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

Commercial Real Estate Technology is transforming the way properties operate, generate value, and serve tenants—and no one explains it better than Bill Douglas, CEO of Optic Wise and known as The Resilience Guy.In this powerful conversation, Bill dives deep into how embracing technology is no longer optional for owners, operators, and investors. He outlines actionable strategies that help stakeholders transition from overwhelmed and outdated systems to data-empowered operations with better outcomes.We explore how to turn siloed data into insights, why controlling your own infrastructure is critical, and how leveraging AI in real estate can streamline workflows and reveal opportunities hiding in plain sight. Bill explains how digital infrastructure, once an afterthought, is now essential to tenant satisfaction and portfolio performance.This episode answers real questions that real estate professionals are asking:How can I reduce operating costs without sacrificing service?What can I do with all this building data—and where is it even stored?Is there a way to boost Net Operating Income (NOI) using technology?What tools actually work when it comes to machine learning in building management systems?Bill also shares deeply personal stories—from surviving a coral snake bite to overcoming multiple sclerosis—and how these experiences shaped his approach to resilient leadership, work-life balance, and building companies that value people as much as profit.If you're navigating the noisy world of PropTech, struggling to make sense of data lakes, or searching for ways to boost tenant satisfaction, this conversation is a blueprint for success. Whether you're an investor, property manager, or tech-savvy operator, this episode will help you see exactly how commercial real estate technology can solve your biggest problems—and position your portfolio for long-term growth.00:00 – Intro: Meet Bill Douglas & “The Resilience Guy”01:10 – Entrepreneurship, Snakebite & Starting Over03:25 – Work-Life Balance & Defining Identity Beyond Business05:02 – What Optic Wise Does for Commercial Real Estate07:45 – What Is Digital Infrastructure & Why It Matters09:28 – Data Ownership, Data Lakes & Real-Time Access11:55 – Why Property Management Firms Aren’t Enough14:17 – Driving NOI with AI and Smart Tech16:40 – How AI Supports (Not Replaces) Real Estate Teams18:20 – Health, Fitness & Resilient Leadership in Business20:00 – Final Advice for CRE EntrepreneursTo 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 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 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

Food as medicine is more than a wellness buzzword—it's a practical, life-changing philosophy for anyone struggling with modern health issues. In this episode, Shannon Weston, founder of Vibe Foods, reveals how she used food to reverse her son’s chronic health problems and how her approach can help YOU reclaim your health through smarter, more intentional eating.If you're searching for answers about fatigue, digestive issues, autoimmune flare-ups, or general burnout, this episode offers real-world solutions. Shannon’s story resonates with anyone who’s asked:“What changes do I need to make to start feeling better?”“Why do I still feel sick despite medications?”“Can what I eat really affect my gut and energy?”You’ll discover how Shannon's commitment to chemical-free food and natural ingredients isn't just a brand value—it's a blueprint for healing. She explains how her company Vibe Foods creates every dish with food sensitivities in mind and sources organic superfoods to support gut health, reduce inflammation, and restore balance.This episode also explores:The truth behind the gluten-free lifestyleThe difference between clean smoothies and sugary impostersWhy Shannon believes in the healing power of functional food and paleo snacksHow her business supports healthy eating for families—not just elite wellness circlesWhether you’re new to holistic health or looking for practical tools to support your journey, Shannon offers inspiration and clarity. Her story proves that clean eating is not only doable, but deeply impactful.00:00 – Intro & welcome01:03 – Shannon’s transformation from corporate exec to food healer03:20 – How her son’s mysterious illness led to food-focused healing06:15 – Founding Vibe Foods and building around ingredient integrity08:50 – Why Vibe is different: no chemicals, no shortcuts11:12 – What clean food actually looks like: broths, bowls & baked goods13:30 – The emotional power of food and identity15:00 – Building an online store to make healing food accessible17:40 – How Shannon keeps prices competitive without compromising values19:10 – The future of Vibe: growth, community, and impactTo 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 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

