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Helping Physicians Slash Their Debt, Slash Their Taxes, and Live a Liberated Lifestyle
Episodes
Friday May 12, 2023
Friday May 12, 2023
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 with others in hopes of helping other physicians transform their lives, realize their potential, and learn to live life on their own terms.
In this episode, you will discover...
- What influences them to pursue a medical degree?
- Overcoming the scarcity mindset
- How did their parents' relationship with money influence their own?
- What kind of debt are they struggling with?
- How did they know that telemedicine would be successful?
- Can telemedicine be applied to everyone or not?
Resources Mentioned on this Podcast:
Connect w/ Dr. Cherisa and Dr. Alex Sandrow
Podcast: https://open.spotify.com/episode/2ig2EySif1GhTm5owo3ggo
Website: https://www.sandrowconsulting.com/
To Enroll: https://sandrow-consulting.mykajabi.com/enroll
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 May 05, 2023
Friday May 05, 2023
What happens to a deceased person's IRA? What can you do with inherited IRAs? Can you roll over the money into your own existing IRA? Will taxes eat up the money? Inherited IRAs and inheriting Roth IRAs can be confusing to navigate.
This episode should help you understand some of the most important things that you need to know about these special accounts.
In this episode, Dave talks about…
- My clients' experience in inheriting Roth IRAs
- Specific rules and regulation of Inherited IRAs
- Few things to keep in mind if you inherit an IRA.
- Why should you avoid mix and match?
Resources Mentioned in this Podcast:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Also, on Itunes --- https://podcasts.apple.com/us/podcast/the-freedom-formula-for-physicians-how-doctors-cut/id966058807
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Apr 28, 2023
Friday Apr 28, 2023
Let's explore the ins and outs of Required Minimum Distributions and the options you have for withdrawing from your IRA or 401(k) penalty-free.
In this episode, you will discover…
- How can you withdraw without penalty?
- How to avoid a 10% early withdrawal penalty?
- How much can you withdraw each year?
- How can you reduce your tax burden?
Resources Mentioned in this Podcast:
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 Apr 21, 2023
Friday Apr 21, 2023
The decision to invest in a 529 plan is a no-brainer if you're married and have or will have children in college. The money you put away while your children are young can be used to pay for their education, even if they decide not to graduate. Let's deep dive into 529 plans to Roth!
In this episode, you will discover…
- Talks about legislation
- What this legislation has changed?
- How can this help you in your kids' college education or future plans?
- Why you still shouldn't overfund your 529 plan
Resources Mentioned in this Podcast:
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 Apr 14, 2023
Friday Apr 14, 2023
Are you one of the millions of Americans struggling with financial stress? Do you have a hard time getting out of debt, managing your bank accounts, or even accumulating wealth? If so, you are not alone. Let me share my experience as a financial advisor who also suffered from "financial PTSD"
In this episode, Dave talks about…
- The pain of being wrong
- My experience with financial PTSD
Resources Mentioned in this Podcast:
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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Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Have you been wondering how to lower your taxes? What if you could download a 2 page cheatsheet that could help guide you on how to do that?
Download our 2023 Tax Cheatsheet to figure out the specific steps.
Just text CHEATSHEET to 1-833-343-2986 and get your free copy!
Friday Apr 07, 2023
Friday Apr 07, 2023
Asset allocation is all about slicing up the pie. We want to divide the pie into pieces that are proportional to each other in size, but how do you decide how big a slice should be? And which method is best? Let's dive in. 🏊
In this episode, Dave talks about…
- How to slice up the pie of asset allocation?
- What is asset allocation?
- How much risk are you taking with your principal?
- What risk are you subject to?
Resources Mentioned in this Podcast:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Website: https://www.daviddenniston.com/blog/how-to-slice-up-the-pie-of-asset-allocation
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »Friday Mar 31, 2023
Friday Mar 31, 2023
The 200-day moving average is one of the most famous technical analysis tools that traders use. The phrase "200-day moving average" yields conflicting evidence on whether this tool really works or not when searched in Google, but the question remains: does it work?
In this episode, you will discover…
- Is it possible to time the market?
- What happens if January is negative?
- What is the average low point of negative?
- What it’s slightly positive in January?
Resources Mentioned in this Podcast:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Website: https://www.stocktradersalmanac.com/
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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Friday Mar 24, 2023
Friday Mar 24, 2023
The January effect is a term used to describe a phenomenon where stocks tend to do better in January than in other months. The phrase "buy stocks in January and sell in May" has been circulating since the 1980s if not before, leading investors to hire professional managers to trade their money for them during the winter months so that they can take advantage of this so-called effect. But does it really exist? Does it work?
In this episode, you will discover…
- Is it possible to time the market?
- What happens if January is negative?
- What is the average low point of negative?
- What it’s slightly positive in January?
Resources Mentioned in this Podcast:
Contact Dave for a free 30mins strategy session: (612) 284-2409
Website:
https://www.stocktradersalmanac.com/
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
Read the rest of this entry »
Friday Mar 17, 2023
Friday Mar 17, 2023
Bonds seem like a simple investment, but in reality, they are quite complicated. Let's deep dive into how your bond investments can add value to your portfolio.
In this episode, you will discover…
- What is the upside of treasury bonds?
- Duration and interest rate of treasury bonds with detailed example
- Which is a better choice, shorter bonds or intermediate?
Resources Mentioned in this Podcast:
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 »