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Doctors Building Wealth is for physicians drowning in student debt and working endless hours, wondering if your medical career will ever bring true freedom. Despite your six-figure income, the path from successful doctor to financially independent professional feels impossibly complex. We get it—balancing patient care and financial planning is overwhelming when no one taught you how to invest during medical school. Lucky for you, you don't have to figure it out alone. Meet Drs. Letizia Alto ...
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A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
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Learn what it takes to be a successful Day Trader from salty veteran Tim Bohen, and innovation investor Matt McCall.
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For professionals in a new country as immigrants or expats struggling to be visible at work while dealing with workplace culture shock. Every Sunday, I share actionable tips from my over a decade experience in multicultural teams from Europe, Asia, Middle East, North America & Africa. Also, listen to interviews from relocated professionals as they share their secrets to staying visible at work even in a new territory.
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Mastering the Sale: The Other Half of Real Estate Investing Most People Ignore
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24:40
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24:40How do you sell an investment property for maximum profit? Are you focusing solely on buying properties and neglecting the importance of selling them strategically? The truth is, most investors overlook the selling side, missing out on opportunities to maximize their returns. Understanding seller psychology can be the key to negotiating better deal…
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The Ultimate Framework for Deciding When to Sell Your Rental Property
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20:10
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20:10What if you could sell your rental property for a profit, but how do you decide when it’s time? Many doctors find themselves unsure of when to sell their properties or which ones to sell. Are you holding onto underperforming properties because you don't know if it's the right time to let go? It’s a common mistake to stay attached to properties that…
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The Business of Breaking In: What I’ve Learned as a Physician Entrepreneur
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32:07
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32:07Are you struggling to navigate the world of entrepreneurship, especially as a woman or a doctor breaking into new territory? You might be feeling overwhelmed, unsure of how to fit in or how to tackle the challenges of starting and growing a business. It’s easy to feel out of place or doubt your path. But what if you could shift your mindset and emb…
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5 Mistakes New Real-Estate Investors Make
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29:29Want to avoid the most common mistakes new real estate investors make? Many aspiring investors try to do everything on their own, only to discover they’re missing crucial pieces of the puzzle. By not leveraging the right resources or community, they end up wasting time and money on poor decisions. But there’s a better way to accelerate your success…
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How to Build Wealth with a Bias to Say “YES”
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22:56
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22:56Are You Unknowingly Holding Yourself Back from Wealth? Many high-income earners and doctors instinctively say "no" to new opportunities—often out of fear, logistics, or financial concerns. But what if that hesitation is the very thing keeping you from building true wealth and freedom? If you’ve ever turned down an opportunity without fully explorin…
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It All Starts with Belief: Breaking Through to Achieve the Impossible
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32:31What if the only thing standing between you and achieving the impossible is your belief system? Many doctors and high-income professionals dream of financial freedom and creating a life on their terms, but limiting beliefs hold them back. They tell themselves real estate investing is too risky, or that partnerships never work, or that now just isn’…
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Identity Redefined: The Power of ‘I Am Not!'
