As a matter of fact, this is Jon's SECOND time on the show. This interview was recorded all the way back 2 years ago in the summer of 2016--- it inspired the contracts section of The Young Physician's Guide to Money & Life.

Jon obtained his BS in Biology and Chemistry with a Pre-med focus. After deciding on a business career over medicine, he has spent the past 15+ years working in various-sized companies and start-ups in the healthcare field. He completed his MBA in 2004 and launched his most recent company, Contract Diagnostics, in 2011. He is passionate about the education of Physicians with regards to the non-clinical (business) aspects of medicine.

What I think is pretty neat about this company is that Contract Diagnostics offers a wide range of review packages with price points starting at only a few hundred bucks with flexible payment plans for Residents and Fellows as they complete their training.

Enjoy the podcast with Jon Appino!

In this podcast, you will...

• Discover the 3 parts of physician employment contracts
• How to compare in terms of compensation/geographic location why public data is DRAMATICALLY FLAWED
• Where there are discrepancies in data for a particular specialty
• The first 5 commandments of employment contracts

For all the show notes, transcription, and more, check out the podcast website at http://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 will discuss the trials and tribulations that were involved while writing this book. Also, find out why this book was almost not released to the public.

Please enjoy this chapter of the book and the background that went into this passion project of mine!

In this podcast you will:

• Learn why this was the hardest book for Dave to write (HINT: It had nothing to do with the content of the book).
• Acquire a seek peak to into The Young Physician's Guide to Money and Life
• Discover why credit cards filing bankruptcy might be a better way to eliminate your student debt...this is very controversial and only one point of view.

For all the show notes, transcription, and more, check out the podcast website at http://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.

His name? Buck Joffrey, MD

In this physician fireside chat, we are going to explore his journey, his struggles with finances, and outside of finances.

Now, I must tell you ahead of time- WARNING- he is very opinionated about the streams of income and is VERY against the piles of cash mindset.

As a matter of fact, he was kind enough to host me on his podcast which you can find here.

However, this podcast isn't about me-- it's about his journey.

For all the show notes, transcription, and more, check out the podcast website at http://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.

In this podcast, I welcome the one and only RE Tipster aka Seth Williams.

This ruggedly handsome fella has been in the biz of real estate and land flipping over the last decade and his approach is in some ways very similar to mine, but also has some very stark contrasts.

What I love about his content is that it is raw and real. He provides TONS of content on the do's and don'ts of land flipping and real estate in general. He isn't afraid to tell us about how hard it is to work this business---- especially when you get started out.

He has countless blog posts that help guide us and direct us on how to get there.

Needless to say, I was very geeked out and honored to spend some time with him chatting about flippin' dirt.

In this podcast, you will discover...

• How he got into the land investing business during the 2008 crash
• Where he first invested in land and why he started there (Hint: It was a capital problem)
• Why his advice is "the best deals are the ones you don't do"
• How much he invested and made in his first deal
• Find out what list that he started with (and what he avoided)
• What response rate he gets on average 

Resources Mentioned In This Podcast:

Seth's Website--- RETipster.com

Seth's Podcast--- RETipster

Rich Dad, Poor Dad by Robert Kiyosaki

My Q1 2018 Quarterly Update

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.

Here are the notes and resources from this MOST popular episode EVER:

Have you been wondering- how the heck can I pay less in taxes?

If you have been grappling with this question or if you are simply curious about taxes, you are going to love our next guest.

Our next guest’s expertise lies in the area of tax planning. His goal is to make sure doctors like you across the United States are paying the least amount of income tax they can legally pay.

He is a Certified Tax Coach, CPA, Business Owner, and Former New York City Police Officer with 17 years of experience on the Force

As a Certified Tax Coach, he belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, he has co-authored an Amazon bestseller book, Secrets of a Tax-Free Life.

As a matter of fact, I ran across him because he was recommended by a listener of the podcast.

I know we’re going to learn a ton today.

Please help me welcome Craig Cody.

In this podcast, you will...

• Learn what the difference is between a tax planner and a tax preparer
• Discover what to expect with proactive tax planning
• How hiring your spouse can avoid 1099 & W-2 income (Hint: This is NOT an HSA & is not available to some companies)
• Learn what qualifies for this incredible tax deduction and what is 'reasonable'
• How Craig hired his kids to get a tax deduction for their tuition & what you shouldn't do (but you can still avoid FICA taxes)
• Discover a very creative tax deduction that involves a pool (Yes, the one you swim in!)
• Learn where to draw a red line on a 'hobby' business
• Discover why electing late may be a good idea. Find out how.
• How gifting & leasing can be an amazing tax deduction

Resources Mentioned In This Podcast:

Craig's Profile On LinkedIn

A Resource from Craig for You

In this podcast, Dave Denniston talks about the Top 5 Podcasts for Physicians.

In this podcast you will:

• The first podcast learns about Nii Darko and how he has taken his tough lessons and is helping other doctors not make the same mistakes.
• In the second podcast, you will discover resources to help with digital entrepreneurship
• In the third podcast, you will gain many resources that will help female doctors with finances and life balance
• The fourth podcast learn how he buys and resells practices for profit
• In the fifth podcast, you will acquire numerous resources that will benefit medical students and practicing physicians

For all the show notes, transcription, and more, check out the podcast website at http://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.

Here are the notes and resources from this episode:

In these podcasts, we’ve interviewed experts of all kinds- debt, burnout, real estate, and taxes.

I thought, hey it’s about time we found a tax guy again and so, I go out there and do a search.

That’s where I found our next guest. He is a CPA and he is the co-host of a podcast- however, he doesn’t prepare personal taxes.

He is a comedian on the side- a comedian and a CPA, talk about complete opposites, right? He’s shared the stage with Weird Al, Christ Kattan, and Rob Schneider to name a few.

Anyhow, like I said he doesn’t prepare personal taxes- instead he is a controller and general manager of some medical office buildings.

What’s so interesting about his day gig- is that he sees a lot of issues with succession planning and buying and selling private practices. So, I know we’re going to gain some really great insights today!

Please help me welcome Greg Kyte the controller and general manager for the Utah Valley Physicians Plaza.

In this podcast you will:

• Discover the creative way he conducts commercial real estate without using realtors
• Learn different ways to structure purchasing deals in real estate
• Find out how to protect yourself with earns outs versus notes
• Learn Greg's big piece of business advice (HINT: It may not be what you would expect)

For all the show notes, transcription, and more, check out the podcast website at http://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.

Here are the notes and resources from this episode:

Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances.

My friends, in this show, I try and dig deep to find interesting people. As a matter of fact, our next guest was featured on the August 27th, 2016 episode of Dr. Nii Darko's podcast, Doc's Outside The Box.

I was immediately drawn to this episode, as it was titled, "This doctor had it all, but didn't want it."

