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Helping Physicians Slash Their Debt, Slash Their Taxes, and Live a Liberated Lifestyle
Episodes
Friday Dec 30, 2022
Friday Dec 30, 2022
Do you want to know where I'm spending, how much I have, or how much debt I owe? Then tune in to this episode as I'll be updating you all on my financial experiments and share the results of initial successes and failures.
In this episode, Dave talks about…
- Experiment with land businesses with Partners
- How many properties did I sell and bought?
- Plans for Generation family properties
- The big revelation for my financial experiment this year
- How fund&grow help my business?
Resources Mentioned:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Ebook to Road to Retire Contact: 833-343-2986
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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Friday Dec 23, 2022
Friday Dec 23, 2022
If you're a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed.
Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals.
In this episode, Catherine & Dave talk about…
- Ways that people who work in hospitals can reduce their taxes?
- What is a Tax credit?
- Tips for business owners and solopreneurs that can help them with their taxes.
- Employee retention credit
- What you can and cannot do when you hire your kids on the business?
Resources Mentioned in this Podcast:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Ebook to Road to Retire ebook Contact: 833-343-2986
Connect w/ Catherine Tindall
LinkedIn: https://www.linkedin.com/in/ctindallcpa/
Website: https://radioentrepreneurs.com
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Dec 16, 2022
Friday Dec 16, 2022
It is hard to obtain new patients. However, this is the age of technology, and the internet plays a significant role in people’s lives. A lot of consumers are using internet search engines to find a local doctor who can help them maintain their physical health.
Marketing and finances meet in the middle for the success of physicians with Justin Knott of The Patient Convert Podcast
In this episode, Justin & Dave talk about…
- Interesting background about Josh Knott
- What should you look for when investing in an early-stage company?
- Why subscription-based model is powerful?
- How online marketing can help physicians?
- How do physicians promote their practices during covid?
- How can we be more tech-savvy to better connect with patients?
- How can physicians who don't work in private practice market themselves?
- What mistakes can doctors make when it comes to their finances?
Resources Mentioned:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Ebook to Road to Retire Contact: 833-343-2986
Connect with Justin Knott
Website: http://intrepy.com
Podcast: http://intrepy.com/patient-convert-podcast/
Twitter: @justindknott
LinkedIn Page: https://www.linkedin.com/in/justindknott/
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Dec 09, 2022
Friday Dec 09, 2022
It's coming up to your 2023 tax year, and you're starting to get worried about how you're going to pay for it. Are you one of the millions who struggle with this every year? Are you unsure where to begin in regard to your tax planning and finances? Well, our guests will help you, whether you're a doctor, business owner, or investor.
Shauna A. Wekherlien, CPA is known as the tax goddess, an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.
In this episode, Dave & Shauna talks about…
- Ways to reduce taxes and increase cash flow
- How did Shauna Wekherlien become obsessed with taxation?
- Steps to take to improve your finances as a WU2.
- How to spot good and bad oil gas investments?
- Tax Strategies for Business Owners
- Tips for Airbnb owners aside from renting out your property for a night
Resources Mentioned:
Connect with Dave:
Ebook to Road to Retire Contact: 833-343-2986
Free 30mins strategy session: (612) 284-2409
Connect with Shauna A. Wekherlien
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Dec 02, 2022
Friday Dec 02, 2022
It might hard to accept but the cost of medical supplies and devices can be extremely expensive. Hospitals need them on a daily basis, which means they have to shell out thousands and sometimes millions of dollars every month. And that's just for keeping the lights on. As we all know, you cannot get by without the equipment, meds, and other supplies your hospital routinely uses.
And our guest today, Richard Palarea is the CEO of Kermit, a Baltimore-based healthcare cost reduction and spend management company bringing automation and insight to the high-spend category of implantable medical devices within hospitals and health systems.
In this episode, Dave & Rich talk about…
- How hospitals and surgeons can save money
- The cost of medical supplies used in hospitals
- How did the supply chain adapt to increasing prices worldwide?
- Innovation in healthcare
- The medical product negotiation process
Resources Mentioned:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Ebook to Road to Retire Contact: 833-343-2986
Connect with Rich Palarea
Website: KermitPPI.com
LinkedIn: Rich Palarea & KermitPPI
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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Friday Nov 25, 2022
Friday Nov 25, 2022
Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔
This podcast will enlighten you and makes you understand what a broker-dealer environment looks like.
In this episode, Dave talks about…
- The reason why he hates broker-dealer
- A little bit of story about his internship in the Financial advisor industry
- Why it turns out to dislike to hate?
- is a broker-dealer environment more on bad people?
Resources Mentioned:
Ebook to Road to Retire Contact: 833-343-2986
Contact Dave for a free 30mins strategy session: (612) 284-2409
Connect with Dave:
dave@daviddenniston.com
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Nov 18, 2022
Friday Nov 18, 2022
In this episode, Dave talks about how much he enjoys spending time with his family, the precious moment during his travel, and how we need to prioritize the things in life that really matter.
Grab a cup of coffee and listen to this episode as you will get a lot of wisdom.
Resources Mentioned:
Ebook to Road to Retire Contact: 833-343-2986
Contact Dave for a free 30mins strategy session: (612) 284-2409
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.
The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.
Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.
Friday Nov 11, 2022
Friday Nov 11, 2022
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 is important?
- What are the 2 basic legal structures in the state?
Resources Mentioned:
Ebook to Road to Retire Contact: 833-343-2986
Contact Dave for a free 30mins strategy session: (612) 284-2409
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Nov 04, 2022
Friday Nov 04, 2022
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 that apply to a certain type of donation?
- What is the charitable giving that you can do?
- Things to know about charitable giving while getting a tax deduction
Resources Mentioned:
Ebook to Road to Retire Contact: 833-343-2986
Contact Dave for a free 30mins strategy session: (612) 284-2409
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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Friday Oct 28, 2022
Friday Oct 28, 2022
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?
- How tactical asset allocation can and should work
Resources Mentioned:
Ebook to Road to Retire Contact: 833-343-2986
Contact Dave for a free 30mins strategy session: (612) 284-2409
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »