Podcast Episodes
Back to Search
The Horse Called Asset
Season 1 Episode 16
Do you ever feel like you put the cart before the horse? This is a continuation of our episode aimed at helping Doctors find the right financial advi…
2 years, 1 month ago
Rich Doctor Poor Doctor: Avoiding Common Financial Pitfalls
Season 1 Episode 15
Bob shares his experience working with doctors throughout his financial career. Bob works with a lot of doctors in his current practice and understan…
2 years, 1 month ago
Asset Allocation For The Different Life Stages
Season 1 Episode 14
There are a lot of opinions between all the different professionals in the industry. Advisors, Insurance Agents, CPA’s, Attorneys, etc... all have di…
2 years, 1 month ago
Einstein's 8th Wonder: Compound Interest
Season 1 Episode 13
“Compound interest is the eighth wonder of the world. He who understands it earns it … he who doesn’t … pays it,” Albert Einstein famously said. Succ…
2 years, 2 months ago
Tax Loss Harvesting - Turning Your Loses Into Gains
Season 1 Episode 12
Today we want to go over what tax loss harvesting is. This is a high level overview of the terminology used when talking about taxes, capital gains, …
2 years, 2 months ago
Tax Credits vs Tax Deductions
Season 1 Episode 11
What is the difference between credits and deductions and what does this mean to you? The IRS is NOT your enemy! We’ve said it before and we’ll conti…
2 years, 2 months ago
Everything You Need To Know About A Tax Return
Season 1 Episode 10
Our goal is to help business owners look at their tax return and actually have an idea of what is going on, and what their CPA is trying to do. Is yo…
2 years, 2 months ago
What Questions To Ask Your CPA To See If You’ve Outgrown Them
Season 1 Episode 9
Bob and Joe go over the typical experience most business owners have with their CPA. CPAs and Tax Strategists are a very different thing. A CPAs job …
2 years, 2 months ago
Pros & Cons of Real Estate as an Asset
Season 1 Episode 8
Real Estate can be a great investment If it is included into a diverse personal portfolio. This depends on your personal goals and desires but must f…
2 years, 3 months ago
The Roles & Guidelines of the Financial Distributors Part 2
Season 1 Episode 7
This is part 2 of a 2-part series where Bob and Joe go over the roles and guidelines of the financial distributors. In todays episode the conversatio…
2 years, 3 months ago