S4, Episode 34: Tax Updates and Strategies with Shanyn Stewart of Advanced Accounting and Planning.com

August 17, 2018

Shanyn Stewart is not your typical accountant. She’s a serial entrepreneur and fearless single mom who has a background in military tactical training and is not afraid to stand up to anyone, including the IRS. A gun-toting, libertarian proactive tax strategist, Shanyn has built ateam of tax and financial experts to assist clients in legal tax avoidance.

They say that there are two things in this world that are guaranteed, death and taxes. Shanyn has faced life and death situations while traveling internationally and came out the other side so she can be fearless when it comes to everything, including her work. Shanyn began her career with General Electric as one of two advisors that worked directly with GE employees and executives to mitigate taxation throughout the country.

 

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Armed with years of tax navigation experience, in 1996 she started Advanced Accounting to help clients apply those principles she learned at GE to assist in reducing their tax liability.

In this podcast you will:

  • Learn the difference between a tax preparer and a tax strategist.
  • Discover how taxes are calculated by using technology.
  • Acquire tax reduction strategies that fall within the new tax reform laws.
  • Discover what insurance companies do and how they assess risk.

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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S4, Episode 33: My Financial Experiment- Q2 2018 Update

August 10, 2018

If you have been listening to me for the last year, or maybe you're brand new, what I'd like you to do is go back to the archives, and check out season 3, where I started going through this process of acquiring other assets, trying to create multiple income streams.  So this is the Quarter 2 2018 update.  I'll be discussing my online business, this podcast, and my latest craze, land flipping while walking you through my highs, my lows, and the specifics of these various ventures.

In this podcast you will:

  • Get an update on what's going on with the podcast and sponsors
  • Discover what's going on with the city building kit and some unexpected opportunities that have come along
  • Hear about what's working and what's not working
  • Know the lessons I'm learning along the way

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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S4, Episode 32: How to Utilize the Virtual Workforce to Improve Your Business with Brent McClure

August 3, 2018

Brent McClure is not your typical CPA. He is a visionary, a change agent, and paradigm breaker for the accounting profession as well as businesses across multiple verticals.

Brent, in essence, grew up in his family grocery store and took a love of business from an early age and turned it into his future.
A results-oriented Senior Executive and Consultant with more than 20 years of success, Brent crosses many business verticals: financial services, construction, SaaS, retail, distribution, manufacturing, oil & gas, and technology industries.

 

In his experience, Brent has learned that hiring a CFO isn’t something many small or medium sized businesses can afford, yet many times desperately need. With this knowledge, he started promoting his CFO services as more of an outsourced, a la carte, offering via McClure Consulting & Advisory, LLC.

Please help me welcome Brent McClure, Welcome Brent!

In this podcast you will:

  • Discover how Brent has made the CEO position a virtual position to help small and medium-sized companies. 
  • Learn what the two-minute rule is and how it helps you be more successful within your business.
  • Aquire different ways that business owners can improve their cash flow.
  • Learn the most important lesson that Brent thinks is the most important aspect to educate yourself in and have a trustworthy resource as well.

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

 

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S4, Episode 31: Jon Appino- The First 5 Commandments of Employment Contracts

July 27, 2018

Today, we are going to focus on physician employment contracts and chat with Jon Appino, the CEO of Contract Diagnostics.

As a matter of fact, this is Jon's SECOND time on the show. This interview was recorded all the way back 2 years ago in the summer of 2016--- it inspired the contracts section of The Young Physician's Guide to Money & Life.

Jon obtained his BS in Biology and Chemistry with a Pre-med focus. After deciding on a business career over medicine, he has spent the past 15+ years working in various sized companies and start-ups in the healthcare field. He completed his MBA in 2004 and launched his most recent company, Contract Diagnostics, in 2011. He is passionate about the education of Physicians with regards to the non-clinical (business) aspects of medicine.

What I think is pretty neat about this company is that Contract Diagnostics offers a wide range of review packages with price points starting at only a few hundred bucks with flexible payment plans for Residents and Fellows as they complete their training.

Enjoy the podcast with Jon Appino!

In this podcast, you will...

  • Discover the 3 parts of physician employment contracts
  • How to compare in terms of compensation/geographic location why public data is DRAMATICALLY FLAWED
  • Where there are discrepancies in data for a particular specialty
  • The first 5 commandments of employment contracts

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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S4, Episode 30: The Young Physicians Guide to Money and Life - Background on the making of the book

July 20, 2018

Welcome back to the latest episode of the Freedom Formula for Physician's podcast. This week we will be discussing my new book: The Young Physicians Guide to Money and Life.

We will discuss the trials and tribulations that were involved while writing this book. Also, find out why this book was almost not released to the public.

 

Please enjoy this chapter of the book and the background that went into this passion project of mine!

 

In this podcast you will:

  • Learn why this was the hardest book for Dave to write (HINT: It had nothing to do with the content of the book).
  • Aquire a seek peak to into The Young Physician's Guide to Money and Life
  • Discover why credit cards a filing bankruptcy might be a better way to eliminate your student debt...this is very controversial and only one point of view.

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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S4, Episode 29: The Wealth Formula with Buck Joffrey

July 13, 2018

Our next guest is a surgeon turned serial entrepreneur, asset manager, and podcaster. He finished his surgical training in
2008. Since then, he has started multiple seven and eight-figure businesses and has amassed a substantial portfolio of investments
in the real estate, energy, internet, and health sectors. He is also a financial educator. He is the host of the Wealth Formula
Podcast and international #1 best selling author of 7 Secrets of Eternal Wealth. His mission is to provide financial education for
high paid professionals.

