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

🔹 Startup advice from someone who's actually done it. In this episode, Spencer Dennis — founder of CoachNow and author of How to F*** a Unicorn — shares unfiltered truths about raising capital, navigating acquisitions, and surviving the emotional rollercoaster of startup life.If you’re searching for bold startup guidance, this episode delivers. Spencer speaks directly to founders who are:Stuck trying to build a startup from scratchUnsure about how to raise startup capitalCurious about the realities of startup acquisitionsStruggling with imposter syndrome as a founderWondering if AI in coaching can replace human connectionIn need of a high performance founder mindset just to stay saneThis conversation is packed with actionable startup advice grounded in real experience — not theory. Spencer Dennis has coached elite athletes, built and sold companies, and now helps founders avoid the traps he fell into. From distribution-first thinking to the emotional toll of selling your company, he offers wisdom that's aligned with your search intent as a founder or aspiring entrepreneur.If you’re looking for insight, clarity, and an honest take on how to win without losing your soul, you’ll find your answers here.To check out Spencer's book, visit: https://amzn.to/4pgeLxV🔹 Timestamps (20:26 duration)00:00 – Introduction to Spencer Dennis & CoachNow01:15 – From Golf Pro to Tech Startup Founder03:00 – The Origin Story: Solving Your Own Problem04:30 – Validating Before Building: The Right Way06:00 – Why Founders Need Built-In Distribution Channels08:10 – The Hidden Traps of Taking VC Money10:00 – The Dark Side of Startup Acquisitions12:00 – Why Founders Are Like High-Performance Athletes14:00 – Post-Acquisition: What Really Happens After the Exit15:30 – Future of AI in Coaching & Performance17:00 – Imposter Syndrome, Confidence, and the Founder Identity19:00 – Final Advice + Book Mention: How to F*** a Unicorn20:00 – Where to Find Spencer Dennis🔹 Hashtags#StartupAdvice #SpencerDennis #CoachNow #VentureCapital #StartupFounders #StartupFunding #HighPerformanceFounders #StartupAcquisition #AIinCoaching #ImposterSyndrome #BuildingaStartup #FounderMentalHealthTo 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 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

✅ Becoming the CEO of your career isn't just a mindset shift—it’s the proven strategy for professionals and entrepreneurs looking to accelerate growth, earn more, and take control of their future.Whether you're stuck in a role that undervalues you or you're building a business without traction, this episode delivers actionable insights from career coach and TEDx speaker Kendall Berg. Kendall went from being overlooked in her corporate job to being promoted five times in six years—and now she helps others unlock the unspoken strategies of workplace success.In this episode, we cover how to escape the corporate plateau, how to build strategic relationships, and how to use effective communication to influence promotions and performance. If you're Googling “how to get promoted,” “why hard work doesn’t pay off,” or “how to grow my career,” this is the conversation designed for you.🔍 Kendall shares how professionals can apply an entrepreneurial mindset inside the corporate world, why many fail to get promoted despite being the hardest workers, and how to navigate office politics authentically. She also explores how AI and automation will change the nature of work—and why leadership and communication are more important than ever.If you're tired of waiting for someone to notice your efforts—or you’re building a business and hitting invisible walls—this episode will show you how to communicate your value, build influence, and finally take charge.To check out Kendall's book, "Secrets of the Career Game: 36 Simple Strategies to Win in the Workplace ", visit: https://amzn.to/4qLoqOo⏱️ Timestamps (23:26 total)00:00 – Introduction to Kendall Berg01:00 – The Secret Language of Corporate Success02:30 – Why Relationships Beat Technical Skills04:00 – How to Disagree Without Burning Bridges06:00 – The Myth of Job Security09:00 – Kendall’s Story: From Overlooked to CFO Offer13:00 – Managing Teams: Mistakes and Lessons16:00 – The AI Impact on Career & Leadership20:00 – Entrepreneurs vs Employees: How to Think Like a CEO22:00 – Connect with Kendall & Final Thoughts📌 Hashtags:#CareerCoach#CEOOfYourCareer#KendallBerg#CareerGrowth#LeadershipDevelopment#EntrepreneurMindset#FutureOfWork#WomenInLeadershipDisclaimer: 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 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

