Grow Wealth عمومي
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Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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Grow your wealth by working on your mindset and up leveling your game. Your thoughts about money have created your current financial net worth. Sadly, there are many physicians who are have earned a good income but have not built wealth. More and more physicians are becoming burned out as our health care system continues to change. Join the movement of physicians embarking on the journey to take matters in our own hands so we can continue to thrive. Tune in each week to learn more on how to ...
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Helping women to feel confident with their money and prioritize their holistic well-being so they can have fun now and in the future. This podcast dives into wealth building strategies, and personal development- empowering you to thrive in every area of your life. Ready to feel in control and confident with your money? Tired of having a scarcity mindset or feeling fearful when it comes to your money? Do you want to trust yourself and use your intuition when it comes to your money and in your ...
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If you are ready for serious debt-freedom, listen to the Debt-Free Momentum for High-Achievers Podcast! This podcast is for you if... >feel financially defeated > have limited time to manage your money > ready for serious debt reduction strategies > eager for strategic budgeting that works > want to grow your wealth > hoping for a better money relationship with your spouse This podcast provides practical strategies & principles you can implement right away to release financial stress and beg ...
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Discover the answers to your questions about real estate investing, about purchasing properties and about what it’s like to be in the trenches as a real estate investor. Learn about the successes and the challenges of being a successful real estate investor. Join your host Max Boyko as he takes you through the journey of what it’s like buying and selling hundreds of properties. Max will walk you through the different steps and angles of getting started and succeeding in your real estate inve ...
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Have a question? Send me a text message. Are you overanalyzing every financial decision? Do you feel overwhelmed by the amount of financial advice out there? Do you constantly question if you're making the "correct" money moves? In this episode, I'm sharing a clip from a recent workshop I hosted on the Head Center in Human Design. By examining the …
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Welcome to the grand finale of our exhilarating 5-day journey, "Kickstart Financial Freedom 2025." As we wrap up this transformative series, we're diving into a topic that's close to everyone's heart: shaping our financial destiny. In today's episode, we'll uncover powerful techniques to optimize your money goals. This episode is your gateway to tr…
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In Episode 131: Escaping the Hedonic Treadmill, we learned that hedonic adaptation is the tendency to return to a relatively stable level of happiness. People tend to have a baseline or set point level of happiness (or unhappiness) that hey return to. There are ways to adjust that baseline. In the book, The How of Happiness, Dr. Sonja Lynbomirsky o…
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Have a question? Send me a text message. In this episode, I'm joined by John Hall, a breathwork facilitator and practitioner, to dive deep into the transformative practice of breathwork. Together, we unpack the scientific benefits, how intentional breathing impacts the body and mind, and why it's becoming a go-to tool for stress relief, mental clar…
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Are you ready to revolutionize your approach to debt and pave the way for true financial freedom? Welcome to Day 4 of our exhilarating 5-day series, "Kickstart Financial Freedom 2025." Today we're tackling the cornerstone of debt elimination - the most effective paydown method. Whether you're drowning in credit card debt, grappling with student loa…
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Flexible Spending and Heath Care Savings Accounts are both ways to pay for your medical expenses with pre-tax money. Anytime you can use pretax money to pay for anything, you are getting generally getting a 22% discount or more depending on your tax bracket. Flexible Spending Accounts (FSA) are benefits that may be provided by your Employer. Not al…
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🔥 Are you READY to transform your financial future and break free from the chains of debt? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! In today's high-stakes financial landscape, interest isn't just a number - it's a silent wealth killer that can derail your dreams. Join host Shanalei as she exposes the h…
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Are you READY to transform your financial future and create REAL financial freedom? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! 2025 is the year you take back control, decode your financial challenges, and create unstoppable momentum! This is Day 2 of our 5-day series, "Kickstart Financial Freedom 2025." …
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Are you READY to DEMOLISH your debt and create REAL financial freedom? This isn't just another podcast episode - this is your FINANCIAL REVOLUTION! And 2025 is your year! In this episode of "Debt-Free Momentum" we are kicking off the first day of our 5-day series called "Kickstart Financial Freedom 2025." Today, we are going to discover where it al…
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Have a question? Send me a text message. Are you skeptical about the current healthcare system? In this episode, I invited Dr. Grant Kruhly to share his insights into energy psychology, quantum healing, and the dark realities of the healthcare system. The episode encourages listeners to recognize their own power to heal, emphasizing self-awareness …
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The roots of making New Year Resolutions can be traced to Ancient Babylonia and well as Roman traditions. It’s still something many people do today. However, many people who make New Year Resolutions don’t end up keeping them. In this episode, I talk about goal setting an what can help you to accomplish those goals. I am also happy to announce that…
