It might be hard to accept but the cost of medical supplies and devices can be extremely expensive. Hospitals need them on a daily basis, which means they have to shell out thousands and sometimes millions of dollars every month. And that’s just for keeping the lights on. As we all know, you cannot get…
How to Save on Billing with Rich Palarea of KermitPPI.com
Why I Hate Broker-Dealers
Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔 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…
Spending vs Saving a Year of Travel
In this episode, Dave talks about how much he enjoys spending time with his family, the previous moment during his travel, and how we need to prioritize the things in life that really matter. Grab a cup of coffee and listen to this episode as you will get a lot of wisdom. Resources Mentioned: Ebook…
7 Ways to Protect Your Spouse & Kids
As the title of this Podcast, I will share with you how you can protect your family by following certain tips and tricks. 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…
Charitable Planning
Charitable planning is a way of thinking about your finances to maximize your charitable donations’ impact. 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…
Investment Knowledge 2.0
The field of investing is complicated and confusing to the average investor. This can lead to misconceptions and fallacies that prevent you from finding the right financial products. 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?…
Income from Annuities
Annuities are often recommended by financial advisors because there are many types, each with its own benefits and drawbacks. This episode will educate you on what an annuity might be right for you! In this episode, Dave talks about… How to have Income Streams in Annuities? Two ways of turning on guaranteed income to these…
Do Doctors Pay Too Much In Taxes?
Do doctors pay too much in taxes? It’s a question many people ask, and it’s not easy to answer. But if you’re motivated enough, I’ll help you find the answer! In this episode, Dave talks about… What are you doing to manage your taxes proactively? What do physicians say about taxes? Survey on how much…
Annuities
Annuities are a type of insurance that pays out a fixed amount at regular intervals over a specific period (usually decades). In this episode, Dave talks about… How does an annuity work? Why do financial advisors and some people like annuities? Pros and cons of different kinds of annuities? Why other people don’t like annuities?…
The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
Taxes are hard and it’s almost impossible to avoid them. So if you want to know about other ways to get some of your money back, then this episode is for you. In this episode, Dave talks about… Dave’s journey on his biggest tax deduction How did he do it? Why acquisition of a business is…
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