Podcast Episodes
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Active vs. Passive Income: A Doctor’s Guide to Tax Savings and Wealth
Season 1 Episode 56
If you’re tired of overpaying taxes, this episode is for you!
In this episode, we break down the difference between active and passive income, and wh…
1 year, 4 months ago
Start Early, Save More: Tax Tips for Physicians and Business Owners
Season 1 Episode 55
In this episode, Bob, Joe and Erin discuss how proactive tax planning can transform the stress of tax season into peace of mind. They highlight the b…
1 year, 4 months ago
Are Your Assets Really Working for You? How to Make Every Dollar Count
Season 1 Episode 54
In this episode, we dive deep into a crucial question for high-income professionals, especially doctors: Are your assets truly working for you? We ex…
1 year, 4 months ago
Trust and moving forward even after you’ve been burned
Season 1 Episode 53
Rebuilding trust after being burned can feel overwhelming, but it’s possible to move forward with confidence and clarity. In this episode, we explore…
1 year, 4 months ago
The Road Less Traveled, Part 2: Bob’s Journey To Tax Planning Done Differently
Season 1 Episode 52
Today we continue our conversation about forging a different path and doing things differently than the herd. Bob is a lived example of stepping off …
1 year, 5 months ago
The Road Less Traveled: A Fresh Approach to Saving on Taxes and Building Wealth
Season 1 Episode 51
Venturing off the beaten path can feel daunting, especially when it comes to something as important as your finances. Many of our new members share t…
1 year, 5 months ago
Why Your CPA Falls Short (And What You Can Do About It)
Season 1 Episode 50
It’s a common frustration: you ask your CPA about a tax-saving strategy, only to be met with skepticism, resistance, or a downright no. If they’re t…
1 year, 5 months ago
Optimizing Your Practice for Maximum Growth and Future Value
Season 1 Episode 49
Running a successful medical practice takes more than excellent patient care—it requires strong business fundamentals, too. Unfortunately, many docto…
1 year, 5 months ago
Offshore Accounts: What You Need To Know
Season 1 Episode 48
In this brief episode, we look at the facts around offshore accounts. Are they really the tax-saving solution they’re often made out to be? We explai…
1 year, 5 months ago
Real Estate Investing: Opportunities, Risks, and Tax Benefits
Season 1 Episode 47
Real estate often comes up in conversations with our prospects, and for good reason—it’s a powerful tool for building wealth and reducing taxes throu…
1 year, 6 months ago