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Some of us are spenders while some of us are savers. Personally, I’m a saver. I like to always have a money cushion. The idea of living paycheck to paycheck freaks me out. I like to get good value and prefer to buy any big-ticket items on sale. That being said, I do like nice things and spend a lot on experiences/travel. It can be hard for me to bu…
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Have a question? Send me a text message. What if overthinking is sabotaging your success more than you realize? Join Carmen Tuleta and I as we unpack how societal and educational norms might be conditioning us to dwell in our thoughts instead of taking bold action. We discuss how taking small, consistent steps actually enhances our resilience and e…
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Amy Vertrees, MD is a board-certified general surgeon, Army veteran, certified coach, author and founder of the BOSS Business of Surgery Series. She served 17 years in the Army, reaching the rank of lieutenant colonel, and deploying 3 times to Afghanistan and Iraq as a general surgeon. After leaving the military, she was an employed surgeon then cr…
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Have a question? Send me a text message. Curious about how seasoned businesses achieve financial success? Dive into the conversation that I had with Chidi Egbujie, a veteran accountant and business advisor with a wealth of experience from firms like JP Morgan. Chidi emphasizes the transition from merely minimizing taxes to the broader goal of creat…
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Most physicians will change where they work at least once during their career. Some estimates are as high as 70% of physicians leaving their first job within 2 years. If you have been at a job for a while, hopefully you have an employer sponsored retirement account like a 401(K) or 403(b). Your may also have a 457 plan. This episode discusses the o…
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An update on what's coming up in 2025.How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAUFollow Aspen FundsLinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/
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Have a question? Send me a text message. I invited my dad on the podcast this week to share the lessons learned from our money traumas and the highs and lows of having a family business. He shares how his experience shaped his relationship with money and what he would have done differently. On this podcast we discuss: The emotional intricacies of w…
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While filing taxes may still feel like a long time away, December is the time to strategize what you can do before the end of the year to decrease your tax burden. In this episode, I review actions you may want to consider to decrease your tax bill. Maxing out your employee contributions to your employer sponsored retirement accounts, your 401K or …
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Have a question? Send me a text message. Tired of being told in order to grow your business you must embrace the old school way of selling? Does it make your skin crawl? Join me as I interview Andee Hart who is the host of The She Sells Differently Podcast. During our conversation, Andee dives into her experience in executive sales and leadership f…
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Hedonic adaptation is the tendency to return to a relatively stable level of happiness. Good things happen and we may be happy but over time, we return to our baseline of happiness. Bad things happen and we may be upset, sad, or angry but over time, we return to our baseline of happiness. If that’s the case, are we stuck where we are? In this episo…
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Have a question? Send me a text message. Join me in this episode as I discuss the balance of taking 100% responsibility for our life so that we are empowered and can make changes while also not taking responsibility for everyone else. For many of us, our work lies in that we take too much responsibility for everyone else. Often this comes from our …
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Many people have a hard time saying no and this can affect multiple areas of life related to and not related to money. In this episode, I talk about reasons we may not be saying no as often as we should and how to get more comfortable saying no. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path…
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Have a question? Send me a text message. Join me as I sit down with Wendi Lester Efflandt, a seasoned estate attorney from Texas, who shares her expertise on crafting tailored estate plans that truly resonate with personal and familial goals. Wendi explains why a one-size-fits-all approach won't suffice. Together, we explore the necessity of choosi…
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Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…
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Many people are interested in investing in real estate but don’t want the hassle or headaches of being a landlord. This week’s episode talks about how accredited investors can invest passively in real estate syndications or real estate funds. It explains what a real estate syndication represents and compares investing in individual real estate synd…
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Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industri…
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Have a question? Send me a text message. On the podcast today, I share my insights from the book "The Creature from Jekyll Island" by G. Edward Griffin. The author sheds light on the controversial creation and role of the Federal Reserve in our economy. By understanding the concept of fiat money and the Federal Reserve's significant influence, you'…
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I know everyone does love learning about finances and investing. Some people just want to know what they should invest in. In this episode, I talk about mutual funds that are one stop shopping where a single fun could meet your investment goal as well as putting together a diversified portfolio with three or four different funds. Recommended funds …
