carolinas. With a decade of experience in the industry, he has built a significant portfolio, including several hundred rental units. Steven started his journey in real estate following a transformative class at High Point University and overcame financial barriers by using inventive strategies like credit card advances for down payments. His entrepreneurial spirit was influenced by his blue-collar, business-savvy parents. Steven is also an author and consultant, with his book "A New American Dream" and his company Soarex Consulting aimed at educating the next generation of real estate professionals.

Sam is a seasoned real estate investor and private equity real estate fund manager with a wealth of experience and expertise. Starting his career in technology in the San Francisco Bay area, Sam transitioned into real estate full time roughly 13 years ago. Despite holding a degree in chemical engineering and a master's in finance, his passion steered him towards the real estate industry. Currently, he is managing funds worth 300 million dollars in assets under management, focusing on mobile home parks and aiming to create safe and affordable housing. Sam's innovative strategies, such as the "bus test," emphasize his commitment to improving the living standards within his communities.

Lindsay is a physician from northeastern Pennsylvania with a passion for real estate investing. After pursuing her undergrad at Penn State University, she attended medical school in Philadelphia, where she met her husband. Complexity marks her journey: from contemplating a vet's career to becoming an emergency medicine physician with Geisinger. As a mother of three, Lindsay successfully juggles her medical duties while actively engaging in real estate. Her pivot to investing came post-residency, fueled by the influential book, "Rich Dad Poor Dad," and since then, she has amassed over 550 investment units alongside her husband.

Dave Foster, known as the "1031 Investor," is an experienced real estate investor and a degreed accountant. Renowned for his expertise in 1031 exchanges, Dave used this powerful investment tool to transform his and his family's life, purchasing a 53-foot sailboat and embarking on a decade-long sailing journey without incurring capital gains tax. Foster is also the CEO of a land planning company, a published author, and an educator committed to helping others achieve tax-efficient real estate investing through the strategic use of 1031 exchanges.

Antonella Sterniolo is a professional with a background in public health and a passionate entrepreneur in the medical device industry. Her dedication stems from a personal experience related to her mother's melanoma diagnosis and a family history of medical innovation. Antonella carries forward the legacy of her grandfather, an OB-GYN and inventor from Brazil, by developing a non-hormonal and non-copper intrauterine device (IUD). Her company, Upsilon Healthcare Technology, is a testament to her commitment to providing value for patients and expanding contraceptive options. As she continues her grandfather's legacy, Antonella sets an example of how personal motivation can spark innovation and influence healthcare.

Ben is a seasoned real estate syndicator with a unique approach to investing. He is the mind behind Redwood Capital Advisors, where he leverages his extensive background in investment banking and hedge funds. His strategic focus lies in asset-agnostic investing, preferring to target special situations in various classes, including medical offices, multifamily, and his current bullish interest, luxury RV parks in the Southeast. With a track record ranging from small building acquisitions to handling non-performing loans, Ben brings a wealth of knowledge and a contrarian approach to real estate investment.

Andy McQuade is a seasoned professional with an extensive background of over 25 years in the real estate supply industry. His career trajectory took him from working in a lumberyard to holding managerial positions in renowned organizations such as Home Depot. At Home Depot, he excelled in turnaround management and handled large multifamily operators, gaining invaluable insights into procurement and risk management. Currently, he is the creator of the Total Cost of Ownership (TCO) Method, which assists real estate operators in enhancing profitability by reducing the long-term costs of ownership. Known for his strategic thinking and problem-solving acumen, Andy continues to lead the industry with innovative solutions for real estate investment and management.

Zvi Stern is a tech enthusiast with a profound interest in mental health and providing solutions within the space. With roots in Los Angeles, Zvi has carved out a significant role in fostering mental well-being through innovative tech solutions. He is the brainchild behind the mindfulness app Castability and has recently ventured into creating The Healers Kit, a platform designed to streamline the connection between patients and mental health providers. Zvi's entrepreneurial spirit is showcased through his promising ventures, which aim at delivering peace of mind and stability to individuals.

Nathan Astle is a certified financial therapist with a grounded background in couples and family therapy. Holding a master's degree in his specialization, Nathan merges psychological insight with financial expertise to navigate the complexities of money-related issues in relationships and personal development. He expertly addresses financial trauma, couples' money conflicts, and individual financial behaviors, such as gambling or overspending. Nathan manages a private practice and operates a treatment team platform where he collaborates with financial planners and counselors to provide comprehensive care that encompasses emotional, skill-building, and future-facing financial guidance.

Franco Perez, a real estate mogul and the visionary behind innovative, luxurious, yet affordable mobile homes. With a profound personal story of overcoming adversity and a deep-rooted passion for addressing the housing crisis, Franco has reshaped the landscape of affordable housing. His entrepreneurial journey from struggling to support his family as a young immigrant to pioneering change in the real estate sector showcases his commitment to making luxury living accessible to all. Franco's work not only challenges societal stigmas around mobile homes but also paves the way for future innovations in affordable living.

Dr. Jess Daigle is a board-certified pediatrician who has had a profound journey through the medical field, characterized by significant personal and professional pivots. Having once aspired to be a neonatologist, she then realized that her true calling lay in providing care at a more personal level. Dr. Daigle's medical journey took a pivotal turn following personal experiences with pregnancy challenges, leading her to develop a focus on caring for mothers and families around childbirth. Combining her passion for pediatrics and entrepreneurship, she's the founder of Mom and Me MD, where she offers unique insights and support for mothers and infants after hospital care. Her efforts in medicine and business have not only been therapeutic for others but also for herself, finding strength and opportunity through each pivot in her story.

Amy Sylvis, a visionary in the real estate sector, has transformed her life's greatest challenge into her most profound asset. Diagnosed with cystic fibrosis, a condition predicted to limit her lifespan, Amy has not only surpassed expectations but thrived, channeling her resilience into a successful career in real estate syndication. With over 1,457 apartment units under her belt, Amy's journey from battling a life-threatening illness to managing nearly a quarter billion in assets is nothing short of inspirational. Her story exemplifies the power of perseverance, strategic thinking, and a deep understanding of market dynamics. Join us as Amy shares insights from her remarkable transition, highlighting the critical role of rigorous analysis, risk assessment, and an intuitive grasp of emerging trends in achieving real estate success.

Shannon Robnett, a seasoned real estate developer and investor with over 27 years of comprehensive experience, shares his journey from the construction sites to becoming a leading figure in the real estate investment sphere. With a rich background that spans across $425 million in construction projects, including multifamily and industrial developments, Shannon has mastered the art of leveraging real estate for wealth building and tax efficiency. His expertise in generating passive income through strategic investments offers invaluable insights for those looking to navigate the complexities of real estate and achieve financial freedom. Join us as Shannon unfolds the blueprint to his success and the principles that have guided his remarkable career.

