7. Investing Wisely - Due Diligence and Underwriting Strategies Part 2

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 country club money to institutional investments, and the importance of robust investor relations. Part two delves into the nuances of underwriting, scalability in investment, and the safeguarding role of third-party due diligence. This series offers valuable insights for dentists and medical professionals looking to enhance their financial literacy and uncover new investment opportunities.