Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

📝 AI in financial services is rapidly transforming how financial advisors operate, compete, and grow — and in this episode, James Mills breaks it all down.Whether you're a financial advisor, RIA, or insurance agent, chances are you're wondering how AI, automation, and fintech are reshaping your day-to-day operations and long-term success. This episode answers your questions and provides actionable insight into the future of finance, directly from someone in the trenches.James Mills, MBA, CRPC of Ironvest Financial Partners, is not only coaching financial professionals but also building his own thriving advisory business using the same AI tools for financial professionals he recommends. His experience is relatable, actionable, and aligned with your search intent: how to thrive, not just survive, in a world of digital transformation in finance.🔍 We dive into:How to leverage CRM AI tools for sales outreach and client relationshipsWhy tools like Vanilla, Waterlily, and Income Lab are game-changersStrategies for maintaining fiduciary responsibility and AI complianceShifting from product-selling to holistic financial planning with AIPractical tips to scale your financial advisory business without losing the human touchThis 13-minute episode is short, sharp, and full of insights for professionals looking to future-proof their practice. If you're tired of falling behind on tech or feeling overwhelmed by all the new platforms, this episode will give you clarity and direction.✅ Real tools✅ Real examples✅ Real strategy you can implement right now⏱️ Timestamps (13:15 runtime):00:00 – Intro & who is James Mills01:05 – From banking to coaching financial professionals03:00 – What his clients are struggling with04:25 – Why AI is shaking up the financial industry06:10 – How to stay relevant using AI tools07:45 – Real-world tech: Vanilla, Waterlily, Income Lab10:00 – From selling products to holistic planning12:00 – How to get in touch with James🔖 Hashtags:#AIinFinance #FintechForAdvisors #JamesMills #FinancialAdvisors #ScaleYourPractice #FinancialPlanning #CRMTools #FinancialCoach #DigitalFinanceTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

📝 AI automation for solopreneurs is no longer a luxury—it’s a necessity. In this episode, Dr. Bradford Carlton, a former attorney turned AI business consultant, breaks down how non-tech entrepreneurs, small business owners, and service professionals can start leveraging AI and automation tools without writing a single line of code.Whether you're overwhelmed by tech jargon or wondering how to get started, this webinar provides clear answers to your biggest questions. Learn how low-code tools like N8N (a powerful Zapier alternative) are changing the game for solopreneurs who want to reclaim their time and grow their businesses.Dr. Carlton’s journey from elder law attorney to AI automation expert is both inspiring and tactical. He explains how he built an AI executive assistant, automated LinkedIn posting, and eliminated repetitive tasks using tools like ChatGPT, 11 Labs, and Slack—all designed for the everyday business owner, not the tech elite.If you’ve ever searched:“How to automate my small business”“AI tools for solopreneurs”“What’s the best Zapier alternative?”“How to save time with AI”…this episode will deliver the insights, frameworks, and real-world solutions you’ve been looking for.🔥 This is for YOU if you're a solopreneur, coach, consultant, or creator who wants to work smarter—not harder—with AI.⚡Timestamps (17:02):00:00 – Intro: Meet Dr. Bradford Carlton01:00 – From law to AI: Bradford’s unique transition02:55 – Discovering N8N and the low-code revolution05:00 – Common struggles solopreneurs face with automation06:30 – Why most small businesses fail at using AI tools08:00 – Real-world example: Building a LinkedIn posting bot09:55 – N8N vs Zapier: Which is better?11:10 – How Bradford built a full AI executive assistant13:00 – What to automate first in your business14:40 – Free tools, workflows & community resources16:00 – Final insights + how to connect with Bradford🔖 Hashtags:#AIAutomation #Solopreneurs #BradfordCarlton #SmallBusinessAI #N8N #ChatGPTAutomation #LowCodeTools #EntrepreneurTools #ProductivityHacksTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

