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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Nate is a financial planner at Physician Family Financial Advisors, a firm dedicated to helping doctors with children manage their finances effectively. Based in Beaverton, Oregon, Nate specializes in assisting mid-career physicians to navigate the complexities of taxes, investments, college savings, and retirement planning. With a background in ec…
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Dr. Stephen Lewellis is a board-certified dermatologist with a compelling medical and entrepreneurial journey. Originally hailing from Pennsylvania, he has practiced dermatology across various states, including prestigious institutions like New York University and Stanford. Dr. Lewellis has a passion for direct care dermatology, focusing on the pat…
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Ken Gee is a seasoned professional with a rich background in finance and real estate. Originally from Toledo, Ohio, he holds an undergraduate degree in finance from the University of Toledo and a master's degree from Case Western Reserve University. His early career included five years as a commercial lender, followed by seven years at Deloitte, wh…
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Dr. Mboh Elango is a trained emergency medicine physician who has taken the leap into private practice with an innovative approach to healthcare. Originally from Cameroon, Central Africa, Mboh moved to the United States in 1992 to pursue his educational aspirations. He completed his undergraduate degree at Kennesaw State University, followed by med…
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Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Before joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining the Cost Segregation Authority, Erik has been speaking at local, regional, and nat…
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Rajkuma is an academic oncologist from Houston, specializing in pediatric cancer. With roots in India and further training in the UK, Peoria, Illinois, and Los Angeles, he has a diverse background. Rajkuma dedicates the majority of his time to clinical trials and researching new medications for cancer. He is also a passionate real estate investor a…
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Dr. Jess, the featured guest on the show, is a distinguished physician and public speaker with a focus on integrations and automations in her professional life. As a traveling locums doctor, she takes on assignments at various hospitals, indicating vast experience in the healthcare field. Balancing a busy schedule, Dr. Jess has been tackling the ch…
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Dr. Miguel is an internal medicine specialist with a substantial career in hospital medicine, serving in various leadership roles, including medical director and regional medical director. Despite his accomplishments, Dr. Miguel experienced burnout, which led him to refocus on personal and financial goals, eventually reducing his clinical workload.…
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Dr. Bryan Marascalchi is an accomplished medical professional with an impressive career trajectory in the field of medicine, particularly in anesthesiology and pain medicine. Originally from Syracuse, New York, he completed his undergraduate studies at Syracuse University, ventured into Manhattan for medical school at NYU School of Medicine, and se…
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Mark Kapelman is a seasoned accountant and real estate investor with impressive credentials, including being a Certified Public Accountant (CPA). His journey in business began with a solid educational background in accounting, followed by professional experience at Ernst & Young and subsequently PwC. Captivated by the allure of real estate after re…
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Dr. Stephanie is a practicing physician with a background in integrative psychiatry and mental health care. With a medical license in California and Texas, she recently ventured into entrepreneurship by opening her first business and clinic, Newport Beach Resiliency Mind Body Medicine. Her mission is to provide high-quality, affordable integrative …
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Carlos is a highly accomplished physician and a retired military officer with a distinguished career in medicine and service. Born and raised in the Bronx, New York, Carlos translated for his non-English-speaking mother at doctor's appointments, which ignited his passion for medicine. He joined the military straight out of high school, climbed both…
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Dr. KC is an experienced dentist with over 20 years of practice, currently located in Maryland. With an entrepreneurial spirit, he ventured into private practice in 2008 and has since built a successful career that combines his clinical expertise with his business acumen. KC has an interest in real estate investment, specifically in the commercial …
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Matt Swierk shares his journey from being a serial entrepreneur to founding Elevated Human Experience. He emphasizes the importance of mindset and how it can shape our lives. Matt talks about breaking free from societal expectations and following our own passions. He also discusses the power of investing in ourselves and the concept of passive inco…
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Dr. Franky Davis, also known as Franky, is an orthopedic surgeon in Georgia. With a profound interest in financial planning and real estate investment, he has leveraged his medical background to venture into the real estate sector. Despite the demanding nature of his profession, Franky has embarked on a mission to create educational resources for p…
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Dr. Christopher Loo, Founder and CEO of Financial Freedom for Physicians, has an MD-PhD from the Baylor College of Medicine and Rice University. He became financially independent at the age of 29 years old, and was able to retire early in 2016 when he was 38 years old. The financial crisis of 2008 and the COVID-19 pandemic of 2020 has made it obvio…
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Among the nation’s foremost thought leaders on the future of digital healthcare, “America’s Favorite Doctor” Laura Purdy, MD, MBA is a board-certified Family Medicine Physician and the Medical Director of the AFD brand. Having been licensed in all 50 states (including D.C.), she serves patients nationwide while partnering with industry innovators t…