Clint Harris, a former medical sales professional turned real estate investor, shares his transformative journey into the world of real estate investment. With a focus on innovative strategies, including the conversion of big box retail spaces into self-storage facilities, Clint has redefined the boundaries of property investment. His approach combines financial acumen with a visionary perspective, offering insights into achieving financial independence through real estate. Join us as Clint unveils the keys to his investment success.

Dr. Emily Blum is a distinguished pediatric urologist and the esteemed Medical Director at the Global Center for Medical Innovation (GCMI). With a remarkable career trajectory that spans from rigorous training in sled dog racing in Alaska to pioneering advances in pediatric urology, Dr. Blum epitomizes the fusion of traditional medical excellence with innovative healthcare solutions. Her leadership at GCMI underscores her commitment to developing cutting-edge medical technologies, illustrating her profound impact on shaping the future of healthcare through innovation and exemplary clinical practice.

Ryan is a seasoned professional straddling the worlds of medicine and real estate investment. With a foundation in medicine, specifically in otolaryngology (ear, nose, and throat), he trained in what he describes as "the busiest trauma center in the world" in Houston. After his residency, he moved to the US Virgin Islands, where he has been for over 13 years, living and working in St. Thomas and St. Croix. Apart from his medical career, Ryan has shown a fervent interest in real estate, focusing on the self-storage industry since 2017. He is a founder of STOR Partners which was created to help provide financial sovereignty to doctors interested in holding self-storage assets.

Jordan is a physician with a diverse background that includes experience in medicine, real estate, and entrepreneurship. He has ventured into the start-up space with a home healthcare business and later transitioned to real estate, where he has journeyed from house-hacking a duplex to multifamily properties, and eventually into commercial real estate with a focus on self-storage facilities. Jordan is the owner of Lantern Light Capital, a self-storage investment, operations, and management company. He also runs Maven Success, a virtual assistant staffing company.

Nate is a financial planner at Physician Family Financial Advisors, a firm dedicated to helping doctors with children manage their finances effectively. Based in Beaverton, Oregon, Nate specializes in assisting mid-career physicians to navigate the complexities of taxes, investments, college savings, and retirement planning. With a background in economics from the University of Oregon and firsthand experience in battling personal debt, he leverages his financial expertise and empathy towards those struggling with similar issues.

Dr. Stephen Lewellis is a board-certified dermatologist with a compelling medical and entrepreneurial journey. Originally hailing from Pennsylvania, he has practiced dermatology across various states, including prestigious institutions like New York University and Stanford. Dr. Lewellis has a passion for direct care dermatology, focusing on the patient-physician relationship and tackling the root causes of conditions beyond skin level. He has ventured into real estate investing, embracing a diversified approach to professional and financial growth. Currently, he is building a direct care dermatology practice and hosts a podcast named "Direct Care Derm," illuminating the path for those interested in similar pursuits.

Ken Gee is a seasoned professional with a rich background in finance and real estate. Originally from Toledo, Ohio, he holds an undergraduate degree in finance from the University of Toledo and a master's degree from Case Western Reserve University. His early career included five years as a commercial lender, followed by seven years at Deloitte, where he gained significant experience in mergers, acquisitions, and tax. Ken Gee eventually transitioned into real estate, where he has found remarkable success, creating millions in profit for both himself and his investors. Ken is passionate about educating future investors and has developed a comprehensive investor education platform.

Dr. Mboh Elango is a trained emergency medicine physician who has taken the leap into private practice with an innovative approach to healthcare. Originally from Cameroon, Central Africa, Mboh moved to the United States in 1992 to pursue his educational aspirations. He completed his undergraduate degree at Kennesaw State University, followed by medical school at Morehouse School of Medicine, and his residency at Emory University, adopting Atlanta as his home. Driven by a passion to shift from disease management to wellness optimization, Mboh conceptualized and founded Medici, a practice that blends conventional medical care with holistic approaches like acupuncture and IV vitamin therapies. Apart from his medical endeavors, Mboh is also an entrepreneur with interests in real estate and consulting, particularly focusing on health delivery systems in his home city in Cameroon.

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Before joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining the Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.
www.costsegauthority.com
Topics:
-Micro apartments
-Retirement funds in real estate
-Bonus vs cost seg
-Cost seg study - 101
-Passive loss vs active income
-Leftover depreciation
-Bonus Dep Sunset
-1031 exchange

Rajkuma is an academic oncologist from Houston, specializing in pediatric cancer. With roots in India and further training in the UK, Peoria, Illinois, and Los Angeles, he has a diverse background. Rajkuma dedicates the majority of his time to clinical trials and researching new medications for cancer. He is also a passionate real estate investor and runs REI Doc Capital, a platform dedicated to assisting physicians in investing in meticulously vetted real estate opportunities.

Dr. Jess, the featured guest on the show, is a distinguished physician and public speaker with a focus on integrations and automations in her professional life. As a traveling locums doctor, she takes on assignments at various hospitals, indicating vast experience in the healthcare field. Balancing a busy schedule, Dr. Jess has been tackling the challenges of managing multiple calendars, emails, and speaking engagements. She is also in the process of exploring the importance of optimizing her time to ensure efficiency in both her professional and personal life.

Dr. Miguel is an internal medicine specialist with a substantial career in hospital medicine, serving in various leadership roles, including medical director and regional medical director. Despite his accomplishments, Dr. Miguel experienced burnout, which led him to refocus on personal and financial goals, eventually reducing his clinical workload. He has since ventured into real estate investment and become a coach, creating a platform, "A Doctor's Journey," to share his story and empower physicians to embrace change at any career stage. He continues to work as a hospitalist, also engaging in telemedicine and investing, emphasizing work-life balance tailored to individual values and preferences.

Dr. Bryan Marascalchi is an accomplished medical professional with an impressive career trajectory in the field of medicine, particularly in anesthesiology and pain medicine. Originally from Syracuse, New York, he completed his undergraduate studies at Syracuse University, ventured into Manhattan for medical school at NYU School of Medicine, and served his residency at the esteemed Johns Hopkins Hospital. Following a fellowship in pain medicine, Dr. Marascalchi joined Vanderbilt University Medical Center as an interventional chronic pain physician and anesthesiologist. Beyond his clinical role, he shows a strong entrepreneurial spirit, having founded a company called Patient Premier, which aims to improve patient care assessment and data management. At 36 years of age, Brian also showcases a keen interest in various investment ventures, highlighting his versatility both within and outside the medical field.

Mark Kapelman is a seasoned accountant and real estate investor with impressive credentials, including being a Certified Public Accountant (CPA). His journey in business began with a solid educational background in accounting, followed by professional experience at Ernst & Young and subsequently PwC. Captivated by the allure of real estate after reading "Rich Dad Poor Dad," Mark ventured into flipping houses and accumulating a personal portfolio that boasts approximately 40 units. He identified a market niche in real estate accounting and co-founded Real estate accounting Co. (REA Co.), specializing in accounting for property management companies.