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23:21Are the beliefs you hold about yourself keeping you stuck? Many high-income professionals, including doctors, unknowingly limit themselves by defining their identity too narrowly. If you've ever told yourself, "I'm just a doctor," or "I'm not a real estate investor," you might be holding yourself back from achieving true financial freedom and auton…
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Are you missing out on hidden opportunities in real estate? Many investors struggle to find cash-flowing properties, believing great deals are impossible in today’s market. But what if the key to success isn’t just luck—it’s recognizing and leveraging patterns? Most investors overlook one of the biggest wealth-building strategies: identifying hidde…
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In this episode of the Doctors Building Wealth podcast, Leti and Kenji tackle a topic that resonates with so many of us—how to expand and deepen relationships, even as life becomes busier and more demanding. Drawing from personal experiences and lessons from their community, they share actionable strategies for building meaningful connections that …
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How Happy Are You—Really? Do you believe happiness is something that happens to you—or something you create? Many high-achieving doctors and professionals tie their happiness to external circumstances, believing success, wealth, or reaching a goal will bring them lasting joy. But what if true, unconditional happiness isn't based on achievement at a…
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Turning Knowledge into Action: Why Knowing Isn’t Enough
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23:07
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23:07Are You Stuck in the "I Know This Already" Mindset? You’ve taken the courses, attended the seminars, and read the books—but are you actually applying what you’ve learned? One of the biggest mistakes high-achieving professionals make is assuming that knowing is the same as doing. The truth? Just knowing something isn’t enough. The real transformatio…
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We only have a few weeks left in 2024. And man, it has been a banner year for the U.S. stock market. The S&P 500 is on track to log one of its best years in the last couple decades. So now the big question is, what’s next? Well, there’s always a bull market out there somewhere. On today’s new SteadyTrade Podcast, we're looking ahead to find that bu…
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What’s Shaping the Market? 5 Topics You Can't Ignore
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20:54
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20:54We heard you... We received some positive feedback from you, our listeners. So we’ve decided to do another “five-on-five” podcast as requested. You know the drill. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss five hot topics for five minutes each. The last month of the year is typically strong for stocks – es…
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Why Problems Are the Key to a Meaningful Life
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26:37Are problems really something to avoid, or could they be the key to living a meaningful life? Most people see problems as setbacks, sources of stress, or obstacles to success. But what if that mindset is holding you back? Reframing problems as opportunities can change everything—from your mindset to your success in real estate investing and beyond.…
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Opportunities We’re Grateful for Heading Into 2025
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31:06It’s the day before Thanksgiving – so we wanted to take some time to talk about the things we're grateful for on this new episode of the SteadyTrade Podcast. Of course, we're thankful for our health, happiness, and families. But we’re also thankful for what’s ahead – specifically the opportunities available to use as we head into 2025. So in the sp…
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It has been a wild couple weeks for investors and the market alike. Because of that, sometimes it’s a smart idea to just take a step back... reflect on what has happened... and then plan for the future. So on this week’s SteadyTrade Podcast, Tim Bohen and Matt McCall do just that. They dive into five important topics that we believe could shape the…
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Unlocking Entrepreneurial Success: Insights from Leading Physician Entrepreneurs with Dr. Peter Kim, Dr. Bonnie Koo, and Dr. Sunny Smith
1:01:58
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1:01:58Get ready to be inspired and empowered in this special episode of Doctors Building Wealth, recorded live at the 2024 Fast FIRE to Freedom Summit! This dynamic panel features top physician entrepreneurs—Dr. Peter Kim (Passive Income MD), Dr. Bonnie Koo (Wealthy Mom MD), and Dr. Sunny Smith (Empowering Women Physicians)—sharing their unique paths fro…
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Three Ways Doctors Can Lower or Eliminate Their Income Taxes with Real Estate
27:42
27:42
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27:42Are you overpaying in taxes as a high-income earner? Many doctors and high-income professionals unknowingly miss out on powerful tax strategies that could help them reduce or even eliminate their income tax burden. Are you making the most of real estate tax benefits to keep more of your hard-earned money? If you're relying solely on your W-2 income…
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How to Use Real Estate to Slash Your Tax Bill with Amanda Han and Matt MacFarland
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45:29In this Doctors Building Wealth episode, we sit down with seasoned CPAs and real estate investors Amanda Hahn and Matt McFarland, the minds behind Keystone CPA, who share five powerful tax-saving strategies tailored for real estate investors. If you're a high-income professional, especially in medicine, looking to reduce your tax burden, this podca…
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How the 22-Hour Trading Day Could Reshape Markets
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28:03
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28:03The New York Stock Exchange’s (NYSE) newly proposed hours. The exchange currently offers trading from 4 a.m. to 8 p.m. Eastern time from Monday through Friday. But the NYSE just proposed to extend trading hours from 1:30 a.m. to 11:30 p.m. Eastern time. That means the stock exchange would only be closed two hours per weekday. This could have major …
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Bitcoin Could Reach $100K Sooner Than Expected
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26:53
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26:53Recent action in the world’s largest cryptocurrency – bitcoin (BTC-USD) – has captured the attention of both big institutions and the average investor. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss the latest bitcoin action and what it means for the entire crypto market heading into both the election and 2025.…
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Is Real Estate Still a Good Investment? J Scott's 2024 Market Outlook
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51:20In this episode of Doctors Building Wealth, we sit down with real estate expert J. Scott for a comprehensive look at the state of the economy and what it means for investors in today’s market. J. offers valuable insights into where the economy is headed, including his thoughts on potential recession risks, interest rate trends, and the future of si…
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Start Preparing Your Portfolio for the Election
35:47
35:47
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35:47We’re less than three weeks away from finding out who will become the next president of the United States in one of the tightest races in history. That fact that we don’t have a good sense of who will win just 20 days out from Election Day should have investors on edge. But considering the S&P 500 is trading near all-time highs, that doesn’t appear…
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What is the illusion of information adequacy?
