Thursday May 16, 2024

6. Investing Wisely - Due Diligence and Underwriting Strategies Part 1

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's personal and professional goals. The discussion covers in-depth the intricacies of investment opportunities, due diligence, and the critical aspects of investing with a focus on capital protection, especially during unforeseen market downturns like the COVID-19 pandemic. The episode is rich in advice for medical professionals seeking to enhance their financial literacy, discover new investment opportunities, and manage their money more effectively to achieve financial clarity and freedom.

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