Dr. Stephanie is a practicing physician with a background in integrative psychiatry and mental health care. With a medical license in California and Texas, she recently ventured into entrepreneurship by opening her first business and clinic, Newport Beach Resiliency Mind Body Medicine. Her mission is to provide high-quality, affordable integrative psychiatry and mental health care that is accessible to patients through insurance. Dr. Stephanie also has a diverse clinical background, working across different states in hospitals, rehabilitation centers, and addiction medicine.

Carlos is a highly accomplished physician and a retired military officer with a distinguished career in medicine and service. Born and raised in the Bronx, New York, Carlos translated for his non-English-speaking mother at doctor's appointments, which ignited his passion for medicine. He joined the military straight out of high school, climbed both the enlisted and officer ranks, and received his medical education at UCLA followed by a residency in Otolaryngology at Harvard. Carlos then served in Germany and Afghanistan, where he specialized in facial trauma surgery during wartime. After 20 years of service, he retired from the military, opened his own medical practice in south Texas, and became involved in real estate investment.

Dr. KC is an experienced dentist with over 20 years of practice, currently located in Maryland. With an entrepreneurial spirit, he ventured into private practice in 2008 and has since built a successful career that combines his clinical expertise with his business acumen. KC has an interest in real estate investment, specifically in the commercial and healthcare sectors, drawing on his extensive experience in property acquisition, management, and investment tied closely to his professional endeavors in dentistry.

Matt Swierk shares his journey from being a serial entrepreneur to founding Elevated Human Experience. He emphasizes the importance of mindset and how it can shape our lives. Matt talks about breaking free from societal expectations and following our own passions. He also discusses the power of investing in ourselves and the concept of passive income. Matt introduces the Elevated Safari Experience, a transformative travel experience that combines wildlife observation with personal growth.

Dr. Franky Davis, also known as Franky, is an orthopedic surgeon in Georgia. With a profound interest in financial planning and real estate investment, he has leveraged his medical background to venture into the real estate sector. Despite the demanding nature of his profession, Franky has embarked on a mission to create educational resources for professionals like himself. Franky's notable achievements include launching a comprehensive online course aimed at helping professionals navigate the world of real estate investment and handling various forms of property investment, ranging from single-family homes to multi-unit storage facilities.

https://www.realestateinvestormd.com/

Dr. Christopher Loo, Founder and CEO of Financial Freedom for Physicians, has an MD-PhD from the Baylor College of Medicine and Rice University. He became financially independent at the age of 29 years old, and was able to retire early in 2016 when he was 38 years old. The financial crisis of 2008 and the COVID-19 pandemic of 2020 has made it obvious why everyone needs to learn how to live more freely-- financially, physically, and emotionally. Chris now actively speaks and coaches other physicians how to achieve financial freedom through investing and creating multiple passive income streams.
https://www.drchrisloomdphd.com/
IG: @thereal_drchrisloo
X: @drchrisloomdphd

Among the nation’s foremost thought leaders on the future of digital healthcare, “America’s Favorite Doctor” Laura Purdy, MD, MBA is a board-certified Family Medicine Physician and the Medical Director of the AFD brand. Having been licensed in all 50 states (including D.C.), she serves patients nationwide while partnering with industry innovators to develop virtual health offerings that support a higher standard of care. Beginning her career as an Army physician, Dr. Purdy spent 14 years helping soldiers and their families through the power of telehealth. Now, she is a sought-after digital medicine expert and advisor for hundreds of leading telehealth providers.
www.drlaurapurdy.com
@americasfavoritedoctor

A child of the King, husband of Pura, father of 3 boys, practicing dentist and has been investing in real estate for more than 20 years, Ivan shares his journey starting with acquiring vacant land in Florida, multifamily in Iowa, new build construction, and how he transitioned to "notes only".
www.thenotedoctor.com
@Ivan_e_terrero

Joseph Ryan Smolarz is the founder of SToR Token; which was created to help provide financial sovereignty to people interested in holding a hard asset-backed cryptocurrency. Dr. Smolarz has vast experience as an entrepreneur and as an Otolaryngology practitioner. As a medical professional, he has developed a patent for a reflux medication and has another invention that is patent pending. In commercial real estate, he has a broad range of experience in self-storage and assisted living. In these asset classes, he has participated in both development and acquisitions.

https://www.linkedin.com/in/joseph-ryan-smolarz-4803a81/
www.storpartners.com

John shares his journey as a Venture Capitalist Focusing on Early-Stage Health / Med-Tech, Leading Expert in Medical Entrepreneurship, 11x Author, and Founder/CEO Tribal Health, MeMD & NextCare. Check out his book 'Entrepreneur Rx: The Physician’s Guide To Starting A Business' on amazon: https://a.co/d/1VjuzaV

https://www.linkedin.com/in/john-shufeldt/
@johnshufeldtMD

In this episode, we sit down with Dr. Jen Barna, a board certified practicing physician and host of the top ranked “DocWorking: The Whole Physician Podcast.” Jen has pioneered a groundbreaking movement by creating DocWorking, a platform that helps physicians reshape their lives, equipping them with tools to rediscover purpose, balance, and fulfillment.

www.Docworking.com
@Docworking1

Family medicine physician. Apartment investing expert. Investor relations with Chavis Capital. Father of two young boys. Danny's amazing journey is fueled by a "childlike" curiosity to learn real estate. He humbled himself and went all-in as a manual laborer for an experienced multifamily investor. Join us and hear how this "multifamily internship" shaped his investing career!

https://themultifamilymd.com/
https://www.linkedin.com/in/themultifamilymd/
@DrDanFirth

Ed Gallatin is a Certified Public Accountant with more than 24 years of experience solving tax issues and businesses in the Wabash Valley. Ed is also a Senior Instructor at Indiana State University in Terre Haute. Ed has experienced himself as a small business owner facing the large and intimidating IRS. Now he is passionate about helping others keep more of the money they make. We talk in SIMPLE TERMS about depreciation, cost segregation, Real Estate Professional requirements and benefits, Section 179, and 1031 exchange.

https://www.heg-taxrelief.com/
https://www.linkedin.com/in/h-edward-gallatin-mba-cpa-ctrs-312a1354/

Physicians should NOT invest in Real Estate outside of being a Limited Partner in syndication for an index fund. Do you agree? I had a difficult but great discussion with Dr. Saveika who passionately feels that doctors should be doctors and NOT real estate investors. We navigate the opposite perspective of what we typically surround ourselves with discussing NO leverage and No real estate. It is important to go into conversations like these with open minds and open ears. Help me understand where my risk is as a real estate investor.

