Category Archives: Real Estate

Dr. Thomas Black and Timothy Black, napalicap.com

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Tune in to hear as Josh talks to Dr. Thomas Black and Timothy Black about investing in real estate projects and learn:

  • the jaw dropping tax advantages of real estate investing
  • what is depreciation, forced depreciation, appreciation and cap-rates
  • why investing in real estate can be less reactive than other kinds of investing
  • how many different ways there are to make a profit with real estate
  • and so much more!

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Harlan Accola on Reverse Mortgages for the wealthy

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Join us as we uncover the myths and misconceptions about reverse mortgages with Harlan Accola, reverse mortgage expert. Please tune in as Harlan talks about how a reverse mortgage can:

  • be a massively productive retirement tool
  • help reduce your tax burden in retirement
  • eliminate housing expenses after age 62
  • increase your assets and the legacy you leave to your family and loved ones
  • hedge against loss in home equity – if you pass away and you owe more on the house than what it’s worth, you and your estate don’t have to pay it

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Dr. John Ramey, DrMoves.com

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On this episode, we are grateful to have Dr. John Ramey from DrMoves.com with us. Listen in to hear Dr. Ramey talk about the advice he gives to medical students and residents about:

  • What to look for so that you can sell your home when you are ready to move
  • Why neighborhood may be more important than the home itself
  • different strategies for renting out a room to cover your mortgage or utility costs and help protect your investment in real estate
  • What to consider if you are thinking about becoming a landlord
  • Ways for physicians to make additional income and where to find that information

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Steve Harney, Keeping Current Matters

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Josh was beyond excited to have Steve Harney, nationally recognized real estate expert on our show for this episode. He predicted the real estate bubble before others saw it coming. Steve has over 35 years experience in the real estate business and has been quoted in US News & World Report, MSN Money, the Chicago Times and LA Times. Tune in to hear Steve and Josh talk about:

  • Are we headed to another real estate meltdown?
  • Where he sees the market heading
  • Is real estate a wise investment in the current economic climate?
  • Are rents going to keep heading up or will they level off?
  • How to figure the actual return on your investment when your real estate appreciates
  • What simple question to ask to instantly know if a Realtor is the one you should keep
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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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Josh Mettle on Freedom Formula for Physicians Podcast

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Tune in to hear Josh Mettle talk about what makes RE Investing so lucrative, what to avoid and who to assemble on your team to succeed in Real Estate Investing. Click here to listen to this episode


Eric Tait, MD, MBA – vernonville.com

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Tune in to listen to Eric Tait, MD, MBA founder and senior fund manager at Vernonville Asset Management as he talks about alternative investments as well as:

  • why he started his investment firm
  • the reasons he likes investing in real estate
  • where he feels physicians payment model is heading and why he feels creating passive income is crucial to stress levels and quality of life for doctors
  • his formula to see if a property is a good investment
  • the difference between price and value
  • what the 1 percent rule is
  • an equation to determine what you should pay for a property

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Lawrence Fassler, JD, MBA, realtymogul.com

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Listen in as Lawrence Fassler, JD, MBA, reveals what make realtymogul.com a great investment opportunity for accredited investors and why:

  • You can diversify into smaller minimum investment amounts across lots of different properties and across lots of different geographies
  • The ability of smaller investors to conveniently access deal flow enables run-of-the-mill accredited investors to invest in larger or higher-level real estate projects than were possible before
  • What is a debt offering and what are the advantages and what is an equity transaction and what are the advantages
  • What returns are typical for debt offerings and for equity transactions

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Travis L. Bowen, Esq., bowenlaw.com

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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

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Todd Gulinson – Homes4Doctors.com

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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
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Jake Breen and Spencer Janke – UtahPhysicianHomes.com

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Jake Breen and Spencer Janke, real estate advisors with Prudential Utah Real Estate specialize in providing real estate and market advice to physicians who are relocating to the Salt Lake City, Utah area. These guys know Salt Lake City and the needs of physicians and they talked to us about:

  • Where the Salt Lake market has been, where we are right now, as well as where the market is heading
  • How they have mapped out drive times to the hospitals, recreational areas and restaurants in the area and why that is so important to residents relocating here
  • The five things that make them uniquely qualified and experienced to serve physicians in Salt Lake City
  • What the relocation package includes that they have teamed up with us to offer to relocating physicians and how that can make your home search much more enjoyable and less stressful
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Paul Larson – Larson Financial Group

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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

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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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Linda Chain – Prudential Americana Group

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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

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Dr. James Dahle – White Coat Investor

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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

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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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