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Do you feel like your financial situation remains unchanged despite having a budget, or do you struggle to stick to the budget you set? If so, today’s episode is just for you! We dive into the idea that your budgeting woes might not be directly tied to how much money you make. Instead, there could be underlying factors at play that are holding you …
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Have a question? Send me a text message. We’re joined by Jacquiline Wagner, a human resource and employment law attorney, who brings her unique perspective to the table. Together, we dissect how understanding both employee and employer perspectives can cultivate win-win situations and foster a supportive work culture. On this podcast we discuss: Th…
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When it comes to planning our spending, we often what we need, what we want, and what we can afford. Sometimes, we conflate things we want as things we need but when we step back, we realize a lot of things we feel we need are really things we want. Then there are things we want that we may say we can’t afford. Paula Pant is known for saying “You c…
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This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil an…
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Have a question? Send me a text message. I invited Kyleigh Weathers, founder of Queerly Attached on the podcast to reflect on the challenging journey of leaving a religious upbringing. Kylie opens up about the trauma and confusion triggered by suppressing one's identity due to religious doctrine and the process of embracing personal intuition. Our …
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I have often thought of the 403b as being the non-profit version of the 401K but through recent events, I’ve learned some differences that may affect those working at non-profits. This may be especially true if your spouse is a teacher or works for a school system. I found https://403bwise.org/ to be a helpful website. They rate different 403b prov…
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Have a question? Send me a text message. Are you tired of constantly setting goals only to feel unfulfilled and burnt out? Join me as I interview Liam Naden where we discuss the neuroscience, psychology, and practical strategies in order to tap into the creative brain to embody true fulfillment. Liam explains how understanding the natural laws gove…
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In 2022, women in the United States earn 82 cents for every dollar men earn. This has been called the Gener Wage Gap or the Gender Pay Gap. This gap appears to be potentially higher for women physicians, and persists even after controlling for age, experience, specialty and other factors. Over a simulated 40 year career, women physician are estimat…
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We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…
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Have a question? Send me a text message. Ever wondered if you need to silence your mind to truly meditate? Brandi Wolf, Master Wisdom and meditation teacher, joins me to debunk this myth and guide you through the natural process of allowing brain chatter while meditating. Learn how to gradually extend the gaps between your thoughts and start with j…
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This week’s episode comes from a talk I gave at the Women in Ophthalmology Conference. I was given the choice to speak on any financial topic as part of a financial wellness panel but with a very limited time of 8 minutes. I thought really hard about what would be the most important message I could deliver in 8 minutes and when it came down to it, …
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Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…
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Have a question? Send me a text message. On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for y…
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Dr. Nneka Unachukwu is the founder of EntreMD, a company on a mission to help 100,000 physicians build profitable 7 and 7+ figure businesses so they have the freedom to live life and practice medicine on their terms. She does this through the EntreMD Business School, the only school of its kind for physician entrepreneurs, the EntreMD podcast, a to…
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Today I'm sharing my Top 10 List of must-do money moves that I would do over again to transform my financial future. Whether you're just starting out or looking to course-correct, these budgeting moves can help you overcome (or avoid) debt and pave the way towards a path that’s aligned with your future goals. Remember, every small change you make t…
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Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Indust…
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Have a question? Send me a text message. On today's podcast I share with you the insights I gained from my recent trip to Oahu. How we as travelers (and humans) get to vote with our time and money. I dive into my beliefs and the significance of responsible tourism, highlighting how engaging with local communities can enrich your travel experiences …
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The 4% rule is probably the most talked about method when it comes to how to plan to withdraw from your retirement portfolio. However, when it comes to actually withdrawing from your retirement portfolio, there are a lot more options, and nuances. If you're not near retirement, why learn about these different methods now? Using different methods ca…
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We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…
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Have a question? Send me a text message. Join me this week as I interviewed Noah Riley from AI Genius Consulting as we discuss all the different ways that we can use AI to support us in our business. In this episode we discuss: Leveraging ChatGPT to optimize your marketing strategy Integrating AI tools for seamless communication across platforms (i…
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No one wants their retirement portfolio to run out of money before they die. Many retirement calculators use static assumptions, like a constant growth rate or inflation rate. The stock market may have average returns of around 10% per year but in any given year, it’s rarely a 10% return. Some years it can be up 18% and other years down 10% or anyw…
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