7 steps to a Breakthrough Financial Year

Generational Wealth MD

Last month I made a decision to make 2025 my breakthrough year and I solidified the decision by committing to a six figure mentorship program - to surround myself with 7 and 8 figure entrepreneurs!
And as I begin mapping out my Breakthrough year with my coaches, I wanted to share with you
Ray Dalio’s (founder of the world’s largest $196 Billion hedge fund) “Holy Grail” of investing principles and
the 7 step process to implement this principle for your Breakthrough year.
This is the same process I used in 2024 to boost my passive income by 50% & triple our Assets under management to $375 Million.
But till a few years ago, a new year would come - I was motivated, ready to take action, felt energized
But when I looked back at the end of the year - the needle hadn’t moved much. I was still trapped in my W2 job and nowhere close to Financial Freedom
So what changed?
Watch the Replay as I go over:
- Ray Dalio’s “Holy Grail” of Investing - the same principle that helped me retire at 41
- 7 step process you can use to implement this principle and make this the year you take massive action
- Levers you can use to gain momentum
- Case studies of physicians like you using this principle to grow passive income & shelter clinical income from taxes
I want you to make this your Breakthrough year for your Finances & passive income - and your health & relationships!

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏
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