11:19
11:19
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11:19How you ever wondered why people think they're right, even when they are wrong? Researchers Hunter Gehlbach, Carly D. Robinson, and Angus Fletcher just published a study that found that participants, regardless of the information they received, believed they had sufficient information to make a competent decision and felt confident in their choices…
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The term “10-baggers” is thrown around often in the financial industry. It’s not commonplace to be able to identify a stock that will eventually go up 10X in value. But it is achievable. In the investment world, snagging a 10-bagger is equivalent to receiving a massive trophy you can put on your mantel. One of the most recent and notable 10-baggers…
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Is the passive 60/40 investment portfolio outdated?
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11:26
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11:26Ben Inker is the Co-Head of Asset Allocation at GMO. In his September newsletter, he makes the case for deviating from a traditional 60/40 asset allocation strategy. Key arguments: Historical performance doesn't guarantee future results: While the 60/40 portfolio has performed well historically, past performance may not indicate future success, esp…
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How to Use AI to Improve Your Real Estate Portfolio with Dr. Mark Allen
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33:16
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33:16In this episode of Doctors Building Wealth, we’re thrilled to have Dr. Mark Allen, a physician, serial entrepreneur, and AI expert join us. Mark's not only a real estate investor, but he’s also been at the forefront of AI innovation for decades. Together, we explore how artificial intelligence is rapidly transforming both healthcare and real estate…
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The third quarter is officially in the books, and the best-performing sector of the year so far has been utility stocks. This often considered “boring” sector is up 30% year to date and trading near all-time highs. It just logged its best quarter since 2003. And it’s currently on pace to have its best year since 2000. So on today’s new episode of t…
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What is ontology and why it produces weapons-grade AI for Palantir
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10:52Palantir Technologies joined the S&P 500 Index today. Back in June, CEO Alex Karp discussed the company's AI platform AIP, which uses "ontology" to refine large language models (LLMs) and make them valuable for enterprise applications. He claims AIP creates transformative value for businesses by improving efficiency, accuracy, and resource allocati…
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Ways to Shelter Income Without REPS with Amanda Han and Matt MacFarland
42:19
42:19
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42:19In this episode of the Doctors Building Wealth podcast, we’re excited to welcome Amanda Hahn and Matthew McFarland, the dynamic duo behind Keystone CPA and bestselling authors. They’re here to share game-changing tax strategies for real estate investors—without relying on the short-term rental loophole or real estate professional status. Amanda and…
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Finding Our Next Big Winners in This Under-the-Radar Sector
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28:58
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28:58We're willing to bet most folks don’t think too much about energy drinks as an investment idea. But what if we told you one energy-drink maker was one of the best-performing stocks over the last 30 years? Monster Beverage (MNST) makes the sugary-caffeinated drinks that many people have come to love. It went public in August 1995, and since then has…
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Summary Francesco Lombardo helps wealthy families build deeper, more meaningful connections by addressing emotional challenges. He emphasizes the importance of safe space, respect, trust, and vulnerability in conversations. Lombardo believes that many conflicts within families stem from unresolved emotional issues rather than the specific topic of …
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Many investors would argue that we’re in the midst of a sizable market pullback. In reality, the S&P 500 is trading just 3% below its all-time high. Clearly, it’s not as bad as most folks think. On today’s episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall discuss what’s going on in the market and detail how to take advantage of it from …
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What's Going on with Insurance Rates? with Tyler Kerlee
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50:26In this episode of the Doctors Building Wealth podcast, we sit down with Tyler Curly, owner of Path Insurance Solutions and our trusted insurance broker since 2015. Tyler joins us to explain key changes and challenges in today’s market. From the rising costs due to inflation and supply chain disruptions to severe weather events and the impact of “n…
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We’re Answering Your Most Pressing Questions
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31:25
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31:25Today, we’re doing something new and exciting… On this episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall are taking your questions. They have both been in this game a long time. They're passionate about what they do and want to share our knowledge with the universe. But they didn’t put this show together just for each other. It’s for yo…
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Summary Rachel Romer, the founder of Guild, discusses the company's mission to unlock opportunities for the American workforce through education, skilling, and career mobility. She shares insights on the challenges and successes of building the company, including fundraising, leadership, and company culture. The conversation also delves into the im…
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This Commodity Could Spark the Next World War
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31:12
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31:12Water – or “blue gold,” as it’s often called – is a difficult topic to get investors excited about because it’s all around us and part of our daily life. But even though water covers 71% of the Earth’s surface, only about 0.5% of it is available fresh water. We understand that there’s hesitancy in believing that water is an investable commodity – e…
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Bringing the FIRE to Las Vegas: Join us at Prosperity Conference 2025!