She was a top performer in medical school, and then got to the point of struggling with whether or not she wanted to be in clinical medicine. Fresh out of residency, she decided she not.

In this interview today, we’re going to talk about her journey and successful transition, because now she is helping other physicians do this as well.

Please help me welcome Dr. Michelle Mudge-Riley from Physicians Helping Physicians. Welcome, Michelle!   

In this podcast you will:

• Discover what led Dr. Mudge-Riley away from clinical medicine into helping other physicians who also want to escape clinical medicine.
• Be inspired on how taking the road less traveled can lead to the greatest successes.
• Gain knowledge on how Physicians Helping Physicians, Dr. Mudge-Riley's organization, develops customizable plans for each of their clients.
• Learn from Dr. Mudge-Riley's mistakes and acquire the right tools and protocol to protect yourself if you decide to also move away from clinical medicine.

For all the show notes, transcription, and more, check out the podcast website at http://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.

Here are the notes and resources from this episode:

My friends, in this show, I try and dig deep to find interesting people. As a matter of fact, LinkedIn is a wonderful tool and this physician reached out to me on LinkedIn.

He also was kind enough to mention the podcast in a post that I will link in the show notes.

http://www.physicianspractice.com/blog/listen-podcasts-physicians

Our next guest is the author of that post. He graduated from the Mayo Clinic in 1999 ready to conquer the world. Working as a family physician in Southern California, he truly enjoyed medicine but wanted something else in life. In 2003, an event occurred that really spurned his life and drastically changed his direction that I’m sure we’ll get into.

As a doctor working 60, 70, 80 hours of a week that just wasn’t happening. So he made the decision to go full-bore into starting his own online business and has sold and started others since. Today, he has an online site- BootstrapMD- which was created to help work with other like-minded doctors who are ready to be their own boss and take control of their physical life.

Please help me welcome Mike Woo-Ming MD from Bootstrap MD. Welcome, Mike!      

In this podcast you will:

• Discover how his family had an influence on how he handles money.
• Receive Mike's BIGGEST financial mistake, so you don't make the same mistake.
• Learn what drove him to become a doctor and what other choices he had to choose from. (HINT: You may be able to relate to his situation).
• Explore the life events that occurred that made Mike change his career path.
• Acquire Mike's different entrepreneur paths and which ones were financially rewarding and which ones took him on an unexpected path.

For all the show notes, transcription, and more, check out the podcast website at http://doctorfreedompodcast.com/

----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.

In this podcast you will:

• Learn about Tarang's upbringing and background leading to his career
• Take in his experience of not getting into medical school the first try, but how his perseverance lead him to where he is now
• Attain an inside look into the dot.com boom from Tarang's perspective during his medical school years
• Hear about his residency years and what lead him to the radiology field and his service in the Air Force
• Learn about some investment mistakes Tarang's father, who is also a physician, made early on his residency and practice in the US, after moving the family from Africa to the United States and what Tarang has set in place to avoid those same mistakes
• Receive encouragement from Tarang to develop something outside of your practice that you're passionate about

Resources mentioned in this podcast:

Doctor Money Matters Podcast

Doctor Money Matters Podcast Episode 15 -"The dark side of doctoring"-Physician Burnout with Dr. Eric Levi from Australia 

Doctor Money Matters Podcast Episode 25-Common Financial Issues Addressed-Part 1 with Victor Mangona, MD & David Anderson, DO

Doctor Money Matters Podcast Episode 26-Common Financial Issues Addressed-Part 2 with David Anderson, DO & Victor Mangona, MD

That wraps it up for today! In the next podcast, I would love to tell YOUR story! Connect with me at dave@doctorfreedompodcast.com and let’s help tons of physicians.

Text DOCBOOK to 44422 for exclusive offers on my latest book, The Young Physician's Guide to Money & Life with over $100 of bonuses.  If you have questions or want to share your story, I'd love to hear from you. Contact me at the email address above or on my website www.doctorfreedompodcast.com.

Thank you for joining us for Freedom Formula for Physician's Podcast-a podcast dedicated to helping you slash your debt, slash your taxes, and live a liberated lifestyle.

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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.

In this podcast you will:

• Get an update on what's going on with my life
• Discover what's going on with my different financial experiments
• Hear about what's working and what's not working
• Know the lessons I'm learning along the way

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 take a step of your comfort zone and try something new.  If you don't take a risk, you'll never know what can happen.  I hope this podcast inspires you and encourages you.  If you'd like more information, feel free to contact me at dave@doctorfreedompodcast.com

Text DOCBOOK to 44422 for exclusive offers on my latest book, The Young Physician's Guide to Money & Life with over $100 of bonuses.  If you have questions or want to share your story, I'd love to hear from you. Contact me at the email address above or on my website www.doctorfreedompodcast.com.

Thank you for joining us for Freedom Formula for Physician's Podcast-a podcast dedicated to helping you slash your debt, slash your taxes, and live a liberated lifestyle.

----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.

In this podcast you will:

• Discover why if you're married, working with your spouse as a team to combine and slay your "debt dragon" together is the best strategy 
• Learn how surrendering their cash value life insurance helped Nii and his wife pay off a significant amount of their debt
• Uncover a great method to paying off your debts by categorizing
• Discover the sacrifices Nii and his wife made to pay down their debts
• Hear Nii's thoughts on how he feels the medical field is changing

Resources mentioned in this podcast:

• Doc's Outside The Box Podcast- Nii Darko
• Equal Access Health

Text DOCBOOK to 44422 for exclusive offers on my latest book, The Young Physician's Guide to Money & Life with over $100 of bonuses.  If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

Thank you for joining us for Freedom Formula for Physician's Podcast-a podcast dedicated to helping you slash your debt, slash your taxes, and live a liberated lifestyle.

----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.

In this episode you will:

• Hear how Scott dealt with and overcame the anxieties of starting the land flipping adventure
• Learn why the relationship is key in every type of business
• Discover the success of raw land flipping 
• Learn each step and the tools of the business
• Hear an update on my own land flipping business adventure

Resources mentioned in this podcast:

Mark Podolsky-The Land Geek

Keith Weihold-Get rich education podcast

Scott & Erin Bossman-Land Bosses

Text DOCBOOK to 44422 for exclusive offers on my latest book, The Young Physician's Guide to Money & Life with over $100 of bonuses.  If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

Thank you for joining us for Freedom Formula for Physician's Podcast-a podcast dedicated to helping you slash your debt, slash your taxes, and live a liberated lifestyle.

----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.

He’s someone who is really passionate about his family and is playing around with the idea of retiring early but doesn’t seem quite sure yet. So, we’re going to get into that.

He’s 5 years into being an attending physician and is well on his way to financial independence.

Anyhow, I can’t wait to hear about his journey and his advice for us!

