Best MD Financial Advisors Podcasts (2024)

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Episode 220: Team Retreat Recap 44:19

2h ago44:19

44:19

Join us as we recap our recent Pickler Companies Team Retreat in Hot Springs Village! This retreat was all about strengthening our team bonds and having some well-deserved fun outside the office. In this episode, we share highlights from our time together, discuss the significance of fostering a positive work culture, and even rank the wildest offi…

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Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha 50:40

11h ago50:40

50:40

Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in phil…

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S2 E131: Win-Win: How to Build Wealth While Empowering Your Employees with Dale Wills 35:27

4h ago35:27

35:27

Send us a Text Message. Dale Wills is a seasoned real estate professional with a career spanning various facets of the industry, including construction, land development, real estate banking, and home building. With vast experience under his belt, he founded Centric Companies in 2011 and later started Centric Capital Partners. Dale's focus is on en…

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S2 E130: Save Thousands on Taxes: The Power of Proper Bookkeeping with Melissa and Eric Broughton 50:09

13h ago50:09

50:09

Send us a Text Message. Melissa and Eric are the dynamic duo behind Busy Bee Advisors, a firm dedicated to transforming the financial landscapes of small business owners and medical professionals. Melissa, with a background in corporate America, took a bold leap from her executive position to start a bookkeeping firm, driven by a desire for work-li…

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"Nilitamani kuwa Rubani, lakini nashukuru nimekuwa mwandishi". (with MD of Mwananchi Bakari Machumu) 1:50:17

1d ago1:50:17

1:50:17

Tupe maoni yako. An episode with Bakari Machumu, where we explore the inspiring journey of the Managing Director of Mwananchi Communications Ltd. In each episode, we delve into his leadership insights, his extensive experience as a journalist, and the ambitions that fueled his dreams from childhood. Through candid conversations, he shares the chall…

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S2 E129: Turning Pain into Purpose: A Journey of Self-Realization and Growth with Mylira Green 46:45

11h ago46:45

46:45

Send us a Text Message. Mylira Green is a licensed social worker, therapist, Reiki master, motivational speaker, and life coach. Growing up in Hampton Roads, Virginia, Mylira transformed her personal journey of trauma and survival into a mission to help others. She is dedicated to suicide prevention, turning pain into purpose, and empowering people…

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Episode 219: Money Personalities 32:17

3h ago32:17

32:17

In this episode of BullCast, we dive into the concept of Money Personalities, exploring the five main types that shape our relationship with money—from big spenders to savvy investors. Katie then puts the boys to the test, challenging them to guess where popular culture icons like Cher Horowitz and Ron Swanson fit within these categories. We also d…

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#32 | Before 40 ($2.5M)? These FAT FIRE Trailblazers Did This … (Part II) 41:15

5d ago41:15

41:15

How do you and your partner handle financial decisions? Do you prefer joint accounts or separate ones? In this episode of Suits and Scrubs, we dive deep into the journey towards financial independence and the FIRE (Financial Independence, Retire Early) movement. We explore personal experiences, financial strategies, and relationship dynamics influe…

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S2 E128: Embracing Fabulousness, Dyslexia, and Real Estate with Allen Lomax 28:17

5d ago28:17

28:17

Send us a Text Message. Allen Lomax is a distinguished professional with a rich background in higher education and real estate investing. Based in the picturesque region of western North Carolina, Allen holds a Ph.D. in Organizational Systems Psychology and has a profound commitment to making a positive impact before he leaves this life. He transfo…

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S2 E127: From Door Knocking to Digital Dominance: Evolution of Real Estate Marketing with James Jones 32:42

3h ago32:42

32:42

Send us a Text Message. **EXPLICIT** NOT SUITABLE FOR CHILDREN James Jones: A seasoned real estate investor with nearly two decades of experience. James began his journey in 2004, initially dabbling in contract flipping and later building a substantial portfolio of rental properties. He faced significant setbacks, notably losing 527 rentals due to …

