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S7, Episode 30 - Annuities

S7, Episode 30 - Annuities

October 14, 2022

Annuities are a type of insurance that pays out a fixed amount at regular intervals over a specific period (usually decades).

In this episode, Dave talks about…

  • How does an annuity work?
  • Why do financial advisors and some people like annuities?
  • Pros and cons of different kinds of annuities?
  • Why other people don't like annuities?

Resources Mentioned:

Website:

Locum Story

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 29 - The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)

S7, Episode 29 - The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)

October 7, 2022

Taxes are hard and it's almost impossible to avoid them.

So if you want to know about other ways to get some of your money back, then this episode is for you.

In this episode, Dave talks about…

  • Dave's journey on his biggest tax deduction 
  • How did he do it?
  • Why acquisition of a business is fantastic?
  • How to legally reduce your tax?

Resources Mentioned:

Email

dave@daviddenniston.com

Website:

Locum Story

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 28 - Thoughts on Speeding up and Slowing down

S7, Episode 28 - Thoughts on Speeding up and Slowing down

September 30, 2022

The truth is that you can experience both fast and slow growth throughout your career or phase in your life.

I think most of us are rushing through life. We want to get to the next task, project, or goal on our list. Or maybe we're rushing towards trying new things and experiences. We simply want to live our lives and make sure we have time to see all we have on our "to-do" lists.

In this episode,  I want to speak about slowing down during a season in our lives, or speeding up when we are in the heat of looking for another career opportunity.

Resources Mention in this Podcast:

Website:

Locum Story

Email:

dave@doctorfreedompodcast.com

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 27 - Tax Strategies with a Tax Attorney—Toby Mathis of Anderson Law Group

S7, Episode 27 - Tax Strategies with a Tax Attorney—Toby Mathis of Anderson Law Group

September 23, 2022

An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance. 

In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.

Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States

In this episode,  Toby & Dave talk about…

  • How did Tony become a tax attorney?
  • Know more about Malpractice lawsuits
  • Why is it important to be careful NOT to tell who you are when you get into an accident?
  • Thoughts about the world tax TODAY
  • What makes a real estate professional by tax standard?
  • Tax rules for real estate professionals

Resources Mentioned:

Books:

Infinity Investing: How The Rich Get Richer And How You Can Do The Same

Website:

Locum Story

Toby Mathis Youtube Channel

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 26, A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors

S7, Episode 26, A Chiropractor’s Journey in Real Estate with Dr. Jeannette Birnbach of Blue Ring Investors

September 16, 2022

Wouldn't it be nice to build a passive income that you could rely on? If you're after financial freedom, this episode about real estate investing can help.

Dr. Jeannette Birnbach has been running a successful practice for the last 24 years in the Pacific Northwest. She realized halfway through that time that scaling her business would require opening multiple offices or developing a passive income stream. She had always been intrigued by the idea of real estate and began her journey by renovating and flipping a house and then purchasing single-family homes in multiple markets. Her phone became a tool for listening to real estate podcasts every free moment.

In this episode,  Dr. Jeannette & Dave talk about…

  • Her lovely story when she moved to Japan
  • Learn about Jeannette enrolling in a chiropractic school
  • How did she pay her debt?
  • Her learnings when she restarts her practices 3-4x?
  • When did she get into real estate?
  • How did she find and buy 8 properties in a year and a half?
  • What was the cash flow in those properties?
  • Tips and Processes for starting up in this kind of investment

Resources Mentioned:

Book:

Robert Allen's book, Multiple Streams of Income

Websites:

Locum Story

https://blueringinvestors.com/

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 25 - What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions

S7, Episode 25 - What You Should Ask and Know About Malpractice with Jennifer Wiggins of Aegis Malpractice Solutions

September 9, 2022

Some of the most common causes of malpractice include negligence, errors in diagnosis and treatment, failure to follow a doctor’s orders correctly, failure to correct problems when they first appear, failure to communicate with a patient, or an inappropriate amount of time spent evaluating a patient.

If you want to learn more about Malpractice solutions, our guest today will give you the answer.


Jennifer Wiggins started Aegis in 2018 after 16 years of working for one of the nation’s largest malpractice insurance carriers. 

Building on that foundation of knowledge and experience, Aegis has launched into the marketplace as one of the only specialized medical malpractice insurance agencies in the country. 

Jennifer offers tireless customer service and a wide range of coverage solutions to independent doctors and medical practices, as well as ongoing malpractice insurance education and resources to healthcare providers throughout the United States.


