In this episode of Wealth Beyond the White Coat, we sit down with Annette Woods, the founder of Bookkeeping Aesthetics, to explore how her unique background in dentistry equips her with the expertise to help dental practices thrive financially. Learn how proper bookkeeping and financial management can be a game-changer for your practice’s success.…

In the final part of our series on due diligence with David Sengstock of Mick Law, we wrap up our deep dive into the crucial process of vetting investment sponsors. Discover the essential steps to ensure you're partnering with credible and trustworthy managers, setting the stage for smarter, more secure investment decisions.…

In Part 2 of our deep dive into sponsor-level due diligence with David Sengstock of Mick Law, we explore real-world examples and case studies that highlight the critical role of transparency and thorough research in safeguarding your investments. Whether you're an experienced investor or just getting started, this episode is packed with actionable …

In this episode, we sit down with David Sengstock, President of Mick Law, to explore the critical role due diligence plays in alternative investments. Learn how to effectively vet investment deals by evaluating sponsors, understanding the intricacies of the deal structure, and ensuring all tax implications are thoroughly considered. This is essenti…

In the second part of our conversation with Jim Woltmann, we delve deeper into his evolved investment strategies and the impact on his work-life balance. Discover the benefits and insights of diversifying with high-yield investments.Deren Flesher által

Join us as we sit down with Jim Woltmann to discuss his journey from traditional investments to diversifying with alternative investments through Legacy Point. Learn how these strategies have transformed his financial portfolio and provided significant tax advantages.Deren Flesher által

Wrap up our enlightening series with Part 3 on "Totally Oral" featuring hosts Russell Schafer and Clint Timmerman. Discover advanced investment strategies, success stories, and actionable tips for building a resilient financial future beyond dentistry.Deren Flesher által

Tune in to Part 2 of our engaging conversation on "Totally Oral" with hosts Russell Schafer and Clint Timmerman. Explore lucrative private market investments, from oil and gas ventures to real estate opportunities, and gain insights into diversifying income streams for long-term financial stability.Deren Flesher által

Dive into the dynamic world of dentistry with a special collaboration on "Totally Oral" hosted by Russell Schafer and Clint Timmerman. In Part 1, we unveil the journey from dental school to practice ownership, covering startup hurdles, side gigs, and savvy practice management strategies for emerging dentists.…

In this episode, we continue our deep dive into The Shred Method with expert Adam Carroll. In Part 2, we explore advanced strategies, real-life success stories, and how to overcome common obstacles when implementing The Shred Method. Learn how to maximize your debt reduction, optimize your financial plan, and achieve lasting financial freedom. If y…

In this episode, we dive into Part 1 of our exploration of The Shred Method with expert Adam Carroll. Learn how this innovative approach can help you pay down debt faster, save on interest, and achieve financial freedom. We cover the foundational principles of The Shred Method, its benefits, and actionable steps you can take to start implementing i…

In Part 2 of our expert Q&A series, we dive deeper into advanced investment strategies, tax-saving tips, and real estate opportunities tailored for dentists and medical professionals. Discover more about optimizing your financial portfolio, leveraging alternative investments, and securing your financial future. Don't miss out on these invaluable in…

In this episode of Wealth Beyond the White Coat, we kick off an insightful Q&A session with financial experts, tackling crucial questions about diversification, tax mitigation, and alternative investments. Discover strategies to optimize your portfolio, balance active business investments, and enhance your financial future. Whether you're a seasone…

An engaging discussion on financial freedom for dentists - exploring alternative investing, tax strategies, and wealth-building secrets not covered in textbooks. The episode delves into behind-the-scenes conversations, highlighting the importance of experience, investment decision-making, and the challenges faced by professionals in managing financ…

Join hosts Deren Flesher, Ross Brannon, and guest Matt Chancey as they delve into investment insights with Rob Woomer from Skyway Capital Markets, exploring risk and value in real estate, trends in energy, and navigating value-add strategies. Discover how to create opportunities in distressed assets and gain valuable insights on building wealth in …

Join host Deren Flesher, Ross Brannon and Wealth Beyond the White Coat for an enlightening part two podcast series featuring Rob Woomer from Skyway Capital Markets. Dive deep into the critical aspects of alternative investing, tax mitigation, and strategies to build wealth beyond the office. In part one, we explored the evolution of investment from…

This episode of Wealth Beyond the White Coat, host Deren Flesher, along with co-host Ross Brannon and his partner Matt Chancey, features special guest Rob Woomer, CEO of Skyway Capital Markets who provides insights into the management of broker dealers in the alternative investment space and the importance of aligning financial strategies with one'…

In this insightful episode of our podcast with Dr. Mark Costes, join us as Dr. Deren Flesher delves into the realm of income-oriented investing, revisits the choice of pursuing dentistry, and explores the contrasting worlds of traditional stock market investments and private market alternatives. Featuring a detailed discussion where he shares his j…

Join host Deren Flesher on 'Wealth Beyond the White Coat' as he delves into advanced financial strategies for dental and medical professionals. In this episode, Deren speaks with Dr. Mark Costes about the nuances of tax mitigation, investment opportunities, and achieving financial freedom post-liquidation events. They explore real-world application…

Join hosts Deren Flesher and Ross Brannon in this enlightening episode of 'Wealth Beyond the White Coat' as they explore the intricacies of tax planning and retirement strategies for medical professionals. Featuring tax expert John Harvard and investment guru Matt Chancey, this discussion delves into practical tax advice, the benefits of various re…

Join hosts Deren Flesher and Ross Brannon in this enlightening episode of 'Wealth Beyond the White Coat' as they explore the intricacies of tax planning and retirement strategies for medical professionals. Featuring tax expert John Harvard and investment guru Matt Chancey, this discussion delves into practical tax advice, the benefits of various re…

Dive into financial freedom with "Wealth Beyond the White Coat," where Dr. Deren Flesher and co-host Ross Brannon guide dentists and medical professionals through alternative investing and tax strategies. Uncover secrets to wealth that go beyond your practice, and learn from experts to enhance your financial literacy and opportunities.…