Please help me welcome EJ from Dads, Dollars, and Debts. Welcome EJ!

In this podcast you will:

• Acquire his views on living a modernism lifestyle versus a minimalist lifestyle.
• Learn how his family influenced his habits with money: spending and saving. Did EJ take on his parent's spending habits?
• Discover how a house fire ended up benefiting EJ and his family financially.
• Hear how EJ and his wife view spending money and how they balance their differences. (HINT: You may be surprised how EJ handles their differences.) 

For all the show notes, transcription, and more, check out the podcast website at http://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.

She and her husband got married before he started his medical path. For 16 years they have struggled, triumphed through the MCAT, through medical school, through residency and fellowships including a specialty change. They have 4 kids and she knows that being married to a physician is not an easy journey. I know she is going to bring to us some wisdom and talk to us through their journey.

Please help me welcome, Lara McElderry! Welcome, Lara!

In this podcast you will:

• Learn the lessons that Lara would share with the physicians on how they could support their spouse and nurture their marriage.
• Discover the curveball that they dealt with that could have ended her husband's medical career.
• Learn how they survived having 3 kids while her husband was in medical school and residency and Lara was a stay-at-home mom.
• Find out the 3 subjects she aims to focus on within her podcast: Married to Doctors.
• Take in the biggest financial mistake that they made that Lara would not want you to do or have to go through.

For all the show notes, transcription, and more, check out the podcast website at http://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.

In an attempt to raise money for her start-up, she accepted the challenge and opportunity to compete as a castaway on the hit reality TV show Survivor. She was on the hit TV show during season 5 of Shark Tank.

Edna has written three children’s books that celebrate cultural and racial diversity.

Outside of the operating room, Edna attempts to balance work, life, and being a mother/wife. I bet she has some tips we all could use for work-life balance.

Please help me welcome Dr. Edna Ma!

In this podcast you will:

• Discover how Edna balances her medical career, family, and entrepreneurship ventures.
• Explore the pros and cons that came from her experience on Shark Tank, Did she get a deal???
• Receive tips and tricks to help you get on Shark Tank, the process may be a lot different than you may think it would be.
• Learn what new side hustle she is involved in (HINT: It's something that I have focused some podcasts on and I'm diving into myself!) 

For all the show notes, transcription, and more, check out the podcast website at http://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.

Emotions play a powerful role in shaping our financial behavior, often making us our own worst enemies as we try to save, access value, and spend responsibly. 

I have read the book: Dollars and Sense by Dan Ariely and Jeff Kreisler. I am going to give you a short synopsis of the book and my thoughts on the mental side of spending and saving your money.

In this podcast you will:

• Learn the mental side of finance aka behavioral finance and how your spending habits may or may not change based on your mood.
• Discover if getting something for free is too good to be true (HINT: You may be surprised by the very common result of a free promotion). 
• Acquire ways that people avoid pain when it comes to money and spending. A lot of these tips are very easy to put into your routine.
• Gain practical tools needed to understand and improve your financial choices, save and spend smarter. 

For all the show notes, transcription, and more, check out the podcast website at http://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.

In this podcast you will:

• Discover how the new tax reform will impact small businesses
• Learn the difference between a corp and a sole proprietorship
• Discover how taxes differ between FICAs-Social Security and Medicare
• Get lots of questions answered from our episode with Craig Cody in February 2018
• Learn the difference between "above the line" and "below the line" tax deductions
• Uncover the still looming question, "Does the taxable income have to do with all of your income, or is it just based on your business income?"

Resources mentioned in this podcast:

How Pass-Through Income Will Be Taxed In 2018 For Small Business Owners

Tax Reform! How Physicians and the Self-Employed are Affected

Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017

Trump Tax Reform Calculator

A Tax Professional’s Take on Trump’s Tax Plan

If you are confused about this tax stuff and you want the latest copy of the Tax Reduction Prescription and that calculator I was talking about in January, there's no better time to grab that than right now! Text LESS TAXES to 44222.

If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

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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.

In the past, we've discussed buying homes and rental real estate.  This is a great time of the year to discuss these topics if you're transitioning to practice, buying your first home.  Or maybe you've been an attending for the last year or two and now you're considering buying your first home.  This episode is just for you. 

In this podcast episode you will:

• Hear about the two colliding forces that will cause mortgage interest rates to go up from here on out, and how to prepare yourself for it
• Learn why mortgage rates are starting to move up, yields are moving higher, how that is affecting the season of buying bonds and how that will make an impact on home purchases
• Discover how new home sales, existing homes, and permits might be affecting demand and supply
• Get great advice on how to look at purchasing and owning your home with the "big picture in mind" vs. your home-owning you
• Learn why living like a resident financially after transitioning to practice for the first couple of years and paying off your student loans quickly will help you be better financially secure for the future

Resources mentioned in this episode:

Josh Mettle- Real Estate Smashing Failures & Glorious Successes

The Tax Reduction Prescription with Josh Mettle

Josh Mettle- The Pitfalls of Physician Mortgages

www.doctorfreedompodcast.com/homevalue

Physician Financial Success Podcast

If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

If you are confused about this tax stuff and you want the latest copy of the Tax Reduction Prescription and that calculator I was talking about in January, there's no better time to grab that than right now! Text LESSTAXES to 44222.

Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

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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.

In this podcast episode you will:  

• Be motivated to not just settle with getting by
• Learn how to think "forward" as our economy is always changing
• Hear David's story of starting with nothing and moving to prosperity based on moving his thoughts to actions and taking necessary risks
• Discover David's formula for how his podcast is growing-it involves investing in his listeners and giving away resources for FREE
• Learn what some of the biggest financial pitfalls can be
• Be motivated to develop a lifestyle business after retiring, especially if you retire early 

Resources mentioned in this episode:

Money For The Rest of Us Podcast 

If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

If you are confused about this tax stuff and you want the latest copy of the Tax Reduction Prescription and that calculator I was talking about in January, there's no better time to grab that than right now! Text LESSTAXES to 44222.

Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

----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 am excited for the start of the year here, as we are well on our way into 2018.  I would like to ask a favor-could you take 5 minutes or less to rate and review the podcast on iTunes?   I'd like to give some listener love to a few people who have recently received the podcast:

Todd, KS (paraphrased)-I came across this podcast in early 2017, and it has been a wonderful addition to my morning routine and commute.  Dave has great guests on and gets right to their personal stories. These stories include financial struggles and pearls of wisdom-an an enjoyable listen. Highly recommended!

Dr. Mike WM-An excellent podcast for physician's-young and old.  As doctors, we get zero business education in medical school, and Dave gives practical advice to help us on our financial journeys. Highly recommended!

There have been some BIG changes with taxes, and I've had a huge focus on addressing these changes between 2017 and 2018!  And as a friendly reminder, you can text LESSTAXES to 44222, and that will give you all kinds of information with the tables I've been going over and possibly help you to apply for your specific situation.