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S2 E126: The True Cost of Real Estate Success: Navigating Debt, Responsibility, and Time Management with Chad King 41:11

10h ago41:11

41:11

Send us a Text Message. Chad hails from Nashville, Tennessee, and brings with him a wealth of experience in the real estate industry. With degrees in Finance and Accounting, Chad began his professional journey selling copiers door-to-door at Xerox. Seeking to control his destiny, he transitioned into real estate, starting with wholesale and fix-and…

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Episode 218: The Unbanked America 34:00

5d ago34:00

34:00

In the last episode of BullCast, we guided you on selecting the best bank to meet your needs. But did you know a portion of Americans don’t use banks at all? Today, we’re exploring what it means to be unbanked. We start with a fun look at pop culture characters who find alternative ways to manage their finances. Then, we delve into the definitions …

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#30 | Women in Finance: $2.5M by 33 doing THIS… (Part I) 41:40

5d ago41:40

41:40

What steps have you taken towards financial independence, or what challenges have you faced on your financial journey? Welcome to another episode of Seuss and Scrubs! In this episode, we dive into the world of financial independence and the FIRE (Financial Independence, Retire Early) movement with our special guest, Lindsay Lawless—a digital market…

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S2 E125: Transforming Healthcare Careers into Real Estate Success with Zach Lemaster 24:45

5d ago24:45

24:45

Send us a Text Message. Zach Lemaster is a seasoned real estate investor and the founder of Rent to Retirement, a company specializing in helping individuals acquire turnkey rental properties. With a background in healthcare as an optometrist and a former Captain in the United States Air Force, Zach has successfully transitioned into real estate, c…

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S2 E124: The Ultimate Guide to House Hacking for Financial Freedom with Matthew Weber 37:30

6d ago37:30

37:30

Send us a Text Message. Matthew - Partner at Alpha Funding Matthew is a seasoned professional with an extensive background in sports, personal training, and real estate investment. He holds a degree in exercise physiology and initially pursued a career in the medical field before transitioning into real estate and financial services. Currently, he …

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S2 E123: Secrets to Building a Rental Portfolio Without Cash With Connor Steinbrook 38:08

7d ago38:08

38:08

Send us a Text Message. Connor Steinbrook is a highly successful real estate investor, entrepreneur, and educator hailing from Dallas, Texas. Connor's professional journey spans from being one of the top online poker players in the world to becoming a significant figure in the real estate investment space. He founded Investor Army, a widely followe…

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5 Things Every Doctor Should Consider Before Retiring [Podcast]

13d ago

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By MD Financial Advisors

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Episode 217: How to Choose a Bank 33:13

12d ago33:13

33:13

Choosing the right bank is crucial not only for your finances but also for your peace of mind. In today’s episode, we’re guiding you through the process of selecting the perfect bank for your needs. As always, we kick things off with a fun list—this time, we explore the coolest features of Gringotts Wizarding Bank from Harry Potter that regular ban…

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#28 | One of these is NOT a Scam... (Get Rich Quick Schemes EXPOSED by Millionaire) 49:48

18d ago49:48

49:48

Have you ever been intrigued by a get-rich-quick scheme or know someone who has? What was the experience like? In this episode of Suits and Scrubs, hosts Emily MD and Zachary SVP dive deep into the world of get rich quick schemes. They discuss the allure and pitfalls of various schemes, including internet millionaires, cryptocurrency, social media …

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Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD) 55:54

12d ago55:54

55:54

I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (…

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S2 E122: The Seven Secrets of Real Estate Riches: Dive Deep with Whitney Elkins-Hutten 39:47

20d ago39:47

39:47

Send us a Text Message. Whitney Elkins-Hutten is a Director of Investor Education at passiveinvesting.com Whitney started her real estate investment journey in 2002, inadvertently turning a personal housing need into a lucrative venture. With over two decades of experience, Whitney has scaled her portfolio from house hacking single-family homes to …