Do you have colleagues around you telling you that you should be investing in real estate? Email us and let us know what you think about this episode: info@phsycianwealthsystems.com

Dr Latifat is a physician. She is a mama of three young ladies and founder of The MoneyFItMD platform. This is where she teaches and empowers physicians to be the CEO of their finances, so they can practice medicine on their terms without the burnout. What an amazing conversation illustrating real world experience of Learn Implement Outsource, Eliminate Delegate Automate, how to change a "concrete brain" to the soil required to build a wealthy mindset, how associations will make or break you. Interested in learning the fastest way to pay down your student debt? Stick around and give this episode a listen.

www.moneyfitmd.com
@moneyfitmd

Practice Startup With Family? Starting a practice can be challenging. Imagine joining an older sibling and trying to build your clientele at the same time. Marc shares the journey of three brothers developing and building a dental practice while juggling life and accidental real estate investments. Now they are in a place of "want" and not "need", developing an opportunity to become real estate investors as their practice grows.

www.indysleepapnea.com
https://www.linkedin.com/in/drmarc/

Vikram is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and real estate expert. He founded the Vitology a cutting edge institute that helped reverse cardiometabolic disease and optimize vitality. During his decade-long time as one of DC’s prominent cardiologists he specialized in heart failure transplantation, preventive cardiology, heart catheterization and pulmonary hypertension. Now he is helping other physicians just like you overcome obstacles to acquire the 5 freedoms we all desire (Time, Financial, Geographic, Health, Mindset).

Is the opportunity as easy to see as the challenges in the current multifamily market - the increasing and volatile cost of money, the increasing cost of insurance, and the increasing cost of taxes? Bayo discusses ways to mitigate risk and increase opportunities in a challenging market. Dr. Fasanya is a pulmonary and critical care physician, and CEO and founder of Dr. Breathe Easy Capital. His focus is increasing financial literacy among physicians and helping others achieve financial independence through real asset investing. He also shares his observation that many doctors traverse the same path from high student debt and little to no income, then to high income and massive tax liability.

https://www.drbreatheeasy.com/
https://www.linkedin.com/in/adebayofasanya/
@drbecapital

Have you ever heard of Skyzone or seen the trampoline parks? What would you say if I told you that a physicians just like you started that phenomenon? Enter JP, Board Certified Anesthesiologist, Pain Management Specialist, Entrepreneur, Investor. JP explains how his journey from a broke medical student to basically a venture capitalist now required twenty seconds of insane courage.

How many "no's" have you received? How much does it take to keep pushing forward? Amir remembers back to those times and thinking "what am I doing?" With faith, persistence, and passion he successfully traversed a satisfying career in medicine, received licenses in both real estate and securities, and now give back helping others along their journeys. Dr. Amir Baluch is a fund manager and founder at Baluch Capital, a multi-asset platform offering co-investment opportunities for physicians and other accredited investors. He educates investors via best selling books, Forbes articles, and summits.
www.baluchcapital.com/realestatemogulmd
@amirbaluch.md
https://www.linkedin.com/in/amirbaluchmd/

Harvard Trained Pain Physician, TEDx Speaker, Triple Board Certified Adult & Pediatric Anesthesiologist, Physician Entrepreneur, Medical Educator & Consultant and Host of Sevo Sistas Podcast, Dr. Peterson shares her realization that being a doctor is NOT what she thought it was going to be. She has overcome many challenges and explains how she eliminated her massive student loans in three years, reduced her tax liability, and shifted her focus to passive income investing. Yes, that's real estate!
www.elishapetersonmd.com
@EPetersonMD

Worst case scenario...what happens when syndication deals go wrong? Dr. Harry Nima Zegarra is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of https://www.nimaequity.com/ a commercial real estate syndication company where he helps physicians to invest passively outside Wall Street. Now, he has over 1000 units and $ 96 Million Assets Under Management AUM.
https://www.linkedin.com/in/harry-nima-zegarra-md/
@harryzegarra

Imagine the mindset shift required to invest in a new career AFTER becoming a cardiologist. Dr. Reis is a Cardiologist, with 32 years of private practice experience in interventional and clinical cardiology. He knew early on that he needed to keep an open mind when it comes to his health, happiness, and finances. David quickly pivoted by applying his medical "learning" skills in the world of real estate. He now advises architects and designers in master health property repurpose and re-task initiatives, including a $100M project to repurpose the NYC Health and Hospitals Corporation’s footprint and enterprise. Thinking about a new career in real estate? Visit https://recareerdoctor.com/ to learn more.
@nyrealtydoc

Dr. Ted is a child of a family practice physician and now a skilled physician who specializes in Family Medicine himself. He owns and operates Center for Family Practice/Center for Aesthetics in upstate NY. Dr. Ted also founded TAASA Health, a charity providing medical care to the underserved in rural Uganda. Along with starting the Juniper Jill Cannabis Co., Ted and his physician colleagues started a REIT and redevelop commercial real estate in their area! His group recently redeveloped a building that was used by Thomas Edison back in the day.
https://www.linkedin.com/in/ted-hausler-623b1a182/

Vish Muni is Co-founder of PGL Properties LLC a Commercial Real Estate Investment company, extending investment opportunities. He has over 20 years of experience as a Small Business Entrepreneur, IT Professional, active real estate agent, and a full-time Commercial Real Estate Investor. He started as a real estate investor in 2009 in single-family, duplexes, and fourplexes and transitioned to Commercial Investing in 2019. He has partnered and actively invested in multiple syndications exceeding 1000 doors. Vish shares his journey from being blinded by Duplex-oholic, growing into multifamily syndications, Triple Net Investments, and how he leverages he leverages Salesforce in his investing career.
@munivish

Kirsten Limmer has an MD and PhD in molecular biology, trained at Harvard Medical School, is a mom of 3 young kids, a real estate investor, and the founder of the REPStracker app. She launched the REPStracker app in 2021 to help real estate investors, like herself, track hours for Real Estate Professional Status (REPS) and the STR tax Loophole. Are you currently trying to track your "Material Participation" or is this something you are just now learning about? Unless you are actually tracking, taking action, you will never know how easy or difficult it may be, and if you can are cannot qualify for REPS in order to offset your active income with passive losses. Visit https://repstracker.com/ and take action with a 14 day FREE trial.
@repstracker
@kirsteninvests

Have you ever asked your financial advisor about investing in real estate? If real estate has held true against the tests of time, why is still considered an "alternative investment". Jim Pfeifer shares his journey and how this community of like minded investors called www.leftfieldinvestors.com was created. It is extremely imperative to surround yourself with people who have more experience than you and who are doing what you dream of doing. Check out this Community Personal Finance platform!
jim@leftfieldinvestors.com
@leftfieldinvestorgram