In this Jordan Calderon Interview, we dive deep into the real-world journey of building and scaling a successful digital marketing agency that’s defied the odds—and the need for venture capital.If you’re searching for B2B marketing strategies, how to run a bootstrapped startup, or looking for an entrepreneur success story that mirrors your own business challenges, this episode is your blueprint. Jordan Calderon, founder of StratDev Digital Marketing, has scaled multiple businesses, rejected 11 acquisition offers, and built a reputation for delivering results most firms only promise.You’ll walk away with real answers to questions like:“How do I grow my B2B startup without outside funding?”“What makes a good marketing agency case study stand out?”“How do I avoid getting burned by another digital marketing agency?”“Where does AI in marketing actually work—and where doesn’t it?”“How do I stay in control while scaling a startup?”Jordan’s founder journey includes building from the ground up, staying true to his vision, and proving that staying lean doesn’t mean thinking small. Whether you're scaling your team, managing client expectations, or figuring out when (or if) you should be selling your business, Jordan brings clarity, strategies, and inspiration.If you're a founder, startup operator, or marketer searching for sustainable growth and smarter execution—this is the episode you can’t afford to miss.0:00 – Intro & Jordan’s entrepreneurial background1:20 – Starting StratDev Digital Marketing3:10 – Bootstrapping vs VC: Why Jordan said no to funding5:45 – Rejecting 11 acquisition offers7:55 – Southend Pharmacy case study10:50 – How AI is changing digital marketing agencies13:00 – Managing multiple businesses with time blocking15:15 – Failures, lessons, and founder resilience17:10 – Inspiring his father to leave corporate & start a business18:35 – Connect with Jordan & learn about My Virtual DeskTo 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

If you're searching for better and more affordable private health insurance, this episode with expert Sherri Matheney will give you the answers you've been looking for. Sherri, a licensed insurance advocate in 34 states, works directly with doctors, business owners, and self-employed professionals to uncover personalized strategies that reduce costs and improve coverage.Struggling with overpriced group plans or frustrated by confusing public options? Sherri breaks down how self-employed health insurance, small business health coverage, and family health plans can be tailored to your unique needs using private health insurance solutions.You’ll also learn how her clients use out-of-network coverage, navigate ACA compliance, and deal with concierge medicine setups—especially when doctors don’t accept traditional insurance. If you're trying to avoid surprise bills and want more flexible options, this episode is packed with actionable insight, wisdom, and real-world examples that can help you save money, stay covered, and feel in control of your healthcare choices.00:00 – Introduction to Sherri Matheney and her mission01:03 – Who needs private health insurance and why it matters02:32 – How Sherri works with doctors and patients to solve insurance issues04:00 – Why Marketplace insurance doesn’t work for many people05:12 – How self-employed and high-income clients can save thousands06:30 – The truth about concierge medicine and insurance reimbursement07:45 – How to separate family members to lower costs09:00 – Comparing ACA compliance between private and public plans10:20 – Why small business owners overpay and how to fix it11:30 – Building your own “insurance cocktail”12:00 – How to connect with Sherri for a personal consultationTo 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

Disclaimer: This is a sponsored podcast 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.  If you're searching for a proven way to build a digital product business, this episode with Rick Pino gives you the roadmap from confusion to clarity.Rick shares how to go from trading time for money to building a scalable, transformation-driven business that aligns with your unique skills and values. Whether you’re a beginner or an established professional, his approach to high ticket coaching and online entrepreneurship helps you finally tap into your expertise and create real impact.In this episode, Rick walks you through how to shift into the right entrepreneur mindset, build digital products that solve clear problems, and structure a premium offer strategy that positions you as the authority in your space. His insight into passive income strategies helps demystify how to escape the grind and create meaningful leverage through marketing with value — not desperation.If you're a coach, consultant, creative, or C-suite escapee asking, “How do I start a digital product business that actually works?”, this conversation delivers the answers and clarity you need.00:00 – Intro to Rick Pino01:18 – What is a digital product business?03:05 – Who Rick serves: beginners to 7-figure earners05:12 – The #1 mistake beginners make07:33 – Why clarity trumps complexity10:02 – A framework to define your ideal client12:21 – Using your past pain as present value14:00 – Digital product or coaching program — where to begin?16:02 – Marketing with value vs. begging for sales18:10 – What makes high ticket coaching work?20:00 – Why premium clients are the best clients22:10 – How to connect with Rick PinoTo 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 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

