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

Join us this week where we sit down with Brenden Kumarasamy. Key takeaways from the show include: -Becoming a World Class Communicator -Mastering the Art of Virtual Presentations -Becoming a Top 1% Communicator in Your Industry -Mastering the Art of Virtual Presentations -Growing Your Business with Effective Communication -Using Communication to Generate More Sales Brenden is a communication coach and public speaker who teaches clients how to channel their unique and inspiring message into a personal brand, and share it with the world to influence, inspire, and educate audiences worldwide.  Find him online at http://www.MasterTalk.ca.   Thanks to this week's sponsor, CityVest: https://bit.ly/37AOgkp

Join us in this week’s episode where we sit down with Tracey Bissett, CFA, of Bissett Financial Fitness and discuss all things finances - financial education, financial literacy, financial empowerment and entrepreneurship, from someone with hands-on experience in the traditional corporate world, and now someone who runs her own firm.  As Chief Financial Fitness Trainer of Bissett Financial Fitness Inc., Tracey educates and empowers individuals, notably young adults, and entrepreneurs to take control of and live their financial lives with confidence. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands-on experience coupled with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach about all things money. Tracey is a full time professor in the financial services faculty within the Business School at Centennial College. She leads speaking engagements and is the Executive Producer and host of the Young Money podcast all focused on increasing financial fitness. Tracey was named the Silver Award winner for The IFSE Institute Award for Financial Literacy Champion through the Wealth Professional Awards 2020 and Bissett Financial Fitness Inc. a Worldwide Finance Awards 2020 winner.  You can find Tracey online at CashCoach.biz and LinkedIn.com/in/traceybissett/  Thanks to this week's sponsor, CityVest: https://bit.ly/37AOgkp

Join us in this discussion with Stephanie Walter of Erbe Wealth, where we discuss using tools that the ultra-rich and wealthiest 1% use. Through discussions around direct active real estate investing to passive real estate investing (syndications, private equity), you will come away from this episode inspired and with a better understanding of leveraging capital, partnerships, and fractional ownership in achieving financial freedom. Stephanie Walter is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them - sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth.Stephanie’s goal is to connect her select group of investors, her “tribe,” with investment opportunities that she’s found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals.  Find Stephanie online and learn more about her work at ErbeWealth.com  Thank you to today’s sponsor, CityVest: https://bit.ly/37AOgkp

Join us in this fantastic interview with Seth Hicks, Esq., a private banking & asset protection expert and host of the Private Banking Strategies podcast. In this conversation, we will discuss how to bank and store your wealth in private asset protected vaults, putting debt to work for you, the importance of privacy in banking, wealth and asset management, and tax mitigation strategies. Seth Hicks, Esq. brings a wealth of experience to Private Banking Strategies clientele, having successfully served as a trusted advisor and counselor to multi-million-dollar family-owned businesses, high-net worth individuals, and entrepreneurs alike. With a 20 plus year track record of helping structure and scale personal lives and businesses to optimum financial growth, his proven applications have helped create and maintain financial freedom and independence for those he counsels. Seth utilizes innovative Private Banking Strategies to successfully structure financial growth and asset protection. As an expert in business and legal operations, he structures his clients’ transactions with wealth preservation and asset protection as a key focus. Moreover, with his vast experience in risk management and strategic planning, it’s no surprise that he leads the industry as a problem-solving strategist. Seth is passionate about implementing Private Banking Strategies for his clients to help them achieve financial freedom and grow legacy wealth for future generations. His website is www.privatebankingstrategies.com. Please take a moment to visit this week's sponsor, Cityvest: https://bit.ly/37AOgkp

Join us in this episode where we highlight physician entrepreneur Dr. Cheng Ruan, MD. Dr. Cheng Ruan, MD is a physician entrepreneur. Board Certified in Internal Medicine, he is the founder of Integrative Practice Builder and Texas Center for Lifestyle Medicine. Connect with him on LinkedIn and visit his website at www.integrativepracticebuilder.com. Please check out this week's sponsor, CityVest: https://bit.ly/37AOgkp

Join us in this episode where we are joined by the founder and CEO of Wealthy Mom MD. We discuss entrepreneurship, community, mindsets, pivots, and her recent book Defining Wealth for Women: Peace, Purpose, and Plenty of Cash. Dr. Bonnie Koo, MD is the founder and CEO of Wealthy Mom MD and teaches female physician entrepreneurs how to create abundance and wealth in their mindsets, lives, families, and finances. She is the author of Defining Wealth for Women: Peace, Purpose, and Plenty of Cash. Find her online: https://wealthymommd.com/about-bonnie/ Please take a moment to check out this week's sponsor, CityVest: https://bit.ly/37AOgkp