✍️ Corporate breakup coach Nadja Fromm shares her powerful journey of leaving a high-paying corporate career behind after three intense burnouts — and how she now helps others do the same.Are you stuck in a career that looks successful on the outside but feels soul-crushing on the inside? This episode is for you. If you've been secretly Googling "how to quit your job" or “burnout recovery tips,” Nadja Fromm offers real answers — and a path forward.We dive deep into why so many high-achievers hit a wall, and how leaving the 9 to 5 isn’t a reckless decision — it's often the most strategic one. Nadja reveals how to discover your why, build a meaningful business, and shift from survival mode to authentic success. As a former executive turned business coach, she provides the tools and mindset needed to reclaim your freedom without sacrificing stability.💡 What You'll Learn:How burnout sneaks up on even the most “successful” professionalsWhy chasing promotions rarely leads to true fulfillmentHow to identify the signs you're not aligned with your career pathThe mindset shift required to go from employee to entrepreneurHow to build a life that lights you up — without burning out again🎯 Whether you're a lawyer, marketer, doctor, or MBA student — if you're rethinking your future, this podcast gives you the insight you’re searching for.⏱️ Timestamps (21:13 total)00:00 – Intro: Meet Corporate Breakup Coach Nadja Fromm 01:00 – From Germany to New Hampshire: Her Corporate Climb 03:00 – The Big Realization: Burnout & Emptiness at the Top 05:15 – Why 9 to 5 Isn’t for Everyone 06:30 – How to Know It’s Time for a Career Pivot 08:00 – The Role of Fear When Breaking Up With Your Job 09:45 – Building a Business That Aligns With Your Values 11:30 – Advice for Parents Pushing Traditional Careers 13:00 – External Validation vs Internal Fulfillment 14:45 – Escaping the Comparison Trap 16:00 – Finding the Right Tribe for Your Journey 18:00 – The #1 Step to Start a Business That Matters 20:00 – Final Advice for Listeners Ready to Take the Leap 🏷️ Hashtags#CorporateBreakupCoach #BurnoutRecovery #CareerPivot #Leaving9to5 #EntrepreneurMindset #AuthenticSuccess #FindYourWhy #NadjaFromm #EscapeThe9to5 #PurposeDrivenCareer #BusinessCoachTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  ✅ Financial planning for high income earners is more than just choosing an investment account — it's about protecting your income, reducing taxes, and building a legacy. In this episode, Wallis Tsai, founder of Above Board Financial, shares her insider knowledge from Wall Street and years of advising physicians on how to make smarter, safer financial decisions.Doctors, dentists, and high-income professionals are often targets of bad financial advice — but Wallis explains how the right insurance strategies for physicians can be the difference between financial freedom and costly mistakes.She answers questions like:Do you really need disability insurance or long-term care coverage?When is whole life insurance a smart move vs. a sales pitch?How can you create a tax-efficient investing strategy that fits your career stage and personal goals?This episode is packed with wealth planning for physicians, how to evaluate your current insurance coverage, and how to avoid the traps that smart, high-achieving professionals often fall into. Wallis breaks it all down with clarity — whether you’re just out of residency or planning early retirement.If you’re searching for financial literacy for high income professionals, a better approach to legacy planning, or simply tired of one-size-fits-all advice, this conversation offers actionable insights to take control of your future.Timestamps (22:17):00:00 - Intro to Wallis Tsai & Above Board Financial 01:00 - Wallis’s finance background & Wall Street insight 02:20 - Who needs life, disability & long-term care insurance 04:00 - Why high income earners are targeted for bad financial advice 06:30 - The psychological trap of smart professionals 08:10 - Common insurance mistakes high income earners make 09:40 - Permanent insurance: when it works, when it doesn’t 12:15 - Tax-efficient investing with insurance 14:00 - What to know about whole vs. variable life 16:00 - Long-term care as a family strategy 18:15 - Financial planning for future life scenarios 20:00 - How to contact Wallis Tsai & book a call 21:15 - Final thoughts & gratitude#FinancialPlanningForDoctors #WallisTsai #AboveBoardFinancial #PhysicianFinance #DoctorMoneyTips #DisabilityInsurance #WholeLifeInsurance #TaxEfficientInvesting #HighIncomeProfessionals #WealthPlanning #MedicalProfessionalsFinance #PhysicianRetirementTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

