Wealth Beyond the White Coat

10. Expert Q&A Part 1

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 seasoned investor or just starting out, this episode is filled with valuable advice tailored for dentists and medical professionals looking to achieve financial freedom. Don't miss Part 1 of this two-part series!

9. Trust But Verify

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 finances.

8. Investing Wisely - Due Diligence and Underwriting Strategies Part 3

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 the medical field. Stay tuned for expert advice and strategies to enhance your financial health.

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.

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.

5. Opportunity Zones and Practice Consulting with Mark Costes of the Dentalpreneur Podcast Part 2

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 journey from dentistry to managing a diversified investment portfolio, this episode is packed with expert advice on financial planning, asset management, and achieving financial freedom. Tune in to discover how to navigate investments for robust returns and listen to personal anecdotes about the challenges and triumphs of wealth management.

4. Opportunity Zones and Practice Consulting with Mark Costes of the Dentalpreneur Podcast Part 1

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 applications of tax strategies, including opportunity zones, and share insights on optimizing financial outcomes for high-income earners. Tune in to discover how to leverage your financial position to achieve long-term wealth and stability.

3. Reduce Taxes Through Retirement Plans and Investing Part 2

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 retirement plans, and how to strategically manage investments like oil and gas to maximize deductions and optimize financial health. Tune in to unlock the secrets of achieving financial freedom and ensuring a prosperous future beyond the clinic.

2. Reduce Taxes Through Retirement Plans and Investing Part 1

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 retirement plans, and how to strategically manage investments like oil and gas to maximize deductions and optimize financial health. Tune in to unlock the secrets of achieving financial freedom and ensuring a prosperous future beyond the clinic.

1. Introduction to Wealth Beyond the White Coat

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.