The Limitless MD

Do you feel stuck paying enormous tax bills and riding the volatile ups and downs of the market? What if there’s a smarter, safer way to keep more of your money and grow it faster? In today’s episode, I sit down with Dana Cornell, founder of Cornell Capital and former Wall Street advisor, to reveal the hidden strategies wealthy families use to protect assets, reduce taxes, and build lasting wealth. Dana went from knocking on doors during the 2008 financial crisis to managing over $1.4 billion at Morgan Stanley. Along the way, he discovered a broken system designed to serve institutions and not individual investors.  His achievements earned him Forbes recognition as one of the top advisors in the country, yet he chose to walk away and launch Cornell Capital to disrupt traditional wealth management. Dana will teach you how to cut your tax bill by six figures, invest like the ultra-wealthy, and create a financial plan that truly serves your life. “Time solves most chaos in any investment situation... So have patience when there's turmoil.” ~ Dana CornellIn This Episode:- Dana's origin story and early career- What are alternative investments?- Tax strategies for high earners- Investment options and services at Cornell Capital- The future of wealth management & investment opportunities - Top five mistakes millionaires make- How to connect with Cornell CapitalAccess Free Resources on Tax Strategies and Alternative Investments: https://www.cornellcapitalholdings.com/freeBook an appointment with CCH: https://marketing.cornellcapitalholdings.com/meetings/brandon1047/podcast-cch-introConnect with Dana Cornell: Website: https://www.cornellcapitalholdings.com/ LinkedIn: https://www.linkedin.com/in/danacornell Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

When you think about building wealth in medicine, do you picture yourself working at one job until retirement? My guest today, Kristin Burton, proves there’s a better way. She began her career like many of us, buried in student loan debt and working long hours. After paying off $161,000 in just 16 months, she realized financial freedom was about more than debt elimination. Kristin shares how she shifted her focus from paying bills to building assets, investing aggressively in her twenties, and eventually creating income streams outside of medicine. We talk about the mindset shifts healthcare professionals must make to get ahead, and Kristin also shares how she helps other PAs, NPs, and PharmDs rethink their financial journey, create sustainable wealth, and avoid burnout in medicine. If you’re wondering whether it’s possible to thrive in your career, grow your wealth, and still have time for family and passions, this episode is for you! “If you can create a gap between your expenses and income and then create some assets with the gap, it's almost inevitable that you're gonna end up building some wealth.” ~ Kristin Burton In This Episode:- Kristin Burton’s journey of paying $161k in student debt- What steps did she take toward becoming a millionaire?- Why your income level doesn't matter in building wealth- What Kristin would do differently and her current beliefs- Biggest client "head trash": PSLF myths and the 4% 401k mindset - How do you help healthcare professionals avoid lifestyle inflation?- Kristin's book recommendations - Redefining wealth: from net worth goals to "what is enough?" - How to find out more and join Kristin’s community Book Recommendations Mentioned in the Episode: The Alchemist by Paulo Coelho: https://a.co/d/3yayzkg 10x Is Easier Than 2x by Dr. Benjamin Hardy & Dan Sullivan: https://a.co/d/hlbLEbG Who Not How by Dr. Benjamin Hardy & Dan Sullivan: https://a.co/d/2Ol8RjwThe 5 Types of Wealth by Sahil Bloom: https://a.co/d/6SMYeNH Die With Zero by Bill Perkins: https://a.co/d/6ae8TSq Join The Millionaires in Medicine Club!Learn how to clear debt and build wealth as a PA, NP, or PharmD: https://www.millionairesinmedicine.com/community Connect with Kristin Burton: Website: https://www.millionairesinmedicine.com/ LinkedIn: https://www.linkedin.com/in/kristin-burton-pac `Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Ever wonder what ultra-wealthy families are doing differently to grow and protect their wealth? In today’s episode, I sit down with Kristian Mtetwa, co-founder of Synergy Private and Tax Alchemy, to explore the private world of elite financial planning. From his immigrant beginnings in Zimbabwe to managing wealth for nine-figure clients, Kristian shares what separates those who build lasting legacies from those who simply accumulate assets. We unpack the four stages of the wealth cycle and how to