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…
Do Doctors Pay Too Much In Taxes?
What is an 831(B) plan?
Have you ever wondered what is 831 b plans are? and how it differs from other plans? We have our guest today who will give an overview of the 831 b plan and its benefits. Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing…
Why I Hate Illiquid Investment
All about Illiquid Investment When the market is going through one of its many highs and lows, it seems like everyone has something to say. However, what you might not hear a lot about are illiquid investments—assets that may be hard to sell quickly and can take time to turn into cash. If you are…
Asset Allocation
Understand the concept of asset allocation Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy. In this Podcast episode, Dave talks about… Financial Planning Elaborating Asset Allocation What…
First Meeting With Financial Advisor
What to expect in the first meeting with a financial advisor? The first meeting with a financial advisor is an evaluation. It’s like meeting a new doctor: the advisor has to decide what to report, what recommendations to make, and how you will be diagnosed. In this Podcast episode, Dave discusses… The 4 basic steps…
The Tax Reduction Prescription with Josh Mettle
Are you frustrated with the taxes that you are paying? Are you sick and tired of losing half your paycheck to Uncle Sam? In my podcasts over the last year, I have been talking about debt, debt…. and well, more debt. But this podcast is about slashing your debt AND slashing your taxes to live…
Crush It- An Interview with Steve ‘The Hurricane’ Weiss
Have you felt frustrated and stuck in your practice? Are you concerned about the next productivity bonus or wondering what you are going to do in this era of declining reimbursements? You’re not alone. Nearly every physician I speak with is biting their nails, wondering what the future is going to hold. Have you been…
My Financial Experiment-Quarter 2 Update
Today we are going to be talking about my second quarter update for my financial experiment. If you haven’t checked it out yet make sure to look at Season Three, Episode 12: What I Learned From My Mistakes; so then I’ll give you some background to what I’m going to be talking about today. In…