His name? Buck Joffrey, MD

In this physician fireside chat, we are going to explore his journey, his struggles with finances and outside of finances.

Now, I must tell you ahead of time- WARNING- he is very opinionated about the streams of income and is VERY against the piles of cash mindset.

As a matter of fact, he was kind enough to host me on his podcast which you can find here.

However, this podcast isn't about me-- it's about his journey.

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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S4, Episode 28: Another Perspective on Land Flipping with Seth Williams, The RE Tipster

July 6, 2018

More than a few times, you may have heard about my latest adventures in land flipping, but don't take my word for it...

In this podcast, I welcome the one and only RE Tipster aka Seth Williams.

This ruggedly handsome fella has been in the biz of real estate and land flipping over the last decade and his approach is in some ways very similar to mine, but also has some very stark contrasts.

What I love about his content is that it is raw and real. He provides TONS of content on the do's and don'ts of land flipping and real estate in general. He isn't afraid to tell us about how hard it is to work this business---- especially when you get started out.

He has countless blog posts that help guide us and direct us on how to get there.

Needless to say, I was very geeked out and honored to spend some time with him chatting about flippin' dirt.

 

In this podcast, you will discover...

  • How he got into the land investing business during the 2008 crash
  • Where he first invested in land and why he started there (Hint: It was a capital problem)
  • Why his advice is "the best deals are the ones you don't do"
  • How much he invested and made in his first deal
  • Find out what list that he started with (and what he avoided)
  • What response rate he gets on average 

 

Resources Mentioned In This Podcast:

Seth's Website--- RETipster.com

Seth's Podcast--- RETipster

Rich Dad, Poor Dad by Robert Kiyosaki

My Q1 2018 Quarterly Update

 

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S4, Episode 27: Top 5 Podcasts of 2017- #1 The Tax Deductions I Didn’t Know [With Craig Cody]

June 29, 2018

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever popular side hustle.

Here are the notes and resources from this MOST popular episode EVER:

 

Have you been wondering- how the heck can I pay less in taxes?

If you have been grappling with this question or if you are simply curious about taxes, you are going to love our next guest.

Our next guest’s expertise lies in the area of tax planning. His goal is to make sure doctors like you across the United States are paying the least amount of income tax they can legally pay.

He is a Certified Tax Coach, CPA, Business Owner and Former New York City Police Officer with 17 years experience on the Force

As a Certified Tax Coach, he belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, he has co-authored an Amazon best seller book, Secrets of a Tax-Free Life.

As a matter of fact, I ran across him because he was recommended by a listener of the podcast.

I know we’re going to learn a ton today.

Please help me welcome Craig Cody.

In this podcast, you will...

  • Learn what the difference is between a tax planner and tax preparer
  • Discover what to expect with proactive tax planning
  • How hiring your spouse can avoid 1099 & W-2 income (Hint: This is NOT a HSA & is not available to some companies)
  • Learn what qualifies for this incredible tax deduction and what is 'reasonable'
  • How Craig hired his kids to get a tax deduction for their tuition & what you shouldn't do (but you can still avoid FICA taxes)
  • Discover a very creative tax deduction that involves a pool (Yes, the one you swim in!)
  • Learn where to draw a red line on a 'hobby' business
  • Discover why electing late may be a good idea. Find out how.
  • How gifting & leasing can be an amazing tax deduction

Resources Mentioned In This Podcast:

Craig's Profile On LinkedIn

A Resource from Craig for You

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S4, Episode 26: Top 5 Podcasts of 2017- #2 The Top 5 Podcasts for Doctors in 2017

June 22, 2018

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever popular side hustle.

In this podcast, Dave Denniston talks about the Top 5 Podcasts for Physicians.

In this podcast you will:

  • The first podcast learn about Nii Darko and how he has taken his tough lessons and are helping other doctors not make the same mistakes.
  • The second podcast you will discover resources to help with digital entrepreneurship
  • The third podcast you will gain many resources that will help female doctors with finances and life balance
  • The fourth podcast learn how he buys and resells practices for profit
  • The fifth podcast you will acquire numerous resources that will benefit medical students and practicing physicians

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

 

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S4, Episode 25: Top 5 Podcasts of 2017- #3 How To Acquire a Private Practice and Real Estate In One Easy Transaction (And The Pitfalls to Avoid)

June 15, 2018

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever popular side hustle.

Here are the notes and resources from this episode:

 

In this podcasts, we’ve interviewed experts of all kinds- debt, burnout, real estate, and taxes.

I thought, hey it’s about time we found a tax guy again and so, I go out there and do a search.

That’s where I found our next guest. He is a CPA and he is the co-host of a podcast- however, he doesn’t prepare personal taxes.

He is a comedian on the side- a comedian and a CPA, talk about complete opposites, right? He’s shared the stage with Weird Al, Christ Kattan, and Rob Schneider to name a few.

Anyhow, like I said he doesn’t prepare personal taxes- instead he is a controller and general manager of some medical office buildings.

What’s so interest about his day gig- is that he sees a lot of issues with succession planning and buying and selling private practices. So, I know we’re going to gain some really great insights today!

Please help me welcome Greg Kyte the controller and general manager for the Utah Valley Physicians Plaza.

In this podcast you will:

  • Discover the creative way he conducts commercial real estate without using realtors
  • Learn different ways to structure purchasing deals in real estate
  • Find out how to protect yourself with earns outs versus notes
  • Learn Greg's big piece of business advice (HINT: It may not be what you would expect)

For all the show notes, transcription and more, check out the podcast website at http://doctorfreedompodcast.com/

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