1 Best selling author of “Normal Doesn’t Have Side Effects” and “Why Can’t She See Me?”. Award winning speaker and frequent TV guest, Dr. Aimee Duffy is the founder of Carolina Integrative Medicine. Aimee shares how crucial it is for all of us to maintain a Proactive Perspective when it comes to our health. What does all the money in the world do for us if we are not here to enjoy it with the ones we love?

http://carolinaintegrativemedicine.com/
https://www.aimeeduffymd.com/
@aimeeduffymd

Like many of us, Adam Carroll began his young adult life with massive debt but twelve years ago he implemented a new plan of attack and totally crushed his debt! Do you carry the heavy, depressing, and overwhelming stress of massive student debt and/or credit card debt? It is like running a marathon with a 30 pound weighted vest on. Just imagine how good it will feel to write that last check, pay that debt off, and remove that weighted vest!
Check out Adam at https://www.theshredmethod.com/ and @adam.carroll

Many physicians share "OCD" personality traits which may lead them down a path of "analysis paralysis" when "thinking" about investing in real estate. Sam Giordano M.D., a practicing gastroenterologist, author, real estate investor, and co-founder of passiveadvantage.com was no exception. The only difference is Sam has developed a website and resources that leverage his years of experience mitigating the risks of rising insurance costs, maturing bridge loans, rising interest rates, and rising property taxes when evaluating syndication deals as a physician or other high-income professional. Sam has put in the time and is passionate to share his experience with you. Are you wondering what the current multi-family market trends are or when will be a good time to get into a syndication?
sam@passiveadvantage.com
https://www.linkedin.com/in/samuel-giordano-13bb5a130/

I recently had the privilege to speak with Dr. Ronnie Shalev @shalwinproperties What an amazing story and journey. On the Real Estate Mogul M.D. podcast, I get to speak with a lot of investors and physicians and I love when I also get to share valuable resources. Ronnie has created an AMAZING Multifamily Masterclass for Physicians. If you are thinking about investing in Multifamily Real Estate or just getting started, this video is a MUST-WATCH. She does a great job of compressing the basics and keeping it simple!
https://shalwinproperties.com/media/

Searching for true understanding of himself, Dr. Gabe shares his journey leaving the world of entertainment as a globally recognized recording artist and becoming a top a licensed clinical psychologist, author, and former Clinical Assistant Professor at the University of Southern California, where he lectured Neuropsychology and Research. A called-upon mental health and wellness expert, having served as consultant and/or host for several TV programs and as a contributor for outlets including The Doctors, The Oprah Winfrey Network, Spike TV, CNN/HLN, Women’s Health, Well + Good magazine, and USA Today. Dr. Gabe gives credit to Suze Orman's book 'The Courage To Be Rich' where she writes: "People first, money, then things."
www.askdrgabe.com
310-496-4277

Dr. Nkem Ezeamama is an ER physician based out of Nashville, Tennessee and founder and CEO of Pheenyx Capital Investment. She is passionately sharing her journey from being a Risk Adverse Physician and a "Standby Partner" to Limited Partner and now a General Partner in large real estate investments. It starts with starting; just take action, expand your associations, network. People matter. Build solid relationships and keep taking action.
https://www.linkedin.com/in/nkemezeamamamd/
https://phcinvest.com/

Shaking up the education industry with Osmosis.org, Shiv shares his journey coming from an immigrant family who are all involved in medicine. He has created, built, and sold a tech-education company that is revolutionizing the "virtual" med-school world with "flipped classrooms". Can we now include real estate, finance and business education earlier in a physician's education career? Naval Ravikant - The Almanack of Naval Ravikant: A Guide to Wealth and Happiness has been very influential for Shiv on this journey.
https://www.linkedin.com/in/shivgaglani/
https://www.osmosis.org/

Ever wonder what it's like for your children? Cody learned very early in his life that physicians lack financial education as he watched his father struggle with investment after investment. Now, he helps high-income earners find their F.I.R.E. (Financial Independence and Retire Early) leveraging Fast Money, Medium Money, and Slow Money Streams of Income.
https://codyyeh.com/

Dr. Fawole is a pediatric anesthesiologist and Real estate investor who got started in Real Estate during residency. Now having done deals in different niches, focuses primarily on luxury short-term rentals. She’s the founder of SavvyDocs in Real Estate. Have you ever wondered if it's possible to start investing in real estate even as early as residency or if there is a way you can offset your active income with passive losses generated by real estate? Dr. Fawole shares her journey with real-world evidence!!!
https://www.savvydoctors.co/

Lupei is an active duty naval officer with over 20 years of leadership and multiple deployments. She started with remote acquisitions of single family rentals in 2018 and then just put the pedal to the metal and launched into commercial. Now she holds a portfolio of $7 million in residential and commercial properties in six states.
https://crowncapitalcorp.com/

Dr. Lindsay Banks helps people find health in every day life and today she shares some social media magic along with her experience as a doctor and soon to be real estate investor. For most physicians interested in getting started in real estate, gaining the knowledge to know where to start is the most difficult part. Another popular question is 'how am I going to fund my investment with all my student debt'.
https://www.linkedin.com/in/drlindsaybanks/

Accredited Investor in over 30+ passive LPs transitioned to the active side via Eagles Flight Equity Group and the Ateleia Family Office. An investor for over 30 years, real estate is one of my favorite investments. Don't be a lone wolf. Don't chase "shiny objects". Real estate is a people business; it's who not how. Start building your team today by networking and talking. Expand your associations and grow your opportunities. The market will wash the bad operators so be sure you don't go down with them.
https://www.linkedin.com/in/andrew-rosenberg-791a0a202/
https://www.youtube.com/@CRESPOTLIGHT

As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others. Listen in to learn where to start, how to find the high-demand markets, and how to project current market value of vacant land.
Tel: 863-801-6959
https://www.TheLandSharks.com/LOL
https://www.wholesalinginc.com/podcast/

We all agree that real estate creates wealth so why do we keep telling ourselves that we don't have the money to start now or grow faster? Jay has been a real estate investor in NC since 2003, rehabbed 450+ homes, averages $71,000+ in profits per deal, completed $52+ million in real estate transactions, consulted 1-on-1 with 2,000+ real estate investors and he is The Private Money Authority. Learn the Private Money secrets and get Jay's book for free: "Where To Get The Money Now."
Free gift at JayConner.com/book

Independent doctors can create their own reality. Corporate control in medicine is driving physician burnout and high physician suicide rates. George is extremely committed to share his extensive experience as a limited partner in over 20 real estate deals, 4000+ doors, and $1.3M+ of allocated capital funds and co-general partner experience in several real estate investments to help other physicians achieve financial independence through real estate investing. Be curious, plant the real estate seed, then be social. There's more to investments then financial return especially when you are climbing the syndication ladder. Prioritize your time. Remove limiting beliefs. What are you willing to give up to go up?
https://timehealthcapital.com/
george@timehealthcapital.com
https://www.linkedin.com/in/george-c-ozoude-md-25b81177/

Doctors aren't wealthy...at least most of them do not start that way. Everyone has their own journey. Erkeda has experienced many opportunities in medicine but they required her to step out of her comfort zone. Now, she is able to share her experiences and help others grow their health-tech startups. How are physicians supposed to get into real estate when they are not wealthy?

