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…
7 Ways to Protect Your Spouse & Kids
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…
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…
Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital
Investing in self-storage is a smart idea that can provide you with a lot of good benefits and experiences. But, with many different factors involved, it’s hard to know where to start and what you need to do before (or after) making an investment. This is your opportunity to learn as Paul Moore of Wellings…
Mind the Behavior Gap
A financial market is a place where many enter and fail to find their footing. This episode will teach you how to take advantage of good markets and why you NEED to be an active trader. The market will show you great opportunities if you only know where to look. In this episode, Dave talks…
The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
Are you looking for a substantial tax deduction? If the answer is YES and you’re an independent contractor or you’re a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of defined contribution plan VS. the defined benefit plan Explanation of defined contribution plans…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……
The SUPER Back Door Roth
The Super Backdoor Roth IRA is one of the easiest ways to get more money into a Roth IRA. So, if you want to learn more then make sure to check this out! In this episode, Dave talks about… The easy ways to have money grow tax-free and come out tax-free in retirement? What is…
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