Disclaimer: This is a sponsored podcast 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.  Understanding tax nexus rules for e-commerce is crucial if you're selling online and want to stay compliant while maximizing profit. In this episode, Reuben James Mattinson, CEO of RJM Tax Exemption, breaks down what e-commerce sellers need to know about U.S. tax laws—especially those operating from outside the country or navigating multiple states.Whether you're selling through Amazon FBA, running a dropshipping operation, launching a print-on-demand store, or expanding globally, this conversation provides real answers to your biggest tax questions. Reuben’s expertise is tailored for international sellers and online entrepreneurs dealing with state-by-state tax thresholds, resale certificates, and increasingly complex marketplace facilitator laws.Reuben dives into the real-world consequences of getting it wrong—like facing online business tax penalties—and explains how understanding tax nexus rules for e-commerce early on can save you thousands. From avoiding double taxation with a US LLC to knowing when and where you have nexus, this episode is your playbook for staying compliant while scaling smart.Amazon FBA tax liabilities and how to track where you have nexusSales tax for dropshipping and how to stay compliant across platformsGetting and using resale certificates in the USA to boost marginsCommon pitfalls for international sellers and U.S. tax obligationsHow print-on-demand sales tax rules vary by state and supplierNavigating marketplace facilitator laws on Amazon, Shopify, WalmartLegal ways to avoid double taxation as a foreign LLC ownerDecoding state-by-state tax thresholds before you registerThe risks of online business tax penalties and how to prevent themThis is the episode for e-commerce sellers ready to scale into the U.S. without stumbling over legal red tape. 00:00 – Introduction: Memorial Day edition with Reuben James Mattinson 01:15 – From physical therapy to tax strategy: Reuben’s journey 03:00 – Who needs to care about tax nexus rules for e-commerce 04:30 – Why Amazon FBA creates tax exposure across multiple states 06:20 – Dropshipping and resale certificates: how to get exempt 08:00 – The tax risk international sellers often miss 09:45 – Nexus from print-on-demand and fulfillment centers 11:00 – Marketplace facilitator laws: what Amazon/Walmart really cover 13:00 – When your US LLC might owe nothing to the IRS 15:10 – How RJM tracks economic and physical nexus for clients 17:00 – State-by-state thresholds and when to register 18:30 – Penalties, account freezes, and how to avoid tax disaster 20:10 – Free consultation and how to connect with RJM Tax ExemptionTo 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 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

Hydrogen water is emerging as one of the most powerful tools for reducing inflammation, restoring gut health, and optimizing long-term wellness—and in this episode, Josh Carr, CEO of Echo Water, breaks down the science and innovation behind it.If you've been searching for natural ways to improve energy, reduce chronic pain, or enhance recovery, this episode has the answers. Josh's personal journey—overcoming genetic arthritis using hydrogen water—illustrates how this wellness innovation can bring real results where traditional methods fall short. From differentiating molecular hydrogen from outdated health trends to understanding the unique mechanics of the Echo smart water bottle, Josh brings both health tech startup wisdom and practical biohacking insights.This episode is for you if:You’re curious about how molecular hydrogen interacts with your systemYou’re seeking real solutions for inflammation relief and natural arthritis reliefYou want to understand how gut health affects hydrogen absorptionYou’re exploring biohacking tools to gain a performance edgeYou’re tired of empty wellness claims and want something that’s clinically backedJosh explains why Echo Water isn’t just another product—it’s a mission to make hydrogen water accessible to everyone through advanced design, like their flagship smart water bottle, and strategic supply chain innovation.If you're tired of sifting through hype and just want honest, research-backed insight—this is the episode that delivers. Walk away with clarity, direction, and real answers to your questions about the next evolution in wellness innovation.0:00 – Who is Josh Carr? Why hydrogen water?1:15 – Echo Water’s origin & Josh’s arthritis journey3:10 – How hydrogen water actually works4:50 – Alkaline water vs. hydrogen water6:30 – Science behind molecular hydrogen8:00 – Echo’s mission: not wellness, not water—hydrogen9:45 – The smart water bottle explained11:15 – Affordable entry with hydrogen supplements12:10 – Cutting through the noise in the biohacking world13:35 – Regulations, growth, and global markets15:00 – China to Philippines: Supply chain move16:45 – Killing a $20M product to focus on hydrogen18:00 – Strategic vision: echo as a health tech startup19:20 – Manufacturing gaps & U.S. reshoring20:30 – AI at Echo & final reflectionsTo connect with Josh on LinkedIn: https://www.linkedin.com/in/superstar/To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$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/chrisJxFor 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