transition from a high earner to a family office-level investor. You’ll hear how doctors and entrepreneurs are using frameworks based on income tiers to structure their investments, protect their assets, and access exclusive private deals most people never even hear about. If you’ve hit a plateau and you know you’re capable of more, this conversation will challenge how you view wealth and ignite the drive to be the one who changes your family’s financial destiny. “True wealth is freedom—doing what you want, with who you want, and whenever you want.” ~ Kristian Mtetwa In This Episode:- Impact of heritage and immigrant mentality on building wealth- The connection between Synergy Private and Tax Alchemy- Wealth management for ultra-affluent families- Common myths and mindsets about money- Tactical strategies and frameworks on how to build wealth- First generation wealth: challenges and opportunities- Kristian’s aspirations, role models, and inner circle- The Access investments communityReady to Build Wealth Like the Ultra-Wealthy?Apply now to Kristian’s ACCESS platform. Use code LIMITLESS to join at 50% off: https://www.synergyprivate.com/access Connect with Kristian Mtetwa: Website: https://kristianmtetwa.com/ LinkedIn: https://www.linkedin.com/in/kristianmtetwa Instagram: https://www.instagram.com/kristianmtetwa/ Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Today, I’m joined by Travis Smith, founder and CEO of Tribevest, to explore how doctors can leverage their networks to invest in real estate and other high-return opportunities without giving up their full-time jobs. Travis walks us through his journey from being a passive investor to becoming what he calls “actively passive” in the real estate market. He explains how doctors can create a capital aggregation business model by pooling resources with colleagues to invest together and generate wealth. If you're looking for new ways to grow your wealth, Travis will guide you on how to make passive income and harness the power of your professional network to achieve lasting financial freedom. “Anytime you're bringing value to the world, there's a wealth opportunity there.” ~ Travis Smith In This Episode:- Travis's background and the birth of Tribevest- Building wealth through real estate syndications- The role of capital aggregators in investing in real estate- Key factors for successful real estate investments- Dr. Dylan's success story in real estate investing- Travis's entrepreneurial journey: challenges and wins- How to participate in TribevestResources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Travis Smith: Website: https://www.tribevest.com/ LinkedIn: https://www.linkedin.com/in/travissmithmovethechannel Connect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

As a physician, entrepreneur, or high-income professional, taxes are often your biggest expense. But you can reduce that burden significantly. I sit down with Thomas Castelli, a tax strategist and real estate expert, to explore how you can offset your taxes with smart strategies. Thomas dives deep into how real estate can help lower your effective tax rate with strategies like bonus depreciation and the Augusta Rule. He sheds light on common tax mistakes that can cost you thousands—and how to avoid them. We also break down the role of a tax strategist versus a typical CPA, highlighting the importance of proactive tax planning. If you’re ready to take your tax planning to the next level, Thomas has an exclusive offer for you. Get a free 30-minute discovery call and $500 off your engagement with Hall CPA. Don't miss out—optimize your tax strategy today! “If you're a high-income earner, you could be paying between 40 to 50% in taxes, but with real estate, the rental income is often sheltered from tax, thanks to depreciation.” ~ Thomas Castelli In This Episode:- Meet tax strategist, Thomas Castelli- Top 3 tax mistakes and how to avoid them- Understanding tax strategists and their roles- Real estate professional status and bonus depreciation- Short-term rentals: benefits and cautionary tales- Little-known tax hacks and partial asset disposition- Exploring the Big Beautiful Bill and its implications on real estate- Final thoughts and how to claim Hall CPA’s special offerConnect with Thomas Castelli: Website: https://thomascastelli.com/ LinkedIn: https://www.linkedin.com/in/thomascastelli Instagram: https://www.instagram.com/thomascastellicpaFacebook: https://www.facebook.com/castellithomas YouTube: https://www.youtube.com/channel/UC7r_GidIaOKmpAWdvraMOeg Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching/ ➡️ Apply to become a Limitless MD - www.I8mastermind.comClaim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Have you ever felt like you're meant to do more than just clock in and out as a doctor? I sat down with Dr. Mona Sodhi and Dr. Marissa Caudill, two physicians turned entrepreneurs. They’re not just doctors; they’re real estate investors, tech founders, and visionaries who co-created Super Doc Tech to simplify and supercharge the business side of private practice. We talked about what it takes to leap from a traditional medical job into building your own dream practice. We dig into the struggles and mental shifts that come with launching something from scratch, and how embracing failure and taking messy action can lead to freedom and fulfillment. If you’ve ever dreamed of launching your own practice or want to take your current one to the next level, this conversation is your blueprint. Tune in and learn how Super Doc Tech could be the secret weapon that helps you streamline your business, boost patient experience, and finally practice medicine on your terms! “Once you get out of your comfort zone and take that leap of faith to do the thing that really lights you up, that's when you grow.” ~ Dr. Mona Sodhi In This Episode:- Dr. Mona's journey from traditional medicine to entrepreneurship- Dr. Marissa's path from psychiatry to private practice physician- How Super Doc Tech was born- The power of CRM and automation for private practice- How to start a successful business partnership- Leveraging technology for private practice growth- The importance of marketing in modern medical practices- How AI receptionists enhance efficiency and productivity- What makes Super Doc Tech stand out?- Advice for aspiring entrepreneur physicians- What are your unified impact and future goals?Download a FREE copy of my book: https://go.perfectweekmd.com Learn more about Super Doc Tech: https://superdoctech.com/  Connect with Dr. Mona Sodhi: Website: https://monarchconciergewellness.com/ LinkedIn: https://www.linkedin.com/in/drmona-sodhi Instagram: https://www.instagram.com/drmonasodhi/ Connect with Dr. Marissa Caudill: Website: https://www.theparentdoctor.com/ LinkedIn: https://www.linkedin.com/in/dr-marissa-caudill-995b3614  Instagram: https://www.instagram.com/the_parent_doctor/?hl=en Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/ ➡️ Apply to become a Limitless MD - www.I8mastermind.comConnect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Want to break free from the financial constraints of traditional medicine and explore alternative investments? In this week’s episode, Dr. Zwade Marshall, a Harvard-trained anesthesiologist, reveals his journey from practicing medicine to launching a successful lending company that helps physicians overcome financial barriers. We delve into the financial struggles that many doctors face, the importance of financial literacy, and its impact on a physician's career trajectory. Dr. Marshall also shares the entrepreneurial mindset required to start and scale a business while practicing medicine, as well as the importance of finding the right partners and mentors.Don’t miss out on practical lessons on how to create a lasting impact in both medicine and business. Tune in now, and for a head start in your entrepreneurial journey, Doc2Doc Lending today! “Surround yourself with the right people, but also recognize when they’ve hit the ceiling of what they can provide for you.” ~ Dr. Zwade Marshall In This Episode:- Dr. Zwade Marshall's background and early career- Challenges and motivations in practicing medicine- Why physicians don’t feel wealthy- Starting a fintech company while practicing medicine- Building and scaling a medical practice- The entrepreneurial mindset needed to scale a business- How personal health and wellness impact business success- Final thoughts and contact informationDownload a FREE copy of my book: https://go.perfectweekmd.com Book Recommendation, Who Not How by Dan & Benjamin: https://a.co/d/grwEfsS Apply for a Personal Loan: https://partner.doc2doclending.com/LIMITLESSMD  Invest in Doc2Doc Lending: https://www.startengine.com/offering/doc2doc Connect with Dr. Zwade Marshall: Website: https://www.doc2doclending.com/ LinkedIn: https://www.linkedin.com/in/zwademarshallmdInstagram: https://www.instagram.com/drzmarshall/ Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/ ➡️ Apply to become a Limitless MD - www.I8mastermind.comConnect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Imagine if you could 10X your productivity in the next 72 hours! As a doctor, maximizing your time can feel like an impossible task. So, today I host Dr. Ann Tsung, a renowned expert in productivity, flow, and performance, to uncover