Category Archives: Home Ownership

Travis L. Bowen, Esq., bowenlaw.com

Click here to listen to this episode

Travis Bowen is president and founder of Bowen Law and received his law degree, cum laude, from Brigham Young University. In 1985, Travis founded Bowen Law, and over the last three decades, he’s focused on designing and implementing advanced tax and estate planning strategies for high net worth individuals. Travis talks about the importance of having a system to coordinate all the moving parts involved in a physician’s tax, legal,insurance and asset protection life. Travis stressed the importance of:

  • Having the end in mind whatever the venture is and then build the plan to reach that goal
  • Making sure you have a plan in place to maintain your risk management
  • Building a wall between investments and personal assets so they are not at risk in the event of a liability

Click here to listen to this episode


Todd Gulinson – Homes4Doctors.com

Click here to listen to this episode

Todd Gulinson of Re/Max Fine Properties in Arizona specializes in providing relocation and real estate advice for relocating medical families throughout the Phoenix and Scottsdale area. Todd came and shared with us some great tips on homebuying for physicians, including:

  • Why the unique stresses physicians face make it imperative doctors find a Realtor and loan professional who understands the time constraints, location importance and all the moving parts involved
  • How to recognize if a Realtor has the efficiency and expertise to guide you to a flawless home purchase
  • Why he says you are actually buying two things when you buy a home
  • How mapping out the hospitals you will work out with neighborhoods can make finding the right home much easier
  • Click here to listen to this episode


Paul Larson – Larson Financial Group

Click here to listen to this episode

Paul Larson is CEO of Larson Financial Group, one of the nation’s largest doctor exclusive financial advisory firms and serves over 4,500 physicians and dentists nationwide. Paul shares how he began working exclusively with physicians. He shared:

  • Why his company has a foundation that goes to impoverished areas and employs people and how that has benefited their physician clients
  • How his group is able to employ a holistic approach and help with many aspects of a busy doctor’s financial decisions – car buying or leasing, contract negotiation, home buying, and taxes to name a few
  • What DFA funds are and how they can minimize risk, lower fees and get a good return
  • Why the habit of saving money early on is important
  • How his company’s book Doctor’s Eyes Only can guide you through the process of financial planning

Click here to listen to this episode


Linda Chain – Prudential Americana Group

Click here to listen to this episode

Linda Chain is a professional real estate advisor from Prudential Americana Group and specializes in relocating physicians and their families who are moving to the Las Vegas area. We got spend a bit of time talking about why finding a Realtor who knows the details of relocating physician clients is imperative. Linda also shared:

  • Why having a team working for you makes your transition smoother
  • How to verify your lender’s reputation
  • How a credit and income approval differs from a pre-approval and why pre-approval is not enough
  • How selecting the right Realtor who is proactive can reduce the stress of home buying and relocating
  • How her relocation reports can focus in on the right home for you

Click here to listen to this episode


Dr. James Dahle – White Coat Investor

Click here to listen to this episode

Dr. James Dahle, editor of www.whitecoatinvestor.com and the rising star of physician financial advice and straight talk about success was kind enough to share his time and expertise with us and talked to us about:

  • What got him so interested in getting a financial education and why he shares that knowledge with other docs
  • How med students can minimize student loan debt and why that is so important
  • Insurance and why it is imperative that you have the right kind
  • The importance of creating profitable habits for your success
  • His new book The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing

Click here to listen to this episode