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

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

Helping Physicians Slash Their Debt, Slash Their Taxes, and Live a Liberated Lifestyle

Available Episodes 10

Bonds pay you interest, and the longer the duration of the bond (the number of years until it expires), the higher the interest rate. In my opinion, if you've got a long time horizon—you can hold for at least 10 years—bonds can be one of your best assets in your portfolio.

But here's the question: Are bonds attractive right now? Let me explain what I mean by that in this Episode...

Resources Mentioned in this Podcast:

Website: Locumstory.com 

Contact Dave for a free 30mins strategy session: (612) 284-2409

assistant@daviddenniston.com

For all the show notes, and more, check out the podcast website at www.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.

Justin Sliva and Dave discuss the remarkable journey that has led him to his current position as a real estate investor. Since 2016, Justin has been involved in transactions across 43 states, specializing in raw land. He has flipped properties from a $50.00 purchase price to projects that ran in the multiple seven figures.

Now, we're excited to share this interview with Justin Sliva, in which he shares his insights on what it takes to succeed in this industry. Learn how he navigated challenges and identified profitable opportunities for his business empire.

In this episode, you will discover…

  • What is a cash-flip real estate investment?
  • Insights on Subdividing
  • In-depth discussion about Owner Finance Land

Resources Mentioned in this Podcast:

Website: Locumstory.com 

Contact Dave for a free 30mins strategy session: (612) 284-2409  

Connect w/ Justin Sliva

Website: https://www.pastureholdings.com/ 

Podcast: https://casualfridaysrei.com/podcast/ 

Book: https://www.amazon.com/Coffee-Money-Real-Estate-Investing-ebook/dp/B07Q1DFZ8P

For all the show notes, and more, check out the podcast website at www.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.

We’re going to take you on a journey with JT, an all-around successful entrepreneur, tech enthusiast, and family man.

JT embodies the spirit of an Arizona native and has built a life marked by dedication, adventure, and a deep sense of community rooted in his faith and family-centric upbringing as one of seven children.

Today he will share how he became successful as an entrepreneur!

 

In this episode, you will discover…

  • JT's venture before exploring the world of land investing.
  • Why Dave dislikes syndication
  • What is the advantage of choosing paper assets?
  • JT's tax strategy
  • Tips for a successful start in Land Investing

Resources Mentioned in this Podcast:

Website: Locumstory.com 

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect with JT:

Website: olmstead.properties

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

The Land Maverick Society is a rapidly-growing mastermind group led by Jaren Barnes and Assiya Barnes. The pair are land flipping experts with a wealth of knowledge and experience, and they're dedicated to helping their members achieve their goals.

In this episode, you will discover…

  • Jaren Barnes's touching life story
  • When should you start investing in real estate?
  • The most critical aspect of any land flip deal
  • How can you be more efficient with your time in real estate industry?
  • What you need to know about private money lender and hard money lend

Resources Mentioned in this Podcast:

Website: Locumstory.com 

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect with Jaren Barnes:

Facebook: https://www.facebook.com/groups/landmavericks 

Podcast: https://podcasts.apple.com/us/podcast/land-maverick-podcast/id1681171361 

Website: https://www.landmavericks.com/ 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies. 

Now, he's on a mission to empower physicians and entrepreneurs to achieve their goals, unlock their full potential, and position themselves for growth and prosperity.

In this episode, you will discover…

  • Understand more about Nolan's expertise
  • Achieving passive income for physician
  • What financial statement is the most important to have?
  • What mistakes do doctors make when they are about to sell their practices?

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect with Nolan Bradbury:

Website: https://www.bradfieldaccounting.com/ 

Email: contactus@bradfieldco.com 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

Cobin Soelberg, founder of Greeley Wealth Management and a Board Certified Anesthesiologist practicing in Oregon. He started financial advising practice for physicians to allow them the freedom to practice medicine when and how they want, just as he learned to do for himself.

Now, Cobin and his wife have paid off $500K in student loan debt in 5 years and increased their net worth to where both of them could work part-time and not have to save anything else for retirement. 

In this episode, you will discover…

  • Corbin’s financial lessons throughout his career.
  • The path that led him to medical school to being Financial Advisor
  • Deep dive in the field of Anesthesiology
  • Scarcity mentality
  • Positive and negative aspects of financial planning.
  • Fees charged by financial advisors

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: ‪(612) 284-2409

Connect with Cobin Soelberg:

Website: https://www.greeleywealth.com/

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

While you may know that interest rates can affect your financial life, what you might not realize is how they impact the economy. Interest rates have been around as long as there has been money, which is why they're called "interest rates."

So if you want to know a little bit about history's interest rates -- and how they're affected by inflation, bond prices and other factors -- then this episode will be interesting for you.

 

In this episode, you will discover…

  • What are some of the effects of interest rates?
  • Federal fund rate in the 1980s vs. today
  • Deep dive into the treasury rate and bond 

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: (612) 284-2409

Email: assistant@daviddenniston.com

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD 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.

I've always enjoyed land and I’ve been investing in land for the last 5 years. However, despite being a land lover, there are serious (and possibly legal) tax consequences when buying or investing in land.

This is where this episode comes into play — it will guide you through a strategy for land investing that maximizes your tax efficiency.

In this episode, you will discover…

  • How did I change my mindset after investing in land?
  • Tax management efficiency
  • What I love about Seller Financing
  • How did I find a solution that would reduce my taxes?

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: (612) 284-2409

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately 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.

Getting R&D Tax Credits is a long and complex process, and you have to get through all sorts of hoops to qualify. Today, Jonathan Cardella of Tax Strike Advisory will help you understand the ropes, step by step, and hopefully walk away with a better understanding of the process.

In this episode, you will discover…

  • Why does Jonathan discontinue pursuing his PhD career?
  • Deep dive into Major Tax Credits and R&D Tax Credits
  • He shares lessons learned along the way from building a successful business to real estate investments.

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect w/ Jonathan Cardella

Website: striketax.com

Email: jon@striketax.com 

Every business owner must strive to make their business thrive. However, many struggle to find the time to do so while managing their other responsibilities.

Today, I will show you how I run my businesses while still having time for future investments---self storage.

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In this episode, you will discover…

  • A quick update on my land flip situation.
  • How I make my businesses thrive
  • How can I maintain both my business and investment in self-storage?

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: (612) 284-2409

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.