Only two years in W2 medicine for Frank before taking the leap of faith and starting his own primary care practice. He forced himself to "wear the other glove" and quickly learn the fundamentals of business management. Frank started off renting 1,200 sqft space, grew to 2,400 sqft space, and is now the SMART owner of his own 4,00 sqft space. Don't live your life by the "when / then" model. Start now even if it is small.
https://frankokosunmd.com/
https://www.linkedin.com/in/frank-okosun-jr-md-6a10875/

Single Family Residential Real Estate is the bread and butter for many real estate investors. Beyond the massive "stackable returns" of cash flow, principal paydown, depreciation, and appreciation, SFR rental properties have a very low entry barrier, many available opportunities, and many more qualified experienced team members. There is NO 100% passive income but building your real estate BUSINESS instead of your real estate hobby can get you as close as possible!

This may offend some people but we are here to put it all on the table. Traditionally, many financial advisors are in it for the commission. As a podcast host of www.DoctorFreedomPodcast.com and a Chartered Financial Analyst, Dave has many many years of experience in and around the investment world. You should know that there are good and bad strategies related to Assets Under Management, Hourly Fees, and Flat Fee structures. Financial Advisor in Real Estate? Yes, they do exist! He has built a business around Land Flipping and shares his journey!
www.daviddenniston.com

Mike is a urologist from Green Bay Wisconsin who is using commercial real estate to become work optional and help other surgeons do the same. He shares his personal diverging journeys of being a High-Performance Physician and a Real Estate Investor. One path requires more and more of your time while the other creates wealth without you. Mike started by "house-hacking" in med school, acquiring a 4-plex instead of a "vacation house", became Limited Partner in syndications, and now helps other physicians complete their real estate journeys as a General Partner and Sponsor in syndications. TheFortressCapital.com

Don't fit in "the box"? Are you tired of ridiculous rules and procedures to "please" insurance companies just to get paid for the care YOU provided to your patients? Learn how to say "no" and take back control of your practice, spend more time with your patients and more time with your family. Daniel Paull is an Orthopedic surgeon, Pioneer of insurance free and mobile orthopedic care, Antagonist of health insurance and large hospital conglomerates, and Founder and CEO of Easy Orthopedics. Orthopedics is not easy but the process for the patient should be. www.easyorthopedics.com https://www.linkedin.com/in/easyorthopedics/

Nneka Unachukwu, M.D - CEO of EntreMD, Founder of the EntreMD Business School for physicians, Business Coach, Podcaster, Speaker, Author and Member of Forbes Business Council. Dr. Una started the transition of becoming an entrepreneur, a.k.a. "Dr. You Incorporated", only one year out of residency. As a child of two physician parents, she did not feel prepared or worthy of, not only starting her own practice but now sharing her experience, knowledge, and resources with other physicians. Keep evolving yourself, don't wait for permission, train new team members as if they were going to stay forever, and NEVER keep the wrong people on your team. https://entremd.com/

Practicing physician, Physician Coach/Mentor, Podcast host, Husband, and Father with a passion to make physicians' and other healthcare providers' lives less stressful. Coach JPMD shares his very personal journey which has included flipping real estate and coaching other physicians how to be profitable with Managed Care. The way to make your practice more valuable is to own the real estate you practice in and plan for growth. https://www.coachjpmd.com/ https://practiceimpossible.com/

A licensed urological surgeon with over 20 years of experience, Best Selling author, Podcast host and she is an extremely driven real estate syndicator who has successfully raised funds for several social impact real estate investments. Shortly after reading "Rich Dad Poor Dad", Felicia acquired 18 single family houses in 24 months but it was 2005 to 2007. How did that work out and what did she learn from the experience? Now she is able to invest in opportunities that make a difference and create passive income. She is passionate about helping women professionals build wealth and get off Wall St. https://moneywithmission.com/

President and CEO, Society of Physician Entrepreneurs, www.sopenet.org , Arlen is on a mission to reform medical education to "tee-up" Mindset, Means, and Motivation required to recognize, nurture, and grow physician entrepreneurs. Currently Sick-Care is a $4.3 trillion industry of conformity NOT creativity. 65% to 70% of physicians are employees of large corporations and medical students have an average of $250,000+ debt. Learn how to work with people who get stuff done so your "idea" does not get lost. Patients deserve to be helped by your "idea"!

Dr. Scott Cook - The Travel DoctorX - A burnout prevention specialist & avid traveler who has visited more than 50 countries and lectured in many of those countries on avoiding professional burnout. He has published brain exercise books for both adults and children. He is an author, physician, businessman, and international lecturer. Currently Medical Director & Chief Medical Officer at multiple organizations. Dr. Cook shares a great strategy on how to turn your idea into a business and some common signs and methods to recognize and overcome burnout including "How to chase passion not money". https://bookdoctorcook.com/

Dr. Maria Bell is a gynecologic oncologist who turned the Uvalde, TX and the Robb Elementary School tragedy into a chance to help first responders do their job faster, better, and safer. Using LIDAR scanning equipment, she has launched her new tech company www.digitaltwinimaging.com and will be saving countless lives. Maria talks about her vision, shares her journey, and we even talk about rental properties along the way!

As a Physician and a Real Estate Investor, Noel talks about his perspective and the right mindset needed to succeed in real estate; how to develop a perspective that leads to long-term success. He currently has over ten dental office locations running stable and strong. Whether you're a seasoned investor or just starting out, this episode will provide you with valuable knowledge to enhance your real estate journey. Gain the knowledge you need to excel in the world of real estate today.
https://www.facebook.com/groups/dr.cashflow

First generation immigrant who had three options: medicine, law, or engineering. Started her clinic 2yrs out of residency with her sister. Her uncle built a 3 unit strip mall and they rented that unit until they outgrew it. Then they purchased and redeveloped a 15,000 sqft commercial building where they now have 8 clinicians and continue to help the underserved Hispanic area. 70% of their revenue is Medicaid which only pays 50% of what other insurance pays. Entrepreneurship is a journey of self-development. From Burnout to Balance. Feed the soul - you can beat yourself up to the top or you can love yourself to the top. Learn to set personal boundaries. Burnout happened at Covid. REAL ESTATE IS FUN! Don't lease for 30 years if you open your own clinic. Real Estate Tips:
1. Know the market
2. Don't be afraid to invest in transitional areas
3. Expand your association beyond other physicians
4. Ask research questions to a variety of people