In this podcast you will:

• Learn how itemizing is a much more difficult barrier for residents and fellows to get over
• Discover the difference in tax savings between being single and being married

If you think you may be paying more taxes than the numbers I've crunched, I'd love to hear from you and look over those numbers with you to see if I might be off on your calculations or if you might be off on your calculations.  Also remember, you can e-mail me 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.

• Learn how to make a strategic plan when graduating from med school with significant debt
• Get an inside look at Public Service Loan Forgiveness (PSLF) and how and when to apply
• Discover how Travis and his wife Christine navigated through the FFEL (Federal Family Education Loan) program
• Why you shouldn't consolidate all your loans at END of your residency
• Learn about the Direct Loan Program
• Why refinancing may be the best option to repay your student loans during residency

Resources mentioned in this podcast:

Contact Travis directly at travis@studentloanplanner.com

Student Loan Planner

If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

If you are confused about this tax stuff and you want the latest copy of the Tax Reduction Prescription and that calculator I was talking about in January, there's no better time to grab that than right now! Text LESSTAXES to 44222.

Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

----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.

You may have heard of the tax reform package, called appropriately, The Tax Cut & Reform Bill.

However, it may not be a win for everyone. Listen to this podcast and discover why.

In this podcast you will:

• Learn how to qualify for the 2018 child tax credit under the new tax reform bill.
• Discover the difference in taxes for high earners, 600K or above with a mortgage and children.
• In 2018 high earners have maxed out the number of their total deductions.
• What will happen if you have no state income tax? What states would you benefit more from by paying no state income tax?

For all the show notes, transcription, and more, check out the podcast website at http://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.

In an attempt to raise money for her start-up, she accepted the challenge and opportunity to compete as a castaway on the hit reality TV show Survivor. She was on the hit TV show during season 5 of Shark Tank.

Edna has written three children’s books that celebrate cultural and racial diversity.

Outside of the operating room, Edna attempts to balance work, life, and being a mother/wife. I bet she has some tips we all could use for work-life balance.

Please help me welcome Dr. Edna Ma!

In this podcast you will:

• Learn Edna's different views on debt from residency to now.
• Discover her influences on money and how her unique childhood affects how she handles money today.
• Acquire her view on what financial freedom is to her and her family.
• Learn how creatively juggled her anesthesiology career and her side hustle.
• Find out why she calls her Survivor experience "creative financing!"(HINT: You won't believe this story)

For all the show notes, transcription, and more, check out the podcast website at http://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.

He is a Certified Tax Coach, CPA, Business Owner, and Former New York City Police Officer with 17 years' experience on the force.

He was my guest on Season 3, Episode 9 The 3 Awesome Tax Deductions I Didn't Know.

I know we’re going to learn a ton today as we dive into the changes and how they impact us.

Please help me welcome back Craig Cody!

In this podcast you will:

• Learn the changes with the child tax credit and the standard deductions, how will they benefit you?
• Discover what the section 199 deduction is and what professions would qualify.
• Acquire the difference in W-2 income versus pass-through income.
• Gain knowledge on filing your taxes if you are an owner of multiple businesses; are separate tax returns the best way to save in taxes?

For all the show notes, transcription, and more, check out the podcast website at http://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.

You want to do something with your money but you don’t know what, so it’s just sitting in a non-performing bank account making next to nothing. Or maybe you have invested in speculation and lost some of your retirement funds. That's the bad news.

But what if there was a way you could invest your money for high returns without shelling out a huge percentage of interest earned for fees, and you could do it without undue risk and without tenants, toilets, termites, or negotiating deals? Here’s the good news! There is a way for you to invest your money safely for high returns... and our next guest will show us how.

In the last 10 years, she has been known online as The Tax Lien Lady, has helped thousands of investors around the world to buy profitable tax liens and tax deeds with her step-by-step system.

Best of all, her easy-to-implement training programs have now helped people from all walks of life take control of their financial situation and their retirement.

Fasten your seatbelt because you are about to learn how to use a strategy for investing that has been carefully guarded by wealthy investors for decades!

Please help me welcome Joanne Musa, the Tax Lien Lady. Welcome, Joanne!

In this podcast you will:

• Discover how Joanne got into investing in tax lien properties and why she dove into real estate investing.
• Learn the many differences in rules and procedures from state to state and county to county.
• Discover the difference between a tax lien purchase and a tax deed purchase.
• Collect the different ways that you can acquire tax lien properties and the different ways to increase your profits.

For all the show notes, transcription, and more, check out the podcast website at http://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.

In this podcast you will:

• Discover my end game for taking on these risks
• Hear what's working and what's not working
• Learn how to protect yourself but apply wisdom and good strategy in business acquisitions
• Be enlightened on how time is your most valuable asset

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.

My friend, as you know, I am captivated by the idea of side hustles. I have this podcast of course. I’m an author. I acquired a digital business earlier this year and now my wife and I are getting into the land flipping business.

You may think that’s crazy and that’s okay! I have someone here with me who is just as crazy as I am and we are going to dig in and find out why. Our next guest is the Chief Side Hustler at Side Hustle Nation.

He’s an entrepreneur involved in a variety of projects. Like any business, it has its ups and downs, which can be stressful, but he learns something new every day.

He started Side Hustle Nation because he believes in the hustle. He would say... after all, what’s riskier: starting a business, or relying on your job as your only source of income?

He used to work full-time for a giant corporation, but he built his biz over many nights and weekends. He believes that you can do it too.

Please help me welcome Nick Loper from The Side Hustle Show.

In this podcast you will:

• Be motivated to not just settle for an average life
• Receive advice on how to focus your time and assets on what works best for you
• Ask yourself this question: What assets or skills do I have that could be leveraged in a unique or valuable way?
• Learn how a side hustle can be fun and not stressful
• Discover tools on how to live life more proactive and less reactive

Resources mentioned in this podcast:

Side Hustle Nation 

Side Hustle Nation Show

A Time Logger App

How To Shortcut Your Financial Freedom with Short-Term Rentals ($15k a Month, Part-Time) with Zeona McIntyre

If you are a physician or someone else servicing physicians and want to tell your story, grapple with these tough issues, and getting on the soapbox for a few minutes, I’d love to share it too in the next Freedom Formula for Physicians Podcast.

Make sure to contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com.

If you got tremendous value from this podcast, I would like to ask you a favor. Could you take a quick minute and do a review on Itunes? It really helps the show and would mean a lot to me.

Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

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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.

You may have heard of the tax reform package, called appropriately, The Tax Cut & Reform Bill.

However, it may not be a win for everyone. Listen in to this podcast and discover why.

There's a ton of numbers in this podcast! Check out the tables mentioned by clicking here.