👤 Shoppable video is the future of e-commerce — and in this episode, Eitan Koter, co-CEO of Vimmi, reveals how brands can turn video content into powerful sales machines across platforms like TikTok, Instagram, YouTube, and Amazon.Whether you’re a digital course creator, coach, or run a consumer product brand, this conversation will help you unlock the power of video commerce, social commerce, and livestream shopping to meet your audience exactly where they are — and convert them.Eitan explains how interactive video and AI-driven video analytics are shaping customer behavior, driving higher conversion rates, and building emotional connections through authentic content. You’ll learn why founder-led video beats polished ads, and how the psychology of live shopping creates urgency, trust, and action.🚀 This episode helps you if you're wondering:How is shoppable video different from standard YouTube videos or affiliate links?What tools do I need to start with video commerce and scale across platforms?How does live shopping build buyer intent and brand loyalty?Can short-form video work for high-ticket or digital products?How does AI improve targeting, product syncing, and personalization?If you're searching for ways to boost engagement, reduce cart abandonment, and make your content actually convert — this is your guide.⏱️ Timestamps (17:02 runtime)00:00 - Intro: Meet Eitan Koter & What is Vimmi01:20 - The Rise of Shoppable Video & E-commerce Trends03:00 - How Vimmi Works: Turning Video Into Sales05:00 - Shoppable Video vs Traditional Product Videos07:10 - Social Commerce & Checkout Integrations09:00 - Live Shopping: The FOMO Effect11:00 - Buyer Psychology in Video Commerce12:30 - What Industries Work Best with Shoppable Video14:00 - The Role of AI in Video Commerce15:30 - Content Strategy: Authenticity vs High Production16:30 - Where to Learn More & Connect with Vimmi🏷️ Hashtags#ShoppableVideo #VideoCommerce #LiveShopping #SocialCommerce #EitanKoter #Vimmi #EcommerceMarketing #TikTokShop #DigitalMarketing #OnlineSales #LivestreamShopping #ContentMarketing #AIinEcommerceTo 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 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

✅ The experience economy is booming, and in this episode, Dawn Farrow, a leading marketing strategist and female founder, reveals how to thrive in it.If you're trying to sell tickets to live events, navigate the world of immersive marketing, or just want to understand how to stand out in the experiential marketing space—this is your roadmap. Dawn has helped market events tied to massive global brands like Squid Game and Friends, and she understands how to turn emotional desire into sold-out shows.She explains why people spend thousands on experiences, not things—and how you can tap into that behavior to increase your ticket sales, create fandom, and grow your event brand.This episode is perfect for:Event promoters struggling with event promotionMarketing teams looking for insights into hybrid eventsEntrepreneurs navigating today's post-COVID demand for live and immersive experiencesFemale founders seeking resilience and strategic growth adviceDawn doesn’t just talk theory—she’s built and sold a successful agency, now leads On Sale Group, and connects a global network of marketers shaping the future of live experiences.Whether you’re producing immersive theater, launching an exhibit, or selling tickets to a festival, this interview gives you the insight and confidence to grow your brand in today’s experience economy.🕒 Timestamps (for 16:27 video):00:00 - Intro: Meet Dawn Farrow & the Experience Economy01:08 - What is the Experience Economy?02:15 - Dawn’s Role: From Agency Founder to Global Marketing Strategist03:40 - Who She Works With: Promoters, Producers, Netflix, Warner Bros05:00 - Pain Points in Marketing Live Events06:20 - What’s Hot: Immersive, High-Value, In-Person Experiences07:55 - Reconciling Digital Tech with In-Person Demand09:10 - The Emotional Power of Live Events10:05 - Why It’s Harder to Market Experiences vs. Products11:15 - Mistakes Companies Make in Event Promotion12:40 - The Power of Community and Fandom14:10 - Advice for Female Entrepreneurs15:35 - Why Passion & Strategy Matter in Building a Career16:15 - Where to Follow Dawn🏷️ Hashtags (SEO & Discovery Optimized):#ExperienceEconomy #DawnFarrow #ImmersiveMarketing #LiveEvents #TicketSales #EventPromotion #FemaleEntrepreneur #ExperientialMarketing #MarketingStrategy #Fandom #HybridEvents #FinancialFreedomTo 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 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 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