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    Health & Fitness

    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

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    S7, Episode 32 - Income from Annuities Oct 21, 2022
    Show notes

    Annuities are often recommended by financial advisors because there are many types, each with its own benefits and drawbacks.

    This episode will educate you on what an annuity might be right for you!

    In this episode, Dave talks about…

    • How to have Income Streams in Annuities?
    • Two ways of turning on guaranteed income to these Annuities
    • What are the options to do Annuitization
    • How do you get income from benefit income writers?

    Resources Mentioned:

    Ebook to Road to Retire Contact: 833-343-2986

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

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

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

    Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any 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 Road to Retire Oct 17, 2022
    Show notes

    Have you been wondering what it would take to retire? What if you wanted to retire by 45?

    Download our e-book the Road to Retire by 45 to figure out the specific steps.

    Just text ROADTORETIRE to 1-833-343-2986 and get your free copy!


    S7, Episode 31 - Do Doctors Pay Too Much in Taxes? Oct 17, 2022
    Show notes

    Do doctors pay too much in taxes? It's a question many people ask, and it's not easy to answer. But if you're motivated enough, I'll help you find the answer!

    In this episode, Dave talks about…

    • What are you doing to manage your taxes proactively?
    • What do physicians say about taxes?
    • Survey on how much Physicians pay on federal income taxes in 2021?
    • Learn more about State income taxes
    • What is a marginal tax rate?
    • Do you pay too many taxes?
    • How much did physicians pay for their tax preparation?
    • Have you ever been audited?

    Resources Mentioned:

    Medscape Report about Physicians and Taxes

    Ebook to Road to Retire Contact: 833-343-2986

    Other episodes you may like:

    How to (Legally) Max Out Your Social Security

    Understanding Social Security

    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 athttps://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 30 - Annuities Oct 14, 2022
    Show notes

    Annuities are a type of insurance that pays out a fixed amount at regular intervals over a specific period (usually decades).

    In this episode, Dave talks about…

    • How does an annuity work?
    • Why do financial advisors and some people like annuities?
    • Pros and cons of different kinds of annuities?
    • Why other people don't like annuities?

    Resources Mentioned:

    Website:

    Locum Story

    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 athttps://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 29 - The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan) Oct 07, 2022
    Show notes

    Taxes are hard and it's almost impossible to avoid them.

    So if you want to know about other ways to get some of your money back, then this episode is for you.

    In this episode, Dave talks about…

    • Dave's journey on his biggest tax deduction
    • How did he do it?
    • Why acquisition of a business is fantastic?
    • How to legally reduce your tax?

    Resources Mentioned:

    Email

    dave@daviddenniston.com

    Website:

    Locum Story

    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 athttps://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 28 - Thoughts on Speeding up and Slowing down Sep 30, 2022
    Show notes

    The truth is that you can experience both fast and slow growth throughout your career or phase in your life.

    I think most of us are rushing through life. We want to get to the next task, project, or goal on our list. Or maybe we're rushing towards trying new things and experiences. We simply want to live our lives and make sure we have time to see all we have on our "to-do" lists.

    In this episode, I want to speak about slowing down during a season in our lives, or speeding up when we are in the heat of looking for another career opportunity.

    Resources Mention in this Podcast:

    Website:

    Locum Story

    Email:

    dave@doctorfreedompodcast.com

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

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

    Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge athttps://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 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law Group Sep 23, 2022
    Show notes

    An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.

    In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.

    Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States

    In this episode, Toby & Dave talk about…

    • How did Tony become a tax attorney?
    • Know more about Malpractice lawsuits
    • Why is it important to be careful NOT to tell who you are when you get into an accident?
    • Thoughts about the world tax TODAY
    • What makes a real estate professional by tax standard?
    • Tax rules for real estate professionals

    Resources Mentioned:

    Books:

    Infinity Investing: How The Rich Get Richer And How You Can Do The Same

    Website:

    Locum Story

    Toby Mathis Youtube Channel

    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 athttps://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 26, A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors Sep 16, 2022
    Show notes

    Wouldn't it be nice to build a passive income that you could rely on? If you're after financial freedom, this episode about real estate investing can help.