In this podcast, you will find...

• LOTs of numbers and calculations that may leave your head spinning
• What has changed and what hasn't changed for a physician couple with 200k of income living in Minnesota
• The difference between someone who has a 200k mortgage versus a 500k mortgage
• How to re-think your mortgage debt depending upon your situation
• What has changed and what hasn't changed for a physician couple with 200k of income living in Washington state
• How tax brackets have shifted and why that may be creating winners and losers

Resources Mentioned or Should Have Been Mentioned In The Podcast That You Should Explore Further

How The New Tax Package Effects You- Part 1

How The New Tax Package Effects You- Part 2

3 Awesome Tax Deductions I Didn't Know with Craig Cody

Why Proactive Tax Planning Will Change Your Life with Diane Gardner

3 Key Tax Strategies & Hints

What The 2018 Tax Brackets & Standard Deduction May Look Like Under Tax Reform 

What Your Itemized Deductions May Looks Like Under Tax Reform

Make These 5 Tax Moves Now Before the Law Kicks In

Here are the $5 Trillion of Winners and Losers

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.

You may have heard of the tax reform package, called appropriately, The Tax Cut & Reform Bill.

However, it may not be a win for everyone. Listen in to this podcast and discover why.

Also, make sure to check out the show notes by clicking here for the tables that we're going to discuss.

In this podcast, you will find...

• LOTs of numbers and calculations that may leave your head spinning
• What has changed and what hasn't changed for a physician couple with 400k of income living in Minnesota
• What has changed and what hasn't changed for a physician couple with 400k of income living in Washington state
• How tax brackets have shifted and why that may be creating winners and losers

Resources Mentioned or Should Have Been Mentioned In The Podcast That You Should Explore Further

How The New Tax Package Effects You- Part 1

3 Awesome Tax Deductions I Didn't Know with Craig Cody

Why Proactive Tax Planning Will Change Your Life with Diane Gardner

3 Key Tax Strategies & Hints

What The 2018 Tax Brackets & Standard Deduction May Look Like Under Tax Reform 

What Your Itemized Deductions May Looks Like Under Tax Reform

Make These 5 Tax Moves Now Before the Law Kicks In

Here are the $5 Trillion of Winners and Losers

----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.

Here we are in the new year, and of course, this is a great time to set goals and create new visions for ourselves.

In this podcast episode today, you will:

• Be challenged to go through the exercise that I am going to share with you, in terms of some of the things I am doing and my goals
• Hear about the growth of Freedom Formula for Physician's Podcast, and how YOU have played a HUGE role in that-THANK YOU
• What the focus for 2018 will be for the podcast

I am so humbled and grateful for YOU, listening and tuning in.  My hope for this podcast is that we can continue to grow, doubling from 2017.  Let me know how I can make a difference in your life, and how I can help you.  E-mail me at dave@doctorfreedompodcast.com and also send your thoughts and comments on 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.

You may have heard of the tax reform package, called appropriately, The Tax Cut & Reform Bill.

However, it may not be a win for everyone. Listen in to this podcast and discover why.

In this podcast, you will find...

• A walk-through of the first two pages of 1040
• LOTs of numbers and calculations that may leave your head spinning
• What has changed and what hasn't changed with the Tax Cut & Reform Bill
• How tax brackets have shifted and why that may be creating winners and losers

Resources Mentioned or Should Have Been Mentioned In The Podcast That You Should Explore Further

3 Awesome Tax Deductions I Didn't Know with Craig Cody

Why Proactive Tax Planning Will Change Your Life with Diane Gardner

3 Key Tax Strategies & Hints

What The 2018 Tax Brackets & Standard Deduction May Look Like Under Tax Reform 

What Your Itemized Deductions May Looks Like Under Tax Reform

Make These 5 Tax Moves Now Before the Law Kicks In

Here are the $5 Trillion of Winners and Losers

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

----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.

In this podcast you will:

• Determine if "Multiple Streams of Income" aligns with Dave's views on income and side hustles.
• Learn what side hustles Dave would add to his portfolio after reading this book.
• Acquire 10 different income streams you can try.
• Uncover the income stream that Dave does not agree with and find out why (HINT: You may be very surprised).
• Receive insight on OPT - paying other people taxes, and how it could make you a lot of money.

For all the show notes, transcription, and more, check out the podcast website at http://doctorfreedompodcast.com/

----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 know how compressed your time is already. You barely have enough time to breathe- let alone manage another financial asset.

You may have heard the concept of multiple streams of income through Robert Allen or Robert Kiyosaki. You may even like the idea.

However, you may be feeling confused and unsure. You may wonder where to start.

Here are some of the best ways that I’ve personally observed and experienced multiple streams of income.

In this podcast you will:

• Acquire the 7 streams of income that Dave thinks are the most secure? (HINT: Dave may be doing some of these sides hustles himself!).
• Learn the pros, cons, and financial requirements of each side hustle.
• Receive an honest breakdown of these 7 income streams to find if one or many of them may be a fit for you.
• Gain over a dozen reliable resources to assist you in starting your different income streams.

For all the show notes, transcription, and more, check out the podcast website at http://doctorfreedompodcast.com/

----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.

In S3, Episode 33, I mentioned some of my favorite podcasts for doctors.

Our next guest is the heart and soul behind one of those podcasts. She is a pediatric gastroenterologist by day, and a podcaster, side-hustler, and mom by night.

She developed The Hippocratic Hustle Podcast to create a space where women doctors can come together and share the stories of their business, project, or side-hustle.

You know, it’s so funny when you listen to someone time after time and you feel like you know them. I’m just so excited to have her on the podcast.

Anyhow, I can’t wait to hear about her journey and her advice for us!

Please help me welcome Dr. Carrie Reynolds from The Hippocratic Hustle Podcast. Welcome, Carrie!   

In this podcast you will:

• Discover the changes Carrie would make with her money and spending habits while in school and residency.
• Learn about the side hustles that Carrie uses to help pay down her student loan debt
• Acquire Carrie's top 3 financial habits that she views as a must!
• Gain knowledge on Carrie's view of residency and picking your specialty (HINT: you may be shocked by her view).
• Receive the biggest financial mistake that her family made and wished they could do it all over again.

For all the show notes, transcription, and more, check out the podcast website at http://doctorfreedompodcast.com/

----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.

As such--- this podcast is NOT going away. However, I'm not making new episodes for the next few months. Instead, we'll be re-playing old episodes. So, you'll still have content to consume and enjoy (albeit it's a bit old!!)

In the meantime, I'd love to hear from you to know what I should talk about in the future. What are some show topics and guests who would be a great fit for this podcast?  e-mail me dave@daviddenniston.com with your suggestions.

thank you so much for being a loyal listener!!

cheers,

Dave

As the 2023 end approaches, I'll be sharing the results of my financial experiments---including how much I've spent, how much debt I owe, and where my money is going and updating you on my progress.