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S2 E121: Secrets to Finding the Right Real Estate Sponsor with Gino Barbaro 33:53

18d ago33:53

33:53

Send us a Text Message. Gino Barbaro is a multifamily real estate investor, business owner, author, and entrepreneur. With his partner Jake Stenziano, Gino has built an extensive real estate business, an educational platform under Jake and Gino LLC, and a highly successful podcast. He is passionate about coaching and mentoring new and seasoned inve…

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S2 E120: Top Strategies for Successful Real Estate Investment with Dan Lewkowicz 36:18

15d ago36:18

36:18

Send us a Text Message. Dan Lewkowicz is a Senior Director at Encore Real Estate Investment Services. With over a decade and a half of experience in real estate investment and business ownership, Dan has become an expert in net lease investment sales. His career highlights include the sale and purchase of single-tenant net lease properties such as …

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Episode 216: Time and Money (Part 2) 34:42

19d ago34:42

34:42

Do you ever feel like some days you just don't have enough time? Well, you’re not alone. In today's episode, we're diving into the value of time and money. Way back in episode 71, we touched on this subject. Well, we're back at it and digging even deeper into the topic. We kick things off with a fun list of the best fictional time machines. Then, t…

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S2 E119: Beyond the Mic: Unveiling the Hidden Opportunities in Podcast Hosting with Trevor Oldham 26:24

20d ago26:24

26:24

Send us a Text Message. Trevor Oldham is the founder and CEO of Podcasting You, a company specializing in booking podcasts for clients, particularly in the alternative investment space. Since starting the company in 2017, Trevor has pivoted from a broad client base to focusing on real estate investors and specialists in niches like multifamily inve…

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#26 | Inside Look: Millionaire Investigates THESE 3 Get RICH Quick (2024) 1:01:44

20d ago1:01:44

1:01:44

Have you ever tricked into get-rich-quick schemes? In this episode of 'Suits and Scrubs,' hosts Emily MD and Zachary SVP dive into the world of get rich quick schemes. They explore the charisma and lifestyle of their promoters, the AI surge, and debunk common myths. The duo exposes the reality behind schemes like cryptocurrency and social media inf…

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S2 E118: The Future of Shared Space in Healthcare: Insights from Cloud Medspas with Shannon Seeberan 36:12

21d ago36:12

36:12

Send us a Text Message. Shannon Seeberan is an experienced professional in the Medspa industry, with a background in working with Cloud Medspas for the past four years. Living in northern California, Shannon leverages her deep understanding of the pain points and challenges faced by physicians in private practice, a perspective shaped by her own fa…

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S2 E117: Learn How to Balance Running a Law Firm and Real Estate Holdings with Chrissy Grigoropoulos 31:41

26d ago31:41

31:41

Send us a Text Message. Chrissy Grigoropoulos is a skilled attorney specializing in personal injury law and a corporate real estate broker based in New York. Her diverse professional background includes managing multiple law offices across Brooklyn, Queens, the Bronx, and Nassau County. Chrissy also engages in real estate investment, particularly f…

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Episode 215: A Summer Olympics Special 28:30

1M ago28:30

28:30

As this year hurdles along, we're here to unite everyone with an event that leaps over all borders—the Summer Olympics! With just one week until the Opening Ceremonies, we’re here to get you all set for the games. We kick off the episode with Nicole’s Top American Athletes to Watch, and believe us, these names will stick the landing. Then, we vault…

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#24 | This CEO sold his 6 Figure Company For This…🤯 1:12:39

26d ago1:12:39

1:12:39

The Future of AI: From Investor Perspectives to Transformative Technologies Dive into why risking everything on AI paid off big time, the ethical standards debated, how AI is reshaping industries, and the powerful ways it can scale your business. Discover AI's role in augmenting tasks, personalized outreach via Claude AI, innovative tools like Suno…

