My guest in today’s episode is David Denniston. David is a financial expert and consultant for medical professionals and Host of the Freedom Formula for Physicians Podcast, Dave is uniquely poised to offer unbiased and focused planning advice to physicians.
Dave’s passion for helping physicians was born out of the medical journey he and his family went through with the premature birth of his “miracle baby,” Evangeline. Born at 23 weeks and weighing only 12 ounces, Evangeline was saved by an incredible team of skilled medical professionals, inspiring Dave to use his own professional skills to help the medical community.
754: Eugene Shatsman: The 5 Pillars Of Growth In A Recession
My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of…
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…