Welcome back to the Freedom Formula Physician's Podcast. If you have been listening to me for the last year, or maybe you're brand new, what I'd like you to do is go back to the archives, and check out season 3, where I started going through this process of acquiring other assets, trying to create multiple income streams. So this is the Quarter 4 2017 update. I'm going to walk you through my highs, my lows, and talk through the specifics of these various ventures that I have.
In this podcast you will:
Resources mentioned in this podcast:
My Financial Experiments-Q2 2017 Update
My Financial Experiments-Q3 2017 Update
I hope through this podcast, you see that although there is a lot of work, there is also a huge amount of opportunity. So whether you're getting into something similar to what I'm doing-buying a business, starting a new business, or something completely different, I want to encourage you to think about what that "side hustle" may look like for you, especially if you are experiencing burn out. I hope this podcast inspires you and encourages you-YOU are the smartest and brightest that we have in this country.
Please feel free to reach out to me with any questions at dave@doctorfreedompodcast.com.
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Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.
The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.
Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.
S7, Episode 36 - Spending vs Saving a Year of Travel
S7, Episode 35 - 7 Ways to Protect Your Spouse & Kids
S7, Episode 34 - Charitable Planning
S7, Episode 33- Investment Knowledge 2.0
S7, Episode 32 - Income from Annuities
The Road to Retire
S7, Episode 31 - Do Doctors Pay Too Much in Taxes?
S7, Episode 30 - Annuities
S7, Episode 29 - The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
S7, Episode 28 - Thoughts on Speeding up and Slowing down
S7, Episode 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law Group
S7, Episode 26, A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors
S7, Episode 25 - What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions
S7, Episode 24 - Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities
S7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) Admin
S7, Episode 22 - Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital
S7, Episode 21 - Mind the Behavior Gap
S7, Episode 20 - The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
S7, Episode 19 - The BEST Time to Do Roth Conversions
S7, Episode 18 - The SUPER Back Door Roth
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