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S2 E116: Healing with Humor: The Power of Laughter in Breaking Walls With Robin Johnson 29:44

27d ago29:44

29:44

Send us a Text Message. Robin is a retired logistics officer who served 26 years in the United States Army, with five deployments to Afghanistan and Iraq. After retiring, along with her retired husband (an Apache pilot), she transitioned to civilian life and co-founded Best Medicine Brigade, a team of comedians sharing military experiences through …

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S2 E115: Using Resimply to Maximize ROI in Real Estate With Sharad Mehta 43:59

28d ago43:59

43:59

Send us a Text Message. Sharad is a seasoned real estate investor and entrepreneur known for his expertise in property investment and his knack for creating systems that promote efficiency and profitability in real estate ventures. With an initial footing in accounting, Sharad has accumulated a vast portfolio of around 50 rental units that are near…

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S2 E114: Navigating the Real Estate Market: Tips and Strategies for First-Time Buyers With Frank Rohde 44:35

29d ago44:35

44:35

Send us a Text Message. Frank Rohde is a seasoned professional with a deep-rooted background in finance and an entrepreneurial spirit. Born and educated in Germany until age 18, Frank moved to the US for college and attended the Wharton School at the University of Pennsylvania. He began his career in financial services consulting and early on ventu…

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Episode 214: Thirty, Flirty, & Thriving? 28:55

1M ago28:55

28:55

On today’s girl-powered episode of BullCast, we dive into what it means to turn 30 and step into your peak-earning years. We kick things off with our ultimate chick flick list featuring movies about life in your thirties. Then, we discuss crucial financial strategies for this stage, such as monitoring your debt-to-income ratio, maximizing your reti…

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Dissecting Health Spending Accounts (HSAs) with Justin Manning 47:07

1M ago47:07

47:07

Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…

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S2 E113: Finding Opportunities in Today's Real Estate Market and Economy With Tom Burns 35:49

1M ago35:49

35:49

Send us a Text Message. Tom Burns is an Austin, Texas native who started his career as a sports doctor specializing in orthopedic sports medicine. Over time, he realized he needed to look beyond medicine to achieve the happiness and lifestyle he desired. This led him onto the path of real estate and passive income, where he successfully built a luc…

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S2 E112: Leveraging Government Resources to Make Smarter Real Estate Investments With Dennis Cisterna 49:06

1M ago49:06

49:06

Send us a Text Message. Dennis is a seasoned real estate investment expert with a rich professional history within the industry. Starting out as a housing market analyst right out of college, he quickly climbed the corporate ladder, with notable stints at prominent companies like Lennar and Toll Brothers, culminating in a CEO position. Despite his …

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Kwanini wawekezaji wanawekeza Kenya na Sio Tanzania (With Film Producer) 1:20:37

1M ago1:20:37

1:20:37

Tupe maoni yako. In this exclusive episode, join us as we sit down with a renowned film producer, TV host, and content creator who shares his captivating journey and unique insights into the vibrant media landscapes of Tanzania and Kenya. Discover how he navigated the creative industries in both countries and landed an incredible opportunity as a M…

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S2 E111: How to Analyze Real Estate Markets for Maximum ROI With Dan Erb 35:10

1M ago35:10

35:10

Send us a Text Message. Dan Erb is a real estate investment entrepreneur and the founder of EM Capital, a firm focused on single-family real estate investments. He started his professional journey in finance, obtaining an accounting and finance degree from Indiana. Following several internships and experience in wealth management, strategic consult…

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Episode 213: Retirement Planning at Every Age 38:06

1M ago38:06

38:06

Planning for retirement is crucial at any age, yet many Americans underestimate their life expectancy, leading to inadequate savings. Join us in today’s episode as we guide you on the path to a secure retirement. We kick things off with a fun list of movies featuring characters aging (or, in the case of Benjamin Button, de-aging). Then, we take you…

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#22 | Why This Insurance CEO Went ALL IN On AI (Should You?) 1:08:33