📝 AI branding is transforming how entrepreneurs connect with their audience, and in this episode, Audrey Wiggins breaks down how to use it effectively without losing your voice or authenticity.Whether you're a small business owner, a personal brand, or a digital creator, you're likely asking:✅ How do I stay ahead in a world of automation?✅ Can AI help me grow without feeling robotic?✅ Where should I start with all these new tools and trends?This episode delivers answers.Audrey Wiggins, a branding expert with over 30 years of experience, explains how to blend technology with authenticity, and why podcasting, email marketing, and video content are still the most human-centered growth tools—even in the AI age.She shares real strategies for:Creating clarity in your brand strategyFixing common branding mistakesUsing AI tools for business (like ChatGPT) the right wayLaunching your own podcast or YouTube presenceMaking smarter decisions on social media trends 2025If you're trying to figure out how to build a meaningful presence online while staying current, this webinar-style episode is packed with insights, mindset shifts, and actionable steps for sustainable, AI-powered growth. Audrey’s coaching bridges the gap between automation and authenticity, making her advice perfect for solopreneurs, digital creators, and small teams alike.🕒 Timestamps (20:06 Total Runtime)0:00 – Welcome and Introduction to Audrey Wiggins1:00 – Audrey's branding background & evolution from print to AI2:50 – The role of AI in branding today4:45 – Practical ways entrepreneurs can use AI (ChatGPT examples)6:40 – Biggest branding mistakes and how to fix them9:00 – Staying authentic while using new technology11:00 – Why podcasting is an essential branding tool13:00 – Email lists vs. social media platforms14:40 – YouTube and video podcasting tips16:00 – How to grow a podcast without a big studio18:00 – Final tips for overwhelmed business owners19:30 – How to connect with Audrey Wiggins🔖 Hashtags#AIBranding #AudreyWiggins #EntrepreneurBranding #SmallBusinessGrowth #PodcastMarketing #ChatGPTforBusiness #DigitalMarketing2025 #AuthenticBranding #WomenInBusinessTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  📝 Financial freedom is something many dream about but few achieve — and Stela Roznovan is here to break down exactly how she made it possible. In this episode, she shares how she went from a classical pianist with no experience in sales to building a multimillion-dollar insurance agency generating $500K/month in revenue.If you're searching for how to achieve financial freedom, struggling to leave a 9–5 job, or wondering how to start a remote sales career — this episode offers the answers you're looking for.🚀 Stela's journey aligns with what many entrepreneurs, high-performers, and career shifters are searching for:✅ Actionable sales strategies✅ High income skills that don’t require a degree✅ How to build a remote business✅ How to create passive income and escape the rat raceHer insights cut through fluff and directly address pain points for anyone chasing financial freedom but feeling stuck in traditional work models.💼 Whether you're new to sales, feeling the stagnation of a capped salary, or exploring how to transition from employee to entrepreneur, Stela offers a relatable, proven path. She discusses:The comfort crisis and why it’s killing ambitionHow commission vs salary thinking can shift your wealth trajectoryThe 3 key principles of sales: authenticity, exclusivity, urgencyReal-world agent success stories with zero experienceA breakdown of insurance sales systems that offer a path to 6–7 figuresThis isn’t theory — it’s a blueprint from someone who's done it.🎧 Tune in to learn how Stela Roznovan’s expertise can help you move from uncertainty to unstoppable in your quest for financial freedom. To check out Stela's TEDx talk, "How to Reverse Engineer Success in Life", visit: https://youtu.be/WdqmG0gq_h0?si=zLVV8a387LgE013j⏱️ Timestamps (19:34 total)00:00 – Intro: From Piano to Profit – Meet Stela Roznovan 01:30 – Why She Left Music for Sales 03:00 – Sales Psychology & Systems Explained 04:55 – Overcoming Fear, Rejection & “No’s” in Sales 06:30 – Creating 6-Figure Income in Year 1 08:00 – Done-For-You Sales Systems & Coaching 09:45 – Hiring, Training & Sales Scripts 11:20 – Success Stories: $11K in 48 Hours 13:00 – Commission vs Salary: Why It Matters 14:30 – What Keeps You Stuck in the Middle Class 16:00 – Reverse Engineering Success 17:30 – Escaping the Comfort Crisis 18:30 – Final Advice + Where to Connect with StelaTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