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A child of the King, husband of Pura, father of 3 boys, practicing dentist and has been investing in real estate for more than 20 years, Ivan shares his journey starting with acquiring vacant land in Florida, multifamily in Iowa, new build construction, and how he transitioned to "notes only". www.thenotedoctor.com @Ivan_e_terrero…
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Joseph Ryan Smolarz is the founder of SToR Token; which was created to help provide financial sovereignty to people interested in holding a hard asset-backed cryptocurrency. Dr. Smolarz has vast experience as an entrepreneur and as an Otolaryngology practitioner. As a medical professional, he has developed a patent for a reflux medication and has a…
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John shares his journey as a Venture Capitalist Focusing on Early-Stage Health / Med-Tech, Leading Expert in Medical Entrepreneurship, 11x Author, and Founder/CEO Tribal Health, MeMD & NextCare. Check out his book 'Entrepreneur Rx: The Physician’s Guide To Starting A Business' on amazon: https://a.co/d/1VjuzaV https://www.linkedin.com/in/john-shufe…
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In this episode, we sit down with Dr. Jen Barna, a board certified practicing physician and host of the top ranked “DocWorking: The Whole Physician Podcast.” Jen has pioneered a groundbreaking movement by creating DocWorking, a platform that helps physicians reshape their lives, equipping them with tools to rediscover purpose, balance, and fulfillm…
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Family medicine physician. Apartment investing expert. Investor relations with Chavis Capital. Father of two young boys. Danny's amazing journey is fueled by a "childlike" curiosity to learn real estate. He humbled himself and went all-in as a manual laborer for an experienced multifamily investor. Join us and hear how this "multifamily internship"…
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Ed Gallatin is a Certified Public Accountant with more than 24 years of experience solving tax issues and businesses in the Wabash Valley. Ed is also a Senior Instructor at Indiana State University in Terre Haute. Ed has experienced himself as a small business owner facing the large and intimidating IRS. Now he is passionate about helping others ke…
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Physicians should NOT invest in Real Estate outside of being a Limited Partner in syndication for an index fund. Do you agree? I had a difficult but great discussion with Dr. Saveika who passionately feels that doctors should be doctors and NOT real estate investors. We navigate the opposite perspective of what we typically surround ourselves with …
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Dr Latifat is a physician. She is a mama of three young ladies and founder of The MoneyFItMD platform. This is where she teaches and empowers physicians to be the CEO of their finances, so they can practice medicine on their terms without the burnout. What an amazing conversation illustrating real world experience of Learn Implement Outsource, Elim…
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Practice Startup With Family? Starting a practice can be challenging. Imagine joining an older sibling and trying to build your clientele at the same time. Marc shares the journey of three brothers developing and building a dental practice while juggling life and accidental real estate investments. Now they are in a place of "want" and not "need", …
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Vikram is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and real estate expert. He founded the Vitology a cutting edge institute that helped reverse cardiometabolic disease and optimize vitality. During his decade-long time as one of DC’s prominent cardiologists he specialized in h…
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Is the opportunity as easy to see as the challenges in the current multifamily market - the increasing and volatile cost of money, the increasing cost of insurance, and the increasing cost of taxes? Bayo discusses ways to mitigate risk and increase opportunities in a challenging market. Dr. Fasanya is a pulmonary and critical care physician, and CE…
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Have you ever heard of Skyzone or seen the trampoline parks? What would you say if I told you that a physicians just like you started that phenomenon? Enter JP, Board Certified Anesthesiologist, Pain Management Specialist, Entrepreneur, Investor. JP explains how his journey from a broke medical student to basically a venture capitalist now required…
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How many "no's" have you received? How much does it take to keep pushing forward? Amir remembers back to those times and thinking "what am I doing?" With faith, persistence, and passion he successfully traversed a satisfying career in medicine, received licenses in both real estate and securities, and now give back helping others along their journe…
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Harvard Trained Pain Physician, TEDx Speaker, Triple Board Certified Adult & Pediatric Anesthesiologist, Physician Entrepreneur, Medical Educator & Consultant and Host of Sevo Sistas Podcast, Dr. Peterson shares her realization that being a doctor is NOT what she thought it was going to be. She has overcome many challenges and explains how she elim…
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Worst case scenario...what happens when syndication deals go wrong? Dr. Harry Nima Zegarra is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of https://www.nimaequity.com/ a commercial real estate syndication company where he helps physicians to invest passively outside Wall Street. Now, h…
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Imagine the mindset shift required to invest in a new career AFTER becoming a cardiologist. Dr. Reis is a Cardiologist, with 32 years of private practice experience in interventional and clinical cardiology. He knew early on that he needed to keep an open mind when it comes to his health, happiness, and finances. David quickly pivoted by applying h…
