Episodes

  • Ep. 038 – W- Pre-IPO Investing and Venture Capital, What it is, and Why You Should Consider it for Your Portfolio.
    Nov 30 2021
    Today we speak with Leah Edwards from Pegasus Tech Ventures -   Pegasus' corporate partners and some of the startups we've invested in are on our website:  https://www.pegasustechventures.com/   The companies Pegasus has invested in that have IPO'd or have been acquired: https://www.pegasustechventures.com/portfolio   Startup World Cup:  https://www.startupworldcup.io/   The Osaro / Innotech partnership:  https://www.pegasustechventures.com/osaro-history   Articles written by Leah Edwards -   https://techcrunch.com/2021/10/05/improving-startup-results-through-female-leadership/    https://medium.com/authority-magazine/leah-edwards-of-pegasus-tech-ventures-5-things-i-need-to-see-before-making-a-vc-investment-eb58182c2de1   https://vimeo.com/651769581
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    51 mins
  • Ep. 037 – W – Why Self Storage should be a part of your Investment Portfolio
    Aug 16 2021
    Download our Self Storage Investment Guide here:

      [gravityform id=25 title=false description=false ajax=true tabindex=49]     https://vimeo.com/587683122  
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    46 mins
  • Ep. 036 – W – Doc2Doc Lending, A Physician Founded Lending Company Exclusively for Physicians and Dentists, listen to their story
    Sep 15 2020
    Exclusive Link for TPR Listeners https://doc2doclending.com/tpr/   If you go directly to the Doc2Doc Lending Site, you can use code: TPR8068 To receive the White Glove Service which includes:
    • 0.25% Interest Rate Discount
    • One Month Grace Period on your first payment
    • $100 Cash back once you close your loan

      Doc2Doc Lending Inc Lending for Physicians   Formed when 2 physicians came together during their residency to solve the problem of helping early career physicians accessing capital at reasonable rate.

    There are 3 Main time periods that Doc2Doc looks at for borrowers:

    The School Years
    • Relocation following graduation
    • Initial housing outlay – first month rent, last month rent and security deposits
    • Down payment on a home (when it beats renting)
    • Engagement and wedding expenses
    • Car purchase or repair costs

    The Training Years
    • Childcare expenses
    • Moving expenses (when it can’t be negotiated in an initial employment agreement)
    • Refinancing of credit card debt
    • Oocyte cryopreservation

    The Practicing Years
    • Unexpected emergency expenses (that exceed your personal emergency fund)
    • Home improvements (when saving beforehand is not possible)
    • Credit card consolidation
    • Career development
    • Any personal reason is a legitimate reason

    The future will have an App for borrowers to help with other financial assets and products as you move through your career. https://vimeo.com/458379763
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    39 mins
  • Ep. 035 – PD – Getting over Imposter Syndrome & Other Internal Barriers to Reach Your Full Potential – Mind Re-Mapping and Manifestation Retreat
    Dec 30 2019
    The Mind Re-Mapping & Manifestation Retreat Chateau ElanFebruary 1st. 2020

     

    Register here:https://gegkoacw.pages.infusionsoft.net

     

     

    https://player.vimeo.com/video/381981913

     

    Dr. Maiysha Clairborne and Dr. Mani Saint-Victor –

    You have to get your mind right

     

    We talk with Drs. Clairborne & Saint-Victor about how their unique backgrounds in medicine have led them to create this transformational retreat.

    Dr. Clairborne relates how her early career experiences led her to burnout and to almost take her own life before discovering her own path.

    Dr. Saint-Victor talks about how immigrant parental pressure guided his early career in medicine and caused his own internal struggles around identity, and cultural, and familial expectations.

    Dr. Clairborne practices integrative medicine and has training in acupuncture, coaching, neurolinguistic programming, hypnotherapy and focuses primarily on getting to the root of people’s problems and not just focusing on clinical symptoms. Through this process she helps people change their behavior to be able to change their lives and outcomes.

    Dr. Saint-Victor has a background in psychiatry and computer programming and has a long-standing fascination with the way a computer works, juxtaposed with how the human brain works. With this background he helps physicians use mental models to create an identity that is not just wrapped up in being a physician.

    The Mind Re-Mapping and Manifestation Retreat –

    Change cannot occur until your thought process changes.

    Removing self doubt, imposter syndrome, the same obstacles reappearing over and over again in your life, defining and reaching fulfillment in your life, and how to remove the blind spots that may be holding you back are all areas that will be tackled during this retreat.

    How does the pattern of being a physician affect how we view the world and interact with others? And does that in some ways limit us?

    During this retreat you will -

    1)     Reconnect with yourself

    2)     Get clarity on what you want out of life

    3)     Act towards your goals and eliminate your fears

    4)     Reconnect and discover your deepest values

    5)     Remove the negative thoughts and negative self-talk

    6)     Increase your performance in your given arena

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    43 mins
  • Ep. 034 – PD – Physician Philanthropy & Giving – How to set up Non-profits and Foundations – Elevate MeD
    Dec 24 2019

    Ep. 034 – PD – Physician Philanthropy & Giving – How to set up Non-profits and Foundations – Elevate MED (Video Podcast)

    https://player.vimeo.com/video/381376067

    Dr. Alyx Porter-Umphrey – Neuro-oncologist - Elevate MED

    https://www.elevatemed.org/

    We talk about how her scholarship to Spelman college really kicked off her interest in philanthropy as it allowed her to complete her undergraduate career without debt.