    Dr. Jeannette Birnbach has been running a successful practice for the last 24 years in the Pacific Northwest. She realized halfway through that time that scaling her business would require opening multiple offices or developing a passive income stream. She had always been intrigued by the idea of real estate and began her journey by renovating and flipping a house and then purchasing single-family homes in multiple markets. Her phone became a tool for listening to real estate podcasts every free moment.


    In this episode, Dr. Jeannette & Dave talk about…

    • Her lovely story when she moved to Japan
    • Learn about Jeannette enrolling in a chiropractic school
    • How did she pay her debt?
    • Her learnings when she restarts her practices 3-4x?
    • When did she get into real estate?
    • How did she find and buy 8 properties in a year and a half?
    • What was the cash flow in those properties?
    • Tips and Processes for starting up in this kind of investment

    Resources Mentioned:

    Book:

    Robert Allen's book, Multiple Streams of Income

    Websites:

    Locum Story

    https://blueringinvestors.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 athttps://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 25 - What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions Sep 09, 2022
    Show notes

    Some of the most common causes of malpractice include negligence, errors in diagnosis and treatment, failure to follow a doctor’s orders correctly, failure to correct problems when they first appear, failure to communicate with a patient, or an inappropriate amount of time spent evaluating a patient.

    If you want to learn more about Malpractice solutions, our guest today will give you the answer.


    Jennifer Wiggins started Aegis in 2018 after 16 years of working for one of the nation’s largest malpractice insurance carriers.

    Building on that foundation of knowledge and experience, Aegis has launched into the marketplace as one of the only specialized medical malpractice insurance agencies in the country.

    Jennifer offers tireless customer service and a wide range of coverage solutions to independent doctors and medical practices, as well as ongoing malpractice insurance education and resources to healthcare providers throughout the United States.

    In this episode, Dave & Jennifer talk about…

    • What to know more about Malpractice Insurance?
    • How does Jennifer get into the Malpractice business?
    • Why do Doctors need this kind of insurance?
    • How many carriers are in Medical Malpractice?
    • Do residents and fellows need Malpractice Insurance?
    • Know more about two different policy types for this kind of insurance
    • What does Malpractice cover and what it doesn’t cover?
    • Jennifer advised how to avoid a Malpractice lawsuit

    Resources Mentioned:

    Website:

    Locum Story

    Connect with Jennifer Wiggin

    https://www.aegismalpractice.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 athttps://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 24 - Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities Sep 02, 2022
    Show notes

    Are you looking into the steps to becoming a self-storage business owner?

    There are many steps involved, with much work ahead.

    We have our guest today who can share his knowledge and his journey in the real estate investing and self-storage business.


    Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. When he was 23, Fernando started doing real estate on the residential side by wholesaling and acquiring residential rentals.

    Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage.

    In this episode, Fernando & Dave talk about…

    • Why Fernando does not want to go to college?
    • How does he start investing in real estate?
    • What is the use of debt in real estate?
    • How does Fernando gain knowledge about real estate?
    • What is his mentality during 2007-2009 at the time his investing initially started?
    • What is wholesaling?
    • When did he start mixing in Buy and Hold strategy?
    • Advantages of Self storage?
    • Important things to know when you want to start a Self-storage business?

    Resources Mentioned:

    Website:

    Locum Story

    Connect with Fernando Angelucci:

    Website: www.SSSE.com

    LinkedIn: /TheStorageStud

    Facebook: /TheStorageStud

    Instagram: @TheStorageStud

    Twitter: @TheStorageStud

    Cell Phone: (630) 408-8090

    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 athttps://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

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

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


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