A fractional CFO can be the key to unlocking hidden profits and financial clarity for growing businesses. In this episode, Ken LaCroix explains how business owners can transform financial confusion into smart, data-driven decisions that scale results.If you've ever asked, “Why am I making sales but still struggling with cash flow?” or “How do I really know what’s working financially in my business?”—this episode is for you. Ken brings 15+ years of experience as a fractional CFO, specializing in helping businesses between $5M–$50M in revenue make sense of their numbers and use financial strategy to fuel sustainable business growth.You’ll learn:Why focusing on gross profit margin over sales reveals your true performanceHow to manage working capital effectively as your business scalesWays to use AI in finance and automation to get faster, more accurate dataHow to spot and correct financial blind spots before they become costlyReal-world FP&A techniques to move from reactive to proactive strategyActionable steps to optimize operations and uncover profit optimization opportunitiesKen breaks down complex topics into practical insights any entrepreneur can act on. Whether you're in operations, finance, or just trying to make sense of small business finance, this conversation helps align your financial structure with your strategic goals.0:00 – Welcome & Intro to Fractional CFO Ken LaCroix1:15 – Who needs a fractional CFO?2:30 – Growing pains at $5M–$50M revenue stages4:00 – Spotting and solving financial blind spots5:40 – Making the shift to data-driven decisions7:10 – Why gross profit margin is more important than revenue8:35 – Managing working capital and cash flow questions10:00 – Finding hidden profits in item and customer data11:45 – Leveraging AI in finance for faster reporting13:00 – Implementing real FP&A systems14:10 – Final advice & how to connect with KenTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn’t do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$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

Employee ownership is one of the most powerful, underutilized tools for founders who want to preserve their company’s mission, reward their teams, and exit without selling out.In this insightful conversation, John Abrams—founder of South Mountain Company and author of From Founder to Future—shares how his decades of experience guiding his business through a successful transition to a worker cooperative gives him unmatched perspective for anyone exploring sustainable business exits. His journey is a blueprint for companies considering succession planning, especially those who want to retain values, empower teams, and build lasting community impact.Whether you’re asking:“What’s the best way to exit my business without losing its soul?”“How do ESOPs, co-ops, or an employee ownership trust really work?”“Is becoming a B Corp the right move for mission alignment?”...this episode delivers real answers. You’ll gain clarity on the structural options available—from ESOPs, employee ownership trusts, and worker cooperatives, to innovative governance models like the Commonwealth company. John breaks down how these frameworks can align with your values and long-term vision—and how the cooperative business model isn’t just idealistic; it’s viable, scalable, and profitable.🔗 Learn more about John at: https://abramsangel.comTo check out John's book, "From Founder to Future: A Business Roadmap to Impact, Longevity, and Employee Ownership", visit: https://amzn.to/43ZVoRG00:00 – Welcome & guest intro: John Abrams, South Mountain Company01:15 – From founder to employee-owned: how John did it03:00 – What is employee ownership? Why it matters05:05 – Comparing worker cooperative, ESOP, and employee ownership trust08:25 – When and how to start succession planning11:40 – Defining a Commonwealth company13:45 – Should your company become a B Corp?15:15 – Real-life success story: Chatham Harvesters Co-op17:30 – How employee ownership benefits our economy and democracy18:55 – Where to connect with John + closing thoughtsTo 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 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

Dr. Christiane Schroeter joins the podcast to deliver powerful insights for entrepreneurs, students, and professionals looking to break through overwhelm and take consistent action toward meaningful goals.If you’re searching for ways to build an entrepreneur mindset, overcome fear, or start a business without quitting your job, Dr. Schroeter’s philosophy of petite practices — small, consistent steps — will deeply resonate. She shares her step-by-step approach to goal setting strategies that actually work, rooted in her experience as a coach, author, and innovation professor.Whether you're a female entrepreneur struggling with confidence coaching issues, a college student seeking Gen Z career advice, or someone weighing college vs entrepreneurship, this episode provides clarity and a fresh path forward. You'll learn how to leverage what's already working, how to eliminate perfectionism, and how business coaching and mindset shifts can unlock new levels of success.This is not just theory — Dr. Schroeter shares how she helps clients build purpose-driven brands and profitable businesses without burnout. Plus, she tackles questions around AI and education, and what it really means to future-proof your career.🎧 This episode is your blueprint for real growth with real-life tools.00:00 – Welcome & intro to Dr. Christiane Schroeter01:20 – Why clients feel stuck: emotional and strategic overwhelm03:45 – What are “petite practices” and how do they drive results06:30 – Female entrepreneurs: overcoming perfectionism08:50 – Advice for Gen Z: college vs entrepreneurship11:40 – AI, YouTube, and the future of education14:00 – Mid-career pivots & reclaiming your dreams16:30 – Starting a business in college: why the timing is perfect18:15 – Inside her self-published Amazon books. 20:15 – Final thoughts + where to connect with Dr. SchroeterTo check out Dr. Christiane Schroeter's authored works on Amazon, visit: https://amzn.to/3ZgLYyCTo 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