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26:28
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26:28In this episode of the Doctors Building Wealth podcast, Leti and Kenji sit down with Dr. Narav Shah, a stroke neurologist and co-host of the Physician on Fire group. Together, they're partnering to cohost the 2025 Prosperity Conference in Las Vegas. In this episode, they discuss the significance of prosperity beyond just financial wealth. Dr. Shah …
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Will the Stock Market Volatility Continue?
30:57
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30:57Whether you’re bullish or bearish on the stock market today is a topic we can always debate. What’s not worth debating is that broad volatility has been increasing over the past couple months… That’s our focus on today’s new episode of the SteadyTrade Podcast. Tim and Matt talk about the several known catalysts that could continue to increase volat…
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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate
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15:08In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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Summary Financial freedom is attainable through planning and creating multiple streams of income. The concept of 'freedom day' is about reaching a point where work becomes optional. Jeff Kikel shares his expertise in achieving financial freedom and introduces the 5 by 10 technique. This technique involves creating five revenue streams that generate…
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Discussing Your Biggest Stock Market Concerns
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30:00The world is a wild place these days… That has led to volatility in the markets and big movements in individual stocks. And naturally, it has created many questions for investors and traders alike. So on today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall are reviewing some of the biggest topics that we have been getting asked…
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The last week has been a rollercoaster of sorts – for everything from stocks and bond to cryptos and even the global geopolitical environment. All are likely impacting your investments, so today we’re breaking down exactly how the headlines are moving the markets. On the newest episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall analyze o…
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Summary Guido Meardi, CEO of V-Nova, discusses the importance of data compression in digital technology and its impact on various industries. He explains how V-Nova's compression technology enables more efficient use of data, leading to better quality and cost savings. Meardi also shares the exciting future of volumetric movies and immersive entert…
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A Peek at Our Watch List: Our Favorite Small-Cap Stocks
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38:45
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38:45The summer months typically lack big headlines in the stock market. But that hasn’t been the case this year… On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall dissect some of the hottest stories of the last week and what they mean for your portfolio. Finally, they begin sharing the names of six stocks at the top of their …
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10: Ep 010 - Making the Best of Your Financial Sarathi aka Financial Advisor.
16:24
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16:24Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund. In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi. Ajit …
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What Investors Need to Know for the 2024 Election
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33:11It has been a few days since President Joe Biden’s announcement that he’s dropping out of the 2024 presidential election rocked the world. That has given us some time to think about the implications for the election, the stock market, and the future of our country. On today’s new episode of the SteadyTrade Podcast, Tim Bohen and Matt share their vi…
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Summary Referrals can supercharge a business and lead to more customers and increased revenue. Brandon Barnum, author of 'Raving Referrals,' shares his expertise on building a referral engine. He emphasizes the importance of thanking and updating the people who give referrals, as well as creating strategic alliances with others who serve your targe…
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How AI Will Change the $8 Trillion Healthcare Industry
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33:18The healthcare industry as we know it today will be unrecognizable a decade from now… Several technological breakthroughs are coming together to upend one of the largest industries in the world. And one of the biggest culprits is artificial intelligence (AI). On today’s episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall dive into some of…
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Best Real Estate Wealth-Building Ideas from the Past Year
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14:45In this episode of the Doctors Building Wealth podcast, Leti and Kenji unveil some of the most brilliant real estate wealth-building ideas that have emerged from our extraordinary investor community over the past year. With over 3,000 high-achieving and resourceful students who have completed their Zero to Freedom course, they’ve witnessed incredib…
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