Ever wonder how you can calculate your withdrawal rate? And more importantly, is there a way to reduce the risk of capital loss if you withdraw funds from your account prematurely? 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…
What’s A Safe Withdrawal Rate Today?
Unicorns in Mutual Funds
Have you ever wondered what makes Unicorns so interesting and valuable within the investing world? Now, I’ll share some additional insights that may be helpful for you to better understand these hot-ticket investments. In this episode, you will discover… What is the term “unicorn” in private equity? The chances of a unicorn startup What risk…
Tales from a Surgeon with Dr. Craig Thayer
Dr. Craig Thayer, a best-selling author of “Saved”, radio show host and surgeon, discusses how he overcame obstacles on his path to success. He highlights the importance of taking a leap of faith despite all the challenges he experienced during his formative years, which shaped him into the person he is today. In this episode,…
Tax Planning in the 4 Stages of Retirement
Retirement planning is an extremely important part of any financial plan. Your retirement accounts will likely make up a large portion of your wealth, so you want to make sure that they’re set up in the best possible way. Today, we’ll take a look at why retirement tax planning is so critical, and how it…
You’re Going To Peed On with Dr. Michael Bugg
Today, we’re going to sit down with Dr. Michael Bugg, an author of You’re Gonna Get Peed On and began building his real estate portfolio while still working in vet medicine. He isn’t afraid to share everything that got him to where he is today, and will walk you through tips for creating your own…
This is Better Than a 529 Plan for College (Hint— It Lasts Longer)
If you’re saving up for your kid’s college education, you probably have a 529 plan—But here’s the thing: they don’t last forever, and they don’t always get you the best deal on the market. What if I told you there was an investment is much better and that would… Give you an even better return…
How You Can Invest in Farmland with David Chan of FarmTogether
Farmland is a unique asset class, providing investors with long-term economic benefits and the opportunity to proactively fight climate change. But how do you invest in farmland? 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…
How You Can Hire Medical Virtual Assistants with Beth LaChance of RevaGlobal
Do you have a busy practice and too much to do? Medical Virtual Assistants can help you overcome the challenges of a traditional business and help you become more time efficient. 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…
A Doctor on the Journey to Financial Freedom with Dr Ann Tsung of It’s Not Rocket Science
After achieving her goal of becoming a residency-trained physician, Ann Tsung, MD, MPH felt something was missing. She met all societal definitions of success but was not as happy as she should be. To learn more about herself and how she could achieve more happiness in life, she embarked on a journey around the world…
From Burnout to Telemedicine with Dr. Cherisa Sandrow & Dr. Alex Sandrow
Dr. Cherisa and Dr. Alex Sandrow have faced multiple challenges as they take a unique path to solve health care crisis and create a sustainable future. 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…
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