In this episode, you will discover…

• How many properties did I sell and bought?
• Plans for Generation family properties
• The big revelation for my financial experiment this year

Resources Mentioned in this Podcast: 

Contact Dave:

Year End Checklist: 2023 ‪833-343-2986 or (612) 284-2409

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 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 all know that feeling. The stress of the day, the worries about what might happen tomorrow, and whether or not we're doing enough… it's hard to keep up with it all.

Today, we'll talk about burnt out—and why it's so important to know if you are experiencing it.

In this episode, you will discover…

• How do you assess yourself for burnout?
• The need to find a balance between work and life
• The importance of taking a break

Resources Mentioned in this Podcast: 

Website: https://www.mayoclinic.org/healthy-lifestyle/adult-health/in-depth/burnout/art-20046642

Contact Dave:

Year End Checklist: ‪833-343-2986 or (612) 284-2409

Email: dave@doctorfreedompodcast.com 

Books:

Freedom Formula For Physicians: A Prescription for First-Class Financial Health for Doctors

The Young Physician's Guide to Money and Life: The Financial Blueprint for the Medical Trainee Undo

17 Myths Uncovered About Financial Freedom for Doctors: It's Not What You Make, It's What You Keep

Insurance Guide for Doctors

5 Steps to Get out of Debt for Physicians Workbook

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.

Real estate is a fascinating industry to follow, because it's always changing. No matter what market you're in, you can always find new trends and new ways to make money in the field. And right now, the real estate world has some exciting developments that are attracting attention from investors across the nation.

Let's take a look at what's attractive in real estate now with Paul Moore of Wellings Capital!

In this episode, you will discover…

• The serious impact of rate caps
• In-depth discussion of Multi-family homes
• The acquisition of RV

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: ‪833-343-2986 or (612) 284-2409

Connect w/ Paul Moore:

Website: https://www.wellingscapital.com/resources 

When you're a physician, debt is inevitable.

You have to borrow money for school, and then when you graduate, you have to borrow even more just to get your start-up funds in order. And then there are the loans that come with buying a house or paying for your car…

The good news is that there are ways to pay off your high-interest debt!

In this episode, I'll discuss some options and strategies for paying off your high-interest debt so that you can focus on what matters most: your patients, your practice and yourself!

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: ‪833-343-2986 or (612) 284-2409

Email: dave@doctorfreedompodcast.com

Book: Freedom Formula For Physician

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.

It's time to get smarter about debt with this podcast episode!

Today, I break down the difference between "good debt" and "bad debt", and outline what some of the best ways to tackle it are. Hopefully this will help you learn how to be responsible while managing your personal finances better.

In this episode, you will discover…

• Why you should avoid bad debt at all costs?
• How to use good debt for building wealth?

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: ‪833-343-2986 or (612) 284-2409

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 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.

Download our 2023 Year End Checklist to figure out the specific steps.

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

So you've got a lot of debt. A lot. But you're ready to do something about it. You know that you can never pay off that debt all at once—So what's next?

The Debt Snowball and the Debt Avalanche are two of the most misunderstood concepts in personal finance, but they're also two of the most important ones.

In this episode, I’lll explain exactly what those terms mean, why they matter, and how to use them to get your finances back on track!

Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session 833-343-2986 or (612) 284-2409

The cost of a college education in the United States is astronomical, and if you're considering attending college, you may be worried about how you can afford it. That's not to mention the fact that statistics show that Americans now carry more student loan debt than ever before. 

If this has been a struggle for you or you've just been curious about current student loan rates, here's what you need to know...

In this episode, you will discover…

• The pros and cons of taking out a fixed rate or variable rate student loan

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: 833-343-2986 or (612) 284-2409

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 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.

Have you ever found yourself in these situations? You sell an investment for more than you originally purchased it for or, you sell investments at a loss than what you originally paid for them. What do you do with that tax loss?

In this episode, you will discover…

• Detailed explanation about Tax Loss Harvesting
• When is tax loss harvesting not advisable?
• Investment techniques and strategies

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: ‪‪833-343-2986 or (612) 284-2409 Email: dave@doctorfreedompodcast.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.

In this episode, you will discover...

• When does the desire for more money lead to speculative investments and ultimately, financial ruin?

Resources Mentioned in this Podcast: 

Contact Dave for a free 30mins strategy session: ‪833-343-2986 or (612) 284-2409

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 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.

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

----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.

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

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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.

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

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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.

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

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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.

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.

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.

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 

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 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.

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 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.

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 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.

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 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.

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 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.

In this episode, you will discover…

• What inspired Dr. Bradley to pursue a career in medicine
• Debt and credit card discussions
• He shared his ENT-Otolaryngologist journey
• Financial decision-making skills for physicians
• How he manages being a full-time physician, a husband and father of three young boys, and a podcast host

Resources Mentioned in this Podcast:

Connect w/ Dr. Dr. Bradley Block

Website: https://www.physiciansguidetodoctoring.com/ 

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.

I'll explain everything here!

In this episode, you will discover…

• What is the safe withdrawal rate today?
• Understand the Sequence Risk
• How can your money last beyond your own lifetime?

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.

In this episode, you will discover…

• What is the term "unicorn" in private equity?
• The chances of a unicorn startup
• What risk is involved in this investment?
• What is the lock-up period?
• Understand the importance of fund manager

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

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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.

In this episode, you will discover…

• Journey of discovery that leads to becoming a surgeon
• Lessons he learned while opening his own private practice
• What insurance should be considered when opening a practice?
• Did Dr. Craig sold his practice at some point in the hospital system?
• Discussions of Real estate, including investing in properties and Airbnb.

Resources Mentioned in this Podcast:

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

Connect w/ Dr. Craig Thayer

Website: https://www.craigthayer.net/ 

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.

Today, we'll take a look at why retirement tax planning is so critical, and how it affects you and your family's financial future. In addition, I will tackle some of the most common mistakes made by people in their early years of retirement, and how to avoid them!

In this episode, you will discover…

• A comparison of Roth IRAs and Traditional IRAs
• Determine the cost of your retirement
• Strategy on which asset to tap first
• Understanding taxes and retirement
• Social security earning limit
• What is the IRMAA cliff?
• Learn about Medicare's unique rules and penalties
• How and when to use Taxable, Tax-Deferred, and Tax-Rate Assets

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

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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.

In this episode, you will discover…

• How he escaped the rat race
• What is the cost of medical school in Canada? Is it cheaper than attending veterinary school?
• How did he manage to graduate debt-free?
• How can a veterinarian be an investor at the same time?
• The process of buying a property in canada
• When can he know that he has achieved financial freedom?