1M ago1:08:33

1:08:33

Would you sell your business and go all in on AI? Explore the incredible journey of Ross from Maverick Solutions as he transitions from baseball dreams to AI innovation. In this episode of 'Suits and Scrubs,' learn about the integration of AI in CRM systems, the automation of sales processes, and the creation of customized AI assistants. Discover h…

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S2 E110: Why Debt-Free Real Estate Investing is the Key to Long-Term Success With Joel Friedland 34:18

2M ago34:18

34:18

Send us a Text Message. Joel is an industrious individual who hails from the vibrant city of Chicago. He boasts an impressive career that began during his teenage years with an entrepreneurial spark for cutting lawns. This initial foray into business led to a profound realization: his future belonged in real estate. Joel pursued his passion at the …

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S2 E109: The Stress-Free Dentist: Strategies for Managing Stress and Avoiding Burnout With Eric Block 27:21

2M ago27:21

27:21

Send us a Text Message. Eric is a seasoned dentist with a background in psychology from Tulane University. Despite initially pursuing a business career, a personal incident led him to the world of dentistry where he has now been practicing for about 20 years in Massachusetts. Eric is an alumnus of Nova Southeastern and Boston University where he co…

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S2 E108: How to Start and Grow Your Private Practice with Confidence With Lana and Carrie Lipe 38:36

2M ago38:36

38:36

Send us a Text Message. Lana Lipe is a licensed clinical social worker, a serial private practice owner, and a current doctor of social work student. She brings a wealth of experience particularly in medical social work, having worked in level one trauma ICUs and community health agencies. She pivoted to private practice during the pandemic and is …

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Episode 212: Check, Check, Check 24:12

2M ago24:12

24:12

Join BullCast for an engaging episode all about, you guessed it, checks! Despite the rise of payment apps, traditional checks still play crucial roles. In this episode, we explore the various types of checks and their specific uses. We'll kick things off with a discussion of movies centered around check fraud—yes, there are quite a few! Then, we'll…

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Doctors and Roth Accounts: Saving Millions for Retirement [Podcast]

2M ago

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To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts: Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA 529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529 SECURE …

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S2 E107: The Secrets to Finding the Perfect Short-Term Rental Property With Adam Broussard 29:19

2M ago29:19

29:19

Send us a Text Message. Adam is a Pediatric Anesthesiologist based in New Orleans, working at the city's children's hospital. With an intriguing journey that led him to medicine, Adam holds a remarkable backstory as a philosophy major who pivoted to medicine, pursuing his longstanding aspiration to be an anesthesiologist since childhood. Adam's exp…

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Hizi ndo aina za uwekezaji kwa mTanzania. With a Financial Advisor 1:42:32

2M ago1:42:32

1:42:32

Tupe maoni yako. Download Kijiweni: hopp.bio/kijiweni. Join us as we sit down with the CEO of SSC Capital Salum Awadh, a former public worker in a pension fund, who shares his journey from public service to leading a top financial firm. In this episode, we delve into his experiences, discuss the landscape of investing in Tanzania, and explore vario…

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S2 E106: The Unexpected Benefits of House Hacking With Ayush Gupta 28:05

2M ago28:05

28:05

Send us a Text Message. Ayush is a pediatric emergency medicine specialist with a significant presence in the real estate investment sphere, particularly in the area of house hacking. Having completed his fellowship in Michigan and seeking sunnier climates, Ayush moved to New Orleans, where he established his medical practice and grew the pediatric…

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S2 E105: Using IT Skills to Excel in Commercial Real Estate With Sridhar Kumar Sannidhi 28:58

2M ago28:58

28:58

Send us a Text Message. Sridhar Kumar Sannidhi is a seasoned professional with a deep background in the IT sector, boasting 30 years of experience across various roles, including complex IT systems implementation and architecture. His career highlights include working with prestigious firms such as Google, where he specialized in cloud solutions, a…

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