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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
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    Latest Episodes:
    S8, Episode 39 - Happiness Driven Accounting (What is that??) with Nolan Bradbury, CPA of Bradfield Accounting Sep 29, 2023
    Show notes

    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 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.


    S8, Episode 38 - What’s a Fair Price for Financial Advice? with Cobin Soelberg of Greeley Wealth Management Sep 22, 2023
    Show notes

    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 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.


    S8, Episode 37 - A History In Interest Rates Sep 15, 2023
    Show notes

    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 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.


    S8, Episode 36 - The Most Tax Efficient Ways I Can Invest in Land Sep 08, 2023
    Show notes

    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 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.


    S8, Episode 35 - How to Get R&D Tax Credits with Jonathan Cardella of Strike Tax Advisory Sep 01, 2023
    Show notes

    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 Strike Tax 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


    S8, Episode 34 - When Am I Going To Invest in Self-Storage? Aug 25, 2023
    Show notes

    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.

    ----more----

    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 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.


    S8, Episode 33 - I Paid Off My Mortgage! Aug 18, 2023
    Show notes

    I have paid off my mortgage and am now free of it! BUT, why did I do it? 🤔

    In this episode, you will discover…

    • How did I pay off my mortgages?
    • What are we planning to do next

    ----more----

    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 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.


    S8, Episode 32 - The Real Estate Mogul, MD with Brett Riggins Aug 11, 2023
    Show notes

    Brett Riggins has a passion for helping people reach their goals in life. Over the past 20 years as a veteran of the real estate business, he has acquired more than 20 million dollars' worth of transactions and built a seven-figure passive real estate portfolio. He has led his team at Connect Home Buyers to become a seven-figure nationwide virtual acquisition machine.

    In this episode, you will discover…

    • His early failures and successes as an investor
    • The keys to great real estate investing
    • Construction and development side of real estate.
    • What does the physician well system do?

    Resources Mentioned in this Podcast:

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

    Connect with Brett Riggins

    Website: https://physicianwealthsystems.com/about/

    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.


    S8, Episode 31 - The S&P 500 vs The Dow Jones Industrial Average Aug 04, 2023
    Show notes

    Which one is better? The S&P 500 or the Dow Jones Industrial Average?

    You've probably heard that the Dow Jones Industrial Average (DJIA) once dominated the American financial market, and that the S&P 500 is now much more important.

    Let's take a look at some key differences between them & things to consider when making your investing decisions…

    In this episode, you will discover…

    • The comparison between S&P 500 and DJIA
    • Why should you choose the S&P 500 over the other?
    • Should you have both?

    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 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.


    S8, Episode 30 - Is The Recession Here? Thoughts on Silicon Valley Bank and the Banking Crisis Jul 28, 2023
    Show notes

    The banking crisis has sparked a lot of interesting questions about what's going on in our economy.

    Now, let's explore Silicon Valley Banks, and how to start considering your next moves are going to be in today's economy.

    In this episode, you will discover…

    • What are some good news about the world we live in today.
    • How is inflation these days?
    • Why you should not move everything to cash in an Environment of Uncertainty

    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 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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