    We learn how Dr. Porter-Umphrey’s experience in medical school led to her philanthropic pathway focused on changing the make-up of the physician workforce in the United States in order to eliminate health care disparities.

    Learn how she created an endowed scholarship at her undergraduate alma mater and what that process entailed.

    Elevate MeD – The Program themes are:

    1)     Scholarships

    2)     Mentorship

    3)     Financial Management/Education

    4)     Leadership Training

    Learn the Process of creating an endowed scholarship at your Alma Mater.

    Learn the process of setting up your 501c3 status on the State and Federal level.

    Learn about who you need to have on your team to accelerate your mission.

    What is a fundraising consultant and what can they do for you.

    Why it is critical to have team members who also believe in the mission of your organization.

    How to include your family and children in your philanthropic endeavors.

    https://www.elevatemed.org/

    Join our Facebook Group

    www.facebook.com/groups/thephysiciansroad/

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    44 mins
  • Ep. 033 – W – W-2 Employee Tax Savings Strategies (also for Self Employed/1099 workers)
    Dec 10 2019

    Sign up now to learn about the Conservation Easement Program.

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    Ep. 033 – W-2 Employee Tax Savings Strategies (also for Self Employed/1099 workers) (Video Podcast)

    Today on the Physician’s Road podcast we talk about a Tax Savings strategy that even W-2 employed workers can use along with self employed business owners and 1099 workers. It has the double benefit of being great for the environment as well.

    So you can do well, why you do good at the same time. So get out a pen and paper because you’ll want to take notes on this important topic.

    In this Episode you will learn:

    What is conservation easement and how can you use it to help the environment and save on taxes at the same time.

    Why the IRS is coming after unscrupulous operators in the industry and how to avoid companies that run afoul of the rules.

    Learn what you need to ask operators of Conservation Easements to ensure that they are running them in compliance with IRS guidelines.

    Learn what the Conservation Easement Audit Techniques guide is and how it is used to determine the validity of an Easement.

    Learn about the 2 aspects that the IRS looks at when looking at Conservation Easements.

    -         Technical Aspects

    -         Appraisal value

    The present value of future profit and how that process creates a charitable deduction above the level of investment made.

    What is the process of creating an IRS compliant conservation easement?

    1)     Physically Possible

    2)     Legally Permissible

    3)     Financially feasible

    4)     Maximally productive

    Some conservation easements are registered through FINRA so they are highly regulated when provided by the best operators.

    Why a Conservation Easement will not trigger an audit on your personal tax return.

    Does the Conservation Easement company protect themselves and their investors from the IRS and what is their process of defending their projects?

    How you can use this to reduce your taxable income up to 50% of your adjusted gross income (AGI).

    How you can carry forward any excess deduction for 15 years into the future.

    How you can use a ROTH conversion in combination with a conservation easement to move your money from a tax deferred status to a tax free status.

    How state tax can also be mitigated through a C.E. program

    How using a C.E. can bring you back into the QBI (qualified business income) 199A tax bracket especially if you are in high tax states like New York, California, Minnesota, etc…

    Here is a Webinar on the benefits of participating in a Conservation Easement Program.

    www.TrueNorthResources.net/webinar

     

    https://player.vimeo.com/video/378143877

    Download our White Paper

    "What is a Conservation Easement"

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    Join our Facebook Group

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    43 mins
  • Ep. 032 – PD – BootcampMD 2 – Physician Entrepreneurship Conference – Learn the skills it takes to be a Physician Entrepreneur
    Sep 10 2019
    Bootcamp MD -Physician\'s Entrepreneurship ConferenceOctober 4 – 6th 2019 in Atlanta, GA.

    Register Here

    On today\'s episode learn:

     

    Why Dr. Mike Woo-Ming decided to become a physician entrepreneur.

     

    How becoming an entrepreneur made him feel as though he was no longer a cog in the wheel.

     

    Why it is more important to move towards something you like, as opposed to running away for medicine or some other type of pain.

     

    Why entrepreneurship is hard, but there are ways to more smoothly make your transition into non-clinical fields.

     

    What is BootstrapMD.com –

     

    Bootcamp MD 2 – Atlanta

    Why going to conferences can make a huge difference in your personal development.

     

    Why mindset is so important when looking to gain new talents and skills.

    Register Here


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    35 mins
  • Ep. 031 – W – Institutional Venture Capital, How Individual Investors can Participate Effectively
    Aug 31 2019
    [gravityform id=11 title=false description=false ajax=true tabindex=49] Blair Garrou – co-founder and managing Director of Mercury Fund.   What is the history of Mercury Fund and how it has created its strategic advantage.   We follow the evolution of Houston’s growth as a Tech Start-Up City.   We discuss what is missing in the Venture Capital Industry especially related to the middle of the country vs. Venture Capital on the Coasts.   How and why Mercury Fund pivoted from being an early seed stage V.C. company to a Series A round funding company.   To learn more about what Series A means click here.   How you as an individual investor can add value to a large V.C. company even if you cannot write a million-dollar check.   We will explore the terms: Seed funding/investing Product-Market Fit Run-Rate Enterprise Customer   Also, learn how Investing alongside an experienced V.C. firm can lead to starting your own fund if you so choose.   Felix Chevalier – Felix Chevalier is an attorney and is an investor. He represents companies in various industries such as energy, tech, manufacturing, healthcare, and transportation who are seeking market entry through governmental agencies domestically and internationally. Felix also works with companies abroad seeking to enter the U.S. market. FChevalier@chevalierlaw.com www.chevalierlaw.com Educate – Empower and Enable. https://vimeo.com/356891295
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    45 mins