Category Archives: Entrepreneurship

Cynthia Hale, motherofalllandlords.com

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Join us as retired asset protection and landlord tenant law attorney, third-generation real estate investor, property manager, Josh’s business partner and mother Cynthia Hale talks about:

  • why she likes multi-unit properties (hint: diversification)
  • why real estate can be the best choice for someone with a short runway to retirement
  • why she loves real estate for the tax benefits

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Garrett Gunderson, Best Selling Author

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Today, we’ll be talking with Garrett Gunderson, self-described money nerd and founder of Freedom FastTrack based in Salt Lake City, Utah. Garrett is also the author of Killing Sacred Cows, a New York Times bestseller. He’s been featured in the Wall Street Journal, New York Post, American Chiropractor, Dentaltown, and too-many-to-name other publications. Garrett is also insanely passionate about personal finance, and I’m 100 percent certain he’s going to be able to challenge our beliefs and teach us something valuable today.

In this episode, Garrett reveals:

  • Why knowing where you’re leaking money and what fees you may not realize you are paying is so important to your bottom line
  • What the accumulation theory is versus the utilization theory, and how that can have a huge impact on your enjoyment and quality of life
  • Why focusing on the numbers in your retirement account can be dangerous to your financial life
  • How knowing the difference between debt and loans is important in shifting your relationship with using a loan to accumulate equity
  • Why he thinks you should invest in alignment with your investor DNA and core values and what investor DNA is
  • Where to go to get your finance questions answered by a bunch of money nerds

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Philippa Kennealy, MD – EntrepreneurialMD.com

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Today we spend time with Philippa Kennealy, founder of The Entrepreneurial MD. Dr. Kennealy is a former practicing family doctor and physician executive who now coaches physicians (and other professionals) to help them make the leap into becoming entrepreneurs. Philippa shares great information, including:

  • How getting a handle on the inner game is crucial to your success and being able to begin fulfilling your vision
  • What 3 common challenges physicians struggle with when attempting to make the leap into entrepreneurship and how to overcome them
  • Why creating a communication and mediation agreement is essential before partnering with others
  • Why she feels getting an MBA is not necessary for doctors who want to start their own business

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Dr. Arlen Meyers – The Society of Physician Entrepreneurs (SoPE)

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Dr. Arlen Meyers is the CEO of the Society of Physician Entrepreneurs or SoPE. Arlen is also a professor at the University of Colorado – Denver. He is the founder of four companies, consults for several life science, IT, and investment firms, and in 2011 was named one of the 50 Most Influential Healthcare Executives of the Year.

Do you have brilliant ideas that could revolutionize healthcare and patient’s lives? Have you wondered how you can do more than patient care and contribute more to your profession and feel even more satisfaction? Have you wondered how to bring your ideas into reality and get them to patients? Listen as Dr. Meyers talks about:

  • How the Society of Physician Entrepreneurs or SoPE can help you get your ideas into reality and to patients more quickly and efficiently
  • What the gaps are in getting innovations to market and how connections and how the Society facilitates those connections
  • What a portfolio career is and why you might consider one
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Dr. Doug Carlsen – GolichCarlsen.com

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Doug Carlsen, D.D.S. retired at the age of 53 after 25 years in private dental practice and clinical lecturing at the UCLA School of Dentistry. Doug is now a writer, speaker, and business and personal finance consultant to physicians, dentists, and other medical professionals. Doug shared some of his best advice for dentists and physicians:

  • The 3 major keys to wealth
  • The importance of compound interest and having a clear savings plan
  • The 6 personal habits of super saver dentists and how you can adopt these and improve your financial health
  • The 3 big financial mistakes to avoid in your 30s and 50s – including the one mistake that can add 5 to 10 more years of work to getting to the goal of retirement. Avoid this one or find a way to minimize its impact!

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Dr. David Phelps – Freedom Founders

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Dr. David Phelps is a dentist by training and now runs Freedom Founders, a professional investment group that teaches small business owners like private practice doctors and dentists the Freedom Formula. Dr. Phelps has a touching reason why he cares so deeply about teaching other professionals how to change their mindset from a lone ranger point of view to an entrepreneurial point of view. He also spoke with us about:

  • How he got off the hamster wheel – twice – and built passive income streams that enable him to do what he wants and to practice dentistry, or not
  • The importance of having a reason why and the tremendous power that gives you
  • How taking small steps building within your practice and leveraging other people’s time and resources and making it work for you
  • How to gain time freedom as well as financial freedom
  • How having a mentor can help you to shift your mindset to benefit you

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Dr. Dennis Bethel – NestEggRX

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Dr. Dennis Bethel is the founder of NestEggRx, a real estate investment firm with the mission to help doctors and other health professionals diversify into real estate without any of the management headaches. Dr. Bethel is passionate about real estate and teaching others how to reach their goals. He tells us:

  • Why he perfected his system to educate other professionals about the advantages of commercial/multifamily real estate investing and what got him started down this path
  • How to get into larger multimillion dollar commercial properties with direct fractional investing
  • How to avoid management headaches most people struggle with in real estate investing
  • The five different ways to make money in real estate investing
  • What to look for before investing your money with a real estate investment firm

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