Resources Mentioned in this Podcast:

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

Connect with Dr. Micheal Bugg:

Personal Website: www.michealbugg.com 

Website: theveterinaryproject.com

Facebook: theveterinaryproject

Youtube: The Veterinary Project

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.

What if I told you there was an investment is much better and that would...

• Give you an even better return in the future
• An investment that will keep growing in value even after your child has graduated from college
• Lastly, this is the same investment could be used to fund your retirement

Wanna Know the SECRET? Then discover it in this episode!

Resources Mentioned in this Podcast:

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

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 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.

David Chan of FarmTogether will discuss several different ways to invest in farmland and the benefits that each method offers.

In this episode, you will discover…

• What made David Chan interested in farmland?
• Can farmland become a sustainable investment?
• Could farmland be on the brink of a bubble?
• How can you add value to your farmland?
• Where is farmland valued most highly right now?

Resources Mentioned in this Podcast:

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

Connect w/ David Chan: Farmtogether.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.

But the question is... how do you find the right one?

In today's episode, our guest Beth Lechance will offer more insights into medical virtual assistants.

Beth Lachance is leading REVA Global Medical in vision and the day-to-day business operations securing the functionality of the business to drive extensive and sustainable growth.

In this episode, you will discover…

• How do they ensure patient data is kept secure?
• What are the duties of a medical VA?
• How much does it cost?
• What are the benefits of a medical va?
• Pros and cons to hiring a medical virtual assistant

Resources Mentioned in this Podcast: 

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

Connect w/ Beth LeChance:

Reva Global

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.

For multiple years she devoted time to self-work including brain training, leadership, peak performance, emotional intelligence, and coaching. Her mission is to help people create time, vitality, and deep connections so they can reach peak performance andfulfillment in life.

In this episode, you will discover…

• How she adjusted to living in a different culture
• What is it like to work with an astronaut as a physician?
• How to overcome the barriers to wealth creation?
• She took out a loan to finance her travel venture? WHY?
• Understanding the process of tenancy selection
• Why did she choose to become an active real estate investor?
• What is Productivity coaching?

Resources Mentioned in this Episode:

Connect w/ Dr. Ann Tsung

Podcast: https://www.itsnotrocketscienceshow.com/ Youtube: https://www.youtube.com/@AnnTsungMD Instagram: https://www.instagram.com/anntsungmd/ Facebook: https://www.facebook.com/AnnTsungMD/ Linkedin: https://www.linkedin.com/in/ann-tsung-78541ab2

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.

Today, they are experts in telemedicine, burnout, and creating a thriving independent telemedicine practice that gave them more time, freedom, and family. They are passionate about sharing their journey with others in hopes of helping other physicians transform their lives, realize their potential, and learn to live life on their own terms.

In this episode, you will discover...

• What influences them to pursue a medical degree?
• Overcoming the scarcity mindset
• How did their parents' relationship with money influence their own?
• What kind of debt are they struggling with?
• How did they know that telemedicine would be successful?
• Can telemedicine be applied to everyone or not?

Resources Mentioned on this Podcast:

Connect w/ Dr. Cherisa and Dr. Alex Sandrow

Podcast: https://open.spotify.com/episode/2ig2EySif1GhTm5owo3ggo

Website: https://www.sandrowconsulting.com/ 

To Enroll: https://sandrow-consulting.mykajabi.com/enroll

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

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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.

This episode should help you understand some of the most important things that you need to know about these special accounts.

In this episode, Dave talks about…

• My clients' experience in inheriting Roth IRAs
• Specific rules and regulation of Inherited IRAs
• Few things to keep in mind if you inherit an IRA.
• Why should you avoid mix and match?

Resources Mentioned in this Podcast:

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

Also, on Itunes --- https://podcasts.apple.com/us/podcast/the-freedom-formula-for-physicians-how-doctors-cut/id966058807

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.

In this episode, you will discover…

• How can you withdraw without penalty?
• How to avoid a 10% early withdrawal penalty?
• How much can you withdraw each year?
• How can you reduce your tax burden?

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.

In this episode, you will discover…

• Talks about legislation
• What this legislation has changed?
• How can this help you in your kids' college education or future plans?
• Why you still shouldn't overfund your 529 plan

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.

In this episode, Dave talks about…

• The pain of being wrong
• My experience with financial PTSD

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.

Download our 2023 Tax Cheatsheet to figure out the specific steps.

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

In this episode, Dave talks about…

• How to slice up the pie of asset allocation?
• What is asset allocation?
• How much risk are you taking with your principal?
• What risk are you subject to?

Resources Mentioned in this Podcast:

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

assistant@daviddenniston.com

Website: https://www.daviddenniston.com/blog/how-to-slice-up-the-pie-of-asset-allocation

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.

In this episode, you will discover…

• Is it possible to time the market?
• What happens if January is negative?
• What is the average low point of negative?
• What it’s slightly positive in January?

Resources Mentioned in this Podcast:

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

Website: https://www.stocktradersalmanac.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.

In this episode, you will discover…

• Is it possible to time the market?
• What happens if January is negative?
• What is the average low point of negative?
• What it’s slightly positive in January?

Resources Mentioned in this Podcast:

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

Website:

https://www.stocktradersalmanac.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.

In this episode, you will discover…

• What is the upside of treasury bonds?
• Duration and interest rate of treasury bonds with detailed example
• Which is a better choice, shorter bonds or intermediate?

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

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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.

In this episode, Dave talks about…

• What is tech stock?
• Deep dive into Traditional investment
• Should you buy something like tech tax?
• Where do these things end?

Resources Mentioned:

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.

In this episode, Dave talks about…

• How I got hooked on Tax Liens
• How do I get more tax liens?
• The pros and cons
• What happens if someone redeems their tax lien?
• How much have I made on my investments?
• What do I like about tax liens?

Resources Mentioned in this Podcast:

Website: daviddenniston.com

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

Other episodes you may like:

Investing on Tax Liens 2023

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.

In this episode, you will discover…

• What is a better option – SEP IRA or Solo 401k?
• When to use them? ( w/ detailed example)
• Who is eligible for Solo 401k?

Resources Mentioned:

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

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 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.

In this episode, you will discover…

• His early retirement in medicine
• His finances during the chaos of covid
• Red flags in the financial advisor world
• Why physicians should diversify their income
• Liquidating all your real estate is not the best option.

Resources in this Podcast:

Connect with Dr. Leif Dahleen

Website: https://www.physicianonfire.com

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

Other episodes you may like:

http://doctorfreedompodcast.com/physician-fireside-chat-physician-on-fire-may-2017/

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

----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.

Dr. Errin Weisman, is a high-achieving alpha female who after years of education, achievement, and striving found herself deep in burnout and ready to quit it all. She made dramatic, intentional changes internally and externally that helped me reclaim my inner badass, live joy-filled, and work sustainably.