📝 Google Ads PPC is evolving faster than ever — and businesses that don’t adapt are leaving money on the table. In this episode, Michael Elliott, a Top 1% Upwork freelancer and founder of a multi-million-pound performance agency, reveals how AI for PPC, speed to lead, and smart automation can transform your ad results.If you’ve been struggling with slow lead follow-up, wasted ad spend, or inconsistent campaign performance, this conversation is packed with answers. Michael breaks down exactly how to build PPC automation that drives conversions, integrate two-way SMS for faster client response times, and apply AI marketing to your Google Ads PPC workflows so you can scale efficiently — not expensively.He also shares his journey from £3,000 in savings to managing £21M+ in ads, offering real-world insights for entrepreneurs, freelancers, and marketers who want practical systems that actually move the needle. By the end of this episode, you’ll have a clearer roadmap for turning every click into a conversation — and every conversation into a sale.👉 Watch now to unlock smarter performance marketing strategies that align with your goals and your audience’s needs.⏱️ TIMESTAMPS (19:54 total)00:00 – Intro: Google Ads PPC, AI, and automation01:02 – Michael’s backstory: from broke to business builder03:15 – Early challenges & what sparked AdTrain05:42 – Managing £21M+ in ad spend & scaling PPC07:18 – The power of speed-to-lead and how it changes everything09:30 – Building PPC automation that actually works12:04 – Using AI for PPC: real examples & tools14:20 – Why Upwork freelancing can fast-track your business16:55 – The future of Google Ads PPC and AI marketing18:50 – Final insights & how to connect with Michael🔖 HASHTAGS#GoogleAds #PPC #AIMarketing #MarketingAutomation #SpeedToLead #Entrepreneurship #Upwork #LeadGeneration #PerformanceMarketingTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

✅ Student loan repayments and forgiveness for professional students is changing fast—and the new 2026 rules under the One Big Beautiful Bill Act are set to reshape how repayment works for graduate-level borrowers across the U.S.In this episode, financial expert James Mwombela from Student Loan Planner breaks down what the new law means for law students, pharmacy students, dental students, business school graduates, optometry students, physician assistants, nurses, medical students, chiropractors, and other healthcare professionals navigating student debt.If you're in or entering a graduate or professional program, the elimination of Grad PLUS loans, new federal borrowing caps, and less generous income-driven repayment plans could directly affect your future—and your finances. This episode covers everything you need to know about the coming changes and how to prepare, strategize, and protect your financial future.🎯 James Mwombela specializes in advising professionals with $100K+ in student debt. He offers tailored strategies to help borrowers minimize payments, maximize forgiveness, and avoid common traps—especially with the shift toward the new RAP plan and limitations around IBR, consolidation, and PSLF eligibility.🔎 In this episode, you'll learn:📉 What the 2026 federal loan cap means for professional school costs🧾 How the end of Grad PLUS loans impacts tuition financing🏛️ Who qualifies for Public Service Loan Forgiveness (PSLF) and who doesn’t⚠️ The risks of private student loans and predatory lending🧠 How to compare RAP vs. IBR and choose the right repayment plan🧮 The best moves before July 2026 to lock in smarter repayment terms🧰 Why consolidation could help—or hurt—you depending on timingWhether you're pre-med, pre-law, starting dental school, applying to MBA programs, or in the thick of a DPT, NP, or pharmacy program—this episode is packed with strategies, timelines, and clarity to help you make the right loan decisions now and in the years ahead.⏱️ TIMESTAMPS (23:47 total)00:00 – Intro: Who is James Mwombela & what’s this episode about?01:10 – The new 2026 bill: How it changes student loan rules03:45 – What med students and future residents must understand now06:20 – $200k cap: What it means for your med school budget08:00 – Private loans & risk of predatory lending10:15 – Impact on med school tuition + school behavior12:00 – What to watch out for in private lending contracts13:30 – For residents: Should you pay off or go PSLF?16:00 – Why RAP may be worse than IBR18:00 – Consolidation risks post-202620:10 – Best strategies for attendings in private vs nonprofit hospitals22:30 – Final thoughts + how to work with Student Loan Planner🔖 HASHTAGS#StudentLoanForgiveness #MedSchoolDebt #PSLF #DoctorsFinance #JamesMwombela #StudentLoanPlanner #FinancialFreedomForDoctors #DoctorDebtStrategyTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Buy Me a Coffee- https://www.buymeacoffee.com/chrisJxFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