In this episode, Dave & Jennifer talk about…

  • What to know more about Malpractice Insurance?
  • How does Jennifer get into the Malpractice business?
  • Why do Doctors need this kind of insurance?
  • How many carriers are in Medical Malpractice?
  • Do residents and fellows need Malpractice Insurance?
  • Know more about two different policy types for this kind of insurance
  • What does Malpractice cover and what it doesn’t cover?
  • Jennifer advised how to avoid a Malpractice lawsuit

Resources Mentioned:

Website:

Locum Story

Connect with Jennifer Wiggin

https://www.aegismalpractice.com/

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 24 - Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities

S7, Episode 24 - Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities

September 2, 2022

Are you looking into the steps to becoming a self-storage business owner?

There are many steps involved, with much work ahead. 

We have our guest today who can share his knowledge and his journey in the real estate investing and self-storage business.

Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. When he was 23, Fernando started doing real estate on the residential side by wholesaling and acquiring residential rentals. 

Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage. 


In this episode, Fernando & Dave talk about…

  • Why Fernando does not want to go to college?
  • How does he start investing in real estate?
  • What is the use of debt in real estate?
  • How does Fernando gain knowledge about real estate?
  • What is his mentality during 2007-2009 at the time his investing initially started?
  • What is wholesaling?
  • When did he start mixing in Buy and Hold strategy?
  • Advantages of Self storage?
  • Important things to know when you want to start a Self-storage business?

Resources Mentioned:

Website:

Locum Story

Connect with Fernando Angelucci:

Website: www.SSSE.com

LinkedIn: /TheStorageStud

Facebook: /TheStorageStud

Instagram: @TheStorageStud

Twitter: @TheStorageStud

Cell Phone: (630) 408-8090

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) Admin

S7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) Admin

August 26, 2022

Have you ever wondered what is 831 b plans are? and how it differs from other plans?

So, 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 sales teams and operational excellence. As Director of Business Development. Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry events in insurance, finance, and long-term planning.


In this episode, Dave talks about…

  • What is the 831 B plan all about?
  • A little background about Ed Bryan
  • Difference between the 831 B plan Vs. 401k
  • Why Physician should be aware of this plan?
  • What's different about this kind of plan? Can you do it on top of a 401K or a cash balance plan?
  • What kind of practice that this would be a good fit for?
  • What is the cost of setting up an 831 B plan and maintaining the plan?
  • Two limits of this kind of plan?
  • What are the policies?
  • Does the fee charge include filing a tax return for the entity?

Resources Mentioned:

Website:

Locum Story

Connect with Ed Bryan

Website: http://831b.com

LinkedIn Speaker: https://www.linkedin.com/in/edward-bryan-498a9691/

LinkedIn SRA: https://www.linkedin.com/company/sra-831b/

Vimeo: https://vimeo.com/831b

YouTube: https://www.youtube.com/channel/UC8QJwR1FlAzdAgmC8UYsnWg

Facebook: https://www.facebook.com/SRA831b/

Instagram: https://www.instagram.com/sra_831b/

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 22 - Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital

S7, Episode 22 - Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital

August 19, 2022

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 Capital will share the do's and don'ts of self-storage that everyone should be aware of.

After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was a two-time finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He founded multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits.

He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to BiggerPockets, producing live video and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he has been a featured guest on over 200 podcasts. Paul is a three-time real estate author and BiggerPockets recently published his new book called Storing Up Profits - Capitalize on America's Obsession with Stuff by Investing in Self-Storage. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. Wellings Capital designates a portion of its profits to thwart human trafficking and rescue its victims. 

In this episode, Dave and Paul talk about…

  • The story about what was Paul's exposure to money and investing as he was growing up?
  • How did Paul start investing?
  • His opinion about what achieving freedom is? When is someone financially free?
  • Benefits of Self storage
  • What point do you consider moving on from Self storage?
  • How to get into commercial real estate?
  • What is the most dangerous time to invest in self-storage?

Resources Mentioned:

Website:

Wellings Capital

Locum Story

Books:

The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing by Paul Moore

Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage 

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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S7, Episode 21 - Mind the Behavior Gap

S7, Episode 21 - Mind the Behavior Gap

August 12, 2022

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 about…

  • What is Behavior Gap?
  • Know more about the investment return
  • What is the difference between the investment return and the investor return?
  • Why timing strategy is awesome?
  • How to take advantage of good markets?

Resources Mentioned:

Blog:

Mind the behavior gap

Contact:

What's My Number? - (612) 284-2409

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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