productivity tips that can transform your work-life balance and take your practice to the next level.Dr. Ann dives deep into the concept of "hard no's"—setting non-negotiable boundaries that free up your calendar for high-impact work. By identifying your peak performance times, aligning your schedule with your natural energy rhythms, and eliminating unnecessary distractions, you can create a routine that maximizes efficiency and productivity. Dr. Ann also explains how narrowing your focus, setting clear priorities, and blocking out distractions can lead to dramatic improvements in your productivity. Whether you’re managing a medical practice, conducting research, or balancing family life, these productivity hacks will help you achieve more in less time, so hit play now!“You can learn all of the productivity tactics and strategies, but if you don’t associate productivity with a why, it is not going to happen." ~ Dr. Ann Tsung In This Episode:- Introducing Dr. Ann Tsung: The productivity MD - The power of hard no policies- Dr. Ann's journey to productivity mastery- The importance of flow state and how to achieve it- Practical tips for doctors to get into flow state - Why understanding your chronotype is critical - Dr. Ann's mission and impactDownload a FREE copy of my book: https://go.perfectweekmd.com Connect with Dr. Ann Tsung: Website: https://www.productivitymd.com/Email: tsungannmd@gmail.com   Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/ ➡️ Apply to become a Limitless MD - www.I8mastermind.comConnect with Vikram:Website:   https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook:  https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQSpecial Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

Dr. Derek Alessi, a health and fitness expert with a PhD in Health and Physical Education, shares essential insights for staying fit after 45. He discusses common fitness pitfalls and how to work smarter, emphasizing the role of recovery. Dr. Alessi highlights the importance of metabolism and muscle maintenance, while providing actionable nutrition advice and key supplements like creatine for older adults. His journey from dentistry to wellness entrepreneur sheds light on balancing health and business, inspiring listeners to embrace aging with confidence.

What happens if your hands, your livelihood as a doctor or dentist, are taken away? That’s the question Dr. Jeff Anzalone had to face after a skiing accident nearly sidelined his career as a dentist. It was a wake-up call that pushed him to think beyond the drill and reevaluate how he protected his family, time, and future.In this episode, Dr. Jeff shares how that single moment triggered his transformation—from solo practitioner to a financially free, opportunity-driven entrepreneur. He shares how stepping out of the traditional “dentist bubble” opened up a new reality—and how masterminds, accountability, and action accelerated his growth far faster than any textbook ever could.If you're ready to stop trading time for money and start living life on your terms, this episode will show you how to create income that works even when you can’t, freedom to practice on your terms, and confidence in your financial future. And for a deeper dive, join our free Financial Freedom Challenge happening May 15–27.  “If you want freedom, you have to have income coming in that doesn't involve your time.” ~ Dr. Jeff Anzalone In This Episode:- Dr. Jeff’s journey from dentistry to financial freedom- The importance of accountability and taking action for success- Leveraging AI and technology for personal growth- Steps to achieving financial freedom for dentists- Why dentists are stuck in the traditional practice- The power of masterminds and coaching- Common pathways to freedom for dentists- Upcoming challenge for dentists and doctorsFREE Financial Freedom Challenge (May 15–27): https://unlocking-financialfreedom.comConnect with Dr. Jeff Anzalone: Website: https://www.debtfreedr.com/ YouTube: https://www.youtube.com/c/DebtFreeDoctorJeffAnzalone/ Instagram: https://www.instagram.com/drjeffanzalone/ Resources: ➡️ Download a FREE copy of my book: https://go.perfectweekmd.com ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs: https://vikramraya.com/coaching-tab-revamp/ ➡️ Apply to become a Limitless MD: www.I8mastermind.comConnect with Vikram:🌐 Website: https://vikramraya.com/ 📸 Instagram: https://www.instagram.com/vikramraya/ 👤 Facebook: https://www.facebook.com/Vikramrayamd/ 🔗 LinkedIn: https://www.linkedin.com/in/vikramraya/ 🎞 YouTube: https://www.youtube.com/@vikramrayalimitlessSpecial thanks to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free