What is the difference between consulting and coaching? How is it helpful to understand the "doing" vs. the "being"? Making the change from high income to assets requires you to understand yourself and your purpose. What is the purpose of money for you; what is your money philosophy? What is your relationship to money? Hear how this leadership coach vets potential investing partnerships. You definitely don't want to miss Brandon explaining "What to watch out for in relationships"!
www.newworkrevolution.com

Listen in to the founder, mastermind, and visionary behind the massive success of www.IndarHawaii.com - the largest and most successful Flipping company in Hawaii. Thought about short-term rentals in Hawaii? Indar explains talks about mindset, change, and action required to be successful. Check out the end of the show where he drops major Ninja Tips!
Instagram handle: @indarhawaii

Co-Founder at Smart Asset Capital - where he leads deal sourcing, underwriting, and asset management. He has a corporate background in IT and holds an MBA. Founder of CRE Syndicator, Brock also developed his own model for analyzing deals (The Real Estate Syndication Analyzer www.cresyndicator.io), which is used by other professionals in the industry.
Asset Management is where you make your money in real estate. Brock describes how to connect with potential GPs, how Floating Rate Debt is causing defaults, what opportunities may arise from these defaults, and why he is focused on the Industrial Asset Class (light manufacturing and general warehouse) in today's market.

How To Go From Single Family Rentals To Multifamily Apartment Syndications
Have you ever thought about making the jump from single family residential rental investments to multifamily apartment buildings? Learn from Corey's extensive experience and knowledge on what to do and what not to do. Myth Busted: You should NOT jump straight into multifamily apartment syndications. A quick helpful guide to understand the General Partner GP, Key Principal KP, and Limited Partner LP relationships in any syndication opportunity. As an LP, you should become familiar, comfortable, and confident with the GP before a consider looking at a deal with them:
1. Personal interview to learn investment criteria and investment types
2. Track Record
3. Internet presence / Social Media - confirm and validate claims made
4. Ask for recommendations from previous and current investors
5. Ask them to explain their underwriting process

Indecisiveness is the death of destiny. If you have an ideas and passion to see them through, how do you know when is the right time to go for your dream? Start small and start smart. Be the $0 investor in your business - it reminds me of this quote from a great book: "Whoever can be trusted with very little can also be trusted with much, and whoever is dishonest with very little will also be dishonest with much." If you are currently working 9-5 job and you have a dream of something greater, what are you doing everyday from 5-9 when you get home?

Be intentional about how we spend time with our family. Make plans around the things that matter MOST to you at the beginning of the year. Be intentional! Start learning which investment strategies and asset classes align with your values and the time you are able to devote.

75 Hard Challenge: https://andyfrisella.com/pages/75hard-info
White Coat Investor: https://www.whitecoatinvestor.com/
Bigger Pockets: https://www.biggerpockets.com/

At the Baylor University Medical Center, he serves as an attending OB/GYN hospitalist, mentors residents, and has an economics background.
And he strongly believes that Femtech and innovation can and will change how we provide healthcare to all women and help to eliminate the disparities we currently see in women's healthcare.

If you have considered or are currently running your own medical practice then this episode is for you! Dr. Mila Mogilevsky is an accomplished physician, medical business owner, and educator. She has presented nationally on medical and medical business-related topics and authored numerous articles and book chapters. She is a creator of the online business course Buildurmedicalpractice.com
Dr. Mila Mogilevsky currently owns and operates two @uniquepainmedicine clinics in NYC and is in the process of launching the third location. Listen and hear how she can help you "run your own race" and simply your own medical practice by focusing on Real Estate, Setting Up Software and Infrastructure, Staffing, Scheduling and Seeing Patients, and of course, Turning a Profit.

Listen in to see how Travis has balanced the demanding Nurse Anesthetist career with being a real estate investor as well as a licensed real estate agent. To top it all off, wait until you hear his targeted return on investments for the sweat equity deals! Travis also explains how he decided to become a Private Money Lender early in his real estate career.

He is a successful Real Estate Investor and achieved financial freedom at the young age of 28 years old. He is also a Podcast Host named Chasing Freedom.

Britt Lefkoe is one of the best business and personal development coaches in the industry. She works with high-achieving entrepreneurs, executives, and organizations that recognize mindset is essential to their success as an executive coach for Fortune 10 companies. Britt shares how you can identify your limiting beliefs, three common limiting beliefs, and how to "unlearn" your limiting beliefs. https://brittlefkoe.com/

Dr. Shayla Toombs-Withers discusses her journey from W2 employee to running her own practice, the challenges of "doctor business basics 101", and that she would have told herself to start her own practice sooner and invest more!

Dr. Sunder a Board-Certified Psychiatrist and Addiction Medicine Specialist. He is the creator of a nutraceutical Honey product with anti-inflammatory ingredients including Ashwagandha, Ginger, Turmeric, and Cinnamon. Keerthy discusses the potential differences in earning power of the different medical specialties and how that may affect wealth generation. Learn how the stability of the home affects the early developmental years of children and in turn shaping their philosophies of how we view capitalism vs. socialism.

Challenges with the healthcare system and how difficult this makes it to grow your private company that is NOT a large corporation. So many NON-medical groups are increasing the cost of healthcare as “middle-men” in our current system. The pay for the care provider has stalled but inflation and the cost of business continue to rise. Corporate healthcare opportunities are lowering the standard salaries for care providers. Amer left corporate healthcare and unleashed his creativity as an entrepreneur.

As a doctor, Martina wants to help but soon found out that certain things cannot be undone. Pain shapes who we become but we have the ability to control our thoughts around what we believe pain is. Pain in passive income happened for Martina when she planted seeds in Wall Street but the market crushed her investment during Covid. She also feels pain when she hears others talking about real estate investing.

From W2 to her private “crew”. Regina shares her challenges with insurance coverage and compensation structure. No more “kill and eat”. Some real estate deals work and some real estate deals don’t “pan out”. Regina and her partners built and bought their medical building allowing them to pay themselves rent and build equity. Check out her podcast: Plastic Surgery Decoded

What do I need to know to be Limited Partner in any Multi-family Apartment Building Syndication? Learn how to evaluate General Partners GP, Key Principles KP, Limited Partners LP, Private Placement Memorandums PPM, the difference between 503C offers and 503C offers, and the seven KPIs of underwriting: Location, Deal Size, Price Per Door, Year Built, Building Class, Cap Rate, and Cash Flow. Next time Noel will show us the "Napkin Underwriting" techniques he learned while building $6MM real estate portfolio.

