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…
Charitable Planning
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…
Thoughts on Speeding up and Slowing down
The truth is that you can experience both fast and slow growth throughout your career or phase in your life. I think most of us are rushing through life. We want to get to the next task, project, or goal on our list. Or maybe we’re rushing towards trying new things and experiences. We simply…
Tax Strategies with a Tax Attorney—Toby Mathis of Anderson Law Group
An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance. In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies. Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And…
A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors
Wouldn’t it be nice to build a passive income that you could rely on? If you’re after financial freedom, this episode about real estate investing can help. Dr. Jeannette Birnbach has been running a successful practice for the last 24 years in the Pacific Northwest. She realized halfway through that time that scaling her business…
What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions
Some of the most common causes of malpractice include negligence, errors in diagnosis and treatment, failure to follow a doctor’s orders correctly, failure to correct problems when they first appear, failure to communicate with a patient, or an inappropriate amount of time spent evaluating a patient. If you want to learn more about Malpractice solutions,…
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