📝 Ready to unlock LinkedIn's full potential? In this episode, we dive deep with Kayla Ihrig, digital marketing expert, writer, and LinkedIn strategist, on how to leverage LinkedIn as a powerful marketing tool in 2025. 💼Kayla shares her top LinkedIn tips for creators, entrepreneurs, and business professionals — from profile optimization to content creation and engagement strategies. Whether you're starting from scratch or looking to refine your LinkedIn strategy, this episode delivers actionable insights.🎯 Topics Covered:Why LinkedIn is still underrated in 2025How to grow without going viral or having 10K+ followersLinkedIn vs. Twitter: Which is better for professionals?Kayla’s “LinkedIn Co-Pilot” method for clientsReal success stories (book deals, media features via LinkedIn)Engagement secrets: Why commenting beats posting ⏱️ Timestamps (14:05):00:00 - Introduction to Kayla Ihrig & LinkedIn Marketing00:46 - Kayla’s background & transition into digital marketing01:30 - Why LinkedIn is still underrated in 202502:26 - LinkedIn vs. TikTok & other platforms03:05 - Kayla’s “LinkedIn Co-Pilot” program explained04:20 - Is LinkedIn still a resume site? (Spoiler: No!)05:06 - What beginners should do first on LinkedIn06:00 - Biggest mistakes newbies make on LinkedIn06:40 - Best LinkedIn features for creators & professionals07:45 - Handling SEO spam & LinkedIn DMs08:00 - Kayla’s client success stories (book deals, features)08:58 - Why follower count doesn’t matter on LinkedIn09:48 - Trust, authenticity & relationship-building on LinkedIn10:34 - Profile optimization = landing page strategy11:10 - Is LinkedIn only for professionals? (What about artists?)12:10 - LinkedIn vs. Twitter: Which platform works better?13:20 - Best way to connect with Kayla & bonus LinkedIn tips13:55 - Final thoughts & podcast wrap-upThese chapters improve user experience and boost SEO by targeting key moments tied to searchable topics.🔖 Hashtags:#LinkedInMarketing #SocialMediaStrategy #KaylaIhrig #LinkedInTips #LinkedInGrowth #ContentMarketing #LinkedInForBusiness #DigitalMarketing2025 #CreatorEconomy #LinkedInSuccess #PodcastInterview #MarketingTips To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

📝 Andrew Ackerman shares startup-tested insights on building a company from scratch, getting funding (or not), and avoiding the traps that kill most startups. If you're an early-stage founder, investor, or someone googling how to get VC funding, this episode is your shortcut to startup clarity.💬 In this conversation, Andrew—entrepreneur, investor, and author of The Entrepreneur’s Odyssey—breaks down what it really takes to succeed in today’s startup landscape. You'll hear directly from someone who's invested in over 70 companies and knows the real story behind success, struggle, and scaling.This episode answers questions and problems founders are constantly searching for:“How do I know if my idea is good enough?”“Do I really need VC funding or can I bootstrap?”“Why do so many tech startups fail?”“Is my timing right, or am I too late?”Through honest, unfiltered advice, Andrew explains:The true cost (and risk) of venture capitalWhy most founders misunderstand the entrepreneur mindsetHow to create traction before raising moneyWhat makes a startup idea investable todayThe thinking behind his startup book written like a novel—and why that matters for real founders📘 The Entrepreneur’s Odyssey isn’t your average business book. It’s a storytelling-first guide built to be readable, relatable, and relevant to the founder journey—without all the corporate fluff. 📘 Purchase the book here: https://amzn.to/4gVotCNTo connect with Andrew, visit his website: https://www.andrewbackerman.com📌 Timestamps (24:41)00:00 – Intro to Andrew Ackerman 01:00 – From Founder to VC: His Story 03:00 – Tech Startups vs. Small Businesses 04:30 – Is VC Funding Necessary? 06:00 – Who The Book Is For 08:00 – Storytelling vs. Boring Business Books 10:00 – Why Now? Timing & Startup Success 13:00 – How VC Expectations Have Changed 15:00 – Tokenization & Funding Access 16:45 – Future of Work, AI & Startup Jobs 18:30 – Building a Book Like a Startup 21:00 – Behind the Book Cover Design 23:00 – Where to Find the Book & Connect with Andrew 24:30 – Final Words🏷️ Hashtags#AndrewAckerman #StartupFunding #EntrepreneurMindset #VCAdvice #TechStartups #StartupBook #FoundersJourneyTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025