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Dr. Ted is a child of a family practice physician and now a skilled physician who specializes in Family Medicine himself. He owns and operates Center for Family Practice/Center for Aesthetics in upstate NY. Dr. Ted also founded TAASA Health, a charity providing medical care to the underserved in rural Uganda. Along with starting the Juniper Jill Ca…
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Vish Muni is Co-founder of PGL Properties LLC a Commercial Real Estate Investment company, extending investment opportunities. He has over 20 years of experience as a Small Business Entrepreneur, IT Professional, active real estate agent, and a full-time Commercial Real Estate Investor. He started as a real estate investor in 2009 in single-family,…
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Kirsten Limmer has an MD and PhD in molecular biology, trained at Harvard Medical School, is a mom of 3 young kids, a real estate investor, and the founder of the REPStracker app. She launched the REPStracker app in 2021 to help real estate investors, like herself, track hours for Real Estate Professional Status (REPS) and the STR tax Loophole. Are…
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Have you ever asked your financial advisor about investing in real estate? If real estate has held true against the tests of time, why is still considered an "alternative investment". Jim Pfeifer shares his journey and how this community of like minded investors called www.leftfieldinvestors.com was created. It is extremely imperative to surround y…
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#1 Best selling author of “Normal Doesn’t Have Side Effects” and “Why Can’t She See Me?”. Award winning speaker and frequent TV guest, Dr. Aimee Duffy is the founder of Carolina Integrative Medicine. Aimee shares how crucial it is for all of us to maintain a Proactive Perspective when it comes to our health. What does all the money in the world do …
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Like many of us, Adam Carroll began his young adult life with massive debt but twelve years ago he implemented a new plan of attack and totally crushed his debt! Do you carry the heavy, depressing, and overwhelming stress of massive student debt and/or credit card debt? It is like running a marathon with a 30 pound weighted vest on. Just imagine ho…
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Many physicians share "OCD" personality traits which may lead them down a path of "analysis paralysis" when "thinking" about investing in real estate. Sam Giordano M.D., a practicing gastroenterologist, author, real estate investor, and co-founder of passiveadvantage.com was no exception. The only difference is Sam has developed a website and resou…
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I recently had the privilege to speak with Dr. Ronnie Shalev @shalwinproperties What an amazing story and journey. On the Real Estate Mogul M.D. podcast, I get to speak with a lot of investors and physicians and I love when I also get to share valuable resources. Ronnie has created an AMAZING Multifamily Masterclass for Physicians. If you are think…
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Searching for true understanding of himself, Dr. Gabe shares his journey leaving the world of entertainment as a globally recognized recording artist and becoming a top a licensed clinical psychologist, author, and former Clinical Assistant Professor at the University of Southern California, where he lectured Neuropsychology and Research. A called-…
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Dr. Nkem Ezeamama is an ER physician based out of Nashville, Tennessee and founder and CEO of Pheenyx Capital Investment. She is passionately sharing her journey from being a Risk Adverse Physician and a "Standby Partner" to Limited Partner and now a General Partner in large real estate investments. It starts with starting; just take action, expand…
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Shaking up the education industry with Osmosis.org, Shiv shares his journey coming from an immigrant family who are all involved in medicine. He has created, built, and sold a tech-education company that is revolutionizing the "virtual" med-school world with "flipped classrooms". Can we now include real estate, finance and business education earlie…
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Ever wonder what it's like for your children? Cody learned very early in his life that physicians lack financial education as he watched his father struggle with investment after investment. Now, he helps high-income earners find their F.I.R.E. (Financial Independence and Retire Early) leveraging Fast Money, Medium Money, and Slow Money Streams of …
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Dr. Fawole is a pediatric anesthesiologist and Real estate investor who got started in Real Estate during residency. Now having done deals in different niches, focuses primarily on luxury short-term rentals. She’s the founder of SavvyDocs in Real Estate. Have you ever wondered if it's possible to start investing in real estate even as early as resi…
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Lupei is an active duty naval officer with over 20 years of leadership and multiple deployments. She started with remote acquisitions of single family rentals in 2018 and then just put the pedal to the metal and launched into commercial. Now she holds a portfolio of $7 million in residential and commercial properties in six states. https://crowncap…
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Dr. Lindsay Banks helps people find health in every day life and today she shares some social media magic along with her experience as a doctor and soon to be real estate investor. For most physicians interested in getting started in real estate, gaining the knowledge to know where to start is the most difficult part. Another popular question is 'h…
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Accredited Investor in over 30+ passive LPs transitioned to the active side via Eagles Flight Equity Group and the Ateleia Family Office. An investor for over 30 years, real estate is one of my favorite investments. Don't be a lone wolf. Don't chase "shiny objects". Real estate is a people business; it's who not how. Start building your team today …
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As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family whi…
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