In this episode, you will discover…

• What it's like to be a child of a workaholic
• How living within your means is a smart financial strategy?
• Is quitting the right thing to do?
• How she beat burnout

Connect with Dr. Errin Weisman

Podcast: 

https://www.burntouttobadass.com/

https://www.doctormefirst.com/

Email: hello@burnoutbadass.com

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

Book:

Freedom Formula for Physician

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

----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.

In this episode, you will discover:

• How did growing up in Puerto Rico affect Dr. Ramirez?
• What is the state of entrepreneurship in Puerto Rico?
• How financial literacy can help benefit your family
• Is medical education expensive in Puerto Rico?
• What kind of people is likely to join and not join this mastermind?
• Why mastermind isn’t common in the physician’s world?
• How coaching physicians will get you to the next level?

Resources Mentioned:

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

Book:

Freedom Formula for Physicians

Connect with Dr. Myrdalis Díaz-Ramírez

Podcast: Design your physician life podcast

Website(s):

https://drmyrdalisdiaz.com/

https://maxallure.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.

In this episode, you will discover…

• How does his family escape from the cycle of poverty?
• How did he pay for his education and student loans?
• Subsidized Stafford loan and unsubsidized Stafford loan
• Why aren't you allowed to work directly in a hospital in LA?
• Why did he decide not to purchase a primary residence and do a rental?
• Why fourplex?
• How to manage rental properties?
• Why shouldn't you buy at the same cap rate as six months ago?
• Thoughts on being financially free?

Resources Mentioned: 

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

dave@doctorfreedompodcast.com

assisstant@daviddenniston.com

Book:

Freedom Formula for Physicians

Connect with Pranay Parikh

Facebook

LinkedIn

MD to Entrepreneur Podcast

Website: https://pranayparikh.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.

In this episode, you will discover…

• Who invests in tax liens?
• How to make money in tax liens?
• The area you can do these?
• How do you focus on learning interests?
• Cons on tax liens?
• How do you generally lose money in tax liens?
• How do you buy when you invest in tax liens?

Resources Mentioned:

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

dave@doctorfreedompodcast.com

assisstant@daviddenniston.com

Book:

Freedom Formula for Physicians

Website:

https://www.daviddenniston.com/p/videos

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

----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.

In this episode, I’ll talk about…

• How did I start as a land flipper?
• What is a land flipper?
• Good and bad things in land flipper
• How do you make money in this kind of business?
• Things to see buying land
• How do you buy when you flip land?
• A step-by-step guide to selling a land

Resources Mentioned:

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

dave@doctorfreedompodcast.com

Book:

Freedom Formula for Physicians

Website:

https://www.daviddenniston.com/p/videos

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

----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.

In this episode, Dave talks about…

• 401K Contribution for 2023
• Should you do the backdoor Roth IRA or the front door Roth IRA?
• Cons on married filing separately

Resources Mentioned:

Website:

https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500

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

dave@doctorfreedompodcast.com

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

----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.

In this episode, Dave talks about…

• Experiment with land businesses with Partners
• How many properties did I sell and bought?
• Plans for Generation family properties
• The big revelation for my financial experiment this year
• How fund&grow help my business?

Resources Mentioned:

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

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

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

----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.

Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals.

In this episode, Catherine & Dave talk about…

• Ways that people who work in hospitals can reduce their taxes?
• What is a Tax credit?
• Tips for business owners and solopreneurs that can help them with their taxes.
• Employee retention credit
• What you can and cannot do when you hire your kids on the business?

Resources Mentioned in this Podcast:

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

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

Connect w/ Catherine Tindall

LinkedIn: https://www.linkedin.com/in/ctindallcpa/

Website: https://radioentrepreneurs.com

Dominion Enterprise Services

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.

Marketing and finances meet in the middle for the success of physicians with Justin Knott of The Patient Convert Podcast

In this episode, Justin & Dave talk about…

• Interesting background about Josh Knott
• What should you look for when investing in an early-stage company?
• Why subscription-based model is powerful?
• How online marketing can help physicians?
• How do physicians promote their practices during covid?
• How can we be more tech-savvy to better connect with patients?
• How can physicians who don't work in private practice market themselves?
• What mistakes can doctors make when it comes to their finances?

Resources Mentioned:

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

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

Connect with Justin Knott

Website:   http://intrepy.com

Podcast: http://intrepy.com/patient-convert-podcast/

Twitter: @justindknott

LinkedIn Page:  https://www.linkedin.com/in/justindknott/

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.

Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.

In this episode, Dave & Shauna talks about…

• Ways to reduce taxes and increase cash flow
• How did Shauna Wekherlien become obsessed with taxation?
• Steps to take to improve your finances as a WU2.
• How to spot good and bad oil gas investments?
• Tax Strategies for Business Owners
• Tips for Airbnb owners aside from renting out your property for a night

Resources Mentioned:

Connect with Dave:

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

Free 30mins strategy session: ‪(612) 284-2409

dave@daviddenniston.com

Connect with Shauna A. Wekherlien

taxgoddess.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.

And our guest today, Richard Palarea is the CEO of Kermit, a Baltimore-based healthcare cost reduction and spend management company bringing automation and insight to the high-spend category of implantable medical devices within hospitals and health systems.

In this episode, Dave & Rich talk about…

• How hospitals and surgeons can save money
• The cost of medical supplies used in hospitals
• How did the supply chain adapt to increasing prices worldwide?
• Innovation in healthcare
• The medical product negotiation process

Resources Mentioned:

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

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

Connect with Rich Palarea

Website: KermitPPI.com

LinkedIn: Rich Palarea & KermitPPI

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.

This podcast will enlighten you and makes you understand what a broker-dealer environment looks like.

In this episode, Dave talks about…

• The reason why he hates broker-dealer
• A little bit of story about his internship in the Financial advisor industry
• Why it turns out to dislike to hate?
• is a broker-dealer environment more on bad people?

Resources Mentioned:

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

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

Connect with Dave:

dave@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.

Grab a cup of coffee and listen to this episode as you will get a lot of wisdom.

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

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.

In this episode, Dave talks about…

• How to protect your family from probate in a cheap and easy way?
• How to possibly avoid thousands of dollars in state taxes?
• Why a will is important?
• What are the 2 basic legal structures in the state?

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.

Learn about why charitable planning is such a powerful tool, what purpose it serves, and how you can use it.

In this episode, Dave talks about…

• How to slash your taxes through charitable planning
• What are the special rules that apply to a certain type of donation?
• What is the charitable giving that you can do?
• Things to know about charitable giving while getting a tax deduction

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.

Dive in to be more knowledgeable and be an advanced investor!

In this episode, Dave talks about…

• How to identify historically the riskiest period in the market?
• How tactical asset allocation can and should work

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.

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.

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!

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 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.

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 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.