Today on the Real Estate Mogul, M.D. Podcast we have a very special guest, a husband, father, Air Force family medicine physician, real estate investor, and outdoors enthusiast. He is passionate about teaching physicians how investing in real estate can give them the freedom to practice medicine and live life how they want. Dr. Alex Schloe. https://PhysiciansandProperties.com/

Your passion in medicine, and in life, will be greatly benefited by developing a "delayed gratification" mindset. Mentally prepare yourself for the long journey required in education and work while juggling a healthy family-orientated work-life balance. Bala shares his experience and gives some helpful hints to start focusing on some of the very crucial areas NOT taught in medical school including financial literacy and time management.

Dr. Daniel Kessler, a double board certified in Family Medicine as well as Integrative Holistic Medicine. He has been recognized by the Institute of Functional Medicine as one of the first global practitioners. He also serves as a consultant doctor for prestigious hospitals throughout the world.

Dr. Joseph Rosado a 5-star Physician. Who also has over 40 years of experience in healthcare, and is a clinical researcher, speaker, author, consultant, and former chiropractor also holds an MBA in Health Care Management.

Dr. Devin Miles who is a natural health consultant. She is a licensed Naturopathic Doctor in Arizona.

Dr. Scott Cohen, MD., a founder of the Global Pediatric Alliance since 2002 and remains successful.

M. Craig Moffett, D.O. He is a rural physician and participates in state-level healthcare advocacy through his membership in a number of state medical organizations. In addition to his work with his principal organization, he also serves as the lead medic for the Webster County Sheriff Department's Special Response Team, associate medical director for hospice care, and medical director of another long-term care facility, Diversicare Eupora.

Dr. Pranay Parikh a medical doctor, serial entrepreneur, online course creator, and podcast host. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship. He’s helped launch a 7-figure online course, buy over $1.1 Billion in real estate, and help hundreds of physicians launch their own businesses.

Dr. James Clarkson who is a hand surgeon with fellowship training in plastic and reconstructive surgery. Cofounder and Chief Medical Officer for Wide Awake VR.

Dr. Canes is a board-certified urologist with further training in bladder, kidney, and prostate cancers. And is one of the Greater Boston area's most skilled robotic surgeons.

Dr. Mehta is a Board Certified and the Director of Interventional Pulmonology at the Comprehensive Cancer Centers of Nevada in Las Vegas.

Dr. Martha Ayewah is a Board Certified Cosmetic Surgeon in Manhattan, NY who specializes in body contouring, breast augmentation/reductions, and total body rejuvenation. She is the Founder and CEO of Ayewah Aesthetics, Inc.

Dr. Rakesh Shah is board certified in cardiology, experienced medical administrator, Founder/CEO of DRS.LINQ, The First Virtual Cardiology Office.

Dr. Scott Freeman, a chiropractor with 19 years of experience helping patients achieve optimal health and wellness.

Dr. Shane Creel is a retired Naval Engineering Officer completing 22 years of honorable service and currently employed with Texas A & M University – Kingsville as Executive Director, Enterprise Risk Management and online Adjunct Professor with New England College of Business.

Dr. Andrew Kowalski is Board Certified in Internal Medicine and Nephrology and founder of Hack the Match.

Christopher Carrubba, MD is a healthcare focused entrepreneur focused on medical education, quality consulting, and biotech investing.

Dr. Meyer is an internal medicine physician operating a large primary care practice in Exton, PA. She is also the founder and owner of Christine Meyer, MD & Associates.

Dual Boarded Adult and Child Psychiatrist with a special research interest in the intersection of Psychiatric Illness, aesthetics, dermatology, significant medical writing and journalism experience. Startup founder, Assistant Clinical Professor and Medical Director.

Dr. Judith Mills Bramble is Diplomate in American Board of Lifestyle Medicine, Family Medicine, Entrepreneur and Real Estate Investor.

Dr. Mark Zupo founder of the Multiple Streams Mastery System, Author of more than 23 books on Leadership, Entrepreneurship, Business building, and Personal Development Speaker and coach for The Mean Mentor program!

Dr. Evan Leonard is a highly successful Doctor of Medical Science, Clinical Anatomist, Certified Physician Assistant, Published Author, Marine Corps Veteran, CEO and Medical Science Director of Health Education Totalis.

Daniel is a board certified Urologic Surgeon and real estate investor. He is the founder of The Darwinian Doctor, a platform dedicated to physician wellness in all areas: mental, physical, and financial.

Dr. Sharon Mclaughlin is a board certified plastic surgeon. She is the founder of Female Physicians Entrepreneurs Group and Business School.

Dr. Franky Davis is one of the state’s top orthopedic surgeons. His orthopedic surgery and sports medicine practice at Sterling Group Orthopedics in Moultrie, Georgia, focuses on surgery for musculoskeletal related problems.

Angela is a Physician, Certified Sleep Specialist and Sleep Coach. She has been featured on Dr. Phil, ABC News among other platforms and today shares with us how to optimize your sleep and why its important to make sleep a priority.

This episode we discuss Thomas journey in real estate and work with his company Physician Wealth Systems

Today we are joined by Kashif J. Piracha, MD FACP FASN FNKF - Diplomate American Board of Internal Medicine and Nephrology Clerkship Director, Texas A&M University School of Medicine. We discuss his career how he got started and financial advice

Today we are joined by Scott Carson the CEO of We Close Notes and discuss investing in real estate notes.

Today we are discussing the little know secret of investing in real estate using a self-directed IRA.

Today we discuss some of the benefits of real estate investing for passive income.

Today we share both of our first real estate investment experiences. What went well, what went wrong, and what we learned.

Today we discuss our experiences in professional, and personal partnerships and relationships. We talk about how to attract the right partner and things to avoid and look for in a partnership.

Today we are joined by Capital Impact and discussing what a Real Estate Professional is, how to qualify, and what a few of the tax benefits are when becoming one.

Today we are joined by Arin Riggins discussing the journey of acquiring a new mindset to become a rich doctor

We are joined by Jennifer Spicer with Great River Federal Credit Union discussing investor loans, mortgages, interest rates, loan options and much more.

Today we discuss how a doctor can start building a stream of passive income to eventually replace their active income.

Today we are joined by the tax team at Capital Impact. Today we discuss how to use insurance to create your own bank.

Thomas Geib and Brett Riggins discuss the content inside of the newly released book "How To Get As A Doctor"

Today we talk about how to save yourself time and money by leveraging relationships. How to build your team, where to find your team, how to vet your team and your first point of contact should be.

Today we are joined by Robert Bosic III who directed operations for a nationally recognized, proprietary educational company with annual revenues in excess of $1.5 billion employing 15,000 staff across 100 business units in the United States and Canada.

This episode we are joined by K2 Business Group, tax specialists, and discuss everything related to growing wealth, keeping wealth, and exiting your investments responsibly when the time comes.