I started Financial Freedom for Physicians in 2016 excitedly passionate about helping others find freedom in their lives. Along the way, I break freedom and quality of life down to four components - time, financial, emotional, and location freedom. Since then, the brand has grown into 4 books, private coaching, a monthly mastermind, group seminars, weekend workshops, as well as appearances on most of the major stages including The White Coat Investor, KevinMD, Passive Income MD, SoMe Docs, Doximity, MedPage Today, FinCon, and Board Vitals, and SEAK Non-Clinical Careers, as well as a community of over 16k followers. Join us in this episode where we look at the highlights, pitfalls and challenges encountered along the way, learnings, the macro view of business, economics, finance, geopolitics, and where we go from here, growing and expanding into different areas and positioning ourselves ahead of these uncertain economic times. Please visit www.drchrisloomdphd.com to stay updated.  Thank you to today's sponsor, CityVest: https://bit.ly/37AOgkp

Join us in this episode where we interview Dr. Dewan Farhana, DO, founder of Doctor Finances. We discuss all things financial, including personal finances, alternative streams of income, as well as venture capital, tech entrepreneurship, and angel investing. Dr. Dewan Farhana, DO is a tech entrepreneur, thought leader on health care technology, and advocate of financial literacy. She studied cell biology and neuroscience at Rutgers University, conducted basic sciences research at Yale Medical School and Keck Neuroscience Center, and earned her medical degree from Touro College of Osteopathic Medicine. She founded Betternest, a software tech startup that connects users to digital and physical organization services to create functional spaces that improve quality of life. As the CEO of Betternest, she raised venture funding from angel investors and Rutgers Business School. Dewan was selected as an NPR “How I Built This” Fellow, received many leadership accolades, and was featured in news media including Martha Stewart, Romper and Doximity. She also founded and sits on the board of the Human Dignity Foundation, a non-profit organization focused on the upward mobility of impoverished individuals worldwide.  As a first-generation college graduate who rose to success through much travail, Dewan is a strong advocate of financial literacy and broad-based investing strategies to achieve financial freedom. She believes financial literacy is a basic right that should be taught in childhood so that every individual has more choices and the ability to fully experience life. She posts about these and other topics on doctorsfinances.com. Thanks to this week's sponsor, Cityvest: https://bit.ly/37AOgkp

In this week’s episode, we are joined by Dr. Vanessa Peters, MD of VMD Investing. We will be discussing how real estate provides financial leverage to achieve more time freedom. Join us in this conversation where we talk about Dr. Peters’ journey from clinical medicine to active real estate, and eventually delving into passive real estate investing. Vanessa Peters, MD is the founder of VMD Investing and has been investing in real estate for 12 years in single family homes, commercial retail, apartment communities, short-term rentals, self-storage, land entitlements and manufactured home parks. She has invested in over 2500 units across 15 properties and 6 funds. Visit her online at VMDInvesting.com. Download her Roadmap to Success spreadsheet at VMDInvesting.com/roadmap.  She is passionate about helping busy professionals build wealth through passive, income-producing real estate that provides attractive returns and a proven roadmap to financial freedom. She is the author of The Busy Professional's Guide to Passive Real Estate Investing - A physician's path to building wealth, creating financial freedom & leaving a legacy. Vanessa Peters earned her medical degree at the University of Calgary in Alberta, Canada and moved to the US from Canada in 2002.  Dr. Peters is a Family Physician and Chief Physician Officer for Graybill Medical Group, a primary care owned medical group in North San Diego County, with 12 locations and 80+ providers. She is involved in her community and is on the Board of Directors for Interfaith Community Services, a nonprofit that focuses on reducing homelessness in San Diego County. She lives in Escondido with her husband and son and enjoys hiking, traveling and yoga. She also has a passion for aviation and has earned her Private Pilot Certificate.  Thank you to this week's sponsor, CityVest: https://bit.ly/37AOgkp

In this episode, we talk with Dr. Heather Fork, MD of Doctor’s Crossing. Dr. Heather Fork is a pioneer when it comes to Physician Career Coaching and Life Coaching. She is one of the first physicians to teach physicians how to gain clarity over their values and beliefs, and how to prepare for life transitions in their business, career, relationships, and finances. We discuss her path and journey as well as her passion and current projects, which is dedicated towards serving the physician community. Dr. Heather Fork, MD is a retired dermatologist and founder of Doctor’s Crossing. Her passion is helping physicians find their paths and true callings in life, and she is dedicated towards coaching them to help them find fulfillment in their careers, relationships, and lives. Please be sure to check out her Course on LinkedIn: https://bit.ly/3IVG1x7